2018 Investment Outlook

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#31
In sg context, i dont think companies valuations are disconnected much to their fundamental.

If you are a small time investor looking at sgx small/mid caps . You can find many conservatively run companies in some industries selling at 50cents to a dollar book value. And these companies are cash flow positive despite the downturns in their industry

[Buying hiap tong, penguin]
[Monitoring Tiong Woon, BBR, Cse global]
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#32
Dow Jones has reached 26k and almost double of 2007 peak. STI is still below 2007 peak.

No wonder the lady below wrote this:

http://www.businesstimes.com.sg/investin...overheated

Not an opinion to buy or sell, just stating facts.
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#33
Over here same situation to China, property is bubble. All the extra $$ has gone to property so stocks have a lower share of the $$

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Virtual currencies are worth virtually nothing.
http://thebluefund.blogspot.com
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#34
Quite surprised that the big dip in crypto recently did not cause any negative impact to stock markets but instead stock market is going north. Maybe the dip in crypto was to encash and buy stocks hahaha. If governments ban crypto... will the billions flow into equity?

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#35
Rainbow 
This time is different.


Be brave, my friend.


2015 and 2016 things are really bad.
Especially 2016, the market is so volatile, so sea-saw that one almost got numb and ignore the bear.
Every drop, quickly follow by a recovery... was 2016.

2017 super bull charges ahead with most people still sleeping comfortably.

2018 super bull continue and I says, let's be brave.

Having says that, you'll need to be holding solid business and be prepared for the stock market to be closed for 10 years.

Which stock will that be?
感恩 26 April 2019 Straco AGM ppt  https://valuebuddies.com/thread-2915-pos...#pid152450
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#36
(18-01-2018, 11:56 PM)Life is a game Wrote: Quite surprised that the big dip in crypto recently did not cause any negative impact to stock markets but instead stock market is going north. Maybe the dip in crypto was to encash and buy stocks hahaha. If governments ban crypto... will the billions flow into equity?

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IMO, crypto doesn't have any direct correlation with the stock market (except for some selected tech stock whom earnings may be affected, eg. Nvidia, AMD etc.).
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#37
My guess is the crypto market is not mature enough to create interactive effects yet, compared to "mature asset classes" like equity, bond or commodity which do show levels of cause and effect between each other.

The derivative market for crypto is also still at its infancy (they only started trading recently n i remember reading the first few contracts were only a few mil but i could be outdated). So the "daisy chain effect" to create 2nd order effects doesnt look ripe as well.

I think even the crypto bros are nt affected as well -They are more focused on changing world order, than money right?
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#38
(19-01-2018, 05:49 PM)weijian Wrote: My guess is the crypto market is not mature enough to create interactive effects yet, compared to "mature asset classes" like equity, bond or commodity which do show levels of cause and effect between each other.

The derivative market for crypto is also still at its infancy (they only started trading recently n i remember reading the first few contracts were only a few mil but i could be outdated). So the "daisy chain effect" to create 2nd order effects doesnt look ripe as well.

I think even the crypto bros are nt affected as well -They are more focused on changing world order, than money right?

Who knows what % of the transaction volume are held by die-hard "crypto bros"? But I do know that "true believers" are down right religious (no kidding).
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#39
I believe the initial (1st) group of crypto bros are die hard libertarian who believe in sound money. The holding should be very concentrated in a small group of individuals. However, in 2016+, crypto has become mainstream and the herd has followed due to FOMO. Several people I know personally (at least 5) has small punts in crypto.
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#40
From the SCMP in Hong Kong:

Make hay - and hedge - while the sun shines on our markets, as change may arrive in a heart beat

http://www.scmp.com/business/banking-fin...change-may

I have seen other commentaries that suggest that there might be a quarter or two before a major correction. We will see.....
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