177 replies to this topic

[punter]

I mentioned here fake truce 2 weeks ago. Enjoy while it last....

Game of thrones has only juz started

Edited by punter, 12 October 2019 - 01:23 AM.

[punter]

i normally dun recommend stocks, and definitely not china stocks bcos transparency is an issue.

 

but i cant resist this case - china tech stocks sanctioned by US. this list of stocks are fully vetted by the full might of the US government, CIA, NSA, Treasury .....

 

U can be almost 100 percent certain that these companies are the most powerful chinese tech companies ever. Powerful with strong potential to prompt US embargo. these are not sh*tty companies like wework.

 

More importantly, the chinese government will never ever let these companies fail under pressure from US government.

 

U cant get a better dream list, vetted by the US government and fully backed by the chinese government.

 

consider this a parting gift.

[Waver]

Yup fake phase 1 truce

No one from either side can be trusted

I surely hope people beyond us traders/market watchers take notice the absolute BS coming out of the WH.

The current POTUS and his antics are beyond belief.

[punter]

Yup fake phase 1 truce

No one from either side can be trusted

I surely hope people beyond us traders/market watchers take notice the absolute BS coming out of the WH.

The current POTUS and his antics are beyond belief.

 

 

i have a scenario that NOV APEC meeting in Peru may have negative outcome and tariffs to proceed in DEC. basically I think there could a chance for a good short in NOV/DEC.

 

but now it is a buy. good luck.

[punter]

i mentioned before that market moves is independent of market news. the later is usually a cover or a trigger, and also how one gets news. bcos i reside in asia, my news has an asian bias. a trader like me in peru maybe reading about US invading machu picchu. both are triggers.

[Waver]

Yea
Markets main intermediate trends move independently of news
Agreed
Short term the news causes spikes

[punter]

 

 

 

 

added final gold short 1495 area. total 5

 

add final sp long 2898 area. total 4. 

 

added gold short 1502. total 6

 

 

cash out gold short from  1502 for quick scalp. total 5. maybe i get chance to reload tomorrow asia. if not, i already have 5. going to zzzz

 

 

 

closed all my sp longs. wont post new long trades.

 

expect to close all my gold shorts by wed latest, wont post new short trades.

 

10 - 20 % return on portfolio for past 3 weeks. peak to valley ratio under 15% on the worst day. I think sharpe ratio is also respectable, although i didnt measure. but more improvements needed. there are many bad trades, which everyone can see,

 

good luck

Edited by punter, 15 October 2019 - 10:32 AM.

[punter]

had an american visitor today. poor chap had to listen to all my ranting over coffee. we had different views, but we respect each other views. but the chat helped to clear my tots in global trend coming.

 

The US lost the current trade war with China. lost bcos US aim was to deal China a knock out. instead it was a draw, like korean war.

 

next move coming will be financial wars, battle for global flows. Google chairman predicted a world with 2 tech standards. My call is a world with 2 financial system.

 

For too long, volatility in a USD standard and FED policy have caused terrible damage around the world. will a new standard be better? I will hold my breath. But it will provide space for lesser economies to grow in peace, at least that's what i hope.

 

there will be new markets to trade. different interpretation to markets.

Edited by punter, 15 October 2019 - 11:10 AM.

[SemiBizz]

Mark this day on your calendar for me 1/6/2020, China should be living in interesting times around that date...

[hhh]

January 6, 2020 or June 1, 2020?