Financial Markets Around World

Are you interested in club-talking about financial markets and stocks here?

  • Yes

    Votes: 32 86.5%
  • No

    Votes: 5 13.5%

  • Total voters
    37
  • Poll closed .

Randomuser

Captain
Registered Member
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The one and only legend who personifies investment has decided to retire. His score card? A 20% compounded annual gain in Berkshire stock between 1965 and 2024, compared with about 10% for the S&P 500.

I could spew out lots of "my takes" or "my views" on Mr. Buffett. But me trying to be respectful, if anyone wants to be like Buffett, first prerequisite is to read a company balance sheet like him. What he can glean out of company balance sheets always amazes me.
End of an era. I wonder what this means for America when the last great investor in it is no longer there.
 

4Runner

Senior Member
Registered Member
End of an era. I wonder what this means for America when the last great investor in it is no longer there.
The US financial markets were fundamentally altered after 2008 financial crisis and bailouts thereafter. In the 70s and 80s you had hedge fund managers like Ed Thorpe. In the 90s you had James Simons who inspires Liang Wenfeng, the founder of High-Flyer quant and the father of DeepSeek. In between, you have machines. Like you said, end of an human era and start of an artificial era.
 

Randomuser

Captain
Registered Member
Im kinda butthurt from missing out buying Avichina today. But maybe its a good time to consider buying Chinese defense and military related stock. Quite undervalued since the general perception is Chinese military is second rate from many unfamiliar with it. However if it turns out they are very effective for a cheap cost, could go up quite a lot.
 
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Wrought

Senior Member
Registered Member
PBOC didn't budge and refused to join the trend of appreciation against USD. FX markets have since calmed somewhat.

China signaled that it’s not ready to let the yuan strengthen dramatically against the dollar, helping restore calm to Asia’s foreign exchange market after days of extreme volatility. The People’s Bank of China kept its daily reference rate for the yuan
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as it returned from a public holiday, pushing back against a recent rally in the offshore version of its currency — and making clear to traders that the dollar’s rout in Asia won’t all be one-way traffic. Beijing’s determination to keep the yuan relatively stable is a crucial factor for traders trying to weigh up how long an Asian currency rally against the greenback can continue. China’s economic clout means the yuan is seen as an anchor for currencies across the region, with a stable yuan reducing the chances of extreme moves elsewhere in Asia.

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horse

Colonel
Registered Member

:cool:

This is a very good video, and at the end, I disagree with this man as seems to me like the NYSE is going up, but maybe not like crazy, still it would be going up.

My reasons to disagree, is as follows.

1. It is what Louis-Vincent Gave said in a recent video, that a company like M$FT can always increase their prices 15% per year due to inflation, so with that kind of earnings, the market goes up!

2. Given the entire situation in the United States, with the politics and economic growth being soft, there will be liquidity in one form or another. Mr. Woo likes the bonds but not the stocks as much, him believing that the AI bubble had popped.

3. My impression is that AI will beget more AI! Therefore, more of the same old crap that has been driving the market.

4. The market still expects Trump to cave, which Mr. Woo PhD points out, which I agree. The point here, is I would rather take a big picture point of view, as this trade war is small potatoes compared with the other real wars going on. Trump cannot solve those other wars, and that will bleed his credibility over time. Weak people cannot pretend they are strong, no one believes that. It is like saying India is a superpower. Hence, the inevitable will happen, Trump will cave, like the market expects him to.

This is not investment advice, this is for entertainment only, past performance is not indicative of future results, blah blah blah!

Trump! Forever!

:oops::rolleyes:
 
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