All bets are off if Le Pen does a trump and wins
Why are world stocks at a record high - and how much longer will rally last?
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All bets are off if Le Pen does a trump and wins
Why are world stocks at a record high - and how much longer will rally last?
In my opinion, still uptrend is intact. Although we cannot predict top of any market we can reasonably expect some sort of pullback or volatility in global markets especially in overvalued markets. However, there will be demand for greatly discounted stocks. This may be time to rotate markets as well. As I said before it may be time to separate attractive individual sectors and stocks from the broader market and time to look for overlooked markets having attractive valuations.
Europe (ex-UK) has performed magnificently over the last year as international investors looked for value. Still some there according to a few pundits. I'd prefer ETFs (IEUX.L for instance) to Investment Trusts now as most of the trusts are selling at NAV or above.
Recently some global investors were distinguishing between the UK and the rest of Europe as part of a fundamental reassessment.However, as I said before there could be Brexit winners.
https://www.poundsterlinglive.com/gb...to-eur-and-usd
http://www.greeleytribune.com/news/b...s-10-month-low
Grain prices sink, gas prices rise with summer demand; U.S. dollar hits 10-month low
https://www.fnlondon.com/articles/uk...pound-20170714
European stocks on track for best weekly performance in two months
The hedonist in me wants to buy in right how but warning bells ringing. Shiller graphs PE ratios as high as Black Tuesday crash.
A lot of hype in the market at moment.
I will hold my current shares but won't be buying until the correction or crash occurs. Whether that be next week or next year.
VIX at record low. Won't end well. Might go long contract VIX, buy something 3-4 strikes out of the money 6-12 month. Just pondering at this stage.
https://www.hellenicshippingnews.com...down-7-points/
Baltic Dry Index falls to 1143, down 7 points
https://www.hellenicshippingnews.com...roved-weather/
GRAINS-Wheat prices face second week of losses on record world supply, improved weather
http://www.kitco.com/news/2018-03-16...lar-Firms.html
Gold Sells Off, Hits New Low for the Week, As U.S. Dollar Firms
https://www.cnbc.com/2018/03/13/us-s...-in-april.html
US shale oil will surge to nearly 7 million barrels a day in April: Dept. of Energy forecast
http://money.cnn.com/2018/03/08/investing/jpmorgan-market-correction/index.html
JPMorgan exec warns stock market could fall by 40%
http://business.financialpost.com/ne...ing-bis-says-1
Canada among three economies in world most at risk of banking crisis, BIS warns
Will volatility and sell-off become new normal? Will trade war create demand for selected new set of sectors and stocks?
Few companies and sectors came into my mind. One is Agri sector in Brazil. Yen is also rising. Seed producers and animal breeders are rising in China and they have hit the 10 percent daily limit increase. Some Food stuff companies are also rising. Investors in the USA moved toward more defensive, yield-sensitive industries such as utilities. In short, there is a silver lining in the trade drama.
https://www.marketwatch.com/story/wo...all-2018-03-02
Worried about a trade war? Stock-market investors should think small.
http://www.kitco.com/news/2018-03-22...r-Worries.html
Equities, Commodities Dented By Trade War Worries
https://www.bloomberg.com/news/artic...de-retaliation
Here Are U.S. Targets Most Vulnerable to China Trade Retaliation
https://www.tvnz.co.nz/one-news/new-...f-announcement
Kiwi dollar down on yen and greenback after Trump's China tariff announcement
https://www.smh.com.au/world/asia/australia-s-worst-nightmare-to-be-caught-in-cross-fire-of-trade-war-20180323-p4z5xm.html
Australia's worst nightmare: to be caught in cross fire of trade war
After sometime there is a demand for various types of food stocks in the USA.
https://www.marketwatch.com/story/do...ort-2018-04-16
Stocks rally; Dow set for first close above key level in more than a month
https://www.businessdailyafrica.com/...d9z/index.html
Kenya excels among its frontier market peers
http://citywireselector.com/news/top...-bets/a1110291
Top-performing PMs reveal favourite frontier bets
https://farmlead.com/blog/grain-mark...rices-chicago/
APRIL 13: PROFIT TAKING HITS GRAIN PRICES IN CHICAGO
http://www.world-grain.com/articles/...D33BF%7D&cck=1
From the editor: Russia's agricultural renaissance also includes feed
https://www.marketsnow.com/daily-upd...lar/2018-04-16
Canadian dollar weaker as crude oil prices reverse
https://www.investing.com/news/stock...inking-1396810
Dean Foods Falls to 6-Year Low as Milk Demand Keeps Sinking