Discover and read the best of Twitter Threads about #market

Most recents (24)

'Pulling #consumption forward' is an unhelpful euphemism for 'engaging in #capital consumption': more graphically, 'writing cheques the people can't cash'.
Self-sustaining #growth requires coherence between consumption & production not just today, but over time.
1/x #centralbanks
That latter is difficult enough to achieve without #centralbankers & policy-makers in general trying to impose their own vision of the balance (one always narrowly biased to the present) on a system composed of billions of interacting needs & preferences.
2/x
#bankofenfgland
The unavoidable (Rumsfeldian) uncertainty -as well as the calculable risks- is made much greater when every fluctuation today -itself a direct result of IN-coherence, largely inflicted from above- is greeted with yet another blunt-force trauma assault on the capital structure
3/x
Read 9 tweets
"It's the #Party #Sector, stupid" The shift 👇🏼is from autonomy of #PartyCapitalists with respect to everyday decisions & depend on self control to implement #CCP's goals, to explicit monitoring of key parameters like obedience of the #Party #Capitalist to #Xi's directives!🧐
2/cps #CCPchinaInc (2)Th freedom to decide what % of profits to take for personal use by party capitalist viz for party goals including maximization of growth &/or employment is being controlled more actively since 2014, and more desperately since collapse of growth & profits
3/cps #CCPchinaInc Most China experts don't understand #China's #Socialist #Market #Economy or the transformation of the #TVEs of the 1990s into the #PartySector of the 2000s (+ the e-economy created by new party members) 🧵
Read 4 tweets
Are you already trading in CFD or a beginner? CFD is a popular derivative trading product. It allows you to speculate on the financial markets, which include shares, forex, commodities, etc.
This thread show the advantages of CFDs.
#cfd #cfdtrading
cfdspy.com/guide/cfd-adva… Image
Trading In Rising & Falling Market
When you can trade in both directions, it opens up more trading opportunities for you. For example, if you buy shares, you only make money when the price goes up. With CFD trading, you can also profit by selling shares when the price go down.
Invest In Range Of Markets
Traders get a chance to invest in various financial markets through one singular online trading platform. With CFD, trading in forex, shares, commodities, bonds, and others are possible from a single account.
#market #StockMarket
cfdspy.com/markets/range-…
Read 6 tweets
Here's what experts tell @CNBCTV18News about the likely impact - a thread
- currently, large caps acc for approx 73% of allocation in multi cap funds, modcaps acc for approx 21% and small caps acc for about 6%
#mutualfunds #investing #market
- assuming funds will still want to keep 50% in large caps, it means 23% will move from large cap stocls to mid and small caps
- that sources say is about Rs 32,000 cr of movement in stocks over 4-5 mths
- edelweiss est shift of Rs 240 bn from large to small cap stocks
- edelweiss est shift of Rs 120 bn from large to mid cap stocks
- the larger impact will be on small caps wrt price movement given the low base
- avg traded volumes currently are
Midcaps: Rs 11,700 cr & small caps: Rs 4,800 cr.. that will mean roughly 2% addl vol/day
Read 4 tweets
Daily Bookmarks to GAVNet 09/06/2020 greeneracresvaluenetwork.wordpress.com/2020/09/06/dai…
xTrends on Twitter: They are moving $30 trillion market with a few billion.

threadreaderapp.com/thread/1300979…

#market #stocks
The violent blasts that can add to an avalanche’s devastation : Research Highlights

nature.com/articles/d4158…

#avalanche #research
Read 6 tweets
#China is integrating with the world #economy, not decoupling from it, according to Wu Ge, as indicated by the following facts...1/7
Amid rising #trade tensions with the #US, China has turned to export more to Southeast Asian countries; meanwhile, China’s #exports of medical and virus-control supplies have also increased amid the #pandemic...2/7
Both highlight #market force in global resource allocations that cannot be manipulated by political forces. China enjoys obvious advantages over Southeast Asian countries with a complete range of well-designed & -made product #supplies, a fact that many statistics can prove...3/7
Read 7 tweets
WEF's Klaus Schwab: "In all likelihood, unless the #pandemic evolves in an unforeseen way, the consequences of COVID-19 in terms of health & mortality will be mild..."

New week-end thread w/ @spencerlatu

#Covid19 as catalyst for #WEF #greatreset
#NewNormalFeudalism
Written by Klaus Schwab & Thierry Malleret, Geneva, July 2020.

"Until 2011, Mr. Malleret was a senior partner at the Geneva-based IJ (Informed Judgment) Partners, an investment boutique for ultra-high-net-worth individuals."

#WEF #GlobalRiskNetwork

theglobalist.com/contributors/t…
"Malleret is the co-founder & principal author of the Monthly Barometer, an analytical and predictive newsletter on macro issues for high-level decisionmakers." - "Relevant to all; read by the influential"

monthlybarometer.com
Read 29 tweets
(1/THREAD) Sentiment: One might think, with the #market erasing all its losses, that sentiment would have gotten somewhat lopsided, but it hasn’t. Here, flows into equity funds & ETFs & money market funds. #equities #SPX
2/ The rush into #cash has barely been undone, while #investors aren’t exactly rushing into #equities. While cash sitting in money market funds has dropped slightly from nearly $5 trillion to about $4.55 trillion, it has fallen from 17% to 13% as a percent of equity market cap.
3/ Looking at the percent of equity market capitalization is probably a better way to slice the data as a proxy for sentiment and it has matched almost perfectly the spread on high-yield corporate #bonds. The rest of the sentiment picture is mixed too.
Read 8 tweets
Valuation: It’s a contested issue in the market. Are stocks as divorced from fundamentals as many say? This chart shows that’s a fair point. While the #SPX is up 50% from the low, the NTM P/E multiple has almost doubled. Image
But, in my view, the bearish P/E argument misses something important: At bottoms, price usually leads #earnings. So there are going to be periods where price goes up while earnings still go down which, mathematically, leads to a rising P/E ratio.
The same thing happened in 2009 after the GFC bottom. Look: an analog of the inflation-adjusted #SP500 index now & back then. Bottom panel: Earnings as measured from the price low—not the earnings low. Back in ’09, EPS fell another 5% after the #SPX bottomed on March 9. Image
Read 12 tweets
Sometime before 1565, an enormous deposit of graphite was discovered in Cumbria, England. The locals had been using the black powder to mark their sheep.
It was discovered that this #powder could be used as a refractory #materials to line molds for cannonballs, resulting in...1
...rounder smoother balls that fired farther because of better aerodynamics. This was so valuable to the English Navy that the mine came under the strict control of Queen Elizabeth I. The poor locals and miners began to smuggle chunks of graphite out of the mine. The French...2
...among others, paid a good amount. So the locals carried this material in their pockets, making their hands and clothes black and dirty. Thus, the dark black graphite opened up a secret and illegal #market. Over time, this came to be called the 'Black Market' #ScienceTwitter
Read 3 tweets
Canada's #5G rollout

"A larger number of connected devices will result in huge increases in data that need to be stored in energy-intensive #data centres, which are expected to emit more #carbon than the international #aviation industry."

#Climate

macleans.ca/opinion/threat…
"It also means an exponential increase in the # of wireless networks, which are energy-guzzlers (est. to be 10x less efficient than wired networks). In 2015 alone, the energy used to power wireless networks generated approx. 30 megatonnes of carbon, the same as 4.9 million cars."
"There are no published long-term studies... As one US Senator put it, w/ #5G, “we’re kind of flying blind here, as far as #health & #safety is concerned.” For this reason, 273 #scientists & #doctors in the EU have signed a declaration calling for all 5G [] to be stopped."

#IoT
Read 12 tweets
Another #tech bubble? There’s a lot of talk about the FANG mega-cap #growth companies leading the market, just like 2000. The #tech companies’ narrow leadership of the #SPX is a big reason perma-bears are hating on the #market. Right or wrong? Let’s take a closer look. (THREAD)
1/ In 1999 I did a deep dive on the top darling stocks to compare the lopsided leadership of the late 1990s to the early to mid-1970s. Earlier, during the 1960s, the cyclical #bullmarket from Oct. 1966 to Nov. 1968 produced a huge bubble in retail speculation.
2/ #Tech & space companies were big favorites. Then came the #recession of 1970 & a painful bear market that wiped out speculators. During that decline & recovery, institutional investors dominated the #stockmarket & were buying tried-and-true stocks with bulletproof #earnings.
Read 18 tweets
#BipolarOrder #HiTechDecoupling #PartialEcDecoupling Is the only policy option to thawart #CCP's #Socialist #Market #Ecnomy's #ESIS policy & #READ strategy, for dominating the #commanding #heights of the global economy!
2/ccp We have to make a distinction between DJT's approach to China policy(correct) and his approach to Rest of World(flawed). The core of the China policy is spot on & only needs to be adapted to the demands of diplomacy & 21st C narrative. https://t.co/YV9EY9AXLL
3/ccp Paradoxically the critique is both correct & wrong. If Trump wasn't a "bull in China shop" viz #CCP #China, World would still be debating how to compete with #PRC through investment in infrastructure, education & R&D, not CCP #spying, #HK & #Xinjiang theatlantic.com/ideas/archive/…
Read 7 tweets
#Traders path #Futures & #Options

1: Understanding the game

Trading is not much different from playing poker game or betting on various other things.

It’s just a structured game where rules are not made by anyone, but needs to be followed by everyone in game.
Understanding those rules and adjusting yourself is a continuous process which will never end. As #SEBI would keep on changing rules.

The important thing to understand is any thing in life if we want to succeed we need patience and dedication.
A 2 hour webinar or 2 day course can’t teach you about #CapitalMarkets or #Trading it’s impossible.

Personally i feel have around 40-50% knowledge about capital markets after more than 12years of trading experience.
Read 15 tweets
For a virus that presents "few to no symptoms" for the majority, "U.S. Orders Up to 600 Million Doses of #Pfizer, BioNTech Covid #Vaccine" (Bloomberg).

bloomberg.com/news/articles/…

So let's take a look at Pfizer.
"Pfizer is a publicly-traded global pharma corp.headquartered in NYC. Its revenues reached $52.5 billion in 2017. #Pfizer makes Advil, Xanax, #DepoProvera, Neosporin, #Lyrica & Dimetapp. Pfizer manufacturers more than 350 different pharmaceuticals & operates in 180 countries.
Pfizer's Lyrica, the new vallium, linked to depression, anxiety & suicide, now top pain medication on PBS. #Pregabalin #Addiction. Addicts of #hydromorphone (#Opioid) (Pfizer) have found a new addiction w/ #Lyrica. Capsules are opened, crushed & snorted.

thetimes.co.uk/article/drug-d…
Read 40 tweets
As a follow-up to a thread on the #GunābādīNiʿmatullāhī order and #ShiiSufism some thoughts on Maʿṣūm ʿAlī Shāh (d. 1926) the famous 'historian' of Sufism 1/
His father Raḥmat ʿAlī Shāh (d. 1861) came at the end of a scholarly lineage of #Niʿmatullāhī Shaykhs: Muḥammad Jaʿfar Majdhūb ʿAlī Shāh (d. 1824), Zayn al-ʿĀbidīn Shīrvānī Mast ʿAlī Shāh (d. 1838), and Raḥmat ʿAlī Shāh himself all of whom had good relations at court2/
Majdhūb ʿAlī Shāh was closely linked to the traditional seminarian philosophers in Isfahan and Tehran and wrote a scholarly polemic against Henry Martyn (d. 1812) called Mirʾāt al-ḥaqq ar.rasekhoon.net/mashahir/show/…مجذوب-علي-شاه 2a/
Read 23 tweets
Daily Bookmarks to GAVNet 7/07/2020-2

greeneracresvaluenetwork.wordpress.com/2020/07/07/dai…

The race for coronavirus vaccines: a graphical guide

nature.com/articles/d4158…

#coronavirus #vaccines #health
The Idea of Entropy Has Led Us Astray - Issue 86: Energy - Nautilus

nautil.us/issue/86/energ…

#energy #entropy
The Present Belongs to Crowds | The New Yorker

newyorker.com/news/daily-com…

#crowds #present
Read 13 tweets
Reliance Jio is in "Technology Commodity Market". Design ripoff by JioMeet & JioChat affirms this underlying message in the market. Technology as a commodity is different from (1)(#JioMeet #JioChat #commodity #Commodities #RelianceJio #Jio #UX #Design #Market) ImageImage
Software as a commodity. White-label apps, framework & platform were in the market since a long time that are the example of Software as a commodity. Commodity trading is one of the oldest practice. Traditional companies environment are well equipped with (2)(#trading)
commodity legalities, so as India Trade & Legal Ecosystem. Reliance Jio have turn the table in their favor from bureaucracy, regulatory & legal perspective. It could also be possible that (3)(#trade #legal #bureaucracy #regulatory)
Read 32 tweets
Is it possible to "dramatize" even a #War against any #Country to stop their businessmen from having any access to #Indian #5G #Market?!

Is this entire #Drama of #War against #China & #AtamNirbharBharat is to keep #Huawei #5G out of India till #MukeshAmbani captures the Market?
Is , in the guise of #AtamNirbharBharat, the King of #CronyCapitalism in #India, conspiring to centralize whole Indian Money & Market in the Hands of his favourite State Players?

Is #AtamNirbharBharat ONLY against one country, or against all other Foreign Investors as well?
Read 5 tweets
(THREAD) 1/ Is the market’s current valuation really as bad the Shiller CAPE suggests? In my view, the answer is no. Here’s why.
2/ This shows the Shiller CAPE, or the #SP500 price index, divided by the 10-yr avg for #earnings per share. At 27.0x, the #market is at the 92nd percentile of all history, with only the 1929 peak and the dot com bubble producing a higher valuation. Not good company.
3/ But, like a blunt instrument used for precision surgery, the CAPE falls short. It doesn’t take into account interest rates, the equity risk premium or the percentage of #earnings that are being distributed back to shareholders via dividends & share buybacks.
Read 15 tweets
(THREAD) Could the huge rally since March 23 be just a bear market rally? And how would we know? Let’s take a look at history—and some charts. #SP500 #SPX #stockmarket #investing
1/ Here we see that price (#SP500) and it confirms my view that, with the exception of 1929 and 1937, the power of the current rally strongly suggests that a new #bullmarket is underway.
2/ This chart shows the retracement of the preceding decline. The current retracement far exceeds the others, but I think that’s probably just a byproduct of the fact that we have only declined 35% so far, whereas some of the prior bear markets produced declines of 50%-90%. #SPX
Read 12 tweets
Daily Bookmarks to GAVNet 6/21/2020-2

greeneracresvaluenetwork.wordpress.com/2020/06/21/dai…

We're losing the war against surveillance capitalism because we let Big Tech frame the debate

salon.com/2020/06/20/wer…

#capitalism #surveillance #tech
New revelation may change everything we know about coronavirus antibodies

bgr.com/2020/06/20/cor…

#serological #ImmuneSystem #coronavirus
Globalists Reveal That The "Great Economic Reset" Is Coming In 2021

alt-market.com/index.php/arti…

#globalism #EconomicReset
Read 5 tweets

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