james100
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Post by james100 on Apr 2, 2020 11:18:45 GMT
US jobs data out this morning should give a good indicator of direction of travel over coming weeks.
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Post by Deleted on Apr 2, 2020 12:19:52 GMT
ADOBE worked fine for me over the last fortnight TRIG, I sold out at the top in January and have started reloading at the start of the week ( a bit late but I'm at timming) IBT, bought twice, once too high, once nicely low Will buy into Fundsmith and Baillie Giffords Global once we are through the end of the year in my ISA
Where it will go I don't know but healthcare seems to be high in everyone's view at the moment
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Post by stan88 on Apr 2, 2020 13:00:34 GMT
US jobs data out this morning should give a good indicator of direction of travel over coming weeks. Off a cliff by looks of it 6.6 million, many would have never dreamt they would be this position a month ago a few probably despised them, a huge shock.
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iRobot
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Post by iRobot on Apr 2, 2020 13:17:26 GMT
US jobs data out this morning should give a good indicator of direction of travel over coming weeks. Off a cliff by looks of it 6.6 million, many would have never dreamt they would be this position a month ago a few probably despised them, a huge shock. I'm reading mixed reports. Is 6.6M just the number that have filed claims in the last week? (9.5M in last two weeks?) If so, it's bad. Very bad. (And that's just the U3 figures, U6 figures - some argue is more reflective of the economy - are going to be much, much worse.)
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james100
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Post by james100 on Apr 2, 2020 13:29:48 GMT
Off a cliff by looks of it 6.6 million, many would have never dreamt they would be this position a month ago a few probably despised them, a huge shock. I'm reading mixed reports. Is 6.6M just the number that have filed claims in the last week? (9.5M in last two weeks?) If so, it's bad. Very bad. (And that's just the U3 figures, U6 figures - some argue is more reflective of the economy - are going to be much, much worse.) There were several different job figures released but the key one wrt market impact (and the one getting headlines) was the US Initial Jobless claims (yes the 6.65M one). The figure is very bad in it's own right. The gap between forecast and actual is also a big deal (although GS predicted > 6M earlier this week). Chart in case anyone's interested here And yes! the trend would suggest it will go stratospheric next month.
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Post by dan1 on Apr 2, 2020 13:46:41 GMT
I'm reading mixed reports. Is 6.6M just the number that have filed claims in the last week? (9.5M in last two weeks?) If so, it's bad. Very bad. (And that's just the U3 figures, U6 figures - some argue is more reflective of the economy - are going to be much, much worse.) There were several different job figures released but the key one wrt market impact (and the one getting headlines) was the US Initial Jobless claims (yes the 6.65M one). The figure is very bad in it's own right. The gap between forecast and actual is also a big deal (although GS predicted > 6M earlier this week). Chart in case anyone's interested here And yes! the trend would suggest it will go stratospheric next month. Hmmm.... need a log scale on that chart
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hazellend
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Post by hazellend on Apr 2, 2020 13:48:11 GMT
I’m very comfortable buying more of my all world tracker at the moment
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bigfoot12
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Post by bigfoot12 on Apr 3, 2020 9:40:37 GMT
I’m very comfortable buying more of my all world tracker at the moment I don't suppose you happen to know if there is a GBP denominated (not hedged) distributing version of this? Or something similar? VWRP is denominated in GBP but seems to be Accumulating, and conversely the distributing versions seem to be in USD. (My platform fees are too high to bother with USD at the moment, and this is outside a tax wrapper and accumulating shares are too complicated for me to bother with.)
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r00lish67
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Post by r00lish67 on Apr 3, 2020 9:42:38 GMT
I’m very comfortable buying more of my all world tracker at the moment I don't suppose you happen to know if there is a GBP denominated (not hedged) distributing version of this? Or something similar? VWRP is denominated in GBP but seems to be Accumulating, and conversely the distributing versions seem to be in USD. (My platform fees are too high to bother with USD at the moment, and this is outside a tax wrapper and accumulating shares are too complicated for me to bother with.) VWRL
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KoR_Wraith
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Post by KoR_Wraith on Apr 3, 2020 10:16:23 GMT
The experts are advising social distancing behaviours, if not a 'lockdown', to remain in place for many months. I don't think the impact of such behaviours has been fully reflected in share prices.
The S&P 500 has only dropped to where it was in October 2017. Does anyone recall any such economic upheavel back then?
I certainly don't. If memory serves, I believe we were all (well, mostly all) happily throwing money into Lendy DFLs at the time.
The FTSE's graph looks very different to the S&P 500, with minimal upwards movement over the past 20 years, does anyone know the underlying reasons for such varied performances?
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r00lish67
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Post by r00lish67 on Apr 3, 2020 10:50:47 GMT
The experts are advising social distancing behaviours, if not a 'lockdown', to remain in place for many months. I don't think the impact of such behaviours has been fully reflected in share prices. The S&P 500 has only dropped to where it was in October 2017. Does anyone recall any such economic upheavel back then? I certainly don't. If memory serves, I believe we were all (well, mostly all) happily throwing money into Lendy DFLs the time. The FTSE's graph looks very different to the S&P 500, with minimal upwards movement over the past 20 years, does anyone know the underlying reasons for such varied performances? As I understand it, it's simply cos the S&P 500 is full of 'winners' like Amazon, Facebook, Apple etc, whilst the FTSE 100 is full of duffers like banks and commodity miners. Not to say that will continue, hence why so many people advocate global diversification. Then at least you have a mix of the wheat and chaff and benefit from overall market trends (or not, as of the present time!)
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agent69
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Post by agent69 on Apr 3, 2020 11:08:29 GMT
The experts are advising social distancing behaviours, if not a 'lockdown', to remain in place for many months. I don't think the impact of such behaviours has been fully reflected in share prices. The S&P 500 has only dropped to where it was in October 2017. Does anyone recall any such economic upheavel back then? I certainly don't. If memory serves, I believe we were all (well, mostly all) happily throwing money into Lendy DFLs the time. The FTSE's graph looks very different to the S&P 500, with minimal upwards movement over the past 20 years, does anyone know the underlying reasons for such varied performances? I can envisage a situation if cases and deaths start to fall over the next 3 - 4 weeks time that there would be some relaxation of the lockdown.
Effectively anything could be allowed provided it complies with the social distancing rules. So all shops could open (subject to them having appropriate controls in place) and sports like golf, tennis and cricket (if the slips don't stand to close together) would be allowed. However, I think there would be an ongoing problem with contact sports, any form of spectator attendance, or any business where customers stay on the premesis for prolonged periods of time (like pubs and restaurants). Also being crammed in on public transport would still be a non no.
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hazellend
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Post by hazellend on Apr 3, 2020 11:32:44 GMT
The experts are advising social distancing behaviours, if not a 'lockdown', to remain in place for many months. I don't think the impact of such behaviours has been fully reflected in share prices. The S&P 500 has only dropped to where it was in October 2017. Does anyone recall any such economic upheavel back then? I certainly don't. If memory serves, I believe we were all (well, mostly all) happily throwing money into Lendy DFLs at the time. The FTSE's graph looks very different to the S&P 500, with minimal upwards movement over the past 20 years, does anyone know the underlying reasons for such varied performances? Market reflects a lot of things. For example it might be pricing in negative interest rates and many trillions more of qe. I don’t allow myself to try and out guess the market, but I do prefer to buy at times like now, where most people are too fearful to because they think there are going to be further drops. Also, I’m always thinking at least 15 years ahead. Edit: of course if I had a time machine I would go back to the beginning of this thread and copy mrclondon!
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bigfoot12
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Post by bigfoot12 on Apr 3, 2020 13:13:08 GMT
The FTSE's graph looks very different to the S&P 500, with minimal upwards movement over the past 20 years, does anyone know the underlying reasons for such varied performances? The S&P 500 index is total return, the FTSE 100 isn't so there have been dividends of 3%-5% every year to add on to the FTSE100.
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Post by arbi on Apr 5, 2020 18:26:21 GMT
Just included 2500 Vodafone shares at 70p. This may bring a little excitement to my working week. Wonder which will hit first Or if any will. More or less it is like placing a bet before a football game to add excitement when you stay at home to watch it with pizza and beer. ''Time to dump p2p and buy equities ?'' It all comes down to figures. In the end, equities will pay far more that any P2P business. But the question is when to buy. And here is the big dilemma f stock markets, ''Too early or too late?'' If you have some experience in the stock markets and if you understand well macroeconomics, you will be able to enter the market at a lucrative point. For now, I believe we have a long way south from here, and there is no need to dedicate funds in equities, yet.
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