People aren’t fully realizing the economic impact of the Chinese Corona Virus Investing |
- People aren’t fully realizing the economic impact of the Chinese Corona Virus
- Cisco Appoints AMD President and CEO Dr. Lisa T. Su to Board of Directors $CSCO
- NY Fed purchased $7.5B in Treasury Bills today. A Question:
- Peter Lynch 1994 lecture
- How the stock market has performed during past viral outbreaks, as coronavirus infects thousands
- Bear Sentiment Domino Effect: Coronavirus, Trump, Bernie, Repo , Housing
- What is your opinion on class B stocks?
- Affordable Artificial Intelligence Stocks
- Investing in futures as a hedge against price changes
- What are some good buys right now should the market continue to dip?
- Portfolio tracking spreadsheet: How to recalculate weighted average when selling?
- When is there ever a good time to buy airline stocks?
- What do you guys think about promissory notes as an investment?
- Tailored Brands Fair Value of Financial Instruments Question
- DraftKings to IPO via SPAC, which share type makes for best investment?
- where can I find daily reports of stockbrokers?
- Excel Add Ins?
- Will Disney wait a week to announce their Euro Disney+ subs after they launch on March 24, or will we have to wait for another ER report to get those numbers?
- Job as a Trader?
- Options and clearing dates
- Boeing Dreamliner production problems are threatening aircraft safety, former quality manager warns
- Who is Phil Town's "Wolf" mentor?
| People aren’t fully realizing the economic impact of the Chinese Corona Virus Posted: 27 Jan 2020 11:31 AM PST Disclamer: This isn't a fear mongering post about the virus itself. To put it into perspective the Swine Flu epidemic of 2009 has over 110k confirmed cases and close to 4000 deaths in the US alone yet many people don't even remember that. But that's for a different discussion in a different sub. I'm currently in Shanghai now, from my observation people in the West are not spending enough time talking about how devastating this virus has been to the Chinese economy and its certain global ramifications. Let's take the city of Shanghai for example. It's not one of the more heavily impacted cities, it's not quarantined and people can mostly come and go freely. Many businesses are still open, from restaurants to malls. However for the first time ever I saw an Apple store with more employees than customers, and an open Starbucks with absolutely zero customers inside. The streets on a Saturday afternoon were about as empty as it would be at midnight on a regular weekday. All of this is happening during what's supposed to be the busiest week for consumer spendings in China. The worst part is this doesn't seem like it will change any time soon. Shanghai just announced that they will extend the CNY holidays by another week and people will like remain fearful for the coming weeks, if not months if we don't see a dramatic turnaround of the virus situation. What this means is that any Western company that relies significantly on China for revenue would see their first quarter earning absolutely crushed, especially considering their forecasts were done with the assumption of this quarter being the best quarter of the year. For example I'm foreseeing Apple miss their Greater China's revenue by as much as 50% this quarter, and it would be even worse for companies like GM, Ford and the airlines. I'm not sure if it's widely known, but China is GM's largest market by revenue and Ford's 2nd largest. Further more this will impact the global manufacturing and supply chain significantly. I don't know enough to model out a detailed scenario but my gut feeling tells me a prolonged manufacturing shutdown across major Chinese cities would be more than a little disruptive in that regard. I'm discounting the impact of the virus if it were spread to other countries in any significant numbers, but even considering the situation in China alone it's extremely worrying. One final point is due to the significantly reduced traveling, China's energy demand for this quarter would also be drastically reduced. It will likely impact global energy/oil prices and cause even further ripple effects. Edit: for people tell me how CNY in Shanghai should make the city a ghost town... Yes a few million migrant workers (流动人口), leave town during this time, but there are still 10M local residents left. For them this is a week of shopping, 串门(visiting friends), taking their kids to places since it's also winter break, etc. I grew up in this city and no, people don't just spend a whole week of national holidays at home. But yes... some businesses would be closed until 初四, and it may impact local expats' favorite bars and clubs... Edit 2: Some people are missing the point. No I'm not saying the 2% drop we had so far is "The Dip", that's just normal fluctuation. No I'm not saying you should sell everything because unless the world is ending (in which case you wouldn't worry about your stocks), the market will bounce back. Hell it bounces back after 2008 stronger than ever. But at this point nobody knows just exactly how bad the damage would be and how long it would last, so it will be rocky in the short to medium term. No you don't have to react but you also shouldn't be surprised if the market does. [link] [comments]  |
| Cisco Appoints AMD President and CEO Dr. Lisa T. Su to Board of Directors $CSCO Posted: 27 Jan 2020 01:55 PM PST |
| NY Fed purchased $7.5B in Treasury Bills today. A Question: Posted: 27 Jan 2020 12:14 PM PST With the stock market tanking this morning, the Fed announced they've purchased $7.5B in T-Bills. So it seems "Not QE" continues. But I'm confused, can someone please explain to me what this means? How is this supposed to help our economy? Who does this money go to? I hear that "all this has resulted in is more companies doing buy-backs" but how did money from T-Bills get to those companies? Which companies benefit the most? [link] [comments]  |
| Posted: 27 Jan 2020 08:43 PM PST Video of Peter Lynch back in 1994 in DC. I always loved Peter's ability to explain the market. People on CNBC, Bloomberg, Fox Business can overcomplicate things a lot of times. Truth is what Peter says is very accurate. You just need to have a good stomach, do your homework and be patient. The stock market is only as hard as you make it, it's not rocket science. [link] [comments]  |
| How the stock market has performed during past viral outbreaks, as coronavirus infects thousands Posted: 27 Jan 2020 10:58 AM PST |
| Bear Sentiment Domino Effect: Coronavirus, Trump, Bernie, Repo , Housing Posted: 27 Jan 2020 02:47 PM PST So we have hysterical coronavirus headlines worldwide set for at least the next 2-3 months. It's looking more likely that enough Republican senators could flip and call for Bolton and possibly other witnesses to testify, throwing the 100% probability of acquittal at least into temporary doubt. Bernie currently leads comfortably in Iowa and New Hampshire, making a financial transaction tax on every trade a more realistic possibility. All in the background, the Fed still hasn't come up with a reassuring response to the repo market issues, and a potential gray swan could fly out of there at any time. Finally, WSJ reports today on a synchronised global housing slowdown. We could finally see a real test of bullish sentiment for this market in the coming weeks and months. [link] [comments]  |
| What is your opinion on class B stocks? Posted: 28 Jan 2020 01:01 AM PST Are you principally for or against them? Is there any practical reason to why you choose A or B stocks? [link] [comments]  |
| Affordable Artificial Intelligence Stocks Posted: 28 Jan 2020 03:57 AM PST Just wondering if anyone can point me in the direction of a promising AI stock $4.00 - 20.00? Thank you in advance! [link] [comments]  |
| Investing in futures as a hedge against price changes Posted: 28 Jan 2020 03:49 AM PST Hello, I am working in the Trucking Industry and want to explore using futures options to hedge against fuel price changes for lanes I bid. Are there any good primers or articles on using futures this way? [link] [comments]  |
| What are some good buys right now should the market continue to dip? Posted: 27 Jan 2020 06:45 AM PST |
| Portfolio tracking spreadsheet: How to recalculate weighted average when selling? Posted: 28 Jan 2020 03:37 AM PST Hello guys! I keep track of investments in a spreadsheet I made that calculates some things automatically, including weighted average (WA) of the price I paid for a certain asset: (previous total units x previous WA)+(newly bought units x new price) divided by new total units. However, I can't seem to figure out how to (automatically) keep track of the weighted average after I sell units. Maybe it's because I don't do a lot of math at the moment but I can't seem to wrap my head around the *concept* of how selling a number of units would affect weighted average. This is what i came up with: (previous total units x previous WA) + ((-)sold units x previous weighted average price) divided by new total units. What it does is that it "maintains" the WA of the previous row in the sheet. That is, selling units does not affect the weighted average because, well, I'm keeping track of the weighted average of things I bought, not sold. Does this make sense? If not, how should a sell affect WA? How would you calculate it? Many many thanks! edit: I've searched Google and Reddit for solutions but the pages I found only explain calculating WA, not re-calculating after sales occur... [link] [comments]  |
| When is there ever a good time to buy airline stocks? Posted: 27 Jan 2020 03:46 PM PST The only advice I've read about buying airline stocks is "don't". I understand it's a volatile market with large competition and small profit margins but like any other stock, does the same saying apply "buy low, sell high"? With the current drop due to the corona virus could they not be considered a steal for a short to medium term investment? [link] [comments]  |
| What do you guys think about promissory notes as an investment? Posted: 27 Jan 2020 11:03 PM PST |
| Tailored Brands Fair Value of Financial Instruments Question Posted: 28 Jan 2020 02:38 AM PST Hi, Fair Value of Financial Instruments https://www.sec.gov/Archives/edgar/data/884217/000155837019011485/tlrd-20191102x10qb6aaf3.htm Why is the: Term Loan and Senior Notes, including current portion Why is the estimated fair value of $ 809,934 of the Carrying Ammount $1,053,232 trading at a significant discounted value? Is this the amount that the market would buy the debt for, if so why is the fair value so much lower? It's on page 27. Thanks [link] [comments]  |
| DraftKings to IPO via SPAC, which share type makes for best investment? Posted: 27 Jan 2020 10:13 PM PST Barrons just last week wrote about SPACs in general, and here's the Investopedia link for for those like me who are new to SPACs. Then in the following issue this weekend the cover story was largely about investing in DraftKings via a SPAC that was just publicly announced last month. So as I understand it from the PR, Eagle Investments setup this SPAC (special purpose acquisition company) back in May under the ticker DEACU. So, as I understand it, DEACU is the SPAC and now that it's trading via it's IPO there are two other ways to invest too, DEAC (Share Class A) and DEACW, where DEAC is the DraftKings stock, DEACW is a "warrant to purchase one share of Class A common stock at an exercise price of $11.50 per whole share." All while DEACW is still trading and I think (based upon the PR below) still consists of "one share of Class A common stock and one-third of one warrant." DEACU - Approximately $17.00 DEAC - Approximately $15.00 DEACW - Approximately $5.00 I'm having trouble understanding all of this and in particular at these prices. If $15.00 is a fair price for DEAC, what would be the fair price for DEACU and DEACW? And do I even understand this correctly? Press Release below: May 10, 2019 Diamond Eagle Acquisition Corp., Led by Media Executive Jeff Sagansky and Founding Investor Harry Sloan, Announces Pricing of $400 million IPO LOS ANGELES, CA May 10, 2019 — Diamond Eagle Acquisition Corp. (Nasdaq: DEACU), the fifth public acquisition vehicle led by media executive Jeff Sagansky and founding investor Harry Sloan, today announced the pricing of a $400 million initial public offering. Each unit issued in the initial public offering consists of one share of Class A common stock and one-third of one warrant to purchase one share of Class A common stock at an exercise price of $11.50 per whole share. The units will be listed on The Nasdaq Capital Market and trade under the ticker symbol "DEACU." Once the securities comprising the units begin separate trading, the shares of Class A common stock and warrants are expected to be listed on The Nasdaq Capital Market under the symbols "DEAC" and "DEACW," respectively. [link] [comments]  |
| where can I find daily reports of stockbrokers? Posted: 28 Jan 2020 12:27 AM PST Hello I am a beginner in stock trading. I looked upon Yahoo Finance and Investing but couldn't find a section for stockbrokers' reports. Can anybody help me? Thanks [link] [comments]  |
| Posted: 27 Jan 2020 08:35 PM PST Anyone know of any solid Excel add ins for analysis? The 365 stock data they added is nice, but it doesn't have a large amount of information such as forward earnings estimates, forward PE, dividend, etc. [link] [comments]  |
| Posted: 27 Jan 2020 09:47 AM PST |
| Posted: 27 Jan 2020 11:47 PM PST How do I go about getting a job with a firm or a job as a trader from home without spending a fortune on their courses? Is there an OJT program out there for stock trading? I'm doing TD Ameritrade's free online education, which I really like...especially because I'm brand new to this. How do traders become career traders? I am interested in making this my full time career. [link] [comments]  |
| Posted: 27 Jan 2020 03:02 PM PST Can someone help me understand options and clearing dates? For example, let's say I purchase 100 shares of X and the clearing date for the funds isn't for another 2 business days. Am I allowed to sell a covered call for those 100 shares as soon as the transaction is executed (same day), or do I need to wait until after the clearing date? Any clarification would be appreciated. [link] [comments]  |
| Boeing Dreamliner production problems are threatening aircraft safety, former quality manager warns Posted: 27 Jan 2020 11:34 PM PST What effect do you guys think this will have on the already embattled Dreamliner (reviewing production quantities) and Boeing in general? [link] [comments]  |
| Who is Phil Town's "Wolf" mentor? Posted: 27 Jan 2020 09:15 PM PST I'm reading through Rule #1 for the first time and am curious if anyone knows more about the self-made millionaire who taught Phil Town how to make millions in the market. My first thought was "Wolf of Wall Street", but figured maybe that's just a coincidence. Anybody know? [link] [comments]  |
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