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Post by scumbuster on Dec 2, 2018 9:02:47 GMT -5
The problem isn't necessarily from having factories in China. Its that China requires US companies to have less than 50% stake and forces partnership with Chinese companies. Through partnership they have access to all intellectual property and manufacturing info. Thus at some point they dont need the US company any longer and just steal all the intellectual property enabling them to build the same thing.
Any place you build a factory you need to have ownership and not be forced to hand over intellectual property. If you give in just to gain short term market share your digging your own grave.
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Post by scumbuster on Dec 3, 2018 6:33:39 GMT -5
Pre market seems to be up big this morning. Almost everything on my watch list is up 3% to 5%.
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Post by sedelen on Dec 6, 2018 9:34:25 GMT -5
The dollar is up smartly today, at 3,189. Nice to see an uptick in the dollar now that I'm back and I'll gladly make use of it. Weakness in the US and oil markets spurred strength in the dollar I think. The US markets reopen today, looks to be a rough open, stock futures point to a Dow loss of about 445 Dow points. The VIX is up by a high margin, and traders are buying l ots of "puts' options to limit their risk. The cries heard on the pre-traders floor is "Sell All!" finance.yahoo.com/news/sell-battle-cries-heard-across-122216878.htmlYes, I think the psychology towards the markets has changed, and the momentum players are throwing in the towels.
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Post by sedelen on Dec 6, 2018 15:11:30 GMT -5
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Post by Deleted on Dec 10, 2018 8:48:19 GMT -5
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Post by sedelen on Dec 10, 2018 9:19:00 GMT -5
Looks like all the speculators, and momentum players are throwing in the towel, and now the longer term 200 day moving average investors are starting to bail. There's some strength in the dollar today, the peso being at 3,166 and change. Some of that might have been based on a flight to quality in the dollar as the US markets were set for a weaker opening but have all but recovered.
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Post by caliconnection on Dec 10, 2018 20:02:58 GMT -5
SPY P/E is now 20% lower than this time last year, yet average earnings are up 20% compared to this time last year...
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Post by caliorbust on Dec 13, 2018 14:42:03 GMT -5
After doing a lot of research in the purchase of a new phone, I finally decided on a Huawei or OnePlus phone. But I decided not to buy either. It wasn't the phones fault, they are indeed very well made phones, a great value if you will. My problem was I didn't have confidence in the companies, like Huawei's alleged spyware, or OnePlus's problem with easy back door hacking and the compromise of customers credit information in a breach. Now, Huawei is in the news in a bad way. finance.yahoo.com/news/huawei-arrest-huge-problem-u-s-china-trade-relations-134014282.htmlfinance.yahoo.com/news/huawei-china-crown-jewel-now-u-s-crosshairs-184232398.html The wife and the 17 year old girl have Huawei P7's for 260.000 each and I ended up with a P9 for 340.000 and returned the P9 Lite, all used from Mercado Libre. All excellent phones and in perfect condition. Of the millions of Huawei phone owners should we really be concerned about being spied on? People important enough for the Chinese to spy on use iPhones anyway.
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Post by sedelen on Dec 13, 2018 18:20:49 GMT -5
After doing a lot of research in the purchase of a new phone, I finally decided on a Huawei or OnePlus phone. But I decided not to buy either. It wasn't the phones fault, they are indeed very well made phones, a great value if you will. My problem was I didn't have confidence in the companies, like Huawei's alleged spyware, or OnePlus's problem with easy back door hacking and the compromise of customers credit information in a breach. Now, Huawei is in the news in a bad way. finance.yahoo.com/news/huawei-arrest-huge-problem-u-s-china-trade-relations-134014282.htmlfinance.yahoo.com/news/huawei-china-crown-jewel-now-u-s-crosshairs-184232398.html The wife and the 17 year old girl have Huawei P7's for 260.000 each and I ended up with a P9 for 340.000 and returned the P9 Lite, all used from Mercado Libre. All excellent phones and in perfect condition. Of the millions of Huawei phone owners should we really be concerned about being spied on? People important enough for the Chinese to spy on use iPhones anyway. Huawei is the Chinese Apple. I've read enough articles about the phones (hardware) and they are very highly recommended, I almost bought one myself. They are really popular here and continue to get more so. The US seems to be trying to control, or inhibit the growth either by suggesting there's spyware or now with the CFO implicated in an IRAN sanction infraction holding the CFO in Canada for the US. Japan is now excluding Huawei products do to cybersecurity fears based on the United States request to allies to do so. All I'm saying is that Huawei is an unknown quantity because of the current political situation it is in that is still unresolved. In the meantime I think I'll stick to a brand name with some integrity, such as Samsung. www.businesslive.co.za/bd/companies/telecoms-and-technology/2018-12-07-japan-to-exclude-zte-and-huawei-products-on-cybersecurity-fears/
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Post by scumbuster on Dec 14, 2018 9:04:42 GMT -5
3198.57 this morning. Will we break 3200 today?
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Post by sedelen on Dec 14, 2018 9:57:24 GMT -5
3198.57 this morning. Will we break 3200 today? When I saw it this morning it was 3,200.38, but has since fallen back below at 3,197 and change, still up smartly. www.bloomberg.com/quote/USDCOP:CURRenewed weakness in the markets across the board. All I see is red everywhere. A lot of analysts risking their credibility (if there ever was any?) by saying the markets have bottomed. I'm thinking the best that we could hope for now is stability. Bitcoin now below $3,300. How low can it go?
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Post by scumbuster on Dec 14, 2018 14:37:51 GMT -5
Interesting. It says in the video that Samsung market share is now only 1% of the Chinese market.
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Post by sedelen on Dec 14, 2018 19:44:45 GMT -5
Interesting. It says in the video that Samsung market share is now only 1% of the Chinese market. It's pretty obvious that Samsung can't compete against the lower cost producers, Huawei, OnePlus, and whatever that other one that was mentioned was in China. But Huawei continues to be under pressure from the US government who is putting pressure on it's allies and corporations to exclude them out of production it seems. finance.yahoo.com/news/exclusive-t-mobile-sprint-consider-190202498.htmlThe dollar seems to be stuck in the 3,100-3,200 trading range. It'd be nice if it closed about 3,200, make X-mass a little more special. The US stock market is hanging on by it's fingernails, the S&P 500 closing just under key long term support of 2,600 @ 2,599.95. realmoney.thestreet.com/investing/stocks/insiders-are-buying-heavily-as-the-crowd-continues-selling-14811191?puc=yahoo&cm_ven=YAHOO&yptr=yahooLooks like no one wanted to be long the market over the weekend with the sell off today.
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Post by scumbuster on Dec 15, 2018 6:54:22 GMT -5
I keep looking at charts of a few stocks that I would like to get back into after significant drops. Just yesterday I was thinking of pulling the trigger on a couple, but in the end held off.
I would like to get back into AMZN and buy some BABA but with a china deal in question its still a little risky. If Trump makes some tweet about the negotiations they could take off or crater. I took AAPL off my buy list.
Some of these big name companies have too much baggage they are bringing to the table. Potential government regulation and privacy issues. I think it may be best to just look for stable moderate growth. The last 2 years have been an anomaly and I dont think we will see any continuation of the stock boom thats been going since Trump was elected. It was great while it lasted.
Anyone have any stocks that they are watching to buy? I am watching STZ and ECL... I was hoping ECL would take a hit but overall its held up pretty good in this market.
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Post by papitohead on Dec 16, 2018 10:43:34 GMT -5
I echanged dollars for pesos at 2910 in Cartagena. Many places to regatear.
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Post by wildstubby on Dec 16, 2018 12:15:11 GMT -5
papitohead said: Probably taking advantage of the tourists there. I just sent my novia $35 to send some express documents and I got 3058 through Sharemoney with only a $2 fee.
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Post by gallito on Dec 16, 2018 13:15:46 GMT -5
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Post by sedelen on Dec 16, 2018 13:23:29 GMT -5
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Post by sedelen on Dec 16, 2018 13:27:48 GMT -5
papitohead said:Probably taking advantage of the tourists there. I just sent my novia $35 to send some express documents and I got 3058 through Sharemoney with only a $2 fee. I figure at the rate I got yesterday at Davienda, 3,178 and change, that's about 8% more or less in the exchange of dollars for pesos, good to know, that sharemoney looks to be about 4%, more or less. Fees are fees.
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Post by gallito on Dec 16, 2018 13:41:54 GMT -5
Yup seemingly we come off looking like the a US lap dog...hmm better put a leash on Trudeau. Guess more to story...
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Post by sedelen on Dec 16, 2018 14:40:35 GMT -5
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Post by sedelen on Dec 16, 2018 14:43:30 GMT -5
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Post by billyb on Dec 16, 2018 15:10:33 GMT -5
China's just getting a taste of its own medicine....fok 'em. About time someone fokked with them on trade.
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Post by Deleted on Dec 18, 2018 11:18:52 GMT -5
Crude oil getting crushed today. Into the 47's 52 week lows.
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Post by sedelen on Dec 18, 2018 12:20:20 GMT -5
The dollar breaks 3,200 to the upside now at 3,205.63. www.bloomberg.com/quote/USDCOP:CURThe markets awaiting todays Fed decision on interest rates moving the markets, and it's turnaround Tuesday! The US markets up strongly, will this rally also fizzle out as all the rest have done in what seems to be never ending bottom calling by all the talking heads at lower and lower levels?
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Post by Deleted on Dec 18, 2018 12:29:09 GMT -5
The dollar breaks 3,200 to the upside now at 3,205.63. www.bloomberg.com/quote/USDCOP:CURThe markets awaiting todays Fed decision on interest rates moving the markets, and it's turnaround Tuesday! The US markets up strongly, will this rally also fizzle out as all the rest have done in what seems to be never ending bottom calling by all the talking heads at lower and lower levels? Fed decision is tomorrow, correct? The market is up a little, but has been range bound most of the day, still below opening range(1st 30 min) high.
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Post by sedelen on Dec 18, 2018 12:58:25 GMT -5
The dollar breaks 3,200 to the upside now at 3,205.63. www.bloomberg.com/quote/USDCOP:CURThe markets awaiting todays Fed decision on interest rates moving the markets, and it's turnaround Tuesday! The US markets up strongly, will this rally also fizzle out as all the rest have done in what seems to be never ending bottom calling by all the talking heads at lower and lower levels? Fed decision is tomorrow, correct? The market is up a little, but has been range bound most of the day, still below opening range(1st 30 min) high. Yes, you're correct, Fed decision is tomorrow, lot's of speculation driving the markets today. www.msn.com/en-us/finance/news/the-fed-e2-80-99s-next-decision-is-its-most-important-in-recent-memory-e2-80-94-and-the-future-of-the-stock-market-is-at-stake/ar-BBR8ns7The Dow is trading very close to today's high. finance.yahoo.com/quote/%5EDJI?p=^DJI
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Post by Deleted on Dec 18, 2018 13:13:05 GMT -5
I rarely look at the DOW because it doesn't reflect the overall market as it is made up of 30 stocks and is price weighted, a move in a few stocks moves the dow so it provides verylittle information about the market. The S&P and the NASDAQ are range bound so far and well below yesterdays highs. Alot of day left, but might just move sideways waiting on the Fed decision.
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Post by sedelen on Dec 18, 2018 13:46:06 GMT -5
I rarely look at the DOW because it doesn't reflect the overall market as it is made up of 30 stocks and is price weighted, a move in a few stocks moves the dow so it provides verylittle information about the market. The S&P and the NASDAQ are range bound so far and well below yesterdays highs. Alot of day left, but might just move sideways waiting on the Fed decision. The Dow Jones Industrial Average, DJIA as you said in just an index of the 30 largest capitalized stocks, and not necessarily a representation of the broader S&P500, or Russell 2000. But it is in my opinion, the most often quoted index in terms of market performance in the news. www.investopedia.com/terms/s/sp500.aspI believe there are stocks such as Microsoft that trade on all three indexes. DJIA, S&P500 & the Nasdaq 3,206 even on the dollar/Colombian peso exchange rate. Betting on a Fed December rate hike? finance.yahoo.com/video/fed-survey-shows-88-expect-124300488.html
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Post by Deleted on Dec 18, 2018 14:19:33 GMT -5
I rarely look at the DOW because it doesn't reflect the overall market as it is made up of 30 stocks and is price weighted, a move in a few stocks moves the dow so it provides verylittle information about the market. The S&P and the NASDAQ are range bound so far and well below yesterdays highs. Alot of day left, but might just move sideways waiting on the Fed decision. The Dow Jones Industrial Average, DJIA as you said in just an index of the 30 largest capitalized stocks, and not necessarily a representation of the broader S&P500, or Russell 2000. But it is in my opinion, the most often quoted index in terms of market performance in the news. www.investopedia.com/terms/s/sp500.aspI believe there are stocks such as Microsoft that trade on all three indexes. DJIA, S&P500 & the Nasdaq 3,206 even on the dollar/Colombian peso exchange rate. Betting on a Fed December rate hike? finance.yahoo.com/video/fed-survey-shows-88-expect-124300488.html It's most quoted because it moves a lot of points and is more dramatic for the press to report. It is also price weighted so it often reveals very little about the overall market.. I'm betting they raise rates tomorrow, but I don't think they should..
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