Search found 169 matches

by jpmorganfunds
Mon Apr 20, 2020 5:35 pm
Forum: Investing - Theory, News & General
Topic: Price of oil has collapsed; how will this impact the economy?
Replies: 108
Views: 8543

Re: Price of oil has collapsed; how will this impact the economy?

It's because the economy has tanked that oil has collapsed, not the other way around.
by jpmorganfunds
Sun Apr 19, 2020 11:41 pm
Forum: Investing - Theory, News & General
Topic: The case for China A-Shares
Replies: 29
Views: 3214

Re: The case for China A-Shares

1. If you follow the “buy the haystack” philosophy, the true global haystack includes a lot more Chinese stocks than the major indices currently include. Owning A-shares as a separate allocation will get you closer to true global market cap weight. 4. Multiple ETFs exist (ASHR, CNYA, KBA) offering ...
by jpmorganfunds
Sun Apr 19, 2020 11:27 pm
Forum: Investing - Theory, News & General
Topic: Head Fakes and Dead Cats .. your thoughts on the rally?
Replies: 386
Views: 32695

Re: Head Fakes and Dead Cats .. your thoughts on the rally?

Forester wrote:
Sun Apr 19, 2020 10:45 pm
I believe markets will finish the week lower :idea:
I predict the bloodbath will be in October when Q3 earnings are even worse than Q2. Then a secular bear market through the end of 2021.
by jpmorganfunds
Sun Apr 19, 2020 6:54 pm
Forum: Investing - Theory, News & General
Topic: China to buy America's planes
Replies: 11
Views: 1251

Re: China to buy America's planes

Someone locked my China thread so I'm posting here. https://seekingalpha.com/news/3561886-united-airlines-sells-22-planes-to-to-bank-of-china-aviation Did you even read the article before you posted? This is a Singapore-based bank , not a Chinese bank . LOL... as another poster asked, what the heck...
by jpmorganfunds
Sun Apr 19, 2020 6:51 pm
Forum: Investing - Theory, News & General
Topic: China to buy America's planes
Replies: 11
Views: 1251

Re: China to buy America's planes

Someone locked my China thread so I'm posting here. https://seekingalpha.com/news/3561886-united-airlines-sells-22-planes-to-to-bank-of-china-aviation Did you even read the article before you posted? This is a Singapore-based bank, not a Chinese bank. Um, no. You are confused. Bank of China is Chin...
by jpmorganfunds
Sun Apr 19, 2020 6:47 pm
Forum: Investing - Theory, News & General
Topic: Neiman Marcus to file for bankruptcy
Replies: 67
Views: 6900

Re: Neiman Marcus to file for bankruptcy

The largest unemployment in our history and you are arguing that people will withdraw from the labor force? Do you understand that we have lost over 20 million jobs, and none of it has been by choice? You formatted your post incorrectly and, also, you are wrong. I'm sure I'm not the only poster her...
by jpmorganfunds
Sun Apr 19, 2020 6:29 pm
Forum: Investing - Theory, News & General
Topic: China to buy America's planes
Replies: 11
Views: 1251

China to buy America's planes

Someone locked my China thread so I'm posting here.

https://seekingalpha.com/news/3561886-u ... a-aviation
by jpmorganfunds
Sun Apr 19, 2020 6:26 pm
Forum: Investing - Theory, News & General
Topic: Alibaba
Replies: 5
Views: 715

Re: Alibaba

Duckie wrote:
Sun Apr 19, 2020 6:20 pm
David Jay wrote:Alibaba is 3 words away from ceasing to exist.
What 3 words?
Close Sesa Me?
by jpmorganfunds
Sun Apr 19, 2020 5:55 pm
Forum: Personal Investments
Topic: Best place to put short term $ now?
Replies: 19
Views: 2336

Re: Best place to put short term $ now?

The best store of value is Gold.
by jpmorganfunds
Sun Apr 19, 2020 4:18 pm
Forum: Investing - Theory, News & General
Topic: Head Fakes and Dead Cats .. your thoughts on the rally?
Replies: 386
Views: 32695

Re: Head Fakes and Dead Cats .. your thoughts on the rally?

It seems obvious that the current price reflects a bet that the recovery will be V shaped. What happens if it turns out it's U shaped instead? It's too late for a U. Either it really is a V or it turns into a L. Are we talking stock prices or economy? Stock prices. Real economy is not even going to...
by jpmorganfunds
Sun Apr 19, 2020 2:10 pm
Forum: Investing - Theory, News & General
Topic: Head Fakes and Dead Cats .. your thoughts on the rally?
Replies: 386
Views: 32695

Re: Head Fakes and Dead Cats .. your thoughts on the rally?

It seems obvious that the current price reflects a bet that the recovery will be V shaped. What happens if it turns out it's U shaped instead? It's too late for a U. Either it really is a V or it turns into a L. Are we talking stock prices or economy? Stock prices. Real economy is not even going to...
by jpmorganfunds
Sun Apr 19, 2020 1:13 pm
Forum: Investing - Theory, News & General
Topic: Head Fakes and Dead Cats .. your thoughts on the rally?
Replies: 386
Views: 32695

Re: Head Fakes and Dead Cats .. your thoughts on the rally?

Lee_WSP wrote:
Sun Apr 19, 2020 10:47 am
It seems obvious that the current price reflects a bet that the recovery will be V shaped. What happens if it turns out it's U shaped instead?
It's too late for a U. Either it really is a V or it turns into a L.
by jpmorganfunds
Sun Apr 19, 2020 12:43 am
Forum: Investing - Theory, News & General
Topic: JPMorgan Chase Stops Accepting HELOC Applications Due to Coronavirus Uncertainty
Replies: 17
Views: 2139

Re: JPMorgan Chase Stops Accepting HELOC Applications Due to Coronavirus Uncertainty

With low interest rates I was going to take out a HELOC to buy stocks. Oh well.
by jpmorganfunds
Sat Apr 18, 2020 11:33 pm
Forum: Investing - Theory, News & General
Topic: Well, I am market timing due to coronavirus... Wish me luck.
Replies: 1220
Views: 107810

Re: Well, I am market timing due to coronavirus... Wish me luck.

EnjoyIt wrote:
Sat Apr 18, 2020 7:43 pm
What day traders consistently beat buy and hold low index funds?
Countless people make a living off day trading. Countless. How do you pay the bills with buy and hold? How?
by jpmorganfunds
Sat Apr 18, 2020 11:26 pm
Forum: Investing - Theory, News & General
Topic: Alibaba & Tencent
Replies: 32
Views: 1994

Re: Alibaba & Tencent

Chinese corporations Alibaba & Tencent now combine to make up about 32% of Chinese market cap in a US-based total international index fund. Consider IXUS. Alibaba comprises 1.86% of fund holdings Tencent comprises 1.47% of fund holdings All Chinese equity comprises 10.24% of fund holdings 100*(1.86...
by jpmorganfunds
Fri Apr 17, 2020 7:48 pm
Forum: Investing - Theory, News & General
Topic: S&P PE now at 19.47
Replies: 33
Views: 2751

Re: S&P PE now at 19.47

JoMoney wrote:
Fri Apr 17, 2020 3:38 pm
How much is cash earning?
Blueskies123 wrote:
Fri Apr 17, 2020 4:36 pm
If risk-free interest rates are zero I would not sell.
Cash is 1.5% now. Thought about gold but that seems overvalued as well.
by jpmorganfunds
Fri Apr 17, 2020 3:19 pm
Forum: Investing - Theory, News & General
Topic: S&P PE now at 19.47
Replies: 33
Views: 2751

S&P PE now at 19.47

Should I sell all my stocks and move to cash or something else? :confused

Image
by jpmorganfunds
Thu Apr 16, 2020 5:05 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 6623
Views: 557312

Re: U.S. stocks continue to soar!

Futures up 1,000 BUY BUY BUY :moneybag
by jpmorganfunds
Wed Apr 15, 2020 9:44 am
Forum: Investing - Theory, News & General
Topic: I am feeling forced to buy into this market
Replies: 55
Views: 6202

Re: I am feeling forced to buy into this market

tesuzuki2002 wrote:
Tue Apr 14, 2020 1:21 pm
Don't wait!
Should have waited lol.
by jpmorganfunds
Sun Apr 12, 2020 1:07 pm
Forum: Investing - Theory, News & General
Topic: Why does anyone invest in China funds?
Replies: 70
Views: 3806

Re: Why does anyone invest in China funds?

I would recommend to watch the 2017 finance documentary 'The China Hustle'. +1 That's when I liquidated my positions in Chinese stocks and never plan to buy another. Wasn't that documentary showing the failure of US markets? All those reverse mergers and stocks were listed on the US exchanges not t...
by jpmorganfunds
Sat Apr 11, 2020 8:10 pm
Forum: Investing - Theory, News & General
Topic: Why does anyone invest in China funds?
Replies: 70
Views: 3806

Re: Why does anyone invest in China funds?

Do you really think the Chinese government will allow foreigners to make money in China...ever? All the more reason to invest in Chinese companies for your China exposure, not American ones. I invest in China..at global market weight. The capital controls of China make it hard, though. China A shar...
by jpmorganfunds
Sat Apr 11, 2020 7:07 pm
Forum: Investing - Theory, News & General
Topic: Why does anyone invest in China funds?
Replies: 70
Views: 3806

Re: Why does anyone invest in China funds?

As China's market cap catches up to it's GDP there is massive opportunity for capital gains.
:moneybag
by jpmorganfunds
Sat Apr 11, 2020 7:04 pm
Forum: Personal Finance (Not Investing)
Topic: car maintenance in these times
Replies: 16
Views: 1600

Re: car maintenance in these times

skor99 wrote:
Sat Apr 11, 2020 10:37 am
I think the gasoline in the car does not have an unlimited shelf life and starts to go bad and may cause issues with the car
LOL none of the petroleum based products in your car will be going bad anytime soon.
by jpmorganfunds
Sat Apr 11, 2020 7:02 pm
Forum: Investing - Theory, News & General
Topic: Why does anyone invest in China funds?
Replies: 70
Views: 3806

Re: Why does anyone invest in China funds?

Even though China's market cap is smaller, if anything you should be overweighting China compared to US as GDP is a better measure of the output size of a country.
:sharebeer
by jpmorganfunds
Wed Apr 08, 2020 11:09 am
Forum: Personal Investments
Topic: dry powder increasing
Replies: 52
Views: 4725

Re: dry powder increasing

Wait until the Q2 GDP report comes out in July. But the real surprise will be the Q3 GDP report in October. :sharebeer
by jpmorganfunds
Sun Apr 05, 2020 11:45 pm
Forum: Investing - Theory, News & General
Topic: Dow Futures Up Again?
Replies: 131
Views: 8235

Re: Dow Futures Up Again?

Quarter start rebalancing.
by jpmorganfunds
Sun Apr 05, 2020 11:02 pm
Forum: Investing - Theory, News & General
Topic: Dow Futures Up Again?
Replies: 131
Views: 8235

Re: Dow Futures Up Again?

justsomeguy2018 wrote:
Sun Apr 05, 2020 7:46 pm
I was hoping for a further decline in anticipation of a Roth conversion. Now conflicted whether to do the conversion now or wait to see if further declines happen. Oh well.
Wait until July when everything is still in lockdown then go all in.
by jpmorganfunds
Fri Apr 03, 2020 12:24 am
Forum: Personal Finance (Not Investing)
Topic: Stimulus help for small businesses, sole proprietors, s-corp etc
Replies: 627
Views: 33916

Re: Stimulus help for small businesses, sole proprietors, s-corp etc

EnjoyIt wrote:
Fri Apr 03, 2020 12:12 am
Average Investor wrote:
Fri Apr 03, 2020 12:04 am

Almost 3.7M.
Just signed up and my number was 3.xxxx Billion. I am confident these are not sequential.
The confirmations all start with either 33 or 36. The number after that is sequential.
by jpmorganfunds
Thu Apr 02, 2020 1:53 pm
Forum: Investing - Theory, News & General
Topic: Is the coming pain really "priced in"?
Replies: 201
Views: 19202

Re: Is the coming pain really "priced in"?

The market tanked as soon as the unemployment report came out. That's proof nothing is priced in. What are you talking about the market is up What are you talking about. Do you know when the report came out? Were you watching the futures? https://www.zerohedge.com/s3/files/inline-images/2020-04-02_...
by jpmorganfunds
Thu Apr 02, 2020 12:16 pm
Forum: Investing - Theory, News & General
Topic: Is the coming pain really "priced in"?
Replies: 201
Views: 19202

Re: Is the coming pain really "priced in"?

The market tanked as soon as the unemployment report came out. That's proof nothing is priced in. Futures fell from 1-2% up to even, the market opened even and now has risen to about 2% up. I’d say that’s a pretty good indication a 6 million unemployment number was priced in. It's back up due to oi...
by jpmorganfunds
Thu Apr 02, 2020 10:41 am
Forum: Investing - Theory, News & General
Topic: Is the coming pain really "priced in"?
Replies: 201
Views: 19202

Re: Is the coming pain really "priced in"?

The market tanked as soon as the unemployment report came out. That's proof nothing is priced in.
by jpmorganfunds
Thu Apr 02, 2020 12:26 am
Forum: Investing - Theory, News & General
Topic: Reversion to the Mean - April 2020 Edition
Replies: 21
Views: 1529

Re: Reversion to the Mean - April 2020 Edition

JoMoney wrote:
Wed Apr 01, 2020 9:52 pm

Futures right now suggest it was undervalued relative to tomorrow ;)
At the rate it's trending downwards tomorrow will be another bloodbath.
by jpmorganfunds
Wed Apr 01, 2020 11:12 pm
Forum: Personal Finance (Not Investing)
Topic: Stimulus help for small businesses, sole proprietors, s-corp etc
Replies: 627
Views: 33916

Re: Stimulus help for small businesses, sole proprietors, s-corp etc

gilgamesh wrote:
Wed Apr 01, 2020 9:28 pm
However, If your credit score falls below threshold it may take longer.
Is it the credit score of the company or the owner?
by jpmorganfunds
Wed Apr 01, 2020 9:11 pm
Forum: Personal Finance (Not Investing)
Topic: Stimulus help for small businesses, sole proprietors, s-corp etc
Replies: 627
Views: 33916

Re: Stimulus help for small businesses, sole proprietors, s-corp etc

theplayer11 wrote:
Wed Apr 01, 2020 8:19 pm
I called in and was told 3 days after they process the application(not approve)..but that could take a week or so
That entirely defeats the purpose of having a 3 day or any length time frame. :oops:
by jpmorganfunds
Wed Apr 01, 2020 9:08 pm
Forum: Investing - Theory, News & General
Topic: Reversion to the Mean - April 2020 Edition
Replies: 21
Views: 1529

Re: Reversion to the Mean - April 2020 Edition

JoMoney wrote:
Wed Apr 01, 2020 8:32 pm
FWIW, The chart(s) I linked are "Total Return" charts including dividends reinvested, the OP's says "S&P Composite" which suggests to me the dividends were ignored.
Correct.
by jpmorganfunds
Wed Apr 01, 2020 7:26 pm
Forum: Personal Finance (Not Investing)
Topic: Stimulus help for small businesses, sole proprietors, s-corp etc
Replies: 627
Views: 33916

Re: Stimulus help for small businesses, sole proprietors, s-corp etc

Has anyone actually received the $10k advance or anything from the EIDL yet? The application at https://covid19relief.sba.gov/#/ is quick and easy. Would like to know how long ths should take. I've read 3 business days for the advance, but what is the start date? Can't be from date loan is signed b...
by jpmorganfunds
Wed Apr 01, 2020 7:22 pm
Forum: Investing - Theory, News & General
Topic: Reversion to the Mean - April 2020 Edition
Replies: 21
Views: 1529

Reversion to the Mean - April 2020 Edition

The market is still way, way overvalued from a long term perspective.

Image
by jpmorganfunds
Wed Apr 01, 2020 3:22 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks in free fall
Replies: 19311
Views: 2680066

Re: U.S. stocks in free fall

April Fool'd - Bonds Bid, Stocks Slammed As Rebalance Bid Evaporates

https://www.zerohedge.com/markets/april ... evaporates
by jpmorganfunds
Wed Apr 01, 2020 12:55 am
Forum: Investing - Theory, News & General
Topic: U.S. stocks in free fall
Replies: 19311
Views: 2680066

Re: U.S. stocks in free fall

Futures down -3%

The Quarter-End Pension Rebalancing Is Over

All Downhill From Here

https://www.zerohedge.com/markets/quart ... ncing-over
by jpmorganfunds
Tue Mar 31, 2020 10:46 am
Forum: Investing - Theory, News & General
Topic: Why is the market up today?
Replies: 25
Views: 2289

Re: Why is the market up today?

According to JPMorgan estimates, balanced or 60:40 mutual funds, a $1.5tr universe in the US and $4.5tr universe globally, need to buy around $300 billion of equities to fully rebalance to 60% equity allocation. At the same time the $7.5 trillion universe of US defined benefit plans, would need to b...
by jpmorganfunds
Tue Mar 31, 2020 10:39 am
Forum: Investing - Theory, News & General
Topic: Help me understand this market--or How can S&P be 2600 today?
Replies: 109
Views: 9456

Re: Help me understand this market--or How can S&P be 2600 today?

According to JPMorgan estimates, balanced or 60:40 mutual funds, a $1.5tr universe in the US and $4.5tr universe globally, need to buy around $300 billion of equities to fully rebalance to 60% equity allocation. At the same time the $7.5 trillion universe of US defined benefit plans, would need to b...
by jpmorganfunds
Mon Mar 30, 2020 10:23 pm
Forum: Personal Investments
Topic: Probability of V shaped Rebound in Stocks
Replies: 82
Views: 7836

Re: Probability of V shaped Rebound in Stocks

Um, its already making a V. You missed the bottom.
by jpmorganfunds
Sun Mar 29, 2020 5:52 pm
Forum: Investing - Theory, News & General
Topic: Splitting EM by China and ex-China
Replies: 22
Views: 1608

Re: Splitting EM by China and ex-China

There's also KEMX KraneShares MSCI Emerging Markets ex China Index ETF

Half my portfolio is in EM and I've done exactly this by splitting out China by a further half.