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Yesterday, 01:57 PM
#19901
Originally Posted by bull....
some people saying the unwind of the yen carry trade is a negative for US stocks at the moment as well
Yeah not sure about that, sounds like people looking for a reason. I would suggest it's purely about earnings & the heat coming out of AI.
I see it as a correction, but is it a 10% correction or 20%? Time will tell.
Hopefully you find my posts helpful, but in no way should they be construed as advice. Make your own decision.
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Yesterday, 01:59 PM
#19902
Originally Posted by stoploss
Its better for the taxpayer if they are issued at a lower rate , less interet to pay on them !!!!!!
Also who buys them? The RBNZ ie the govt owes itself or America/China/japan.
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Yesterday, 03:30 PM
#19903
Originally Posted by Panda-NZ-
Also who buys them? The RBNZ ie the govt owes itself or America/China/japan.
The later ,if it was the RBNZ it would be the money go round again and that cost us circa $ 10 billion last time .Govt still recapitalising RBNZ at something like $ 250 million a month for that. Not sure the RBNZ Governor wants to repeat that dose .......
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Originally Posted by alokdhir
Hope all these gurus are right eh alokdhir
I know it’ll happen for sure when Katie does a rave on 1News
”When investors are euphoric, they are incapable of recognising euphoria itself “
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Originally Posted by winner69
Hope all these gurus are right eh alokdhir
I know it’ll happen for sure when Katie does a rave on 1News
Of course she is right. However, you cannot afford to invest in the Companies with too much debt, increasing costs, negative cashflows, paying no dividends, and relient on gas or expensive energy.
There is good value on the NZX, but buyer beware.. Too many people rely on the punt of a takeover, or keep buying the dogs to average their price.
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Originally Posted by Daytr
Yeah not sure about that, sounds like people looking for a reason. I would suggest it's purely about earnings & the heat coming out of AI.
I see it as a correction, but is it a 10% correction or 20%? Time will tell.
11/7 both nasdaq and yen currency trade broke down also japan 10yr bond started to rise , i see it as mix of yen carry trade unwinding and like you say AI overstretched prob why buffet took 50% profit in apple at peak. ( who would have guessed buffet times the market lol )
one step ahead of the herd
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Originally Posted by Toddy
Of course she is right. However, you cannot afford to invest in the Companies with too much debt, increasing costs, negative cashflows, paying no dividends, and relient on gas or expensive energy.
There is good value on the NZX, but buyer beware.. Too many people rely on the punt of a takeover, or keep buying the dogs to average their price.
100% agree....
Instant success is a curse and a gift. The curse is you think luck is skill. The gift is you know it can be done. Then it’s a race to turn luck into skill before you lose it all.
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Originally Posted by bull....
11/7 both nasdaq and yen currency trade broke down also japan 10yr bond started to rise , i see it as mix of yen carry trade unwinding and like you say AI overstretched prob why buffet took 50% profit in apple at peak. ( who would have guessed buffet times the market lol )
Buffet probably is the clock in the apple situation
Instant success is a curse and a gift. The curse is you think luck is skill. The gift is you know it can be done. Then it’s a race to turn luck into skill before you lose it all.
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Originally Posted by alokdhir
Yes now bad news have become bad news as rates coming down already in stocks ...but economy faltering is not ...but still not big worry at least NZ market .
We shud stay within 1% down band on Monday too ...hopefully
Good call with your 1% down call alokdhir ….. early in day but we should be OK
”When investors are euphoric, they are incapable of recognising euphoria itself “
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