_dachad
_dachad
No personal profile
6Follow
5Followers
1Topic
0Badge
avatar_dachad
09-22
"it's like steering an oil tanker", is what they say. What did Powell expect, by wanting "more evidence"?   Now has to make a sharper turn with 50bps. Shld've cut sooner 25bp & control the narrative, so that mkt/businesses don't get ahead of themselves thinking inflation fight is over.  Fed was late in leaving rates low for so long, now late the other way.
Dimon Says He’s Skeptical of Soft Landing After Rate Cut
avatar_dachad
2023-03-18
I think the major banks' balance sheets are stronger and not weighed by toxic assets this time.  Of course, we don't know what's lurking beneath, but it would appear that it is the small poorly managed banks that are most at risk.  I don't think there will be systemic contagion this time, but Fed needs to rein in a little to prevent panic.
Are Banks on the Edge of Another 2008-Style Precipice?
avatar_dachad
2023-03-08
The FED is walking a tight rope between keeping up momentum to fight inflation Vs over tightening, which could lead to recession.  The indicators that they use as guidance are lagging.  The most prudent way forward is to have small increments in rates and analyse the effect of the initial aggressive tightening.  Powell faces pressure from the senate comm., who in turn must deal with populist politics.  It points to a 25bp hike next. There is always the option to scale up again if needed.
avatar_dachad
2023-03-01
If they changed the name from Bing to something else, anything else, I might give it a try.  I personally find "Bing" annoying and it conjures the image of Steve Ballmer ...🙈
Microsoft Adds New Bing to Windows Computers in Effort to Roll Out AI
avatar_dachad
2022-12-31
Insightful
As Roads Split in 2022 Stocks, One Trade Made All the Difference
avatar_dachad
2022-11-29
The committee should have listened to Bullard much earlier
Sorry, the original content has been removed
avatar_dachad
2022-11-29
Not Apple fanboi but does musk think people owe him a living?  There're several considerations b4 a business commits it's advertising dollars & be hasn't made it any easier to make that commitment.
Elon Musk Calls Out Apple and CEO Tim Cook
avatar_dachad
2022-11-27
Lies, lies and more lies.  Lads, it's the Daily Star  
Manchester United Shares Jumped Another 18%, up More Than 68% This Week
avatar_dachad
2022-11-16
Nice.  redeeming the 1st tranche allows room for growth in the stock price which together with dividends must be aimed at restoring investor confidence w/o over committing.
Singapore Airlines Is Redeeming The First Tranche of MCBs – Is That Good For Shareholders?
avatar_dachad
2022-11-13
Agree with the view.  Not rushing in now, just profiting from the rally in small amounts.
SPY: Bear Market Rally Or A Major Bottom?
avatar_dachad
2022-11-09
Just goes to show that many people put confidence in musk himself and not in the fundamentals of the company.
Tesla Stock Won’t Stop Dropping. Here’s How Low It Could Go
avatar_dachad
2022-11-01
He obviously doesn't think that it would take a lot of his time to run the company.  
Elon Musk Says He Will Be Twitter CEO
avatar_dachad
2022-10-30
Crypto winter is coming
Dogecoin Surges, Bitcoin And Ethereum Prepare To Soar: A Look At The Cryptos Into The Weekend
avatar_dachad
2022-10-29
Ok
Apple Stock: The Big Tech Winner Has an “Attractive” Risk-Reward Profile, Says Deutsche Bank
avatar_dachad
2022-10-26
High likelihood of 75bps. Already criticised for not dealing with infl sooner, they would lose more credibility if they misstep now. Infl not likely to have dropped drastically from>8% last month.  
avatar_dachad
2022-10-12
Nice work putting it together 
All Major Semiconductor Stocks Remained Red in Morning Trading, With Taiwan Semiconductor Manufacturing Falling Over 4% and Qualcomm Falling Over 3%
avatar_dachad
2022-09-30
Was waiting for it to cheapen
Why Is Palantir Stock Outperforming the Market Today?
avatar_dachad
2022-09-27
KO 
Continued Consolidation Anticipated For Singapore Stock Market
avatar_dachad
2022-09-21
Ok
Singapore Stock Market Expected To Remain Rangebound
avatar_dachad
2022-09-21
I've so far been wary of going long.  At the right price, I would long delta
Alibaba: The Charlie Munger And Li Lu Divergence

Go to Tiger App to see more news