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STI to cross 3000 boosted by long-term investors
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Peter_Pan
Supreme |
03-Feb-2013 14:20
Yells: "did you order dunkin' donuts" |
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Traders and money managers posit that after many years of investor caution, significant institutional money hasn't yet been reallocated from bonds to stocks in a meaningful way, and that an even stronger Dow rally will take off if that happens.
CNBC |
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Peter_Pan
Supreme |
03-Feb-2013 14:17
Yells: "did you order dunkin' donuts" |
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" The market has gone up with people being under-invested," Blankfein told " Squawk Box," adding that investors should want the market to go down " so they can get in." | ||||
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staphy82
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03-Feb-2013 13:57
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Yup, I've never followed Mdm Iso's calls. When the same call is made day after day, irrespective of technicals or fundamentals, something is clearly wrong. I just found her to be quite a joke. :)
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iPunter
Supreme |
03-Feb-2013 13:17
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O sifu is right... How can there ever be signs of printing going stop when printing can never stop?... lol... 
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Oldbird
Senior |
03-Feb-2013 13:03
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Party is not over yet so long as no sigh of printing machine going to stop …mean while, let slowly enjoy the feast and remenber to reserve some foods for the late comers as over-fed might make us vomit later ! | ||||
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Peter_Pan
Supreme |
03-Feb-2013 12:05
Yells: "did you order dunkin' donuts" |
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The U.S. economic environment is " very good" and the stock market's rally to multi-year highs has more room to go, saidGoldman Sachs Chairman and CEO Lloyd Blankfein in a CNBC interview on Friday from the World Economic Forum in Davos, Switzerland.
(Read More: Davos 2013 Special Report) " The market has gone up with people being under-invested," Blankfein told " Squawk Box," adding that investors should want the market to go down " so they can get in." He said that people have reason to be optimistic. " In a lot of ways, the worst case scenario [in Europe] is taken off the table … There is a lot of relief that the Euro isn't going to collapse." " [But The place that is in a much better position right now is the United States." As for how long interest rates will remain low in the U.S., Blankfein said, " The turn in interest rates … it won't necessarily happen when the Fed changes interest rate policy. It'll be when the market decides the Fed will have to change interest rate policy." He added that could happen sooner than the official shift by the central bank. |
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iPunter
Supreme |
03-Feb-2013 10:48
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Lol... sifu does have a good point there... Contrary to all conventional approaches, betting is certainly not a well-received approach. But sad to say, all other approaches apparently cause more heartaches and headaches to countless players (veterans as well as novices) than the betting approach. Of course by 'betting' I mean smart and strategic betting, and not blind and mindless betting... 
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Peter_Pan
Supreme |
03-Feb-2013 10:07
Yells: "did you order dunkin' donuts" |
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Big Money Managers Riding the Dow Rally
CNBC.com | February 01, 2013 | 04:20 PM EST Long before the Dow [ .DJI 14009.79 +149.21 (+1.08%) ] hit 14,000, a number of big money managers predicted the rally—and have ridden it to handsome returns. Hedge funds like Omega Advisors, Jana Partners, and Third Point have all been long certain equities in recent months, said investors and people familiar with their strategies, and have been buoyed by the market's climb. (Read More: Dow Breaks 14,000 Finally What's Next for Market.) "Equities generally are the place to be," said Omega chief executive Cooperman in a CNBC interview last October, echoing a notion he'd espoused for a number of months. "We have plenty we think are still attractive." So attractive, in fact, that his offshore fund finished the year up nearly 30 percent, according to investors and someone familiar with the performance, and is up another 5 or so percent year-to-date through January. Jana and Third Point, which describe themselves as event-driven funds and look for long-term stock buys, also benefited from the stock-market momentum. For 2012, said people familiar with their results, both companies saw upside of about 21 percent in their flagships. For this year through January, they are up about 5 percent, these people add. (That said, a recent downturn in Constellation Brands, of which Third Point is reportedly a big holder, could potentially put a dent in its 2013 numbers. A spokeswoman declined to comment.) The bigger question now is whether the U.S. markets can sustain such lofty levels. In a research note to investors, Merrill Lynch strategist Michael Hartnett reportedly warned of a potential correction, and large money managers are warning of near-term choppiness. (Read More: Money Pouring Into Stocks 'Is Usually a Negative Sign'.) "The market will continue to be volatile," said Daniel Gamba, who heads BlackRock's institutional iShares exchange-traded funds business. "Some of the macro risks that have not been fixed … as well as some of the banking issues in Europe" could inject "some volatility into the flows," he added, "which means we see some correction." He said to look for volatility in particularly in emerging markets, where both stocks and sovereign debt have been popular investments of late. Cash has been moving from the sidelines and into stocks, asset managers and bank executives said. Last month was the best January ever for global ETFs, which saw $42 in inflows at the same time, equity-fund inflows for the week that just ended of nearly $19 billion were the third-highest ever, according to Merrill's Hartnett. (Read More: Even Dow 14,000 Won't Lure Many Off Sidelines.) But traders and money managers posit that after many years of investor caution, significant institutional money hasn't yet been reallocated from bonds to stocks in a meaningful way, and that an even stronger Dow rally will take off if that happens. |
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junction
Senior |
03-Feb-2013 10:00
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Not really contrarian. IPuntarian would be more appropriate! Lol
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Peter_Pan
Supreme |
03-Feb-2013 09:50
Yells: "did you order dunkin' donuts" |
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“We’ve gotten a lot more clarity on important things that we didn’t have a short while ago, as it relates to the U.S. economy, the fiscal cliff, the debt ceiling, fourth-quarter earnings,” Tanious said. “As you continue to peel away that uncertainty and markets become more comfortable, you create an environment where risk assets can do quite well.”
Bloomberg |
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Peter_Pan
Supreme |
03-Feb-2013 09:48
Yells: "did you order dunkin' donuts" |
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“The January jobs data came in line with expectations but the revisions were really the silver lining,” Joseph Tanious, a New York-based global market strategist for JPMorgan Funds, which oversees $400 billion, said in a telephone interview. “There were fairly meaningful revisions to the prior months, suggesting that the labor market is in fact continuing to heal. That reinforces the belief that the U.S. economy is growing.”
Bloomberg |
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Peter_Pan
Supreme |
03-Feb-2013 09:32
Yells: "did you order dunkin' donuts" |
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China’s Non-Manufacturing PMI Rises to 56.2 in January
Feb. 3 (Bloomberg) -- China’s services industries expanded at a faster pace in January, an official survey showed. The non-manufacturing Purchasing Managers’ Index rose to 56.2 in January from 56.1 in December, the Beijing-based National Bureau of Statistics and China Federation of Logistics & Purchasing said in a statement today. A reading above 50 indicates expansion. The contribution of services to the economy has grown over the past decade as rising incomes have spurred demand for televisions, housing, mobile phones and travel. Almost 36 percent of the working population was employed in such industries in 2011, up from 31.3 percent in 2005, government data show. Services industries accounted for 45 percent of gross domestic product last year, Ma Jiantang, head of the statistics bureau, said on Jan. 18, up from 41 percent in 2003. The government is seeking to increase the share to 47 percent by 2015. The Shanghai Composite Index advanced for a fifth day on Feb. 1, capping the benchmark gauge’s best weekly gain since October 2011, after the federation’s manufacturing PMI and a private survey from HSBC Holdings Plc and Markit Economics showed expansion. |
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iPunter
Supreme |
03-Feb-2013 08:36
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In spite of anyone's views or profound analysis...the reality is:- All is betting... This must be the most 'contrarian' view of all... lol... |
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junction
Senior |
03-Feb-2013 08:30
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Good to have contrarian views argued out gentlemanly and rationally - not the name calling immature type.
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junction
Senior |
03-Feb-2013 08:23
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Agree with your reading of the market.
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iPunter
Supreme |
03-Feb-2013 08:08
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No come yok?... lol... ...
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GorgeousOng
Elite |
03-Feb-2013 04:29
Yells: "Hehehaha...enjoy life n live to the fullest..." |
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Dow ..,its like a freezer out there even with the sun out. -3c !!!!Brain freeze just from the wind. Decide to go back to hot n sunny STI
Be good children, no "gado gado" over the weekend, keep all your energy for Monday , see STI soon! Come sampan come! $$$ come come come!!!!:) |
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iPunter
Supreme |
02-Feb-2013 17:18
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There's no elation and euphoria now... Though the market has recovered somewhat, people are still worried about the aftermath of European crisis, etc. There's no elation or euphoria at this point in time... Perhaps when the market has risen another 1000 pts, or when the Dow is at 16000, there will be maximum elation... but it is hardly at that stage now... As you will have noticed,in the past few months, the market has indeed risen while worry is in progress...
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Peter_Pan
Supreme |
02-Feb-2013 17:07
Yells: "did you order dunkin' donuts" |
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Short-sellers provide liquidity in the markets to propel the stocks higher at current market conditions. | ||||
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Octavia
Elite |
02-Feb-2013 17:04
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MANUFACTURING activity expanded in China last month, showing again that a recovery is on its way - though there are signs that it could be fragile. China's official purchasing managers' index came in at 50.4 in January, slightly lower than in December, while HSBC said that its final PMI reading stood at 52.3, a two-year high that outperformed its preliminary figure published last week. The discrepancies in the two figures suggest to some analysts that the recovery is still feeble. " Things look a little shaky. The economy has yet to generate the type of self-perpetuating growth that is needed to put the recovery on a comfortable footing," Alistair Thornton, economist with IHS Global Insight, said in a note. |
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