Economy crash =/= stock market crash?

Audaxer

Sea_Shell said:

Audaxer said:

Sea_Shell said:

Thrugelmir said:

fizio said:

I have been overweight in cash last few months for various reasons so will see what happens next week and hopefully make some buys... 

What's happening next week? 

At a guess, most funds won't reflect today's drops in the market until then.

I know mine haven't reacted today.

I think most funds will have updated overnight. Just checked mine - some have fallen more than others, but overall not too bad.

My funds (via the fidelity platform) update around 4.45pm on a working day, but appear to react to what happened the day before.

They show the same valuation today, and won't update until Monday afternoon, reflecting Friday's movements.

That's surprising. When I looked at funds on AJ Bell they are all updated as at 26/11/21, which I'm sure relates to the price at close of play last night. 

Prism

Audaxer said:

Sea_Shell said:

Audaxer said:

Sea_Shell said:

Thrugelmir said:

fizio said:

I have been overweight in cash last few months for various reasons so will see what happens next week and hopefully make some buys... 

What's happening next week? 

At a guess, most funds won't reflect today's drops in the market until then.

I know mine haven't reacted today.

I think most funds will have updated overnight. Just checked mine - some have fallen more than others, but overall not too bad.

My funds (via the fidelity platform) update around 4.45pm on a working day, but appear to react to what happened the day before.

They show the same valuation today, and won't update until Monday afternoon, reflecting Friday's movements.

That's surprising. When I looked at funds on AJ Bell they are all updated as at 26/11/21, which I'm sure relates to the price at close of play last night. 

I would say it depends on when the valuation time is. A fund with an 11am valuation would pick up some of yesterdays UK, Europe and Japan fall but not the US one. Then again some funds use US futures and premarket quotes to help with this and others don't.

Thrugelmir

Audaxer said:

Thrugelmir said:

Audaxer said:

Thrugelmir said:

Stargunner said:

Thrugelmir said:

grumiofoundation said:

Thrugelmir said:

fizio said:

I have been overweight in cash last few months for various reasons so will see what happens next week and hopefully make some buys... 

What's happening next week? 

I have a teacher training day on Monday. 

Not a good day to be out of constant touch with the markets. 

Only if you are a day trader. What happens in any one day is irrelevant for the majority of us on here who are invested for the long term.

Even long term investors hold cash on occassions. 

Surely not for market timing? 

No one ever went broke by banking profits once in a while. 

Falls as was the case today offer opportunities to top up. 

They do provide opportunities, but as 3% is not a huge drop, do you hold off a bit longer to see if they drop further during next week? Or invest some of your overweight cash at the 3% fall and hold some cash back for possible further falls?

3% is the aggregate movement of the tracked index. Dig deeper and individual share movements are more pronounced. 

Audaxer

Thrugelmir said:

Audaxer said:

Thrugelmir said:

Audaxer said:

Thrugelmir said:

Stargunner said:

Thrugelmir said:

grumiofoundation said:

Thrugelmir said:

fizio said:

I have been overweight in cash last few months for various reasons so will see what happens next week and hopefully make some buys... 

What's happening next week? 

I have a teacher training day on Monday. 

Not a good day to be out of constant touch with the markets. 

Only if you are a day trader. What happens in any one day is irrelevant for the majority of us on here who are invested for the long term.

Even long term investors hold cash on occassions. 

Surely not for market timing? 

No one ever went broke by banking profits once in a while. 

Falls as was the case today offer opportunities to top up. 

They do provide opportunities, but as 3% is not a huge drop, do you hold off a bit longer to see if they drop further during next week? Or invest some of your overweight cash at the 3% fall and hold some cash back for possible further falls?

3% is the aggregate movement of the tracked index. Dig deeper and individual share movements are more pronounced. 

That's true, but I'll stick with funds and ITs. I'll leave trading in individual shares to you, as I don't have the risk tolerance for that 

Thrugelmir

Audaxer said:

Thrugelmir said:

Audaxer said:

Thrugelmir said:

Audaxer said:

Thrugelmir said:

Stargunner said:

Thrugelmir said:

grumiofoundation said:

Thrugelmir said:

fizio said:

I have been overweight in cash last few months for various reasons so will see what happens next week and hopefully make some buys... 

What's happening next week? 

I have a teacher training day on Monday. 

Not a good day to be out of constant touch with the markets. 

Only if you are a day trader. What happens in any one day is irrelevant for the majority of us on here who are invested for the long term.

Even long term investors hold cash on occassions. 

Surely not for market timing? 

No one ever went broke by banking profits once in a while. 

Falls as was the case today offer opportunities to top up. 

They do provide opportunities, but as 3% is not a huge drop, do you hold off a bit longer to see if they drop further during next week? Or invest some of your overweight cash at the 3% fall and hold some cash back for possible further falls?

3% is the aggregate movement of the tracked index. Dig deeper and individual share movements are more pronounced. 

That's true, but I'll stick with funds and ITs. I'll leave trading in individual shares to you, as I don't have the risk tolerance for that 

Until markets turn south for a period of time you'll never know the extent of your own risk tolerance. Self constructed portfolios are often have more risk exposure than is realised. 

Audaxer

Thrugelmir said:

Audaxer said:

Thrugelmir said:

Audaxer said:

Thrugelmir said:

Audaxer said:

Thrugelmir said:

Stargunner said:

Thrugelmir said:

grumiofoundation said:

Thrugelmir said:

fizio said:

I have been overweight in cash last few months for various reasons so will see what happens next week and hopefully make some buys... 

What's happening next week? 

I have a teacher training day on Monday. 

Not a good day to be out of constant touch with the markets. 

Only if you are a day trader. What happens in any one day is irrelevant for the majority of us on here who are invested for the long term.

Even long term investors hold cash on occassions. 

Surely not for market timing? 

No one ever went broke by banking profits once in a while. 

Falls as was the case today offer opportunities to top up. 

They do provide opportunities, but as 3% is not a huge drop, do you hold off a bit longer to see if they drop further during next week? Or invest some of your overweight cash at the 3% fall and hold some cash back for possible further falls?

3% is the aggregate movement of the tracked index. Dig deeper and individual share movements are more pronounced. 

That's true, but I'll stick with funds and ITs. I'll leave trading in individual shares to you, as I don't have the risk tolerance for that 

Until markets turn south for a period of time you'll never know the extent of your own risk tolerance. Self constructed portfolios are often have more risk exposure than is realised. 

I know there will be equity crashes, but I'm not overly concerned as I've been invested through previous crashes and not sold anything.  I would be concerned if I was holding individual shares.

Alexland

Alistair31 said:

I’ve about £20k looking for a home so hopefully there is some bloodletting next week. 

No sign of it yet which is a shame as we have £4k of workplace pension contributions getting invested at the end of the month tomorrow. While I don't like buying around market highs it rarely makes sense to hold money back from markets so having had the very good fortune of our ISAs being uninvested on Thursday night I just reinvested into the new investment on Friday morning taking the bird in the hand. Seems to have been the right decision so far.

cheapskate1983

Type_45 said:

How connected are national economies, and indeed the global economy, with the international stock markets? 

I've heard it said that the stock market does not reflect the economy.

Additionally, wealthy people and institutions, including pensions etc, have to put their money somewhere, so this will presumably mean that stock markets will always have investors and will ultimately keep going up.


Disclaimer: this is notwithstanding the fact that Lloyds, BlackRock and other financial institutions are buying up residential properties at a rate of knots, which perhaps doesn't bode well for the stock market going forward...

All markets are connected, even cryptocurrency. There are Bitcoin maximalists who preach that Cryptocurrency is completely separate but its NOT.

The amount of fraud that goes on in the markets is insane. There is conflict of interest every where. 

Right now there are numerous red flags in the markets. But as a Bear its my job spread FUD so here is some for free.

This post will get me banned but who cares about MSE lol. (Sheep Zone). 

1. Collateral Loan Obligations, similar to the Collateral Debt Obligations Mortgage backed securities that crashed all the markets in 2008. They are currently rotten, junk and every A rated has turned into a D rated asset. 
2. Tether USDT having Chinese Junk bonds on its balance sheet including the popular Evergrade that defaulted recently. Bitfinnex is trying to prop up Tether with Bonds from El Salvidor. Bitcoin will go to $1000. Its evitable. 
3. Bearish divergence on the weekly on all major markets showing indication that the world is about to head into a 2-3 year Bear market. 

I could go on but Im looking to short you all with zero compassion. 

Swipe

cheapskate1983 said:

I could go on but Im looking to short you all with zero compassion. 

Go short now with full margin, what are you waiting for?

tebbins

cheapskate1983 said:

Type_45 said:

How connected are national economies, and indeed the global economy, with the international stock markets? 

I've heard it said that the stock market does not reflect the economy.

Additionally, wealthy people and institutions, including pensions etc, have to put their money somewhere, so this will presumably mean that stock markets will always have investors and will ultimately keep going up.


Disclaimer: this is notwithstanding the fact that Lloyds, BlackRock and other financial institutions are buying up residential properties at a rate of knots, which perhaps doesn't bode well for the stock market going forward...

All markets are connected, even cryptocurrency. There are Bitcoin maximalists who preach that Cryptocurrency is completely separate but its NOT.

The amount of fraud that goes on in the markets is insane. There is conflict of interest every where. 

Right now there are numerous red flags in the markets. But as a Bear its my job spread FUD so here is some for free.

This post will get me banned but who cares about MSE lol. (Sheep Zone). 

1. Collateral Loan Obligations, similar to the Collateral Debt Obligations Mortgage backed securities that crashed all the markets in 2008. They are currently rotten, junk and every A rated has turned into a D rated asset. 
2. Tether USDT having Chinese Junk bonds on its balance sheet including the popular Evergrade that defaulted recently. Bitfinnex is trying to prop up Tether with Bonds from El Salvidor. Bitcoin will go to $1000. Its evitable. 
3. Bearish divergence on the weekly on all major markets showing indication that the world is about to head into a 2-3 year Bear market. 

I could go on but Im looking to short you all with zero compassion. 

The best investment I'll ever make is betting someone a tenner you've been reading Fortune & Freedom.