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Talking stocks, trading, and investing in general

Discussion in 'Business, Careers & Education' started by mikeman, Feb 2, 2011.

  1. patrickBOOTH

    patrickBOOTH Stylish Dinosaur Dubiously Honored

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    This is great, thanks!
    Yes.
     

  2. IChen

    IChen Senior Member

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    With what comes ahead in 2019, I'm glad I never got into stocks others have been looking into like Goldman Sachs or Gilead or Citigroup or the like. I've liquidated my shares of Mastercard, but will continue to hold Salesforce and Microsoft.
     

  3. Omega Male

    Omega Male Senior Member

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  4. brokencycle

    brokencycle Stylish Dinosaur Moderator

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  5. IChen

    IChen Senior Member

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    I feel it's so...."weird" that owning Amazon feels so safe. I don't have to check it. At all. Feels like owning SPY really, and it just continues to push up, up and up.

    I have to say, I really respect that Ray Dalio/Bridgewater and Renaissance Tech are able to do so well in 2018. I did well in 2018 thanks to owning TQQQ since 2016 and then selling early September. But wow, I can't imagine managing such large portfolios and just accomplishing 10%+ returns when the market isn't doing hot, or at least so up and down.
     

  6. stimulacra

    stimulacra Senior Member

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    Heard about Bridgewater's Pure Alpha returning 14% for 2018. I am curious what their portfolio allocation consists of.

    Looks like you were able to pinpoint the peak with TQQQ.
     

  7. patrickBOOTH

    patrickBOOTH Stylish Dinosaur Dubiously Honored

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    To be honest, I'm surprised so many hedge funds did poorly. The market did very well the majority of the year and sunk in the last month and a half. If you're a long only fund, I get it, but a hedge fund doing poorly I think highlights some issues with their strategies.
     

  8. jbarwick

    jbarwick Distinguished Member

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    According to a the last 13F, a lot of big money in PG&E prior to the wildfire.
     

  9. patrickBOOTH

    patrickBOOTH Stylish Dinosaur Dubiously Honored

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    Yeah, I have coworkers that bought into it and it took a another nice dump yesterday.
     

  10. stimulacra

    stimulacra Senior Member

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    Looks like December might have just been a dip…
     

  11. Omega Male

    Omega Male Senior Member

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    Maybe.

    This is a good, if dense, read. China has a lot of big structural problems that are poorly understood even inside the country itself. We've seen from Apple and now Samsung recently what happens when Chinese demand wavers. (Headlines just today about declining auto sales) If the lid really comes off the pot of their over-levered financial system it will not be pretty.

    https://chinachange.org/2018/12/28/a-great-shift-unseen-over-the-last-forty-years/
     

  12. Omega Male

    Omega Male Senior Member

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  13. Omega Male

    Omega Male Senior Member

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  14. jbarwick

    jbarwick Distinguished Member

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    PG&E bankruptcy...wonder if the HFs were still holding...75% haircut!
     

  15. patrickBOOTH

    patrickBOOTH Stylish Dinosaur Dubiously Honored

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    My coworker is still in. He came in today and said "holding stocks from one company is a stupid idea." lol
     

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