ValueBuddies.com : Value Investing Forum - Singapore, Hong Kong, U.S.

Buffett on the economy: 'It looks like things have slowed down'
https://www.cnbc.com/2019/03/28/buffett-...-down.html

Does VBs see the inverted yield curve as a signal to get out (soon)?

And why is WB so ever optimistic about U.S.?

I think the biggest red flag is when big players stop burning cash and the individual retailers have no avenue to make money. that's when all the credit card, car and housing debt go bad and banks start failing again.

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(31-03-2019, 12:21 PM)karlmarx Wrote: [ -> ]Does VBs see the inverted yield curve as a signal to get out (soon)?

And why is WB so ever optimistic about U.S.?

Inverted yield curve! Sometime ago, i realized i m not as intelligent as the general crowd and gave up forecasting these stuff. It allowed me more sanity in my asset allocation. I wonder whether our Blue friend (haven't been active here for some time) has anything to say?

There is probably no place better for capitalists in this world, than the United States. And W.B is the American Capitalist

Economy’s Engine Sputters
https://www.bloomberg.com/news/articles/...e-sputters

a good read on US debt

www.bloomberg.com/amp/news/articles/2019-02-25/millennials-face-1-trillion-debt-as-student-loans-pile-up

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2019.03.31【文茜世界財經週報】美債殖利率曲線罕見倒掛　衰退已在不遠處？
https://www.youtube.com/watch?v=9S0D8h3x...xu&index=5


Germany's manufacturing recession worsens: PMI
https://www.msn.com/en-us/money/markets/...ar-BBVtos2

Global factory activity weak in March as clouds gather
https://sg.finance.yahoo.com/news/global...ector.html

South Korea's Exports Post Negative Growth for Fourth Consecutive Month
http://www.businesskorea.co.kr/news/arti...dxno=30482

Guggenheim's Scott Minerd sees a 'much more severe downturn' in stocks before the end of the summer
https://finance.yahoo.com/news/guggenhei...46424.html

(Mkt crash coming???)

Companies are warning that earnings results are going to be brutal
https://www.cnbc.com/2019/07/01/companie...rutal.html

(03-07-2019, 10:02 AM)Behappyalways Wrote: [ -> ](Mkt crash coming???)

Companies are warning that earnings results are going to be brutal
https://www.cnbc.com/2019/07/01/companie...rutal.html

Personally, I think if anything, a "correction" is more likely to be imminent than a crash, even though this is one of the longest bull mkt cycle in history. There is just too much cheap money(low interest rates, QE all these years) flowing around, that investors do not seem to be pricing risk normally(like in the old days).

For me, rather than waiting for the crash(which may take a few more years) with bank deposits, I hv ventured into SSB, Astrea/Temasek bonds, even shorter term SG T-bills ! Yes; T-bill, even for a layman like me.