Friday, November 13, 2020
Thursday, November 12, 2020
US treasury yields have been creeping up. What's the repercussion?
The US 10-year yield has been creeping up from 0.67% (28 Sep) to 0.98% (10 Nov) which is a whopping 46% increase.
The 10-year yield is the risk-free rate and is used as the discount rate or factor in many financial models (DDM, DCF, CAPM, etc). The asset values which are derived from the aforesaid financial models will be impacted because the ever-increasing discount rate will cause the valuations to fall since the future incomes are discounted to present values.
If a company's profitability is not rising faster than the risk-free rate, then the company's stock valuation will have to fall due to the higher discount rate. This is something we need to watch out for.
Western forces are behind Thailand (BKK) protests! - Part 6
“The real goal of U.S.-backed unrest in Thailand is similar to its motivations for sowing chaos in Hong Kong,” Berletic said in one of his blog posts. “Obviously the U.S. would prefer a client regime completely dependent on Washington financially and politically.”
The Thai government has managed to find the US links to the BKK protests. NED is involved in the BKK protests, just like the HK's protests. The Thai government has found a way to quell the protests funded by the US. Have you guys noticed that the BKK protests have toned down?
We had stated earlier that the BKK protests were funded by the west.
http://sg-stock.blogspot.com/2020/11/western-forces-are-behind-thailand-bkk.html
Wednesday, November 11, 2020
China will be setting 6G standards after 5G.
https://www.bbc.com/news/av/world-asia-china-54852131
China has just sent its 6G satellite into orbit and will be setting the 6G standards after 5G.
The US has not even deployed its 5G yet but China has already deployed its 5G in many provinces.
Well done, China!
Tuesday, November 10, 2020
Sweden has just done a U-turn on Huawei after Trump's loss. That's the harsh reality!
The Swedish's action has proven that Huawei's ban is purely political in nature and Sweden has corrected its mistake after Trump loses his election. If it is really a security issue, Sweden won't change its stance no matter who the US president is.
Mike Pompeo will lose his job after 20 January 2021 and his recent overseas visits (anti-china call) will yield little results because no country will take him seriously after Trump's loss.
Monday, November 9, 2020
"Great" vaccine news causes US stock markets to rise like crazy!
The US stock markets are rising like crazy after the "GREAT" vaccine news is released.
https://www.cnbc.com/2020/11/08/election-stock-market-futures-open-to-close-news.html
It is astonishing that the US vaccine news can cause such euphoric stock market movements in the US whilst China's vaccine is also very effective in preventing Covid but doesn't trigger the same stock effect.
https://www.globaltimes.cn/content/1206008.shtml
The US investors are jumping the gun too early because the scientists have not confirmed the longevity of the vaccination since the scientists need more time to compile and verify the data.
Our natural immunity could only last about 4 months. If the US vaccine is only able to trigger our natural immunity against Covid, then the immunity period won't be too long too.
http://sg-stock.blogspot.com/2020/08/covid-19-immunity-can-only-last-about-4.html
Sunday, November 8, 2020
Biden will be the new US president! - Part 2
Biden has attained the minimum 270 votes required to be the official US President!
Saturday, November 7, 2020
Friday, November 6, 2020
S&P 500 Technical analysis. - Part 14
When was the recent buying signal for S&P?
Well, whenever there are at least 2 bullish indicators, that will be the time to buy. Let's take a look at the recent signs.
In the ellipse, S&P had closed just above the 5-day SMA and the Stochastics had also turned bullish (black line > red line).
Thursday, November 5, 2020
Biden will be the new US president!
Joe Biden looks set to become the next US president. This is just what we've predicted.
Those so-called experts who predicted Trump would win were not real experts because their analyses were wrong. The so-called experts cited the huge turnouts at Trump's presidential rallies and his propaganda was well-received by Americans particularly his anti-China stance because China stole American's jobs.
The real reason for Biden's win was that the labour union supported Biden because of the pandemic mishandling by Trump. Like I said before, the pandemic would crush Trump.
https://finance.yahoo.com/news/elections-2020-aflcio-president-richard-trumka-190800077.html
Biden also had a different group of supporters. Trump's supporters were crazier whilst Biden's supporters were more reserved. They didn't attend Biden's rallies for the fear of severe backlashes from Trump's supporters but they would still vote for Biden. That's the reason for the poor turnouts at Biden's rallies.
Last but not least, China didn't steal American's jobs but the evolution of technology did. In the past, jobs were labour intensive. Next, machines were used to help to reduce the labour intensity for the job. Then, more jobs became fully automated which resulted in permanent job losses. Ultimately, AI would direct and control human resources.
We've entered the AI era now. In the past, we would call the taxi operator to book a ride. However, we just need to book a ride through a smartphone now and the technology will book the nearest driver near you and direct the route with GPS without any human interference.
Can we blame another country for a job loss now? The answer is crystal clear and Trump is destined to lose.Wednesday, November 4, 2020
Tuesday, November 3, 2020
US ISM PMI had increased to 59.3 in October 2020.
The prices increased to 65.5 (+2.7) because the producers were ramping up their inventories (51.9, +4.8) with more imports. The new order rose significantly because of increases in export and local orders which also caused customers’ inventories to be depleted (36.7, -1.2) consequently. This depletion caused producers to increase their production (63, +2) by increasing deliveries and employment. Overall, the PMI had increased to 59.3 which meant that the US was in an expansionary mode. However, the recent increase in daily infection rate to more than 100K would stall this expansion as this might prompt another lockdown to contain the outbreak.
Western forces are behind Thailand (BKK) protests! - Part 5
The Thailand protests are progressing in the direction of our prognosis.
In our previous post, we had stated that the BKK protestors would not end their protests after the government had relented but would make more demands instead.
http://sg-stock.blogspot.com/2020/10/western-forces-are-behind-thailand-bkk_24.html
We've been proven right in such a short time. Hahaha!
https://ca.finance.yahoo.com/news/thailand-approaches-former-prime-ministers-092632958.html
The Thai government tries to resolve the protest issues by forming a reconciliation panel which also is showing a sign of relentment to the students. However, the students are increasing their demands instead of backing down. The students are increasing their demands to prolong the protests so that the Thai society and economy will be wrecked.
https://news.trust.org/item/20201103000554-h6ona/
The BKK protests won't stop because they're funded by the west. The ways to stop the BKK protests are to end the foreign funding and arrest those people who are orchestrating the protests.
Look like the Thai government has not learnt from the HK lessons yet.
Look at how devious USA is!
The US is trying to shove chlorinated chickens into the British's throats.
The US also tried to force Asians to consume ractopamine pork & beef.
The US also tried to force Thailand to use carcinogenic fertilizers.
http://sg-stock.blogspot.com/2020/09/the-devious-us-is-trying-to-poison-all.html
http://sg-stock.blogspot.com/2020/09/the-devious-us-is-trying-to-poison-all_17.html
Monday, November 2, 2020
Sunday, November 1, 2020
Hot news - The whole Biden scandal is fabricated by Apple Daily!
NBC has just revealed the truth about the Biden scandal.
The Biden scandal is fabricated by Apple Daily from HK and Apple Daily is also responsible for the HK protests. The man behind Apple Daily is Jimmy Lai who has close links with Trump's caucus.
John Bolton
Therefore, we can see what the US will do just to achieve its political benefits.
Mutated covid virus strain is spreading in EU!
More countries are using the genome sequencing approach to trace the virus origins so that they can help to curb the spread of the virus. Why are these countries adopting this scientific methodology now but not during the initial outbreak?
Well, genome sequencing is a well-established scientific method that is hard to fudge, and other scientists can tell whether the genome sequencing result is fake or not. Therefore, many countries didn't use this scientific method to trace the virus origin when the virus outbreak happened first in Wuhan as the genome sequence result would trace it back to the USA. If the virus origin was indeed in Wuhan, many countries would use this method so that they could prove scientifically that China was the culprit. Instead, a few countries including the US only used media to label covid as the Wuhan or China virus so that they could smear China.
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