Proposed Directors of Tirupati Graphite explain why they have requisitioned an GM. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Yeah I still have a pos in IAG just reduced the risk. Amazon will likely not double but it also has almost zero competition and a presence in the market, a strong balance sheet etc. I'd feel comfortable throwing 200-300k in amazon but less so with IAG
I will be making iag my biggest investment off the next 2 years so much potential next year
When the market dip a certain amount it tends to bring everything down with it , that's just how it is...
I cut a good chunk of my pos at 135 , I see bigger opportunities companies in US stocks after the inevitable fall. Amazon, alphabet , chip makers and some bio tech firms are looking very attractive to me
So inflation peaking in the US = successfully creating artificial demand destruction
But wait..this hits company earnings across the board
It's like there isn't a free pass in this situation , there's just way more downside than up
Ship sailed when I was 20 and had an internship at a bank but spent 10 weeks on the **** around the City...
Settled for insurance, bores the hell out of me though!
Not because of the 0.5pc rise but because of the differences in September vs current rate projection. Fed in September anticipated rate vs now estimated rate: 2023 - 4.6 vs 5.1, 2024 - 3.9 vs 4.1, and 2025 - 2.9 vs 3.1. and the years after that 2.5. They also raised the unemployment and inflation projection. Look at the figure 2 in the link for the FOMC participants assessments of the policy differences in September and this time:
https://www.bullishrippers.com/p/fomc-meeting-december-14
You could make the move? I'm sure you could land yourself in a decent shop
Well I'm an actuary who sorely wishes I worked st a hedge fund :p
The in house one we use is a monte carlo but you'd have to ask the quant guys if you want to know how they've built that :D. Either way it's not that relevant to retail
For me my reuters and bloomberg terminal measure it per derivative/ contract
Yea but how do you model the volatility?
95pc VAR can be many things depending on how
Var is value at risk ,
The measure is based on contract you're trading , the volatility of that product and the contract size. If it's a futures then you'd also need to weigh the delivery date risk
In summarised terms it's basically a stop loss lol, how much will you lose if it gets hits
How do you measure VAR btw, just log normal?
DB as someone that has worked in a few hedge funds. Typically headquarter offices don't care at all unless it's strictly prohibited like when the Russian invasion began, compliance from headquarters immediate told us to get rid of exposure to certain companies. They just sign off on VAR and it's you're responsibility to use it however.
95pc of analysts talked about a 0.5pc rise
Happens
S and p tanks instantly
You have to laugh
The FTSE has held well thus year, hardly moved.
Iag along with travel generally down 15pc or more
Based on my working experience in a US owned financial intuition in London, significant UK commercial decisions eg to launch a new fund required New York sign off. Suspect the same applies to UK traders and fund managers who are US owned. If this is true (and I welcome others views...) then for so long as the US dislikes the political and economic uncertainty in the UK - those significant buy trades wont be authorised. Brexit (hate to say it) has not helped. London was stronger as the foremost financial center in Europe and like it or not that status is ebbing away - derivative clearing next to go. And suddenly Paris is trumpeting its volume success.
British Airways owner International Consolidated Airlines Group SA (LSE:IAG) is the biggest faller in the leading index, down3.43% after a revenue warning from US group JetBlue Airways (NASDAQ:JBLU) on Tuesday.
https://www.proactiveinvestors.co.uk/companies/news/1001151/ftse-100-lower-with-british-airways-owner-iag-leading-the-way-down-while-uk-inflation-eases-to-10-7-1001151.html
Does Fed interest rate decision come out after the uk markets have closed?
Loving your fate is one thing Lloyds, when your fate is in the hands of others? That's something else entirely.
One good piece of news today though, Bankman-Fried is under arrest in the Bahamas, awaiting extradition...
Amor Fati
Those who stay longer term will be rewarded
If it were a person, it would be Biden, ready to keel over a drop dead at any moment.
Lower than at the same point last year and down over 17% YTD.
When you see companies like Black-Rock, up 60% YTD and then wonder why they control everything, seems pretty clear.
High employment bad, high unemployment bad, inflation bad, oil prices up, bad. Oil prices down, well that's bad too.
I give up.
Better off people smuggling, selling drugs, money laundering, taking bribes and being an outright criminal. So, any ideas what I need to do to become a politician?
travelling tomorrow morning on BA to US.
not many seats left to choose for check-in!
Following yesterday’s gains surprise in US inflation, traders now eagerly await the FOMC later today