General News
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What I wrote above is precisely why stocks which have grown the most recently, also fell the most yesterday. Easy come/easy go.
here is the tech graph which puts it all into some perspective
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I knew yesterday wasn't looking good (it started off OK), and was not surprised to find it was down to Trump, so wasn't looking forward to looking at the dashboard to log my figures this morning, but it wasn't as bad as I thought it would be - still marginally up on last Saturday overall, but yesterday won't hit Nest until Monday but that's another week.
Just another dip on Trumps roller coaster.
@Ronski said in General News:
I knew yesterday wasn't looking good (it started off OK), and was not surprised to find it was down to Trump, so wasn't looking forward to looking at the dashboard to log my figures this morning, but it wasn't as bad as I thought it would be - still marginally up on last Saturday overall, but yesterday won't hit Nest until Monday but that's another week.
Just another dip on Trumps roller coaster.
Pretty much my thoughts. Checking the charts I am back to roughly where I was at the start of this month, so lost a week and a half's gains. Although there may be more to lose early next week.
'Roller Coaster', 'mountain climbs' ... all true. Two figures matter in the game of investing; how much it was worth when you bought it and how much it is worth when you sell it. Any number between those two points is just a number on a screen.
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When TSMs C.C Wei speaks, you should pay attention. This comment from their earnings conference call.
If you look back at our analysis we said the go fwd growth in this segment would be circa 50%-and here he confirms that is still the case. Interesting, such a conservative person actually refers to growth as insane.
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Just on the Trump/WhiteHouse notes….there is a wealth of evidence for TACO
Pretty easy for him to de-escalate - the Tariff Wars were started by him.I am more concerned how he plans to meet Putin again in Hungary. No doubt to the detriment of Ukraine. Putin clearly has some deep muck on The Don. Dictators (& wannabe) stick together
But that’s not a relevant topic for this thread!
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Looks like the US/China trade deal/truce is taking shape in a positive way. Markets should like it!
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Interesting-and a tangible benefit which is quite logical when you think about it. I think big firms will continue to evolve and reinvent their offering but it's an obvious use case
