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kawi254
#5091 Posted : Thursday, March 02, 2017 4:39:47 PM
Rank: Member

Joined: 2/20/2015
Posts: 468
Location: Nairobi
Wamukiva wrote:
Hi guys. I have some 20M cash at bank which I need to invest. Bank can only give you 10% p/a maximum. Anyone with a good idea where I can invest to double the funds within a year with minimal or no risk. eg. any good NSE share with possibility of doubling, apex bodies, private equity etc. Kindly share



Best advice is to continue doing whatever it is that you did to get that 20M
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hisah
#5092 Posted : Thursday, March 02, 2017 4:49:42 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
murchr wrote:
Dow Jones at 21,000...What will break the bubble? Feds?

A correction looms before higher highs. As long as euroland is weak the usd and us stocks will continue facing buy pressure.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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lochaz-index
#5093 Posted : Thursday, March 02, 2017 8:07:07 PM
Rank: Veteran

Joined: 9/18/2014
Posts: 1,127
alutacontinua wrote:
lochaz-index wrote:
Gatheuzi wrote:
murchr wrote:
Dow Jones at 21,000...What will break the bubble? Feds?

It is their time to eat. Meanwhile Trump's address to Congress included a statement that he will represent a $1T infrastructure bill.

This is probably the most cautious/timid bull I have ever seen and it has been that way for 7/8 years. With limited retail participation and fund managers preferring to sit on cash rather than go all in, the pool of marginal buyers has been very small.

Without a maniacal phase where a majority of investors think they can make a quick buck, this bull is set to continue. What will trigger the parabolic phase? That's the question for now. A mad rally is needed to rope in as many buyers as possible then it peters out and finally pops to trap the majority.


The uptick in the march rate hike probability (now at 66%) has me very cautious. Dont think this has been priced in as yet. Bond yields have been very stable/flat over the last month as US stocks soar...Sad Sad Sad yet again after the near zero rates over the last 7 years i might just be overthinking it...

Any rate hike at this point is bound to pull the plug on Europe not US stocks. In fact, a hike would add gloss to the already attractive dollar assets(treasuries, stocks and the currency itself).

Capital doesn't have many places to park...yield chasing/EM/FM assets is a no go zone, most of Europe is under NIRP plus not many solid hedging options exist to wait it out.

Maybe piling into the bunds expecting a repricing in marks may pay out under the working theory that marks>euro>any other currency of a eurozone member. But even that is hopeful investing since it assumes that the euro zone weaklings won't default on their obligations in the euro arrangement and by extension Germany.

I don't think any bond play at this moment in time is a smart move. That leaves US assets firmly in the driving seat against any competition. Besides, investors must get that last hurrah/wild ride before the music stops.
The main purpose of the stock market is to make fools of as many people as possible.
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murchr
#5094 Posted : Thursday, March 02, 2017 9:58:05 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
lochaz-index wrote:
alutacontinua wrote:
lochaz-index wrote:
Gatheuzi wrote:
murchr wrote:
Dow Jones at 21,000...What will break the bubble? Feds?

It is their time to eat. Meanwhile Trump's address to Congress included a statement that he will represent a $1T infrastructure bill.

This is probably the most cautious/timid bull I have ever seen and it has been that way for 7/8 years. With limited retail participation and fund managers preferring to sit on cash rather than go all in, the pool of marginal buyers has been very small.

Without a maniacal phase where a majority of investors think they can make a quick buck, this bull is set to continue. What will trigger the parabolic phase? That's the question for now. A mad rally is needed to rope in as many buyers as possible then it peters out and finally pops to trap the majority.


The uptick in the march rate hike probability (now at 66%) has me very cautious. Dont think this has been priced in as yet. Bond yields have been very stable/flat over the last month as US stocks soar...Sad Sad Sad yet again after the near zero rates over the last 7 years i might just be overthinking it...

Any rate hike at this point is bound to pull the plug on Europe not US stocks. In fact, a hike would add gloss to the already attractive dollar assets(treasuries, stocks and the currency itself).

Capital doesn't have many places to park...yield chasing/EM/FM assets is a no go zone, most of Europe is under NIRP plus not many solid hedging options exist to wait it out.

Maybe piling into the bunds expecting a repricing in marks may pay out under the working theory that marks>euro>any other currency of a eurozone member. But even that is hopeful investing since it assumes that the euro zone weaklings won't default on their obligations in the euro arrangement and by extension Germany.

I don't think any bond play at this moment in time is a smart move. That leaves US assets firmly in the driving seat against any competition. Besides, investors must get that last hurrah/wild ride before the music stops.


What if they choose (feds) not to hike the rate? Europe is in trouble with elections and Brexit complications, capital is fleeing.
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
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Spikes
#5095 Posted : Friday, March 03, 2017 1:59:11 AM
Rank: Elder

Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
murchr wrote:
lochaz-index wrote:
alutacontinua wrote:
lochaz-index wrote:
Gatheuzi wrote:
murchr wrote:
Dow Jones at 21,000...What will break the bubble? Feds?

It is their time to eat. Meanwhile Trump's address to Congress included a statement that he will represent a $1T infrastructure bill.

This is probably the most cautious/timid bull I have ever seen and it has been that way for 7/8 years. With limited retail participation and fund managers preferring to sit on cash rather than go all in, the pool of marginal buyers has been very small.

Without a maniacal phase where a majority of investors think they can make a quick buck, this bull is set to continue. What will trigger the parabolic phase? That's the question for now. A mad rally is needed to rope in as many buyers as possible then it peters out and finally pops to trap the majority.


The uptick in the march rate hike probability (now at 66%) has me very cautious. Dont think this has been priced in as yet. Bond yields have been very stable/flat over the last month as US stocks soar...Sad Sad Sad yet again after the near zero rates over the last 7 years i might just be overthinking it...

Any rate hike at this point is bound to pull the plug on Europe not US stocks. In fact, a hike would add gloss to the already attractive dollar assets(treasuries, stocks and the currency itself).

Capital doesn't have many places to park...yield chasing/EM/FM assets is a no go zone, most of Europe is under NIRP plus not many solid hedging options exist to wait it out.

Maybe piling into the bunds expecting a repricing in marks may pay out under the working theory that marks>euro>any other currency of a eurozone member. But even that is hopeful investing since it assumes that the euro zone weaklings won't default on their obligations in the euro arrangement and by extension Germany.

I don't think any bond play at this moment in time is a smart move. That leaves US assets firmly in the driving seat against any competition. Besides, investors must get that last hurrah/wild ride before the music stops.


What if they choose (feds) not to hike the rate? Europe is in trouble with elections and Brexit complications, capital is fleeing.

All is set for a hike.This time round no postponement.
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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alutacontinua
#5096 Posted : Friday, March 03, 2017 8:26:00 AM
Rank: Member

Joined: 3/23/2011
Posts: 304
Fed Funds futures now pricing a 90% probability of a March Rate Hike...Asia session this morning is a sea of red...
You dont have to be great to START but you have to start to be GREAT!!!!!!!!
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lochaz-index
#5097 Posted : Friday, March 03, 2017 10:14:14 AM
Rank: Veteran

Joined: 9/18/2014
Posts: 1,127
murchr wrote:
lochaz-index wrote:
alutacontinua wrote:
lochaz-index wrote:
Gatheuzi wrote:
murchr wrote:
Dow Jones at 21,000...What will break the bubble? Feds?

It is their time to eat. Meanwhile Trump's address to Congress included a statement that he will represent a $1T infrastructure bill.

This is probably the most cautious/timid bull I have ever seen and it has been that way for 7/8 years. With limited retail participation and fund managers preferring to sit on cash rather than go all in, the pool of marginal buyers has been very small.

Without a maniacal phase where a majority of investors think they can make a quick buck, this bull is set to continue. What will trigger the parabolic phase? That's the question for now. A mad rally is needed to rope in as many buyers as possible then it peters out and finally pops to trap the majority.


The uptick in the march rate hike probability (now at 66%) has me very cautious. Dont think this has been priced in as yet. Bond yields have been very stable/flat over the last month as US stocks soar...Sad Sad Sad yet again after the near zero rates over the last 7 years i might just be overthinking it...

Any rate hike at this point is bound to pull the plug on Europe not US stocks. In fact, a hike would add gloss to the already attractive dollar assets(treasuries, stocks and the currency itself).

Capital doesn't have many places to park...yield chasing/EM/FM assets is a no go zone, most of Europe is under NIRP plus not many solid hedging options exist to wait it out.

Maybe piling into the bunds expecting a repricing in marks may pay out under the working theory that marks>euro>any other currency of a eurozone member. But even that is hopeful investing since it assumes that the euro zone weaklings won't default on their obligations in the euro arrangement and by extension Germany.

I don't think any bond play at this moment in time is a smart move. That leaves US assets firmly in the driving seat against any competition. Besides, investors must get that last hurrah/wild ride before the music stops.


What if they choose (feds) not to hike the rate? Europe is in trouble with elections and Brexit complications, capital is fleeing.

Europe is toast either way, the only difference is that a hike quickens the euro/EU's demise by further underlining what is investment grade and what is junk.
The main purpose of the stock market is to make fools of as many people as possible.
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alutacontinua
#5098 Posted : Friday, March 03, 2017 6:54:28 PM
Rank: Member

Joined: 3/23/2011
Posts: 304
alutacontinua wrote:
Fed Funds futures now pricing a 90% probability of a March Rate Hike...Asia session this morning is a sea of red...


ISM Feb Non-Manufacturing PMI comes in at 57.6 vs. Jan 56.5 going to be very hard for the Fed to hold off now...
You dont have to be great to START but you have to start to be GREAT!!!!!!!!
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alutacontinua
#5099 Posted : Wednesday, March 08, 2017 11:12:19 AM
Rank: Member

Joined: 3/23/2011
Posts: 304
Interesting data out of China this morning...

Exports drop -1.3% YoY in February vs. 14% expected while Imports are up +38.1% vs. 20% expected.

China's economy slowly shifting from manufacturing to a service based economy...
You dont have to be great to START but you have to start to be GREAT!!!!!!!!
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The Great
#5100 Posted : Friday, March 10, 2017 4:11:34 AM
Rank: Member

Joined: 9/9/2015
Posts: 233
alutacontinua wrote:
Interesting data out of China this morning...

Exports drop -1.3% YoY in February vs. 14% expected while Imports are up +38.1% vs. 20% expected.

China's economy slowly shifting from manufacturing to a service based economy...


Not surprising. Chinese labour market has become real expensive. Manufacturers moving out to Vietnam etc
"Buy when there's blood in the streets, even if the blood is your own."
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