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lochaz-index
#5261 Posted : Tuesday, April 03, 2018 8:00:42 PM
Rank: Veteran

Joined: 9/18/2014
Posts: 1,127
wukan wrote:
lochaz-index wrote:
Quote:
Mozambique said it was unlikely to begin repaying debts that were plunged into default by its $2bn hidden-loans scandal until well into the next decade, as the impoverished southern African nation pushed back hopes for a natural-gas bonanza.

Quote:
Mozambique only expects to receive significant tax revenues from natural-gas projects in the late 2020s to help pay off its debts, much later than previously forecast, Mr Maleiane said on Tuesday.

Tuesday’s offer would see Mozambique only begin to repay the majority of its bonds after 2028. Investors said that the proposal amounts to an effective haircut of about 50 per cent on the debt.

Sovereign debt crisis is well and truly on. Investors will rue yield chasing that was the hallmark of international debt markets for the past decade.


Interesting times lay ahead for African sovereigns. Questions is are investors chasing yield? After QE, stocks are bought for yields and bonds for capital gains.

Not necessarily. The EM/FM play is purely yield chasing as a reaction to QE in AMs. Pre 2016, capital gains were almost a guarantee in any market. Since then the tide has turned and capital gains can only be obtained by being extremely choosy (symptoms of a frothy market) and EM/FMs continue to provide superior yields to say stocks in the Dow or Dax with both giving better capital gains in the same time frame. Once the yields start to reflect default risk that will be very interesting.
The main purpose of the stock market is to make fools of as many people as possible.
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Mukiri
#5262 Posted : Saturday, April 14, 2018 8:56:29 PM
Rank: Elder

Joined: 7/11/2012
Posts: 5,222
Effect of air strikes on the market?

Proverbs 19:21
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wukan
#5263 Posted : Sunday, April 15, 2018 10:04:28 AM
Rank: Veteran

Joined: 11/13/2015
Posts: 1,654
Mukiri wrote:
Effect of air strikes on the market?


This was more of american dinner time entertainment so no serious effect
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Mukiri
#5264 Posted : Sunday, April 15, 2018 7:33:55 PM
Rank: Elder

Joined: 7/11/2012
Posts: 5,222
wukan wrote:
Mukiri wrote:
Effect of air strikes on the market?


This was more of american dinner time entertainment so no serious effect

Is it? History has it, that where war was declared, (US) markets have soared.

Proverbs 19:21
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iris
#5265 Posted : Monday, April 16, 2018 11:02:34 AM
Rank: Member

Joined: 9/11/2014
Posts: 228
Location: Nairobi
No war has been declared. More like a Trump thing to detract from his mounting woes..
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alutacontinua
#5266 Posted : Monday, April 23, 2018 7:43:08 PM
Rank: Member

Joined: 3/23/2011
Posts: 304
https://www.cnbc.com/201...ions-on-the-agenda.html

US 10yr right around the 3% level(highest level since Jan 2014) has dollar bears in a tight squeeze. Going to be an interesting couple of days to see how the stock market reacts to a break and hold above this key level...
You dont have to be great to START but you have to start to be GREAT!!!!!!!!
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mnandii
#5267 Posted : Thursday, May 10, 2018 8:45:24 AM
Rank: Elder

Joined: 10/11/2006
Posts: 2,304


DJIA. Expect a STRONG down move in the DOW soon targeting circa 21,000 and below. The RED line at 24862 is our Stop Loss.
Conventional thinkers waste time building shelters when they are unnecessary and then have no shelters when they need them the most. Socionomists do the opposite.
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mnandii
#5268 Posted : Monday, May 14, 2018 9:54:38 AM
Rank: Elder

Joined: 10/11/2006
Posts: 2,304


DJIA. Ready for the drop that will take it to below >>23,000.

The current rise should not go significantly beyond 25,000 level.
Conventional thinkers waste time building shelters when they are unnecessary and then have no shelters when they need them the most. Socionomists do the opposite.
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Ericsson
#5269 Posted : Monday, May 14, 2018 10:49:45 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
https://www.businessdail...60366-ketrua/index.html

More money for the stock market
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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mnandii
#5270 Posted : Tuesday, May 15, 2018 9:18:45 AM
Rank: Elder

Joined: 10/11/2006
Posts: 2,304
mnandii wrote:


DJIA. Ready for the drop that will take it to below >>23,000.

The current rise should not go significantly beyond 25,000 level.


The top is likely in place at 25,000. A move to be;ow 24,000 will be good confirmation of this new line in the sand. Be short
Conventional thinkers waste time building shelters when they are unnecessary and then have no shelters when they need them the most. Socionomists do the opposite.
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