Stock Investment And Trading

There are a number good winners in 2019 Q3 earnings announcement. These are potential good stocks to continue trending up after settle down in a week or two. Price goes up after earnings TSLA ORLY HLT GS MS EDU BAC LRCX C WFC PG ALGN Price goes up after positive earnings INTC V Price goes up after positive earnings GT Price goes up in the middle or no-where TIF PANW AMAT VRTX Trend reversal in progress TTWO

Weekly summary Week 36 SPY  Overall looks still good. Formed higher low and attempt to break 294. Next to see if it break 294 or come down retest on a higher low. QQQ Similar to SPY, having higher lows and trying to break 189. GLD Gold remain all time high since Mar 13 (6.5 years). To see if it remains high and break 150, it would be a critical moment watching stock come down in 1 to 2 months. USDCNY USDCNY continue to form all time high, in respond to trade war escalation. China continue to leverage currency to dampen the effect of tariff. DXY With still on target GDP (prelim) economics indicator and stronger than expected personal spending, USD continue to sore to 1-year high. This cause foreign investor continue to stay investing in US. XLU & XLP Continue moving up and it can serves as indicator that sector rotation is happening for investor to seek for safer sector. XLRE Housing and real estate is moving in an uptrend. It indicating, the ec

No deal yet. So how? So US-China trade talk did not end with a conclusion, nor it stops the tariff hike from 10% to 25%. Beijing will come up with countermeasures, but did not specify the details. What will happen next? Let's look at how currency exchange impact the tariff and import-export companies. The USD has strengthened against RMB in past 5 days, since Trump announced the recent rate hike. However DXY does not show strength.  First we look at the impact of US tariff on Chinese imported goods. Chinese goods imported will be levied with higher tax, it increases the cost of goods. Naturally the import company will increase the price of the goods. US consumers compare prices and may choose to buy similar goods from other countries or they can choose US goods. It brings up sales for US/other countries company.  However when USD strengthen against RMB, Chinese goods become cheaper then. It brings down the cost and price of Chinese goods. Normally the currency str

Last Sunday, Trump announced that US will impose 25% to 200bn of imported Chinese goods by Friday if trade deal is not made. This comes with a surprise. Today is Thu, and it is a critical day. China Vice-Premier is taking flight to US. If there is no deal made by tomorrow, the tariff will be imposed. What can happen? 1. US can delay as the talk restarted towards their direction. 2. US can impose 25% tariff partially on certain goods (means less than 200bn) as the starting 3. US can go forward to walk the talk and impose full 25% tariff. However going this option means China will likely retaliate.  What is the worse case if nr 3 happens? The cost of imported China goods will increase price by 15%. Consumer can still choose to pay for high priced goods, or they can choose to turn into US goods. How much can local produced goods able to supply for the demand? When US goods are not able to supply sufficiently, price will increase and they might continue to buy China goods as it bec