Aviva Share Discussion Threads

[cordwainer] 28/8/2019 15:16

Merging divisions and then demerging 2 years later just seems like executive 'busywork' to me. For all i know, it's just conceptual tittle-tattle that doesn't necessarily make a blind bit of practical difference, as long as good systems and procedures and a little flexibility are built in.
It makes me wonder whether the organisational culture is a bit too top-down.

[fizzbangwhallop] 28/8/2019 15:02

Spud...... thank you so much for starting this new prat-free board.

Regards

[sentimentrules] 28/8/2019 14:51

Breakeven stop on the ftse entry now. Just in case one more low volume qe session comes. If stopped out, ok look for higher entry

[sentimentrules] 28/8/2019 14:40

They pushed it so far down the road Now, a reset is nearly primed for zero..

What a trap they are in

[loganair] 28/8/2019 14:38

All another big stimulus package will do is to push the next recession down the road meaning when it comes it will be even deeper.

Japan has been doing this for nearly 30 years and their stocks are still way off their 1989 high.

[sentimentrules] 28/8/2019 14:37

Stimulus seems ro be at the core of it. Not really listen to budget rubbish on it.

But such a yield based on stimulus surely points to markets weakening rapidly

[essentialinvestor] 28/8/2019 14:34

Log, the question is will further CB stimulus measures (which are on way)
be capable of counteracting weakening macro, or will recession in multi countries
take hold - we could just be looking at short duration technical recessions.

I can't answer that tbh, however that's the central point for markets atm.

[sentimentrules] 28/8/2019 14:33

Practically not. Very strange yield in the whole scenario.

Open to a few interpretations really

[loganair] 28/8/2019 14:31

I'm not sure, does Italy have a government at the moment or not?

[sentimentrules] 28/8/2019 14:24

That I cant interpret. Why do you think that is?

[loganair] 28/8/2019 14:22

Even though the Italian government or non-government are all over the place, the yield on the Italian 10 year bond has just reached a historic low of 1.0%.

[loganair] 28/8/2019 14:00

Germany can not really afford a Hard Brexit as not only will it push them further in to recession, also means they have to stump up an extra €15bln per year in to the hole left in the EU budget left by the UK leaving.

Germany have €55bln available to stimulate their economy in the next recession, however they will not have this money as they'll have to spent it on their increase contributions to the EU budget.

[sentimentrules] 28/8/2019 13:53

Loganair..look at dax monthly.. one of first to start calling issues back in early 18. No surprise its first to feel the heat

[sentimentrules] 28/8/2019 13:52

Consider QE and Low rates a decade. Now consider most markets since 2018. When you put it all together.. .there is zero confidence in the markets.

It's floated.. and shall all be discounted when crashes.

Recession..

Normal cull plus inflated paper markets to come off it.

Given zero confidence around for a while.. .it will be a rapid commencement when comes.

The Dow was strong as others faltered, but i still dont think the dow has been smart money. The last of that was probably just around trumps election /tax breaks etc

[loganair] 28/8/2019 13:49

Germany is already in recession, if there is a Hard Brexit will hit Germany harder then the UK and push Germany hard into recession.

Remember 1 in 7 cars made in Germany are exported to the UK as are many of their White Goods.

[essentialinvestor] 28/8/2019 13:46

I can see may be 7-8% downside on US markets which will drag the UKX/MCX down.

Beyond that find it too difficult to say - that depends whether we roll over in to recession.

[sentimentrules] 28/8/2019 13:17

Your bang on the money now.. . If one more rally, it's the final death thro

[sentimentrules] 28/8/2019 13:10

Christ. Explains morning market for sure now

[loganair] 28/8/2019 13:09

Just in, for the first time since late 2007 the dividend yield on the S&P has dropped below that of the US 30 Year Treasury.

[sentimentrules] 28/8/2019 13:04

It's disgraceful, the standard of the ipos being allowed to enter market after due diligence prior.

[loganair] 28/8/2019 13:02

Just look at Uber, makes $1.5bln loss per quarter, that is $6bln loss per year and they only have $12bln in the bank left from their IPO. This means in two years they either go bust or come back to the market asking for more money.

[sentimentrules] 28/8/2019 13:01

Subprime ipos haha

Tell you what though, subprime personal debt (uto's) are a staggering level. Makes subprime mortgages look like a baby.

Now, low rates and qe can't really qwell the impending. Once the defaults start..wow

[sentimentrules] 28/8/2019 12:55

Yes. It's a case of get ipo in now while they can catch the retail investor net. Basically get muppet money to fund hard times ahead . An assured sign of imminent disaster.

See AML? Crucifier. They mostly all will be

[loganair] 28/8/2019 12:52

Sent - Have you noticed how more and more S&P IPOs in the States are coming to the market where in the companies prospectus say they're not projecting to make any profits in at least the near and medium term or maybe never - this shows to me no long to go for the next market crash as investors are will to buy any old rubbish that IPOs.