Buy London Property

According to this article https://www.marketwatch.com/story/this-could-be-the-end-of-the-stock-market-as-we-know-it-but-thats-not-necessarily-a-bad-thing-strategist-suggests-2020-05-05 ,

buy real assets such as London property to prepare for the end of stocks.

Will this pan out?

Will a possible Aug crash predicted by this model trigger the next global stock crisis?

ECM

According to Martin Armstrong's Economic Confidence Model, the end for stock market bull run is coming.

Other notable events:
- a commodity bull market is being formed and will run into 2024
- demise of the West  (but not so soon, in 2032)
- rise of China (further out in 2037)

Chips are the place to be in a post-coronavirus world

Buy on any dips

Chips Ahoy!

https://www.theedgesingapore.com/issues/tech/chips-are-down-not-long

Goldman patiently bullish on oil

Goldman Sachs is patiently bullish on oil.

I am gonna ride the oil bull back up!

https://www.reuters.com/article/us-global-oil-research-goldman/goldman-patiently-bullish-on-oil-as-fundamentals-improve-idUSKBN22D61D

A Major Bull Run is Forming in Oil Markets

Came across this article.

Seems coherent with my current belief that oil markets are bottoming.

Read that there will be a commodity bull market which will last until 2024.

https://oilprice.com/Energy/Energy-General/A-Major-Bull-Run-Is-Forming-In-Oil-Markets.html

Market Volatility? Let it be

Carmen Lee, head of OCBC Research, has rightly pointed out that at current price levels, we should be contrarians and be cherry-picking quality stocks that are set to benefit from mega trends such as artificial intelligence, e-commerce, mobile payments and biotechnology, etc. Some of these are:

	Price as at 10 Aug 2018	Target Price
Capitaland	3.39	4.09
DBS	25.59	31.83
Frasers Centrepoint Trust	2.26	2.49
Frasers Logistics	1.05	1.18
Keppel Corp	6.72	8.70
Mapletree North Asia Commercial Trust	1.14	1.42
ST Engineering	3.39	3.90
Singtel	3.14	4.08
UOB	28	32.09
UOL	7.03	8.48
Venture	17.94	23.23

With the recent softness in the market, the PB ratio of the STI has come off to around 1.1 times book value or more down one standard deviation below the historical average. In the past 10 years, the
PB ratio has fallen at least 1.5 standard deviations below the historical average on only two occasions - during the global financial crisis and the yuan devaluation in 2016. On both occasions, the market rebounded after a couple of months.
https://www.straitstimes.com/business/market-volatility-let-it-be