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GE2020: The Roar of the Swing Voter

Hi everyone, this is my first ever post here.
I run a little website called The Thought Experiment where I talk about various issues, some of them Singapore related. And one of my main interests is Singaporean politics. With the GE2020 election results, I thought I should pen down my take on what us as the electorate were trying to say.
If you like what I wrote, I also wrote another article on the state of play for GE2020 during the campaigning period, as well as 2 other articles related to GE2015 back when it was taking place.
If you don't like what I wrote, that's ok! I think the beauty of freedom of expression is that everyone is entitled to their opinion. I'm always happy to get feedback, because I do think that more public discourse about our local politics helps us to be more politically aware as a whole.
Just thought I'll share my article here to see what you guys make of it :D
Article Starts Here:
During the campaigning period, both sides sought to portray an extreme scenario of what would happen if voters did not vote for them. The Peoples’ Action Party (PAP) warned that Singaporeans that their political opponents “might eventually replace the government after July 10”. Meanwhile, the Worker’s Party (WP) stated that “there was a real risk of a wipeout of elected opposition MPs at the July 10 polls”.
Today is July 11th. As we all know, neither of these scenarios came to pass. The PAP comfortably retained its super-majority in Parliament, winning 83 out of 93 elected MP seats. But just as in GE2011, another Group Representation Constituency (GRC) has fallen to the WP. In addition, the PAP saw its vote share drop drastically, down almost 9% to 61.2% from 69.9% in GE2015.
Singapore’s electorate is unique in that a significant proportion is comprised of swing voters: Voters who don’t hold any blind allegiance to any political party, but vote based on a variety of factors both micro and macro. The above extreme scenarios were clearly targeted at these swing voters. Well, the swing voters have made their choice, their roar sending 4 more elected opposition MPs into Parliament. This article aims to unpack that roar and what it means for the state of Singaporean politics going forward.
1. The PAP is still the preferred party to form Singapore’s Government
Yes, this may come across as blindingly obvious, but it still needs to be said. The swing voter is by its very definition, liable to changes of opinion. And a large factor that determines how a swing voter votes is their perception of how their fellow swing voters are voting. If swing voters perceive that most swing voters are leaning towards voting for the opposition, they might feel compelled to vote for the incumbent. And if the reverse is true, swing voters might feel the need to shore up opposition support.
Why is this so? This is because the swing voter is trying to push the vote result into a sweet spot – one that lies between the two extreme scenarios espoused by either side. They don’t want the PAP to sweep all 93 seats in a ‘white tsunami’. Neither do they want the opposition to claim so much territory that the PAP is too weak to form the Government on its own. But because each swing voter only has a binary choice: either they vote for one side or the other (I’m ignoring the third option where they simply spoil their vote), they can’t very well say “I want to vote 0.6 for the PAP and 0.4 for the Opposition with my vote”. And so we can expect the swing voter bloc to continue being a source of uncertainty for both sides in future elections, as long as swing voters are still convinced that the PAP should be the Government.
2. Voters no longer believe that the PAP needs a ‘strong mandate’ to govern. They also don’t buy into the NCMP scheme.
Throughout the campaign period, the PAP repeatedly exhorted voters to vote for them alone. Granted, they couldn’t very well give any ground to the opposition without a fight. And therefore there was an attempt to equate voting for the PAP as voting for Singapore’s best interests. However, the main message that voters got was this: PAP will only be able to steer Singapore out of the Covid-19 pandemic if it has a strong mandate from the people.
What is a strong mandate, you may ask? While no PAP candidate publicly confirmed it, their incessant harping on the Non-Constituency Member of Parliament (NCMP) scheme as the PAP’s win-win solution for having the PAP in power and a largely de-fanged opposition presence in parliament shows that the PAP truly wanted a parliament where it held every single seat.
Clearly, the electorate has different ideas, handing Sengkang GRC to the WP and slashing the PAP’s margins in previous strongholds such as West Coast, Choa Chu Kang and Tanjong Pagar by double digit percentages. There is no doubt from the results that swing voters are convinced that a PAP supermajority is not good for Singapore. They are no longer convinced that to vote for the opposition is a vote against Singapore. They have realized, as members of a maturing democracy surely must, that one can vote for the opposition, yet still be pro-Singapore.
3. Social Media and the Internet are rewriting the electorate’s perception.
In the past, there was no way to have an easily accessible record of historical events. With the only information source available being biased mainstream media, Singaporeans could only rely on that to fill in the gaps in their memories. Therefore, Operation Coldstore became a myth of the past, and Chee Soon Juan became a crackpot in the eyes of the people, someone who should never be allowed into Parliament.
Fast forward to today. Chee won 45.2% of the votes in Bukit Batok’s Single Member Constituency (SMC). His party-mate, Dr. Paul Tambyah did even better, winning 46.26% of the votes in Bukit Panjang SMC. For someone previously seen as unfit for public office, this is an extremely good result.
Chee has been running for elections in Singapore for a long time, and only now is there a significant change in the way he is perceived (and supported) by the electorate. Why? Because of social media and the internet, two things which the PAP does not have absolute control over. With the ability to conduct interviews with social media personalities as well as upload party videos on Youtube, he has been able to display a side of himself to people that the PAP did not want them to see: someone who is merely human just like them, but who is standing up for what he believes in.
4. Reserved Election Shenanigans and Tan Cheng Block: The electorate has not forgotten.
Tan Cheng Bock almost became our President in 2011. There are many who say that if Tan Kin Lian and Tan Jee Say had not run, Tony Tan would not have been elected. In March 2016, Tan Cheng Bock publicly declared his interest to run for the next Presidential Election that would be held in 2017. The close result of 2011 and Tan Cheng Bock’s imminent candidacy made the upcoming Presidential Election one that was eagerly anticipated.
That is, until the PAP shut down his bid for the presidency just a few months later in September 2016, using its supermajority in Parliament to pass a “reserved election” in which only members of a particular race could take part. Under the new rules that they had drawn up for themselves, it was decreed that only Malays could take part. And not just any Malay. The candidate had to either be a senior executive managing a firm that had S$500 million in shareholders’ equity, or be the Speaker of Parliament or a similarly high post in the public sector (the exact criteria are a bit more in-depth than this, but this is the gist of it. You can find the full criteria here). And who was the Speaker of Parliament at the time? Mdm Halimah, who was conveniently of the right race (Although there was some hooha about her actually being Indian). With the extremely strict private sector criteria and the PAP being able to effectively control who the public sector candidate was, it came as no surprise that Mdm Halimah was declared the only eligible candidate on Nomination Day. A day later, she was Singapore’s President. And all without a single vote cast by any Singaporean.
Of course, the PAP denied that this was a move specifically aimed at blocking Tan Cheng Bock’s bid for the presidency. Chan Chun Sing, Singapore’s current Minister of Trade and Industry, stated in 2017 that the Government was prepared to pay the political price over making these changes to the Constitution.
We can clearly see from the GE2020 results that a price was indeed paid. A loss of almost 9% of vote share is very significant, although a combination of the first-past-the-post rule and the GRC system ensured that the PAP still won 89.2% of the seats in Parliament despite only garnering 61.2% of the votes. On the whole, it’s naught but a scratch to the PAP’s overwhelming dominance in Parliament. The PAP still retains its supermajority and can make changes to the Constitution anytime that it likes. But the swing voters have sent a clear signal that they have not been persuaded by the PAP’s rationale.
5. Swing Voters do not want Racial Politics.
In 2019, Heng Swee Keat, Singapore’s Deputy Prime Minister and the man who is next in line to be Prime Minister (PM) commented that Singapore was not ready to have a non-Chinese PM. He further added that race is an issue that always arises at election-time in Singapore.
Let us now consider the GE2015 results. Tharman Shanmugaratnam, Singapore’s Senior Minister and someone whom many have expressed keenness to be Singapore’s next PM, obtained 79.28% of the vote share in Jurong GRC. This was above even the current Prime Minister Lee Hsien Loong, who scored 78.63% in Ang Mo Kio GRC. Tharman’s score was the highest in the entire election.
And now let us consider the GE2020 results. Tharman scored 74.62% in Jurong, again the highest scorer of the entire election, while Hsien Loong scored 71.91%. So Tharman beat the current PM again, and by an even bigger margin than the last time. Furthermore, Swee Keat, who made the infamous comments above, scored just 53.41% in East Coast.
Yes, I know I’m ignoring a lot of other factors that influenced these results. But don’t these results show conclusively that Heng’s comments were wrong? We have an Indian leading both the current and future PM in both elections, but yet PAP still feels the need to say that Singapore “hasn’t arrived” at a stage where we can vote without race in mind. In fact, this was the same rationale that supposedly led to the reserved presidency as mentioned in my earlier point.
The swing voters have spoken, and it is exceedingly clear to me that the electorate does not care what our highest office-holders are in terms of race, whether it be the PM or the President. Our Singapore pledge firmly states “regardless of race”, and I think the results have shown that we as a people have taken it to heart. But has the PAP?
6. Voters will not be so easily manipulated.
On one hand, Singaporeans were exhorted to stay home during the Covid-19 pandemic. Contact tracing became mandatory, and groups of more than 5 are prohibited.
But on the other hand, we are also told that it’s absolutely necessary to hold an election during this same period, for Singaporeans to wait in long lines and in close proximity to each other as we congregate to cast our vote, all because the PAP needs a strong mandate.
On one hand, Heng Swee Keat lambasted the Worker’s Party, claiming that it was “playing games with voters” over their refusal to confirm if they would accept NCMP seats.
But on the other hand, Heng Swee Keat was moved to the East Coast GRC at the eleventh hour in a surprise move to secure the constituency. (As mentioned above, he was aptly rewarded for this with a razor-thin margin of just 53.41% of the votes.)
On one hand, Masagos Zulkifli, PAP Vice-Chairman stated that “candidates should not be defined by a single moment in time or in their career, but judged instead by their growth throughout their life”. He said this in defense of Ivan Lim, who appears to be the very first candidate in Singaporean politics to have been pushed into retracting his candidacy by the power of non-mainstream media.
But on the other hand, the PAP called on the WP to make clear its stand on Raeesah Khan, a WP candidate who ran (and won) in Sengkang GRC for this election, stating that the Police investigation into Raeesah’s comments made on social media was “a serious matter which goes to the fundamental principles on which our country has been built”.
On one hand, Chan Chun Sing stated in 2015, referring to SingFirst’s policies about giving allowances to the young and the elderly, “Some of them promised you $300 per month. I say, please don’t insult my residents. You think…. they are here to be bribed?”
On the other hand, the PAP Government has just given out several handouts under its many budgets to help Singaporeans cope with the Covid-19 situation. [To be clear, I totally approve of these handouts. What I don’t approve is that the PAP felt the need to lambast similar policies as bribery in the past. Comparing a policy with a crime is a political low blow in my book.]
I could go on, but I think I’ve made my point. And so did the electorate in this election, putting their vote where it counted to show their disdain for the heavy-handedness and double standards that the PAP has displayed for this election.
Conclusion
I don’t say the above to put down the PAP. The PAP would have you believe that to not support them is equivalent to not wanting what’s best for Singapore. This is a false dichotomy that must be stamped out, and I am glad to see our swing voters taking a real stand with this election.
No, I say the above as a harsh but ultimately supportive letter to the PAP. As everyone can see from the results, we all still firmly believe that the PAP should be the Government. We still have faith that PAP has the leadership to take us forward and out of the Covid-19 crisis.
But we also want to send the PAP a strong signal with this vote, to bring them down from their ivory towers and down to the ground. Enough with the double standards. Enough with the heavy-handedness. Singaporeans have clearly stated their desire for a more mature democracy, and that means more alternative voices in Parliament. The PAP needs to stop acting as the father who knows it all, and to start acting as the bigger brother who can work hand in hand with his alternative younger brother towards what’s best for the entire family: Singapore.
There is a real chance that the PAP will not listen, though. As Lee Hsien Loong admitted in a rally in 2006, “if there are 10, 20… opposition members in Parliament… I have to spent my time thinking what is the right way to fix them”.
Now, the PAP has POFMA at its disposal. It still has the supermajority in Parliament, making them able to change any law in Singapore, even the Constitution at will. We have already seen them put these tools to use for its own benefit. Let us see if the PAP will continue as it has always done, or will it take this opportunity to change itself for the better. Whatever the case, we will be watching, and we will be waiting to make our roar heard once again five years down the road.
Majulah Singapura!
Article Ends Here.
Here's the link to the actual article:
https://thethoughtexperiment.org/2020/07/11/ge2020-the-roar-of-the-swing-vote
And here's the link to the other political articles I've written about Singapore:
https://thethoughtexperiment.org/2020/07/07/ge2020-the-state-of-play/
https://thethoughtexperiment.org/2015/09/10/ge2015-voting-wisely/
https://thethoughtexperiment.org/2015/09/05/expectations-of-the-opposition/
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submitted by shofikul_islam to u/shofikul_islam [link] [comments]

Option Trade


An option is a coincidental to buy or sell something by betting it is going to rise or fall in price. A buy option is predictable if the trader expects the price level to rise within a certain time frame. A sell option is predictable if the trader expects the price level to fall within a certain time frame. Options are a multipurpose financial product. These contracts include a purchaser and a supplier, where the buyer pays an option best for the rights decided by the contract. Each call option has a bullish buyer and a bearish seller, while put options have a bearish buyer and a bullish seller. Binary Option or Option Trade is like a regular option in that they allow you to make a bet as to the future price of a stock. However, binary options are different in that if the "strike price" is met by the expiration date.
In a word, A call or buy option allows the holder to buy the asset at a stated price within a specific timeframe and a put or sell option allows the holder to sell the asset at a stated price within a specific timeframe.
FX Magician
#TechnicalAnalysis #ForexTrade #OptionTrade #BestBroker #ForexSignal
submitted by SahinRasel6472 to u/SahinRasel6472 [link] [comments]

Option Trade


An option is a coincidental to buy or sell something by betting it is going to rise or fall in price. A buy option is predictable if the trader expects the price level to rise within a certain time frame. A sell option is predictable if the trader expects the price level to fall within a certain time frame. Options are a multipurpose financial product. These contracts include a purchaser and a supplier, where the buyer pays an option best for the rights decided by the contract. Each call option has a bullish buyer and a bearish seller, while put options have a bearish buyer and a bullish seller. Binary Option or Option Trade is like a regular option in that they allow you to make a bet as to the future price of a stock. However, binary options are different in that if the "strike price" is met by the expiration date.
In a word, A call or buy option allows the holder to buy the asset at a stated price within a specific timeframe and a put or sell option allows the holder to sell the asset at a stated price within a specific timeframe.
FX Magician
#TechnicalAnalysis #ForexTrade #OptionTrade #BestBroker #ForexSignal
submitted by SahinRasel6472 to u/SahinRasel6472 [link] [comments]

Wall Street Week Ahead for the trading week beginning October 28th, 2019

Good Saturday morning to all of you here on wallstreetbets. I hope everyone on this sub made out pretty nicely in the market this past week, and is ready for the new trading week ahead.
Here is everything you need to know to get you ready for the trading week beginning October 28th, 2019.

The Fed and Apple earnings will make or break market’s return to record highs in the week ahead - (Source)

Stocks will try in the week ahead to break the all-time highs set earlier in the year as a slew of S&P 500 companies get set to report.
Stock prices are bumping up against their highs, but whether they can burst through and hold gains may, for the near term, depend on what investors hear from Jerome Powell in the week ahead.
In a week stacked with major events, the Fed’s two-day meeting is likely to be the high point. The Federal Open Market Committee is expected to make its third quarter point interest rate cut Wednesday afternoon, followed by comments form Fed Chairman Powell. Those comments could be his most important message of the next few months, as investors watch to see whether he holds the door open to future rate cuts, or signals it’s time to pause, as some economists expect.
“Our view is they’ll be done after this. We’re not expecting a cut in December, and we’re not expecting cuts next year. The economy, in my mind, looks like it’s stabilizing, and there should be more evidence of that in the next couple of weeks. focusing on the labor market is the key thing,” said Drew Matus, chief market strategist at MetLife Investment Management. If the labor market holds up, expectations for rate cuts should decline. “I do think the dissenters are arguing they shouldn’t be cutting at all.”
But Matus’ view is just one of many on Wall Street. Some economists expect another cut in December, while others expect one or more cuts next year, depending on how they view the economy. Goldman Sachs economists laid out a case where the Fed will clearly signal that it plans to pause after Wednesday.
All of this could make for volatility in stocks and bonds, depending on which market view prevails in Powell’s comments. “It’s going to be choppy going into the Fed,” said Andrew Brenner of National Alliance. In the past week, yields were higher with the 10-year Treasury yield touching 1.8% Friday.
The S&P 500 was up 1.2% for the week, ending at 3,022, just below its closing high. On Friday, it briefly traded above the July 26 high of 3,025. The Dow ended the week with a gain of 0.7%, at 26,956, and it remains about 1% below its closing high.
In addition, the earnings calendar remains heavy with about 145 S&P 500 companies releasing earnings, including Alphabet Monday and big oil Exxon Mobil and Chevron Friday. On Wednesday, earnings are expected from Apple, which is setting new highs of its own.

Big economic reports

On top of that, November kicks off Friday in what looks to be the most important day for economic data of the new month. Besides the critical monthly employment report, there is the key ISM manufacturing report, expected to show a contraction in manufacturing activity for a third month.
Both reports could be distorted by the GM strike, which is expected to result in an October employment report with fewer than 100,000 jobs. According to Refinitiv, total non farm payrolls are expected to be 90,000, while manufacturing jobs are expected to decline by 50,000. That would include the impact of GM workers, but also the employees of the many suppliers and services that support the car company’s manufacturing operations.
“The jobs number will be big, but the ISM could be bigger. If that turns up, like Markit [PMI] suggested, that could be a big deal,” said Leuthold Group Chief Investment Strategist James Paulsen. On Thursday, Markit flash PMI manufacturing data for October was higher than expected, and still has not shown a contraction.
“If it turns up, I think that’s to affect a lot of people and how they feel about things. That could take on a whole new dimension of what happens to Wall Street earnings estimates,” he said.
Manufacturing data has dragged, due to the impact of tariffs and the trade war, and some big companies have taken a hit as a result, like Caterpillar which on Wednesday reported weaker than expected earnings and sales. Caterpillar also cut its outlook, in large part due to weakness in China. Caterpillar shares were slammed but on Friday, the stock was bouncing back by 3.5%.

Stocks at ‘inflection point’

Quincy Krosby, Prudential Financial’s chief market strategist, said the fact Caterpillar was able to come back at the end of the week was a positive for the market, which she says is now entering the late year seasonal period where stocks typically do well. At the same time, she said news for the market looks like it’s about to get “less bad.”
″″Less bad’ is not a full fledged agreement with China. Less bad is a truce. It means that Dec. 15 extension in tariffs does not happen,” she said, adding the market appears to be at an inflection point with investors expecting an agreement of some type between President Donald Trump and President Xi Jinping when they meet in November.
″‘I’m not bullish. I’m not bearish. I’m optimistic. This market has been led by the defensive sectors. You’re starting to see that move into consumer discretionary. It’s telling you the market is seeing growth, albeit it not stellar growth, but when it gets ‘less bad’ you’re going to see that it’s being reflected in this inflection point in the market,” said said. “We’re seeing a move more and more into the cyclical and growth sectors, and by the way, we’re seeing a steepening of the yield curve.”
The yield curve represents the difference between the yields of two different duration Treasury securities. When the curve inverts, the yield on the shorter duration security, in this case the 2-year has become higher than that of say, the 10-year. That is one part of the curve that was temporarily inverted, and if it stayed inverted it would be a recession warning.
The 10-year has been moving higher, and the 1.80% level will be important if the yield can stay above it.
“If it pushes through 1.80, you’re going to take the inversion out, by the bond market, not the Fed,” Paulsen said. Paulsen said it would be a sign of confidence in the economy if yields can push higher.
The Fed taking a pause may add to that sense. “I think most people think one more cut and done,” he said. “The bigger news will be what [Powell] says in that press conference. He can go pretty off script sometimes.”

‘Greater optimsim’ in market

Paulsen said stocks could be in a good period, and earnings news seems to be already priced in. “The data by and large has been okay. You have earnings that are okay, and there’s no sense of imminent recession. It just seems there’s greater optimism,” he said.
Of the approximately 200 S&P companies that reported by Friday morning, more than 78% have beaten on earnings per share, according to I/B/E/S data from Refinitiv. Earnings are expected to decline by 2% for the third quarter, based on estimates and results from companies that already reported.
Paulsen said there’s some sense in the market that Brexit will not end in a worst case scenario, but it is something to watch in the week ahead as British lawmakers decide whether to hold an election.
Jack Ablin, chief investment officer with Cresset Wealth Advisors, said he thinks Brexit would be a bigger deal than the trade agreement for the world economy, if it goes poorly, with the U.K. leaving the European Union with no deal. “A no deal Brexit is likely to take 2 percentage points off of British growth...It would take 1% off European growth...I think that’s significant,” Ablin said. “I think investors are underplaying it because it’s so binary. It’s hard to position for a binary outcome. If we get some resolution there, to me, that has the biggest impact for the markets.”

This past week saw the following moves in the S&P:

(CLICK HERE FOR THE FULL S&P TREE MAP FOR THE PAST WEEK!)

Major Indices for this past week:

(CLICK HERE FOR THE MAJOR INDICES FOR THE PAST WEEK!)

Major Futures Markets as of Friday's close:

(CLICK HERE FOR THE MAJOR FUTURES INDICES AS OF FRIDAY!)

Economic Calendar for the Week Ahead:

(CLICK HERE FOR THE FULL ECONOMIC CALENDAR FOR THE WEEK AHEAD!)

Sector Performance WTD, MTD, YTD:

(CLICK HERE FOR FRIDAY'S PERFORMANCE!)
(CLICK HERE FOR THE WEEK-TO-DATE PERFORMANCE!)
(CLICK HERE FOR THE MONTH-TO-DATE PERFORMANCE!)
(CLICK HERE FOR THE 3-MONTH PERFORMANCE!)
(CLICK HERE FOR THE YEAR-TO-DATE PERFORMANCE!)
(CLICK HERE FOR THE 52-WEEK PERFORMANCE!)

Percentage Changes for the Major Indices, WTD, MTD, QTD, YTD as of Friday's close:

(CLICK HERE FOR THE CHART!)

S&P Sectors for the Past Week:

(CLICK HERE FOR THE CHART!)

Major Indices Pullback/Correction Levels as of Friday's close:

(CLICK HERE FOR THE CHART!

Major Indices Rally Levels as of Friday's close:

(CLICK HERE FOR THE CHART!)

Most Anticipated Earnings Releases for this week:

(CLICK HERE FOR THE CHART!)

Here are the upcoming IPO's for this week:

(CLICK HERE FOR THE CHART!)

Friday's Stock Analyst Upgrades & Downgrades:

(CLICK HERE FOR THE CHART LINK #1!)
(CLICK HERE FOR THE CHART LINK #2!)
(CLICK HERE FOR THE CHART LINK #3!)
(CLICK HERE FOR THE CHART LINK #4!)

Bullish Halloween Trading Strategy Treat Next Week

Next week provides a special short-term seasonal opportunity, one of the most consistent of the year. The last 4 trading days of October and the first 3 trading days of November have a stellar record the last 25 years. From the tables below: * Dow up 19 of last 25 years, average gain 2.1%, median gain 1.4%. * S&P up 21 of last 25 years, average gain 2.1%, median gain 1.5%. * NASDAQ up 21 of last 25 years, average gain 2.7%, median gain 2.3%. * Russell 2000 19 of last 25 years, average gain 2.2%, median gain 2.5%.
Many refer to our Best Six Months Tactical Seasonal Switching Strategy as the Halloween Indicator or Halloween Strategy and of course “Sell in May”. These catch phrases highlight our discovery that was first published in 1986 in the 1987 Stock Trader’s Almanac that most of the market’s gains are made from October 31 to April 30, while the market goes sideways to down from May through October.
Since 1950 DJIA is up 7.5% November-April and up only 0.6% May-October. We encouraged folks not to fear Octoberphobia early this month and wait for our MACD Buy Signal which came on October 11. We have been positioning more bullishly since in sector and major U.S. market ETFs and with a new basket of stocks. But the next seven days have been a historically bullish trade.
(CLICK HERE FOR THE CHART!)
(CLICK HERE FOR THE CHART!)
(CLICK HERE FOR THE CHART!)
(CLICK HERE FOR THE CHART!)

Normally a top month, November has been lackluster in Pre-Election Years

November maintains its status among the top performing months as fourth-quarter cash inflows from institutions drive November to lead the best consecutive three-month span November-January. However, the month has taken hits during bear markets and November 2000, down –22.9% (undecided election and a nascent bear), was NASDAQ’s second worst month on record—only October 1987 was worse.
November begins the “Best Six Months” for the DJIA and S&P 500, and the “Best Eight Months” for NASDAQ. Small caps come into favor during November, but don’t really take off until the last two weeks of the year. November is the number-two DJIA (since 1950), NASDAQ (since 1971) and Russell 2000 (since 1979) month. November is best for S&P 500 (since 1950) and Russell 1000’s (since 1979).
(CLICK HERE FOR THE CHART!)
In pre-election years, November’s performance is noticeably weaker. DJIA has advanced in nine of the last 17 pre-election years since 1950 with an average gain of 0.3%. S&P 500 has been up in 10 of the past 17 pre-election years, also gaining on average a rather paltry 0.3%. Small-caps and techs perform better with Russell 2000 climbing in 6 of the past 10 pre-election years, averaging 1.2%. NASDAQ has been up in 7 of the last 12 pre-election year Novembers with an average 0.9% gain. Contributing to pre-election year November’s weaker performance are nasty declines in 1987, 1991 and 2007.

Q4 Rally Is Real. Don’t Let 2018 Spook You

Understandably folks are apprehensive about the perennial fourth quarter rally this year after the debacle that culminated in the Christmas Eve Crumble in 2018. But the history is clear. The fourth quarter is the best quarter of the year going back to 1949, except for NASDAQ where Q1 leads Q4 by 4.5% to 4.0%, since 1971.
Historically, the “Sweet Spot” of the 4-Year Election Cycle is the three-quarter span from Q4 Midterm Year through Q2 Pre-Election Year, averaging a gain of 19.3% for DJIA and 20.0% for S&P 500 since 1949 and 29.3% for NASDAQ since 1971. Conversely the weakest two-quarter span is Q2-Q3 of the Midterm Year, averaging a loss of -1.2% for DJIA and -1.5% for S&P 500 since 1949 and -5.0% for NASDAQ since 1971.
Market action was impacted by some more powerful forces in 2018 that trumped (no pun intended) seasonality. Q2-Q3 was up 9.8% for DJIA, 10.3% for S&P and 13.9% for NASDAQ. Q4 was horrible, down -11.8% for DJIA, -14.0% for S&P and -17.5% for NASDAQ.Q1-Q2 of pre-election year, especially Q1 gained all that back.
Pre-Election year Q4 is still one of the best quarters of the 4-Year Cycle, ranked 5th, for average gains of 2.6% for DJIA and 3.2% for S&P since 1949 and 5.4% for NASDAQ. Additionally, from the Pre-Election Seasonal Pattern we updated in last Friday’s post, you can see how the market tends to make a high near yearend in the Pre-Election Year. So, save some new unexpected outside event, Q4 Market Magic is expected to impress once again this year.
(CLICK HERE FOR THE CHART!)

2019 May Be One of the Best Years Ever

“Everything is awesome, when you’re living out a dream.” The Lego Movie
As the S&P 500 Index continues to flirt with new record highs, something under the surface is taking place that is making 2019 extremely special. Or dare we say, “awesome”.
First, let’s look back at last year. 2018 was the first year since 1969 in which both the S&P 500 (stocks) and the 10-year Treasury bond (bonds) both finished the year with a negative return. Toss in the fact that gold and West Texas Intermediate (WTI) crude oil were both down last year, and it was one of the worst years ever for a diversified portfolio.
“As bad as last year was for investors, 2019 is a mirror image, with stocks, bonds, gold, and crude oil all potentially finishing the year up double digits for the first time in history,” explained LPL Senior Market Strategist Ryan Detrick.
As shown in the LPL Chart of the Day, it has been a great year for stocks, bonds, gold, and crude oil. Of course, there are still more than two months to go in 2019, but this year is shaping up to be one of the best years ever for these four important assets.
(CLICK HERE FOR THE CHART!)

An Early Look at Earnings

We're now in the thick of the Q3 earnings reporting period with 130 companies reporting since just the close last night. As shown in our Earnings Explorer snapshot below, earnings will be in overdrive for the next two weeks before dying down in mid-November.
(CLICK HERE FOR THE CHART!)
Through yesterday's close, 248 companies had reported so far this season, and 75% of them had beaten consensus bottom-line EPS estimates. However, just 63% of stocks have beaten sales estimates, and more companies have lowered guidance than raised guidance. In terms of stock price reaction to reports this season, so far investors have seen earnings as relatively bullish as the average stock that has reported has gained 0.60% on its earnings reaction day. Below we show another snapshot from our Earnings Explorer featuring the aggregate results of this season's reports and a list of the stocks that have reacted the most positively to earnings. Four stocks so far have gained more than 20% on their earnings reaction days -- PETS, BIIB, APHA, and LLNW.
(CLICK HERE FOR THE CHART!)
We provide clients with a beat-rate monitor on our Earnings Explorer page as well. Below is a chart showing the rolling 3-month EPS and sales beat rates for US companies over the last 5 years. After a dip in the EPS beat rate earlier in the year, we've seen it steadily increase over the last few months up to its current level of 64.46%. That's more than five percentage points above the historical average of 59.37%.
In terms of sales, 57.87% of companies have beaten top-line estimates over the last 3 months, which is much closer to the historical average than the bottom-line beat rate.
(CLICK HERE FOR THE CHART!)

Banks - On To The Next Test

It has been a pretty monumental two weeks for the KBW Bank index. Since the close on 10/8, the index has rallied just under 9% as earnings reports from some of the largest US banks received a warm welcome from Wall Street. The index is now once again testing the top-end of its range, one which it has unsuccessfully tested multiple times in the last year. If you think the repeated tests of 3,000 for the S&P 500 over the last 18 months have been dramatic, the current go around with 103 for the KBW Bank Index has been the sixth such test in the last year! We would also note that prior to last year's fourth quarter downturn, the same level that has been acting as resistance for the KBW Bank index was previously providing support.
In the case of each prior failed break above 103 for the KBW Bank index, sell-offs of at least 5% (and usually 10%+) followed, but one thing the index has going for it even if the sixth time isn't the charm is that just yesterday it broke above its downtrend that has been in place since early 2018. The group has passed one test at least! From here, if we do see a pullback, that former downtrend line should provide support.
(CLICK HERE FOR THE CHART!)
Turning to the KBW Index's individual components, the table below lists each of the 24 stocks in the index along with how each one has performed since the index's recent low on 10/8 and on a YTD basis (sorted by performance since 10/8). In the slightly more than two weeks since the index's short-term low, every stock in the index is up and up by at least 4%. That's a pretty broad rally!
Leading the way to the upside, State Street (STT) has rallied nearly 20%, while First Republic (FRC), Northern Trust (NTRS), and Bank of America (BAC) have jumped more than 13%. In the case of STT, the rally of the last two-weeks has also moved the stock into the green on a YTD basis.
(CLICK HERE FOR THE CHART!)

STOCK MARKET VIDEO: Stock Market Analysis Video for Week Ending October 25th, 2019

(CLICK HERE FOR THE YOUTUBE VIDEO!)

STOCK MARKET VIDEO: ShadowTrader Video Weekly 10.27.19

(CLICK HERE FOR THE YOUTUBE VIDEO!)
Here are the most notable companies (tickers) reporting earnings in this upcoming trading week ahead-
  • $AAPL
  • $AMD
  • $FB
  • $T
  • $SHOP
  • $HEXO
  • $BYND
  • $SPOT
  • $GOOGL
  • $MA
  • $BABA
  • $WBA
  • $GE
  • $SBUX
  • $TWLO
  • $MRK
  • $GRUB
  • $ABBV
  • $ON
  • $PFE
  • $ENPH
  • $QSR
  • $GM
  • $MO
  • $AWI
  • $L
  • $TEX
  • $AMG
  • $BMY
  • $XOM
  • $CHKP
  • $AKAM
  • $CTB
  • $PINS
  • $EXAS
  • $EPD
  • $KHC
  • $ELY
  • $AMGN
  • $CI
  • $X
  • $GLW
  • $LYFT
  • $MCY
  • $DO
  • $AYX
  • $YUM
(CLICK HERE FOR NEXT WEEK'S MOST NOTABLE EARNINGS RELEASES!)
(CLICK HERE FOR NEXT WEEK'S HIGHEST VOLATILITY EARNINGS RELEASES!)
(CLICK HERE FOR MOST ANTICIPATED EARNINGS RELEASES FOR THE NEXT 5 WEEKS!)
Below are some of the notable companies coming out with earnings releases this upcoming trading week ahead which includes the date/time of release & consensus estimates courtesy of Earnings Whispers:

Monday 10.28.19 Before Market Open:

(CLICK HERE FOR MONDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!)

Monday 10.28.19 After Market Close:

(CLICK HERE FOR MONDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK #1!)
(CLICK HERE FOR MONDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK #2!)

Tuesday 10.29.19 Before Market Open:

(CLICK HERE FOR TUESDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES LINK #1!)
(CLICK HERE FOR TUESDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES LINK #2!)

Tuesday 10.29.19 After Market Close:

(CLICK HERE FOR TUESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK #1!)
(CLICK HERE FOR TUESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK #2!)

Wednesday 10.30.19 Before Market Open:

(CLICK HERE FOR WEDNESDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES LINK #1!)
(CLICK HERE FOR WEDNESDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES LINK #2!)

Wednesday 10.30.19 After Market Close:

(CLICK HERE FOR WEDNESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK #1!)
(CLICK HERE FOR WEDNESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK #2!)
(CLICK HERE FOR WEDNESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK #3!)
(CLICK HERE FOR WEDNESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK #4!)

Thursday 10.31.19 Before Market Open:

(CLICK HERE FOR THURSDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES LINK #1!)
(CLICK HERE FOR THURSDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES LINK #2!)
(CLICK HERE FOR THURSDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES LINK #3!)

Thursday 10.31.19 After Market Close:

(CLICK HERE FOR THURSDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK #1!)
(CLICK HERE FOR THURSDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK #2!)

Friday 11.1.19 Before Market Open:

(CLICK HERE FOR FRIDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!)

Friday 11.1.19 After Market Close:

(CLICK HERE FOR FRIDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!)

Apple, Inc. $246.58

Apple, Inc. (AAPL) is confirmed to report earnings at approximately 4:30 PM ET on Wednesday, October 30, 2019. The consensus earnings estimate is $2.84 per share on revenue of $62.57 billion and the Earnings Whisper ® number is $2.93 per share. Investor sentiment going into the company's earnings release has 72% expecting an earnings beat The company's guidance was for earnings of $2.59 to $2.93 per share. Consensus estimates are for earnings to decline year-over-year by 2.41% with revenue decreasing by 0.52%. Short interest has increased by 13.2% since the company's last earnings release while the stock has drifted higher by 13.9% from its open following the earnings release to be 25.3% above its 200 day moving average of $196.73. Overall earnings estimates have been revised higher since the company's last earnings release. On Monday, October 14, 2019 there was some notable buying of 28,061 contracts of the $220.00 put expiring on Friday, November 1, 2019. Option traders are pricing in a 4.5% move on earnings and the stock has averaged a 5.1% move in recent quarters.

(CLICK HERE FOR THE CHART!)

Advanced Micro Devices, Inc. $32.71

Advanced Micro Devices, Inc. (AMD) is confirmed to report earnings at approximately 4:20 PM ET on Tuesday, October 29, 2019. The consensus earnings estimate is $0.18 per share on revenue of $1.80 billion and the Earnings Whisper ® number is $0.18 per share. Investor sentiment going into the company's earnings release has 64% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 80.00% with revenue increasing by 8.89%. Short interest has increased by 21.5% since the company's last earnings release while the stock has drifted higher by 2.0% from its open following the earnings release to be 15.4% above its 200 day moving average of $28.35. Overall earnings estimates have been revised lower since the company's last earnings release. On Thursday, October 17, 2019 there was some notable buying of 28,665 contracts of the $29.00 put expiring on Friday, December 20, 2019. Option traders are pricing in a 9.6% move on earnings and the stock has averaged a 12.8% move in recent quarters.

(CLICK HERE FOR THE CHART!)

Facebook Inc. $187.89

Facebook Inc. (FB) is confirmed to report earnings at approximately 4:05 PM ET on Wednesday, October 30, 2019. The consensus earnings estimate is $1.90 per share on revenue of $17.33 billion and the Earnings Whisper ® number is $2.02 per share. Investor sentiment going into the company's earnings release has 79% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 7.95% with revenue increasing by 26.25%. Short interest has decreased by 0.2% since the company's last earnings release while the stock has drifted lower by 9.1% from its open following the earnings release to be 5.2% above its 200 day moving average of $178.54. Overall earnings estimates have been revised higher since the company's last earnings release. On Tuesday, October 22, 2019 there was some notable buying of 20,043 contracts of the $325.00 call expiring on Friday, January 15, 2021. Option traders are pricing in a 5.9% move on earnings and the stock has averaged a 8.4% move in recent quarters.

(CLICK HERE FOR THE CHART!)

AT&T Corp. $36.91

AT&T Corp. (T) is confirmed to report earnings at approximately 6:20 AM ET on Monday, October 28, 2019. The consensus earnings estimate is $0.93 per share on revenue of $45.52 billion and the Earnings Whisper ® number is $0.94 per share. Investor sentiment going into the company's earnings release has 57% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 3.33% with revenue decreasing by 0.48%. The stock has drifted higher by 14.7% from its open following the earnings release to be 11.1% above its 200 day moving average of $33.21. Overall earnings estimates have been revised lower since the company's last earnings release. On Tuesday, October 8, 2019 there was some notable buying of 308,450 contracts of the $30.00 call expiring on Friday, January 17, 2020. Option traders are pricing in a 4.1% move on earnings and the stock has averaged a 5.1% move in recent quarters.

(CLICK HERE FOR THE CHART!)

Shopify Inc. $317.45

Shopify Inc. (SHOP) is confirmed to report earnings at approximately 7:00 AM ET on Tuesday, October 29, 2019. The consensus earnings estimate is $0.11 per share on revenue of $381.46 million and the Earnings Whisper ® number is $0.16 per share. Investor sentiment going into the company's earnings release has 74% expecting an earnings beat The company's guidance was for revenue of $377.00 million to $382.00 million. Consensus estimates are for year-over-year earnings growth of 83.33% with revenue increasing by 41.25%. Short interest has decreased by 19.4% since the company's last earnings release while the stock has drifted lower by 5.0% from its open following the earnings release to be 17.7% above its 200 day moving average of $269.78. Overall earnings estimates have been revised lower since the company's last earnings release. On Tuesday, October 22, 2019 there was some notable buying of 1,505 contracts of the $360.00 call expiring on Friday, November 1, 2019. Option traders are pricing in a 9.4% move on earnings and the stock has averaged a 6.6% move in recent quarters.

(CLICK HERE FOR THE CHART!)

HEXO Corp. $2.38

HEXO Corp. (HEXO) is confirmed to report earnings after the market closes on Monday, October 28, 2019. The consensus estimate is for a loss of $0.05 per share on revenue of $19.30 million. Investor sentiment going into the company's earnings release has 49% expecting an earnings beat. Short interest has increased by 107.7% since the company's last earnings release while the stock has drifted lower by 61.5% from its open following the earnings release to be 56.7% below its 200 day moving average of $5.50. Overall earnings estimates have been revised lower since the company's last earnings release. On Thursday, October 10, 2019 there was some notable buying of 4,144 contracts of the $4.00 call expiring on Friday, February 21, 2020. Option traders are pricing in a 23.1% move on earnings and the stock has averaged a 5.5% move in recent quarters.

(CLICK HERE FOR THE CHART!)

Beyond Meat, Inc. $100.81

Beyond Meat, Inc. (BYND) is confirmed to report earnings at approximately 4:00 PM ET on Monday, October 28, 2019. The consensus earnings estimate is $0.05 per share on revenue of $77.10 million and the Earnings Whisper ® number is $0.06 per share. Investor sentiment going into the company's earnings release has 43% expecting an earnings beat. The stock has drifted lower by 45.9% from its open following the earnings release. Overall earnings estimates have been revised higher since the company's last earnings release. The stock has averaged a 25.8% move on earnings in recent quarters.

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Spotify Technology S.A. $120.69

Spotify Technology S.A. (SPOT) is confirmed to report earnings at approximately 6:00 AM ET on Monday, October 28, 2019. The consensus estimate is for a loss of $0.32 per share on revenue of $1.92 billion and the Earnings Whisper ® number is ($0.36) per share. Investor sentiment going into the company's earnings release has 51% expecting an earnings beat. Consensus estimates are for earnings to decline year-over-year by 186.49% with revenue increasing by 22.15%. Short interest has decreased by 13.8% since the company's last earnings release while the stock has drifted lower by 19.0% from its open following the earnings release to be 11.7% below its 200 day moving average of $136.67. Overall earnings estimates have been revised higher since the company's last earnings release. On Wednesday, October 16, 2019 there was some notable buying of 1,974 contracts of the $109.00 put expiring on Friday, November 1, 2019. Option traders are pricing in a 7.7% move on earnings and the stock has averaged a 3.1% move in recent quarters.

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Alphabet, Inc. -

Alphabet, Inc. (GOOGL) is confirmed to report earnings at approximately 4:00 PM ET on Monday, October 28, 2019. The consensus earnings estimate is $12.57 per share on revenue of $32.71 billion and the Earnings Whisper ® number is $12.94 per share. Investor sentiment going into the company's earnings release has 69% expecting an earnings beat. Consensus estimates are for earnings to decline year-over-year by 3.75% with revenue decreasing by 3.05%. Short interest has decreased by 4.4% since the company's last earnings release while the stock has drifted higher by 3.0% from its open following the earnings release to be 8.3% above its 200 day moving average of $1,167.05. Overall earnings estimates have been revised higher since the company's last earnings release. On Friday, October 18, 2019 there was some notable buying of 1,578 contracts of the $1,200.00 put expiring on Friday, November 15, 2019. Option traders are pricing in a 4.6% move on earnings and the stock has averaged a 4.8% move in recent quarters.

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Mastercard Inc $270.19

Mastercard Inc (MA) is confirmed to report earnings at approximately 7:50 AM ET on Tuesday, October 29, 2019. The consensus earnings estimate is $2.01 per share on revenue of $4.42 billion and the Earnings Whisper ® number is $2.06 per share. Investor sentiment going into the company's earnings release has 76% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 12.92% with revenue increasing by 13.39%. Short interest has increased by 11.4% since the company's last earnings release while the stock has drifted lower by 3.3% from its open following the earnings release to be 7.8% above its 200 day moving average of $250.57. Overall earnings estimates have been unchanged since the company's last earnings release. On Wednesday, October 23, 2019 there was some notable buying of 8,143 contracts of the $260.00 call expiring on Friday, November 1, 2019. Option traders are pricing in a 3.9% move on earnings and the stock has averaged a 2.6% move in recent quarters.

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DISCUSS!

What are you all watching for in this upcoming trading week?
I hope you all have a wonderful weekend and a great trading week ahead wallstreetbets.
submitted by bigbear0083 to wallstreetbets [link] [comments]

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Episode 9 REDONE ideas

Because of the Reddit character limit, I am posting this separately.
Episode IX - Balance in the Force:
If The Force Awakens was a bad premise executed incredibly well and The Last Jedi was an incredible premise executed badly, The Rise of Skywalker is a terrible premise executed horribly.
I disagree with the popular notion that Rian cornered J.J. because TLJ screwed everything up. I have many problems with The Last Jedi, but Rian took what could have been a visionless carbon-copy of the OT, and gave a new bold direction, an inspiring purpose for this trilogy to exist. It opened up so many possibilities for Episode 9, but J.J. took the easiest soulless path. Episode 9 should never have been the plot conclusion that reverses from The Last Jedi and attempts to be a thoughtless fan service finale that ties up the Prequels and the Originals by redoing Return of the Jedi. Episode 9 should have been the thematic conclusion that wraps up the motifs of the Prequels, the Originals, and The Last Jedi.
The Rise of Skywalker failed to answer the questions that the trilogy has raised. I am not talking about J.J.'s mystery boxes. Sure, I would have liked to learn how Maz got Luke's lightsaber and who Max von Sydow's character was, but I am talking about the thematic questions. What should the Jedi be and where should the Jedi head toward? What should the galactic government be after the failures of the New Republic? What is the will of the Force? What is the balance? Why is Kylo Ren's path wrong? What is the permanent solution to the chaos that has been repeated again? Despite branding itself to be a finale that attempts to unify the whole saga, The Rise of Skywalker answers none of these because killing Palpy again, this time he is 'dead' dead, solves every problem of the galaxy.
The movie fails to wrap up the 42-year franchise, it fails to wrap up what The Last Jedi has set up, it fails to answer The Force Awakens's questions, only raising more questions, it fails to be a fan-service movie, and it even fails to be a fun popcorn movie as its own. This is Spectre of Star Wars. It bafflingly misunderstands what the essence of Star Wars is.
As the title suggests, this new story is about our heroes exploring what balance in the Force means. Balance is not just killing Palpy again and be done with it. Here are the basic ideas. Let's continue The Last Jedi's message about the power of myth and everyman.
EDIT: I have incorporated EmperorYogg's idea.
Crawl:
The flames of resistance burn brightly! Word of mouth about the heroic act of Jedi Master LUKE SKYWALKER has spread from planet to planet and inspired the galaxy anew.
To suffocate growing unrest, Supreme Leader Hux has silenced all communication between neighboring systems. Defiance is punishable by death.
As the First Order struggles to maintain their systems, Lord KYLO REN rages in search of all records of the Force and anyone associated with it, determined to destroy any threat to his power....
submitted by onex7805 to RewritingNewStarWars [link] [comments]

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[Megathread] XMG FUSION 15 (with Intel)


On September 6 at IFA, press released their first reports about our collaboration project with Intel: XMG FUSION 15.
Community Links:

Press Links:

Video Links:

The following key facts have already been revealed:
Prices and availability will be announced on September 17. → Countdown to xmg.gg
Teaser Trailer on YouTube: XMG FUSION 15 Laptop | A Design Collaboration with Intel
We look forward to your questions and your feedback!

XMG FUSION 15 - FREQUENTLY ASKED QUESTIONS (FAQ)

This FAQ represents Q&A's over the last few days here. Fellow redditor u/iterateandgit was so kind to help me putting this document together. Big shout out to him please! The FAQ will be further extended over the coming days and weeks. Please keep the questions coming!

Sales, Shipping, Warranty


Q: Are you going to sell this on Amazon in the EU?
A: We are working on getting the product up and running on Amazon. But our own BTO shop at www.bestware.com will always be our primary sales channel and will be the only one where you can customize and configure memory, storage, OS, extend your warranty and pick other options.

Q: Do you offer student discounts or other sales compaigns like black friday?
A: In general, we don't offer student discounts. Sales campaigns are planned just in time, depending on stock level and cannot be announced early. If you want to keep up to date about sales campaigns, please subscribe to our newsletter.

Q: Do you ship to the UK? Can I pay in GBP?
A: We ship to the UK - the pricing will be in EUR, so your bank will do the conversion. Warranty services will be available from UK, shipping to Germany. Currently, in the single markets, these resturn shipments are free for the end-user. In the worst case there might be additional customs fees for shipping.

Q: What warranty options do you offer?
A: All our laptops come with 2 year warranty. Warranty repairs in the first 6 months are promised to be done within 48 hours (+shipping). Both the "instant repair" service and the warranty itself can be extended to up to 3 years.

Q: Do you sell outside of Europe?
A: We are able to ship anywhere, but warranty for customers outside the region would always involve additional customs cost and paperwork for sending the laptop back to Germany in the rare event of an RMA. There is currently no agreement to let other Local OEMs (like Eluktronics in the US) carry the warranty for XMG customers and vice-versa. Some parts are customized (in our case the LCD lid and the keyboard) and it won't be easy to agree on how to share handling fees etc. - so I wouldn't expect a global warranty anytime soon.


Hardware, Specs, Thermals


Q: What is the difference between XMG FUSION 15 and other laptops based on Intel's reference design?
A: The hardware of the barebone will be identical. Other Local OEMs might use different parts for RAM and SSDs. Our branding and service/warranty options might be different. We apply our own set of performance profiles in the Control Center. This will rebalance the differentiation between Silent, Balanced and Enthusiast modes.

Q: What is the TGP of the NVIDIA RTX 2070 Max-Q?
A: Officially, it is 80W in Balanced profile and 90W in Enthusiast profile. You can toggle between these modes in real-time with a dedicated mode switch button. Inofficially, the TGP can go up to 115W in Enthusiast profile thanks to the Overboost mechanic, working in the background. However, those 115W may only be sustained until the system has reached thermal saturation, i.e. when the GPU is approaching the GPU Temperature Target of 75°C.

Q: Can I upgrade the storage and memory after I buy?
A: On storage: The laptop has two m.2 PCI-Express SSD slots. This will give you currently up to 4 TB of SSD storage. There is no 2.5" HDD slot available. Instead, the battery is enlarged to 93.48Wh. You can see pictures of the interior layouts here, here and here.
On memory: the laptop has two SO-DIMM DDR4 memory sockets. You can chose during BTO configuration, if you want to occupy both of them when you order the product. We recommend running the laptop in Dual Channel for high-performance usage.

Q: How easy is to upgrade and repair this laptop?
A: Here are the key facts:
We would give this a solid 8 out of 10 which is pretty high for such a thin&light design. The 2 remaining points are substracted for BGA CPU and GPU, which is unfortunately unavoidable in such a thin design.

Q: Does it support Windows Hello?
A: A Fingerprint-Reader is not available, but the HD webcam comes with Infrared and supports Windows Hello.

Q: Can I get a smaller, lighter charger for this laptop?
A: XMG FUSION 15 requires a 230W power adaptor to provide full performance. If you max out CPU and GPU with furmark and prime, the 230W adapter will be fully utilized.
There are currently two compatible 230W adapters. They have different dimensions but similar weight. Please refer to this comparison table:
XMG FUSION 15 Power Supply Comparsion Table (Google Drive)
Includes shop links. Will be updated with precise weight numbers in the next few days. I also included 120W, 150W and 180W in this table. They all share the same plug (5.5/2.5,, diameter, 12.5mm length). But 120W and 150W are only rated for 19V but the laptop expect 19.5V. Usually this will be compensated by tolerance but we haven't tested how a system would behave under long-term usage with such an adaptor.
In theory, 120W to 180W are enough for charing the laptop and for browsing/web/media. Even a full CPU stress test could easily be handled. But as soon as you use CPU and GPU together, you'll run into the bottleneck and your performance will be reduced.
Comparison pictures:
These 5 pictures show only the relevant 230W chargers.
Again, the weight is about the same.

Q: Is it possible to boot and run the laptop while the lid is kept closed?
A: Closing the lid under load is not recommended because it will limit the airflow and have a bad effect on keyboard and screen. The laptop likes to take air in from the keycaps. With lid closed, the performance might be limited due to reaching temp targets earlier.

Q: Can I get the laptop without the XMG logo? I will be using it in public presentations and I would not like any brand names visible.
A: We cannot ship without XMG logo, but you can use a dbrand skins to cover our logo. We have not yet decided if we want to invest into integrating XMG FUSION 15 into the dbrand shop. But you can already buy 100% compatible skins by using the page of the Eluktronics MAG-15 at dbrand. The chassis dimensions are exactly the same. Please be aware: you have to manually select the option "No Logo Cutout" if you want to buy these skins for your XMG FUSION 15. According to dbrand, there will be most likely no import fees when ordering from the EU as long as the order is below 100€. Check this thread for details.

Q: Will you offer thermal paste upgrades like Thermal Grizzly Kryonaut or Liquid Metal?
A: Our ODMs are using silicon-based, high-performance thermal compund from international manufacturers like Shin-Etsu (Japan) and M.G. (USA). Intel is using MG-860 in this reference design.
These products are used in the industrial sector, so they have no publicly known brand name. Nevertheless, their high thermal conductivity and guaranteed durability provide optimal and long-lasting cooling of your high-performance laptop. The thermal compounds are applied and sealed automatically by the vendor of the thermal components. They are applied in a highly controlled, standardized manner and provide the best balance of thermal performance, production tolerance and product lifetime.
We are considering offering an upgrade to Thermal Grizzly Kryonaut due to popular demand. Will keep you posted on that.

Q: Could you please provide an estimate for how much regular usage (~10 browser tabs + some IDE) battery backup would this have? Will there be any way to trade-off battery backup with performance?
A: Battery life vs. peak performance can be traded off by using the "Silent" performance profile. You can switch between profiles using a dedicated button on the machine. Your scenario (10 tabs + some IDE) sounds like mostly reading and writing. I would estimate to get at least 7 hours of solid battery life in such a scenario, maybe more. We have achieved 8 hours in 1080p Youtube streaming on WiFi with 50% screen brightness. Adblock and NoScript helps to keep your idle browser tabs in check.


I/O Ports, Peripherals


Q: Why are there not more USB-A 3.1 Gen2 or even USB 3.2 Gen2x2 ports?
A: USB-A 3.1 Gen1 is basically the same as USB 3.0. There aren't a lot of USB-A devices that support more than USB 3.0 speed. Faster devices typically use USB-C connectors and can be used on Thunderbolt 3, which is down-compatible to USB-C 3.1 Gen2. One of the USB-A ports actually supports Gen2 speed.
For the following remarks, please keep in mind that I am not an Intel rep, so everything is based on our own experience.
The mainboard design and the I/O port decisions have been made by Intel. Feedback and requests from LOEM customers have been taken into consideration. We would assume that USB 3.2. Gen2x2 (20 Gbit/s) was not considered to be important enough to safe space for 3rd party IC (integrated circuits) on the motherboard. Right now, all the USB ports and Thunderbolts are supplied by Intel's own IC, so they have full control over the hardware, firmware and driver stack and over power saving and performance control. The more IC you add, the higher your Idle power consumption will be, plus adding potential compatibility or speed issues as it often happens with 1st generation 3rd party USB implementations. I very well remember from my own experience the support stories during the first years of USB 3.0, before it was supported in the Intel chipset. On the one hand, Intel is aiming high in terms of performance and convenience, on the other hand: support and reliability still seem to be Intel's goal #1. Thus they seem to play it safe where they deem it to be reasonable.
Intel is gearing up for USB 4.0 and next-gen Thunderbolt. USB 3.2 2x2 is probably treated as little more than a roadmap accident. Peripheral vendors might see it the same way.

Q: Do you support charging over USB-C/Thunderbolt? Does it support docking stations?
A: The Thunderbolt 3 port in Intel's reference design does not support charging. As you probably know, the 100W limit would not be enough to power the whole system and it would make the mainboard more complex to combine two different ways of charging. Intel consciously opted against it and will probably do so again on future high-end gaming/studio models.
The USB-C/Thunderbolt port supports Dual-Link DisplayPort signals, directly connected to the NVIDIA Graphics. This makes proper docking station usage very convenient. The user still needs to connect the external power adaptor. Both ports (Thunderbolt and DC-in) are in the back of the laptop, making the whole setup appear very neat on the desk.

Q: How many PCIe lanes does the Thunderbolt 3 provide? Are they connected to CPU or Chipset?
A: XMG FUSION 15 supports Thunderbolt 3 with 4 lanes of PCIe 3.0. The lanes come from the chipset because all of the CPU lanes (x16) are fully occupied by the dedicated NVIDIA graphics. We are not aware of any side-effects of running Thunderbolt from the chipset. It is common practice for high-end laptops with high-end graphics. The Thunderbolt solution is of course fully validated and certified by Intel's Thunderbolt labs.

Q: Does it have a standby USB to power USB devices without turning on the laptop?
A: Yes, the USB-A port on the left side supports this feature.


LCD Screen


Q: Which LCD panel is being used? Are there plans for 1440p or 4K panels in the laptop? How about PWM flickering?
A: The panel is BOE NV156FHM-N4G. It is currently not known if the panel will change in later batches. This depends on logistics and stock. At any rate, the panel key specs will remain the same. There are currently no plans to offer resolutions above FHD in the current generation of this laptop.
There are very wide ranges on reports of Backlight Brightness PWM control on this panel in different laptops. Ranging from 200Hz to 1000Hz to no PWM at all - all on the same panel model number. Intel informs us that there are many factors (e.g. freq., display driver, BIOS settings implementation, type of dimmers & compatibility with the driver etc.) that impacts the quality of panel dimming performance. To Intel's knowledge, no kind of flickering has been reported during the validation process. Furthermore, first hands-on data from Notebookcheck indicates that no PWM occurs on this panel. With a DSLR test (multiple burst shots at 1/4000s exposure time) I can confirm that there is not a single frame of brightness dipping or black screen, not even at minimum LCD brightness. Hence, we can confirm: BOE NV156FHM-N4G in XMG FUSION 15 (with Intel) does not use PWM for backlight control.

Q: Some BTO shops, for an additional fee, manually pick out display panels with the least back-light bleed. Do you offer that? Even better, do you do that without the extra fee?
A: Intel has validated this design to avoid backlight bleed as much as possible. Currently no plans to do further binning. All dozens of MP samples we have seen so far have been exceptionally good.

Q: I'm coming from a 13" MacBook with Retina display. How am I going to fare with this 15.6" FHD screen in content creation?
A: If you got used to editing high-res visual content (photography, artwork) on your 13inch retina, things will change. On the one hand, your canvas will be larger and more convenient and ergonomic to work with. On the other hand, you will find yourself zooming in more often in order to make out fine-detail. Assuming that you have sharp 20:20 vision.
As it is, the screen resolution and specs are not planned to change within the lifetime of this product. The first realistic time-window for a refresh would be whenever Intel is releasing the next "H" series CPU generation. But even then, an upgrade on resolution will not be guaranteed.
Comparison:
Laptop Resolution Pixel per inch dot pitch
13.3" MacBook Pro Retina (late 2013) 2560x1600 226.98 PPI 0.1119mm
15.6" XMG FUSION 15 (late 2019) 1920x1080 141.21 PPI 0.1799mm
To compare: 141.21 is ~62% from 226.98. This represents the the metric difference in pixel density and peak sharpness between these two models.
If you know the diagonal size and resolution of your screen, you can make this comparison yourself with the DPI/PPI calculator.


Keyboard, Backlight, Switches, Layout


Q: What can you tell us about the mechanical keyboard of XMG FUSION 15?
A: The keyboard has already been reviewed in our XMG NEO series as being more crisp than typical membrane keyboards. Most reviewers attested it a very good score, both for gaming and for writing long texts.
The keyboard backlight can be configured per-key. Default mode is all white.
Keyboard Switch Specs:
Having no frame around the keycaps actually helps the thermals. The fans can pull in additional air from the top. This improves airflow and helps to keep the keyboard temperature at low levels during gaming. It also prevents long-term RMA issues on the keyboard. This specific keyboard switch is already in its 3rd generation and very mature by now.

Q: Is it possible to dampen the mechanical keyboard with o-rings?
A: The switch design does not lend itself to further dampening. The switch mechanic is too complex and has more moving parts than cherry. The 2mm travel distance also plays a role in not allowing more dampening.
For reference, please use this video (Youtube). We compared XMG NEO with another membrane-type keyboard. XMG NEO and FUSION share the same keyboard mechanics with the silent tactile switch and the same sound profile.

Q: Do you have LED keyboard backlight on the secondary key function, like Fn key icons?
A: Please have a look at this picture.
Btw, my working sample has blank keycaps. I took the 3 printed keycaps (F8, F9, F10) from a different sample just to demonstrate the Fn lighting for this picture.
Facts:
In my assesment, the Fn function symbols are clearly visible from the backlight in a dark room. A user should have no difficulty to recognize the icon and reach its function.

Q: Which keyboard layouts do you offer in the EU?
A: The following layouts are available, in alphabetic order: Belgium, Czech, Danish, Dvorak German, Dvorak US, Estonia, French, German, Greek, Italian, Norwegian, Polish for Typists, Portuguese, Russia Latin, Slovakish, Spanish, Swedish / Finnish, Swiss, Turkish, UK, US International (ISO)All these layouts are based on the ISO matrix. See differences between ANSI vs. ISO here.


Operating System


Q: Do you support Linux and dual-boot on XMG FUSION 15?
A: We are in discussion to sell XMG FUSION 15 over Tuxedo with official Linux support. It might take 1 or 2 months to get this running.

Q: Which LAN, Audio and WiFi card vendors will be used? Asking for a friend.
A: From our HWiNFO64 report. (Google Drive link)
LAN: RealTek Semiconductor RTL8168/8111 [PCI\VEN_10EC&DEV_8168&SUBSYS_20868086&REV_15]Audio: Intel(R) Smart Sound Technology (Intel(R) SST) Audio Controller [PCI\VEN_8086&DEV_A348&SUBSYS_20868086&REV_10]WiFi: Intel(R) Wi-Fi 6 AX200 [PCI\VEN_8086&DEV_2723&SUBSYS_00848086&REV_1A], can be replaced.
For more information, please check the linked report file.


Other questions


Q: What would you say are the advantages and differences with other laptops due to the fact the laptop was designed in collaboration with Intel?
A: Disclaimer: I am \not* an Intel rep. The following remarks are based on my personal experience and opinion.*
Advantages:
  1. Very strict quality control on all levels. I can't quote numbers due to NDA, but Intel NUC has extremely low RMA rates, compared to average PC mainboards and systems. Intel is driven by strict internal regulation that strifes for perfection - this applies to the whole chassis, assembly and firmware, not only the mainboard. There are also certain regulations in place, for example in terms of electro-magnetic regulation and skin temperatures. The rating label is littered with regulatory seals from every region of the world, making this laptop especially safe to use.
  2. Access to high-quality material: we have not seen any Gaming Laptops based on Magnesium alloy yet, especially not in the ODM/LOEM ecosystem. The battery cells are also much more dense than what we usually see. Intel has the buying power and the vision to not settle for mediocre parts.
  3. Down-to-earth design: Intel has made this reference design for the ODM/LOEM eco-system. The design does not try to follow any specific corporate identity, thus it does not have any unneccessary "bling bling" like all the others have. Even the Razer Blade with it's sleek shape is quite obnoxious (iny my oppinion) with it's big backlit green snake logo. With XMG FUSION however, we can continue our typical style of "Undercover Gaming".
  4. Security: you can expect stellar support in terms of BIOS and Firmware (TPM, Management Engine) updates whenever any security issues are found. This might also apply to global brands, but ODM/LOEM systems have not always been so quick to react. This is due to the huge fragmentation/customizations in ODM/LOEM systems. Intel however does now allow any fragmentation: every LOEM partner is getting the same firmware. There are many hooks for configurations in this firmware, but the source code / binaries are always the same. This makes support much easier down the line.
Disadvantages:
  1. I can't name many, of course. But I would say the strict validation also makes the partnership less flexible from a product management perspective. There is no plan currently to phase-in any 4K or 300Hz screen (FHD/144Hz ought to be enough for everyone this year) or any Core i9 in this system. Other ODMs might be more open for costly modifications based on low quantities. Intel however has streamlined their production and logistics in a way that gives us (the LOEM) very short lead times and competitive pricing, but will not allow any short-notice upgrades or customizations.

Q: Will there be a 17 inch version?
A: We can neither confirm nor deny plans for a 17 inch version at this point.


[to be continued]
submitted by XMG_gg to XMG_gg [link] [comments]

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Binary Option Best Signals Service In 2020

The cost of a binary would be between $0 and $100, and also only like in different markets, there's no are a bid and ask price. The choices we provide are built the exact identical manner. Each ... how to trade binary options most profitable binary options trading strategy+binary option trading system+how to trade binary option+binary options review+binary options tutorials+binary options ... Do you want to make good money with the best binary options signal Then you are going to want to message me so I can put you in touch with the best binary day trader I have ever met in my life ... iq option non repaint indicator best for binary trading ... Options Strategy,Binary Options Method,Binary Options Signals,Binary Options Tricks,%100 Winning IQ Option,Admin Market Metatrader,Admin ... Binary options trading Binary options signals Hi there! I'm Lady Trader and today I'll show you my binary options strategy 2020 that I use in binary trading. The best binary options broker ...

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