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Post by magnus123 on Jan 4, 2022 18:00:30 GMT
Massive rotation underway. Holy...
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Post by selluwud on Jan 4, 2022 19:58:42 GMT
Massive rotation underway. Holy... I'm afraid to look. My head's in the sand.
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Post by JHam on Jan 5, 2022 3:48:07 GMT
Yup. The writing has been on the wall for a while now. Not feeling super optimistic about the overall state of things. I currently only own two stocks (ONDS and QUIK), have a a big allocation in Bitcoin and some Defi 2.0 plays, and then a 10% cash allocation. It's really tough to figure out where the safe bets are right now.
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Post by magnus123 on Jan 5, 2022 9:04:34 GMT
Yup. The writing has been on the wall for a while now. Not feeling super optimistic about the overall state of things. I currently only own two stocks (ONDS and QUIK), have a a big allocation in Bitcoin and some Defi 2.0 plays, and then a 10% cash allocation. It's really tough to figure out where the safe bets are right now. Energy, Transportation, Financials and Commodities probably the best areas right now.
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Post by JHam on Jan 5, 2022 11:09:13 GMT
Yup. The writing has been on the wall for a while now. Not feeling super optimistic about the overall state of things. I currently only own two stocks (ONDS and QUIK), have a a big allocation in Bitcoin and some Defi 2.0 plays, and then a 10% cash allocation. It's really tough to figure out where the safe bets are right now. Energy, Transportation, Financials and Commodities probably the best areas right now. What was it that Buffet said? In times f inflation and uncertainty you want to own the tollbooth...?
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Post by magnus123 on Jan 5, 2022 14:37:41 GMT
Energy, Transportation, Financials and Commodities probably the best areas right now. What was it that Buffet said? In times f inflation and uncertainty you want to own the tollbooth...? I think so. My tanker stocks did well this week despite no positive action in rates. I'm also long VTNR for refinery trade
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Post by JHam on Jan 24, 2022 16:40:08 GMT
Only holding a few shares of AMZN at the moment, and will add on any dips. Market looks like it wants to turn soon, and I could see at a minimum a small correction in the works. I completely agree. I have been worried that the market is too hot for some time now. My plan/hope is to keep solid core positions in my current favorite 4 stocks, but go at least half cash for a while. And to be honest with big time inflation looming in the next few years (imo), I really want to take that 50% cash and put it into a store of value (real estate, bitcoin/ethereum, maybe gold? etc...) It looks like we’ve officially reached the boiling point. I’m about 50% stocks (QUIK and ONDS only), 40% crypto, and 10% cash. I didn’t buy any gold and didn’t buy a house…yet. Unfortunately Bitcoin has yet to become the inflation hedge I am hoping for it to be. I don’t own any ETH at the moment (just a couple hundred bucks for gas fees), and the rest is in DeFi ( also getting crushed) and Verasity (VRA). I comfortable riding out the storm with QUIK and Bitcoin. The rest…we’ll just have to wait and see. Good luck to all of us.
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Post by selluwud on Jan 24, 2022 18:11:34 GMT
I completely agree. I have been worried that the market is too hot for some time now. My plan/hope is to keep solid core positions in my current favorite 4 stocks, but go at least half cash for a while. And to be honest with big time inflation looming in the next few years (imo), I really want to take that 50% cash and put it into a store of value (real estate, bitcoin/ethereum, maybe gold? etc...) It looks like we’ve officially reached the boiling point. I’m about 50% stocks (QUIK and ONDS only), 40% crypto, and 10% cash. I didn’t buy any gold and didn’t buy a house…yet. Unfortunately Bitcoin has yet to become the inflation hedge I am hoping for it to be. I don’t own any ETH at the moment (just a couple hundred bucks for gas fees), and the rest is in DeFi ( also getting crushed) and Verasity (VRA). I comfortable riding out the storm with QUIK and Bitcoin. The rest…we’ll just have to wait and see. Good luck to all of us. Very ugly market with no easing the fall considering the Ukraine conflict adding to the slide. Cash is king only to lose to inflation. I'll stay put in my current losing positions until the tide comes back in???
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Post by JHam on Jan 25, 2022 1:18:33 GMT
It looks like we’ve officially reached the boiling point. I’m about 50% stocks (QUIK and ONDS only), 40% crypto, and 10% cash. I didn’t buy any gold and didn’t buy a house…yet. Unfortunately Bitcoin has yet to become the inflation hedge I am hoping for it to be. I don’t own any ETH at the moment (just a couple hundred bucks for gas fees), and the rest is in DeFi ( also getting crushed) and Verasity (VRA). I comfortable riding out the storm with QUIK and Bitcoin. The rest…we’ll just have to wait and see. Good luck to all of us. Very ugly market with no easing the fall considering the Ukraine conflict adding to the slide. Cash is king only to lose to inflation. I'll stay put in my current losing positions until the tide comes back in??? Unbelievable reversal today in the market, but I don’t think that is necessarily indicator of a long term trend. I’m expecting some more wild days ahead.
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Post by captsmith77 on Feb 24, 2022 8:50:14 GMT
Markets are oversold, IMO.
I'd bet a lot of $$$ that if you handed 1,000 Americans a map of all the countries in the world, that fewer than half would know where Ukraine is. The stock market will recover, and soon IMO. Covid outbreaks are dwindling along with the mandates, and you don't read much about it as Ukraine. Just this week our workplace got rid of it's strict employee mandate, after what.... two years or so?
It's a shame what's happened, and it's likely in the name of oil/gas pipeline control and little else. Russia's economy is literally just one big gas station, and sanctions are gonna put a real hurt on what little economy they do have. GDP wise, Russia is about in line with Brazil, where as the US, China, Japan, and Germany make up about 50% of the world's GDP.
They have nukes, and damn good ones. They also have some of the best defenses against nukes, which is why its said that all of our nuclear arsenal here in the US is pretty much aimed at Moscow as their defenses couldn't handle all of them. If they didn't have nukes, Ukraine wouldn't be invaded.
The world, including Sleepy Joe, will sit by and watch as Russia takes control of Ukraine with some of the latest tech in ground warfare, but it will pass and life will go on as usual. Of course,when Ukraine does eventually capitulate, you're likely gonna have a brand new, interesting border between Russia and Poland that should be fun to watch, until it isn't.
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Post by selluwud on Feb 24, 2022 12:47:30 GMT
Markets are oversold, IMO. I'd bet a lot of $$$ that if you handed 1,000 Americans a map of all the countries in the world, that fewer than half would know where Ukraine is. The stock market will recover, and soon IMO. Covid outbreaks are dwindling along with the mandates, and you don't read much about it as Ukraine. Just this week our workplace got rid of it's strict employee mandate, after what.... two years or so? It's a shame what's happened, and it's likely in the name of oil/gas pipeline control and little else. Russia's economy is literally just one big gas station, and sanctions are gonna put a real hurt on what little economy they do have. GDP wise, Russia is about in line with Brazil, where as the US, China, Japan, and Germany make up about 50% of the world's GDP. They have nukes, and damn good ones. They also have some of the best defenses against nukes, which is why its said that all of our nuclear arsenal here in the US is pretty much aimed at Moscow as their defenses couldn't handle all of them. If they didn't have nukes, Ukraine wouldn't be invaded. The world, including Sleepy Joe, will sit by and watch as Russia takes control of Ukraine with some of the latest tech in ground warfare, but it will pass and life will go on as usual. Of course,when Ukraine does eventually capitulate, you're likely gonna have a brand new, interesting border between Russia and Poland that should be fun to watch, until it isn't. Ukraine will fall, but resistance and anti-Russian groups will bog down a Russian occupation and complete conversion to the Russian empire. I'm afraid Putin has opened a can of worms he'll regret, casualties and economic drain (like occupying Afghanistan) will pay it's toll. I hope the US lets this resolve itself without Biden trying to look emboldened for political considerations. Meanwhile the market over reacts as usual.
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Post by JHam on Feb 24, 2022 13:00:50 GMT
I know someone else who was recently telling me about I Bonds. Also 30 year treasury bonds. I am looking to diversify right now so I’ll look into it.
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Post by lcd on Feb 24, 2022 20:57:34 GMT
Definitely not a good time to put money into the market, except maybe oil & gas, but I don't expect a sharp turn around for market anytime soon.
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Post by captsmith77 on Apr 3, 2022 0:12:29 GMT
Russia is losing the war, and losing bad. From poor tactics and logistics, cheap Chinese tires that were put on expensive military hardware and not maintained, nasty drones tearing apart key elements such as command centers & artillery units, and of course the Ukrainian infantry, which is clearly superior to the Russian army, and has an actual reason to fight, the war was literally over before it began. As one Ukrainian soldier said, if it wasn't for Russia's terrifying air force, they would have already pushed the Russian army out of its borders.
The biggest surprise is how such a large and seemingly advanced army can lose so terrible in a war. It starts at the top and trickles down. Here's a good video that explains one huge problem they have. www.youtube.com/watch?v=iaz8RrsRKyc
Its said that a peace treaty is in its final stages of being drawn up. I believe it. The Ukrainians want the Russians out, and Putin is beside himself in just how bad his military has performed, and even worse, communicated such failures to him. He's gotta be getting tired of this embarrassing clusterfuck.
If the Russians keep fighting, the US and its allies will simply continue to deliver more drones, and more hand held anti-tank and anti-aircraft weapons. The Russians are already providing the Ukrainians with a larger tank force than what they started with, thanks to the incompetence.
When a peace agreement is agreed upon and the Russians start pulling out, I wouldn't be shocked to see the market explode higher for a short while. The only thing I'm afraid of, is that I could easily see the Ukrainians looking for peace without any war reparations as part of the deal. In other words, let the US and everyone else pay for the repairs and rebuilding process, instead of making rightful demands from Russia. Hope that I'm wrong.
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Post by JHam on Apr 14, 2022 10:50:44 GMT
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Post by JHam on May 9, 2022 17:16:01 GMT
How’s everyone doing out there…?
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Post by selluwud on May 9, 2022 19:13:33 GMT
How’s everyone doing out there…? Agitated with the economic outlook at this point. More pain on the way.
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Post by captsmith77 on May 10, 2022 6:29:44 GMT
Agitated is about right. I'm waiting for Class I rail news this quarter. The hope is to unload most of my shares for a solid profit, while holding the shares I bought relatively cheap longer term.
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Post by lcd on May 10, 2022 20:33:49 GMT
My TWTR stock and i-bonds are not enough to vanquish all my other losing investments, but it is all cyclical, right?
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Post by lcd on May 13, 2022 16:28:32 GMT
Well damn, I should have sold Twitter yesterday and bought any stock with that money. With today's trading along with the news about Elon pausing his purchase, Twitter is the only stock out there in red.
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