Off-Topic Stock Market & Crypto Discussion

[Baycountycane]

Ok- going to give this a shot.

We have a heavyweight fight at the moment. Fed and other central banks vs horrible economic data (horrible unemployment and hard data)

1. Buy what the Fed is buying as it has backstopped the following (USTreasuries, US High Grade Bonds - focus on 1-7 year maturities). This strategy has worked well in QE1, QE2, QE3, and we are presently in QE4. For reference US Treasuries have been an incredible performer since the 1970's but I see more value in US High Grade credit). There are several ETF's that can give you exposure to USHG
2. BUY US stocks over international and Emerging markets stocks. This is because the US has structural winners such as amazon, facebook, netflix, microsoft and the cloud stocks. International markets have much more cyclical exposure which is when the pain is. I prefer NASDAQ to S+P.
3. Focus on health care, staples, and Utilities whose earnings should be less impacted
4. When vaccine is found you will see an immediate and strong rotation into cyclicals but not before in my opinion.
5. While the multiple for the market is elevated (over 20x earnings) the big tech guys have delivered incredible earnings.
I think if you balance properly between USTreasuries, US HG bonds, and structural winners (FANG etc) you will make good money.

And GO CANES if all else fails.

I want the stocks that have been greatly impacted.

 

[561Cane]

Meltdowns create opportunity if you have the stomach for it. My buys during the Wuhan Virus outbreak reaching the US:
THMO ~ up 62%
MGM ~ up 54%
MAR ~ up 37%
FDX ~ up 27%
BA ~ up 10%

I'll ride it a bit and make a ton...go back to cash, bonds and treasuries. Wait for the next meltdown and kill it again.

 

[Zombie-Cane]

Well I can't think of a flu season that caused the deaths of 76,000 people in this country IN 3 MONTHS. Maybe I am wrong, but go ahead a research that for me and let me know.

With the integrity of the data, or lack there of, I would say it is not even close to 76,000 now either.

 

[bear]

I want the stocks that have been greatly impacted.

1. The first selloff provided huge opportunities to upgrade portfolio into quality stocks many which have rallied 50% or more. I always look to buy quality first in cascading markets.
2. I doubt we will see quality selloff as aggressively as it it did if we get another selloff as earnings have been great in tech and biotechs
3. Which nicely dovetails to your point- cyclicals (industrials, Financials, materials, and energy) and lastly the cohort of retailers, airlines, hotels, casinos).
4. However the last leg down in a bear market is historically very painful for unloved sectors so timing is key.
5. I personally stick to quality as it will deliver in good and bad times (will recover quicker). Many quality stocks are up 50% or more since the bottom...
6 Must distinguish investing from trading. Good money can be made on both strategies we just cannot confuse the two.

GO canes

 

[513CincycaneOSUSucks]

For me stock market it comes down to risk tolerance. I studied some of the best funds and truly understand where they invest in what sectors and region. Less diverse is better for me. So that I have more understand more clarity of where I want to drive my investments. I have always had the ability to read change early in those 2 categories. What I dont well at is being able to hit one stock and feel comfortable going on the ride good or bad. Way to much stress and the outcome is never as good as betting on sectors and regions. Just my journey. Just want to share if u try and learn you will fall in to your comfort level. Just dont jump in.

 

[g8rh8rMD]

Love to hear people's opinions...

A. What the **** is going on? This thing should be tanking

B. What are you looking at or buying? Or are you in all cash...

A - no it shouldn’t. Stock market discounts the future not the past. Stock market doesn’t buy the bull**** fear **** CNN and the evening news are peddling.

B- bought on the way down, and continue to buy the dips. IVV, and high quality names like GS, JNJ, UPS, JPM, VZ, V, CVS, KO, DIS, IBM, along with ETF’s like GDX, XLB, XLU, TIPS. Helicopter money has to go somewhere.

Bought a little bit of TSLA too. Wish I could get APPL, MSFT, AMZN, but missed the boat when they were on sale. Just waited too long.

 

[g8rh8rMD]

A - no it shouldn’t. Stock market discounts the future not the past. Stock market doesn’t buy the bull**** fear **** CNN and the evening news are peddling.

B- bought on the way down, and continue to buy the dips. IVV, and high quality names like GS, JNJ, UPS, JPM, VZ, V, CVS, KO, DIS, IBM, along with ETF’s like GDX, XLB, XLU, TIPS. Helicopter money has to go somewhere.

Bought a little bit of TSLA too. Wish I could get APPL, MSFT, AMZN, but missed the boat when they were on sale. Just waited too long.

Forgot QQQ, which has performed very nicely and will likely continue to outperform until the clouds lift.

 

[g8rh8rMD]

70 k and rising in 7 weeks despite lockdowns. The flu is measured in a 365 day death toll. That’s the difference in case you missed it. And that 365 day death toll is with people doing and going wherever TF they want.

We also have a vaccine, herd immunity, and approved proven treatments for the flu.

The sun will come up tomorrow. That’s what the markets say.

 

[g8rh8rMD]

If you got to ask then SPY

Most underrated post of the thread.

 

[Empirical Cane]

Florida population don’t compare to New York’s

Correct.

We aren't as dumb (barely, but still).

It does appear NYC made significant (well intended or not) missteps. First among them remains refusal at load balancing. Simply no reason for "overwhelmed" to happen--not one bit. That's on all those local leaders, including Cuomo and his staff.

Also, have you seen how many NY deaths had co-morbidities--staggering.

And tragic.

 

[Empirical Cane]

I want the stocks that have been greatly impacted.

BAC


Again, indexes are your best and most conservative bet. Either SP 500 or Total Stock Market

 

[Moecane]

Love to hear people's opinions...

A. What the **** is going on? This thing should be tanking

B. What are you looking at or buying? Or are you in all cash...

Invest in biotech, gold mining, and 5g stocks.
You can't go wrong. Also some of the aristocratic blue chip stocks that are heavily discounted right now.

Buy now... You can thank me later

 

[JD08]

Ever heard of this company, it's one of the 1st crypto's backed by real Gold, and just so happens they have a crypto bank located in Miami, check it out, it's free to open up your own Gold savings account plus get paid in Euro's, check it out:

Home - Landingpage Englisch

I'm not sure I'd hand my money over to a place that can't spell the word "English"

 

[Calvin]

I'm not sure I'd hand my money over to a place that can't spell the word "English"

LOL, the company is based out of Germany, that's why it's spelled that way, it's partnered with FedEx, MasterCard and Sony(1st blockchain cellphone and laptop)!

 

[tcgrad1014]

BAC


Again, indexes are your best and most conservative bet. Either SP 500 or Total Stock Market

Always.

 

[GladeCane]

The famous book "A Random Walk Down Wall Street", argues that the market behaves randomely and over time you can't beat the market averages. (S&P up 10% since inception). So, grab an ETF: SPY or QQQ and relax.

 

[SWFLHurricane]

Amazon....Gold and Historical Artifacts.....

 

[rubycane]

The famous book "A Random Walk Down Wall Street", argues that the market behaves randomely and over time you can't beat the market averages. (S&P up 10% since inception). So, grab an ETF: SPY or QQQ and relax.

Do you use the random walk theory in investing/buying??

 

[RangerGranger]

70 k and rising in 7 weeks despite lockdowns. The flu is measured in a 365 day death toll. That’s the difference in case you missed it. And that 365 day death toll is with people doing and going wherever TF they want.

You have a point if we're talking about the New York numbers. I just don't believe them.

When you measure your point against the Florida numbers and death counts, it doesn't make sense. 1200 deaths in Florida with 20 million people.

I don't want to deny what you're saying because that's valid, but only against a certain data set.

 

[RangerGranger]

Vaguely familiar with him. I just don’t normally listen to any of the gurus. I’m not saying he’s good or he’s not. I just don’t know.

I usually seek help for other things, like tax planning, estate planning, trust management, etc. I’m not at the age where things like estate planning are generally thought to be of most importance, but then again I could drop dead tomorrow, I could die in an automobile accident. So those are the things I need to be a little more focused on. Especially legal tax avoidance strategies.

You may want to give him a look. He's got some great principles when it comes to the estate planning, trust management and other stuff. The "Once you've made it" playbook. And how to defend it and not get bent over by tactics. He really, really hates taxes and guides you all through it. I'd equate his principles to common sense, non-risky teachings. And most of his stuff is free or inferred from people calling his show. He's not about the "get rich quick" schtick and he condemns it all the way through. So that may play against your unorthodox style, I think you mentioned.