Stocks

[ExGingi]

You seem to be certain of that. I am not, though I do think it is likely to happen, not because it solves anything, but because when the only tool you have is a hammer, then every problem looks like a nail. The current downturn (forget about the stock market, look at airlines, and the entire manufacturing supply chain) isn't that much of a demand shock, it's a supply shock. How do lower rates solve that?

https://www.bloomberg.com/opinion/articles/2020-03-01/coronavirus-the-good-the-bad-and-the-ugly-of-policy-response

[Yef]

This a obvious dip in market. The question is just which stocks to grab now on the low!

[ltttc]

This a obvious dip in market. The question is just which stocks to grab now on the low!

Many solid companies / good buys

[ExGingi]

Many solid companies / good buys

If oversold to the point where P/E is low and/or dividend yield is high (but beware of value trap).

[Ephraimh]

This is starting to become reminiscent of 2008. GLD and SLV are down too now.

If remaining invested, it is probably prudent to put portfolio insurance in place (long put options).

C'mon!

Don’t compare a global slowdown in light of a virus that can and will be treated in the near future to a global slowdown caused by the biggest financial institutions underpinning the global economy literally collapsing into bankruptcy.

This is a buyers market.

No reminiscence to 2008 here whatsoever. wooof

[ExGingi]

C'mon!

Don’t compare a global slowdown in light of a virus that can and will be treated in the near future to a global slowdown caused by the biggest financial institutions underpinning the global economy literally collapsing into bankruptcy.

This is a buyers market.

No reminiscence to 2008 here whatsoever. wooof

So you think the bond market signals are silly money rather than smart money?

[dealfinder11]

C'mon!

Don’t compare a global slowdown in light of a virus that can and will be treated in the near future to a global slowdown caused by the biggest financial institutions underpinning the global economy literally collapsing into bankruptcy.

This is a buyers market.

No reminiscence to 2008 here whatsoever. wooof

What makes you so confident that this sell off is entirely about the carnivorous and not an overdue correction due to weakness in the global economy overall? The Cornovirus definitely played a role in deteriorating further, but making absolute statements about the markets are a dangerous game.

[Ephraimh]

So you think the bond market signals are silly money rather than smart money?

Smart money?

You mean that when the yield curve inverted a few months ago it predicted the recession then because it was so smart that it predicted this virus now a few months later?

Lol. Smart money. I’ll tell you what.

This virus is just a new recession-is-coming flavor of the year, and you’re falling for it.

[Ephraimh]

What makes you so confident that this sell off is entirely about the carnivorous and not an overdue correction due to weakness in the global economy overall? The Cornovirus definitely played a role in deteriorating further, but making absolute statements about the markets are a dangerous game.

Because the moves directly chronicles good and bad reports on the virus. Reason enough to make me confident?

[davidrotts63]

Grrr RobinHood.

[as2]

Grrr RobinHood.

Never put all your eggs in one basket...

[ExGingi]

Smart money?

You mean that when the yield curve inverted a few months ago it predicted the recession then because it was so smart that it predicted this virus now a few months later?

Lol. Smart money. I’ll tell you what.

This virus is just a new recession-is-coming flavor of the year, and you’re falling for it.

When did the yield curve invert? There are some inverted segments, but it didn't fully invert and hasn't now. As a matter of fact IINM the 10-30 yr curve is slightly steeper now than it was a year ago. That being said, the entire curve is lower.

I might be falling for it, but so are some other people such as Mohamed El-Erian and others.

I didn't say I think it's time to short the market. I did say that it's a very risky time where I see more downside than upside potential, which is why I've moved into a larger cash position in my portfolios.

Though for some there are definitely opportunities in this market. High volatility is a gift for pros.

https://www.cnbc.com/2020/03/02/mohamed-el-erian-lifts-his-do-not-buy-the-dip-warning-for-pros-only.html

Here's someone who might be saying something similar to you:

pic.twitter.com/WJX7IQedtO

— Michael Batnick (@michaelbatnick) February 28, 2020

[cgr]

Grrr RobinHood.

Prepping for some major movement in the market once it comes back online

[cgr]

Grrr RobinHood.

Wondering what to make of todays gains and the fact that Robinhood (mostly amateur investors?) has been down...

[Ephraimh]

When did the yield curve invert? There are some inverted segments, but it didn't fully invert and hasn't now. As a matter of fact IINM the 10-30 yr curve is slightly steeper now than it was a year ago. That being said, the entire curve is lower.

I might be falling for it, but so are some other people such as Mohamed El-Erian and others.

I didn't say I think it's time to short the market. I did say that it's a very risky time where I see more downside than upside potential, which is why I've moved into a larger cash position in my portfolios.

Though for some there are definitely opportunities in this market. High volatility is a gift for pros.

https://www.cnbc.com/2020/03/02/mohamed-el-erian-lifts-his-do-not-buy-the-dip-warning-for-pros-only.html

Here's someone who might be saying something similar to you:

pic.twitter.com/WJX7IQedtO

— Michael Batnick (@michaelbatnick) February 28, 2020

Well then we just disagree, I think there is more upside from here than downside, even if you only have 6 months to wait.

And this Michael Batnick chart is gold! he’s totally right. Lol.

Btw, you should listen to his podcasts, he’s as sharp as they come. He’s a hidden gem in my opinion.   

He’s on with Josh Brown a lot on their firms podcast The Compound — https://podcasts.apple.com/us/podcast/the-compound-show/id1456467014

And he has his own podcast with Ben Carlson (who’s also sharp as  a whip) Animal Spirits — https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007