Is the stock market going to tank?

[3213256479+8]

4matic - how heavily invested in Chinese securities are you? As I understand it you'r 75% USD with some US bonds.

[4matic]

4matic - how heavily invested in Chinese securities are you? As I understand it you'r 75% USD with some US bonds.

Zero. Considering move to 98% cash today with Fed providing liquidity. I’m long dollar in domestic money market but not directly vs other currency.

I have owned EMB in the past and it made a good low last week. Yields 5.9% and EM currency is weak so there is a potential kicker.

The conundrum I have is that I don’t need extra risk to meet my long term goals. Capital preservation is more important than alpha for me. With the USD long term risk free rate at 1% cash has little downside for my glide path.

[stalefish3169]

Money printer go Brrr.

https://brrr.money/

Sent from my Pixel 4 XL using Tapatalk

[4matic]

Fed buying Corp debt etf’s. LQD and so forth. We are Japan.

[leftfield]

Great analysis from Lyn Alden covering monetary policy, oil collapse, bullion demand, and liquidity problems

https://seekingalpha.com/article/433...exters-pyramid

[Ted Striker]

Insiders buying the bailout already. DOW, XOM, DELL, SBGI (no surprise there)

[4matic]

Toilet paper shortages solved. Unlimited QE means USD will soon be worthless so you can start wiping with those $100s

Dollar is at decades high right now.

[stalefish3169]

Yeah, MCS5280 was a bit early. USD deflation first, then hyperinflation.

Sent from my Pixel 4 XL using Tapatalk

[3213256479+8]

^^Lyn Alden is sharp, like her work.

Every dollar the Fed prints to monetize Federal or Private debt is capital shielded from creative destruction. As that's where new ideas & productivity come from, perpetual monetization means the new economy will be one of stasis, wealth/incomes frozen in time to avoid the fear of volatility needed to reorganize. Rather than pay for the cost of failed bets on credit, the wealthy get a free pass on the back of society's forward productivity (USD). Corporatism = corporate socialism.

Schumpeter

"that incessantly revolutionizes the economic structure from within, incessantly destroying the old one, incessantly creating a new one. This process of Creative Destruction is the essential fact about capitalism. p83 of Cap, Soc, Dem

The problem that is usually being visualized is how capitalism administers existing structures, whereas the relevant problem is how it creates and destroys them.

[Mazderati]

Bought BRK and XOM.

[leftfield]

^^Lyn Alden is sharp, like her work.

Think i actually started following her when you had posted a link or two way back in the BTC thread. Easier to read/process for non-technical types like me.

[Iowagriz]

I bailed today. Lost about 25% overall, 40% in my bank stock, the 45% of my portfolio moved to bonds last fall saved me even more heartburn. Moved a sizeable amount to cash (45%), left the 45% in Bonds; the remaining 10% spead out amongst the bank stock and others so I keep and eye for future movement.

I'm thinking it will be 60 days before we see small business back up and running, that will be my indicator.

BTW - 10yrs or less from retirement

[Ted Striker]

Money printer go Brrr.

https://brrr.money/

That's awesome.

[up an down]

Bought BRK and XOM.

How many shares of BRK?

[Mazderati]

50 at 161. If it goes down more I'll buy more. With BRK, if it stays about the same I may still buy more. Cash hoard and knows how to use it.

[3213256479+8]

Stocks still higher than the March 12th low.

edit: Nasdaq anyhow

[up an down]

50 at 161. If it goes down more I'll buy more. With BRK, if it stays about the same I may still buy more. Cash hoard and knows how to use it.

Ahh.. You bought BRKb... Not BRK... I was wondering how rich of a dentist you are...good trade so far!..

[4matic]

Stocks still higher than the March 12th low.

SP cash is not

[Mazderati]

I'm having sardines for lunch. Assume BRK/B.

[4matic]

Who is the buyer now?

[leftfield]

Who is the buyer now?
]

Love that chart, can't remember where i've seen it before.

This is why i can't imagine very many stocks recovering to previous highs, at least for some time. Even with absurdly low interest rates/cheap credit, corporations will no longer be able to artificially drive up prices by buying their own stock due to their own solvency limitations or impending governmental regulation.

[LeeLau]

Stuck my toe in and bought IVR as a small position. It's a mortgage REIT. Most exposure is CA RE with mortgages in packaged RMBS but you can see my notes from before up thread. Dividend is 0.50 per share. Ex-div date March 27th

[Toadman]

Good time for CCP to start buying up US equities. On the DL of course.

[up an down]

Who is the buyer now?

Yes.. Mutual fund and pension DECLINES... And corporate increases while borrowing with both hands

[highangle]

Good time for CCP to start buying up US equities. On the DL of course.

With what, swaps? Dollar is soaring on high demand. We may have a deflationary depression.