*Investors Blog*

[alarmguy]

I took the 6% swing on the rumor spike a sign that I should buy the rumor and sell the news. I haven't had this much in cash in a very long time.

I havent pulled the trigger yet. Im killing myself

I envy you had the drive to do something. Im paralyzed and that is bad.
The only reason being, I would buy any of these stocks at their current valuations. META, WMT, Amazon (I think of them all I fear the most)
This is at 1:20pm Monday.
However, as you know, the above means nothing if we end up in a global meltdown, They will still be good stocks but at much lower valuations. Where does the insanity end? I dont know but have a feeling I might regret holding today being I have a chance to get out.
I dont see how the market can possibly rally anytime soon. Even though I think countries will fall in line with tariffs it might not be until the world faces a true meltdown.

Think I need to turn this off and go do something around the house so I can cry later when I did nothing . . *LOL*

 

[JavierH19]

Looks like the recovery will be much sooner than many expected.

Europe falling in line with 0 for 0% tariffs, Vietnam caved to 0%, Taiwan is at 5%.

No more enriching other countries at the cost of the US worker when we have paid for and fought world wars, time to bring manufacturing back!

ART OF THE DEAL BABY!
https://www.foxbusiness.com/economy/european-union-ready-negotiate-trump-zero-for-zero-tariffs

View attachment 272332

The vast majority of these one day rallies after big drawdowns from multiple days are dead cat bounces so I'm not buying today either. I'm still waiting it out.

 

[Zee09]

I'm thinking we should put domestic T's on First Brands

 

[Zee09]

Only down $8k now...
I'm happy with that.

Now $7k

 

[JeffKeryk]

Fellas I look at the issue like this , covid was a real serious issue, people hiding in their homes , businesses closing etc . This will get resolved faster than anyone realizes. Look how fast Wall Street jumped back after the c word .

Maybe, except COVID was not a self inflected wound.

 

[Pablo]

CRAZY and FUN.

NOT talking about AM's potential dates

 

[Pablo]

Maybe, except COVID was not a self inflected wound.

Says who?

 

[scoot]

Maybe, except COVID was not a self inflected wound.

Correct which means it can be fixed easier

 

[jetman]

I've been 95% cash since late 2022 waiting for big volatility to happen.
So, I'm happy happy happy selling cash covered Puts the last 3 days
I'm still 75% cash and waiting for more.

 

[JavierH19]

I have a feeling we'll see a peak nearing market close and likely have some trying to take profit/bailout tomorrow morning.

I think I'll close out all of my positions held before today of last year for long-term capital gains and keep what I would be recognizing short-term on or just get it over with and dump it all before close today and wait for things to calm down more and not consider buying anything until there are some positive announcements made.

Unfortunately I have a bad feeling this is still not over but I do support this more so than don't but I'm not oblivious to all the challenges. I know it's not going to be smooth sailing bringing all this production back to land.

What's worse is some companies might make all if this investment just for the next president to undo all of this and now they can't compete on in the US at least without subsidies or specific tariffs on outside products they sell here because they spent so much coming back to the US and likely would have been better off in the long term waiting it out and eating the cost in the short term.

 

[JeffKeryk]

Says who?

The T word, if you haven't seen any news lately...

 

[Zee09]

I have a feeling we'll see a peak nearing market close and likely have some trying to take profit/bailout tomorrow morning.

I think I'll close out all of my positions held before the day of last year for long-term capital gains and keep what I would be recognizing short-term on or just get it over with and dump it all before close today and wait for things to calm down more and not consider buying anything until there are some positive announcements made.

Unfortunately I have a bad feeling this is still not over but I do support this more so than don't but I'm not oblivious to all the challenges. I know it's not going to be smooth sailing bringing all this production back to land.

What's worse is some companies might make all if this investment just for the next president to undo all of this and now they can't compete on in the US at least without subsidies or specific tariffs on outside products they sell here because they spent so much coming back to the US and likely would have been better off in the long term waiting it out and eating the cost in the short term.

I worked the weekend so I could cruise today. Didn't work out because I am getting bombed with foreign orders. Cash is still flowing both foreign and domestic..

 

[JeffKeryk]

Correct which means it can be fixed easier

You're kidding, right? Much of last year's gains are gone, and 2024 was a stellar year.

 

[Pablo]

Bought more BACPRB

 

[scoot]

You're kidding, right? Much of last year's gains are gone, and 2024 was a stellar year.

I'm not kidding , you don't think in 6 months this market can be back where I was at ? Do you think this tariff situation is the end of the world as we know it .

 

[FoxProTwisty]

All of the major indices have back tested their 2021 swing highs or are about to. The smart money sold weeks ago. Gotta love it.

 

[scoot]

I've been screaming for the last 2 years that the price to earning ratios were out of whack. Just like during the dot com bubble all the pros said it's different this time , not . Stocks need to be priced correctly . A Fortune 500 company with 6% growth should not be trading at 38 times earnings .

 

[Zee09]

PLTR had a $17 upswing today

 

[SC Maintenance]

Bought more BACPRB

I paid 24.65?

 

[Zee09]

Mississippi to do away with state income tax...