*Investors Blog*

Well “today” is a very small period of time and “long time ago” is meaningless without a date. 🙃
Heck no idea what I said...........I'm old

Seriously I never tell others what to do. I mentioned around winterish time that I was starting to buy some bond funds.

I just knew rates could not stay in one place forever...........
 
My VIX long that I bought in January, which at one point had halved, is now above water. This is not normal, even for the VIX. 0DTE anyone? Crazy.

I am accumulating a list of bottom feeders. I won't catch a falling knife but I may buy a basket of them on the way up. INTC is now on that list - maybe at the top. BA and F are too.

I also wish I had bought longer dated treasuries. Oh well.

Which bottom feeders are you looking at ?

I still believe things get bad after the election….
 
Which bottom feeders are you looking at ?

I still believe things get bad after the election….
INTC, BA and F are on the list so far. I have some others that are down but not quite bottom feeders yet.. There is no timeline. I would rather miss the 20% on the way back up vs try to catch a falling knife. Always good to have a list.
 
Heck no idea what I said...........I'm old

Seriously I never tell others what to do. I mentioned around winterish time that I was starting to buy some bond funds.

I just knew rates could not stay in one place forever...........

Which bond funds are you buying ?
 
INTC, BA and F are on the list so far. I have some others that are down but not quite bottom feeders yet.. There is no timeline. I would rather miss the 20% on the way back up vs try to catch a falling knife. Always good to have a list.
This is starting to look more like trying to catch a falling anvil rather than a falling knife. As Harrison Ford used to say, "I've got a bad feeling about this."
 
Wild ride, one never knows where it will end up but this is an example on how hard it can be for the Fed to create a soft landing.
As soon as some numbers start coming out that the rate increases are working the markets around the world jump the gun and create the hard landing :unsure:
... and stupid me for selling a portion of WMT (though I still have significant amount) to diversify into two tech stocks, well I will smack myself in the heard right now for doing that, more so because I NEVER buy tech stocks individually anyway.
Im getting this feeling I will be wishing I was fully in WMT which has always been a safe haven for me. I very well, when the time is right in the next week or two, sell the techs and dump most all into WMT, will see. If it is going to be bad, chances are I will never get the chance.

One thing for sure, the economy is great but one thing for sure, the market panic can turn that into a recession in a matter of weeks. So todays feeling is, its not the Fed, its the market and honestly in the back of my head. I wonder if this is AI generated so they can buy cheap again from the panic'd public.
 
the economy is great
The Sahm rule was triggered on Friday. Claudia Sahm was a fed economist who came up with the rule that backtested 100% predicts a recession. The market is reacting to this, amongst other things.

Still not sure you can get a recession with the fed printing 7% GDP, but I think people realize good or bad, we have passed the peak.
 
The Sahm rule was triggered on Friday. Claudia Sahm was a fed economist who came up with the rule that backtested 100% predicts a recession. The market is reacting to this, amongst other things.

Still not sure you can get a recession with the fed printing 7% GDP, but I think people realize good or bad, we have passed the peak.
Hey, make sure to have your life raft ready over there, my next door neighbor. ;)
 
:ROFLMAO: :ROFLMAO: :ROFLMAO: :ROFLMAO: :ROFLMAO: :ROFLMAO:

Technical glitch I am sure.

Must stop the muppets from selling until after Goldman can dump their garbage first.

1722867274516.webp
 
INTC, BA and F are on the list so far. I have some others that are down but not quite bottom feeders yet.. There is no timeline. I would rather miss the 20% on the way back up vs try to catch a falling knife. Always good to have a list.

Intel has problems and big job cuts.

I read the book:
Only the Paranoid Survive
by Andrew Grove former CEO of Intel

25 year old book that’s a good read. Hopefully they can turn things around.
 
:ROFLMAO: :ROFLMAO: :ROFLMAO: :ROFLMAO: :ROFLMAO: :ROFLMAO:

Technical glitch I am sure.

Must stop the muppets from selling until after Goldman can dump their garbage first.

View attachment 233916
UNBELIEVABLE -
I just confirmed trying to log in.

First message =
Screenshot 2024-08-05 at 10.32.11 AM.jpg


and forget trying to call, you won't get through, second message on the log in screen.

Screenshot 2024-08-05 at 10.33.22 AM.jpg


Wow, we dont even know how bad it is if people cant trade.
 
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