Market Philosophy

[MC2]

Anyone do anything dumb yet?

I started “taking profits” (moving a bunch of money to cash) in December. Most of that money was taken out of US Large/Medium/Small caps. That left me with a higher percentage of Foreign funds than I usually run (up around 40% of the portfolio, now). Those have been doing a lot better than my American funds lately, so I guess it was a good move?

I’m mostly just tinkering around the edges, though. I’m 44 now, so I know I still have plenty of time. I have about 70/25/5 stock/cash/bond split. I’ll dump all the cash back in when the market goes down about 20% or so (it might not happen in the next few weeks, but it will happen eventually).

No real complaints. Just riding the waves. I trust the Fed to do the right things, even if the executive branch is wildly erratic.

 

[MC2]

. I’ll dump all the cash back in when the market goes down about 20% or so (it might not happen in the next few weeks, but it will happen eventually).

S&P down 15.5% from its highs. Almost time to divert new contributions back to stock.

 

[Milo Maltbie]

S&P down 15.5% from its highs. Almost time to divert new contributions back to stock.

Not so fast. We’re in uncharted waters here. It’s been almost a hundred years since anyone was stupid enough to deliberately start a trade war

mm

 

[Endoftheline]

Not so fast. We’re in uncharted waters here. It’s been almost a hundred years since anyone was stupid enough to deliberately start a trade war

mm

What? somethings going on with the markets? Oh well, time to play some golf.

 

[jasonwx]

Not so fast. We’re in uncharted waters here. It’s been almost a hundred years since anyone was stupid enough to deliberately start a trade war

mm

we are in very dangerous territory...heard a interview on Bloomberg..If things keep going the US might become un-investable... The current environment is making the US unstable and untrustworthy. Also a good chance for a deep recession or depression...The tariffs will also cause inflation...Bad combo, Stagflation ..

 

[MC2]

we are in very dangerous territory...heard a interview on Bloomberg..If things keep going the US might become un-investable... The current environment is making the US unstable and untrustworthy. Also a good chance for a deep recession or depression...The tariffs will also cause inflation...Bad combo, Stagflation ..

American consumers are the driver of the world economy.

Hard to believe that the oligarchs don’t want that to continue.

 

[Campgottagopee]

My plan hasn't changed.

I'm moving into a van down by the river

 

[Warp daddy]

Idiotic policy by an idiot. The Nation will be the fucking idiot's 7th bankruptcy

 

[Milo Maltbie]

American consumers are the driver of the world economy.

Hard to believe that the oligarchs don’t want that to continue.

What if the oligarchs learned in 2008 that they come out in a better position than before the crash?
Or what if it’s not oligarchs, just a stupid guy with unchallengeable authority?

mm

 

[x10003q]

They have a "formula" !

Kind of like dividing your age by your weight in order to decide what kind of car you are going to buy