We're about to be very cash positive and low/no real estate investment, so this week I've been buying some super-low P/E stocks (steel, resources, etc.) while the prices are down, in order to A) hedge against any big moves the Fed might make to thwart this crash, and B) because the coming war will drain steel and other resources. It is scary to watch your investments sink in value (even if they are very solid, extremely profitable companies with low stock prices).
Yeah, it is like playing with fire, but my thinking is that we're going to war or at the very least completely decoupling from Russia and China (over time), and I want Western steel to take back over the market for the West. I also only want to be in stocks with an ultra low P/E, ones that will fair OK in a protracted downturn (not based on market growth), just so that I'm not fully in cash, in case the Fed fucks around.
If you were totally out of real estate and wanted to get rid of some cash to hedge against the risk of some kind of monetary collapse, but you didn't want to put any more money into gold (or crypto), what do you think you would add to your portfolio?
Yeah that's true, just trying to figure out what the hell to put money in besides gold (I don't want to have too high of a percentage in metals). I figured these super low PE ratio manufacturing stocks that are going to be needed during war time, usually they have high dividends and lots of cash on hand, so they have room to pivot, etc.
Oh wow, I did not know TLT was this oversold. Tells you the market doesn't think the Fed will stop the interest hikes for some time. Of course, it's forward looking, so your March calls could pay off big when the jobless claims start rolling in over the winter.
FedEx is down but Amazon has constantly expanded their massive fleet and self-delivers a great deal. When you consider Amazon's share of all shipped goods, this is less a sign of the total economy and more about business models.
Consumerism is grinding to a halt.
Verizon losing subscription based customers. Can't pay the phone bill.
FedEx set to close 90 location worldwide. Drop in shipping product.
The shuttering effect.
I believe the global economy is on a ventilator now.
Controlled death sequence.
Numbers don't lie, though they can be fudge packed to a degree.
Example: inflation at 40 year high, unemployment lowest in history. Some major fudge packing.
Incoming.
We're about to be very cash positive and low/no real estate investment, so this week I've been buying some super-low P/E stocks (steel, resources, etc.) while the prices are down, in order to A) hedge against any big moves the Fed might make to thwart this crash, and B) because the coming war will drain steel and other resources. It is scary to watch your investments sink in value (even if they are very solid, extremely profitable companies with low stock prices).
Yeah, it is like playing with fire, but my thinking is that we're going to war or at the very least completely decoupling from Russia and China (over time), and I want Western steel to take back over the market for the West. I also only want to be in stocks with an ultra low P/E, ones that will fair OK in a protracted downturn (not based on market growth), just so that I'm not fully in cash, in case the Fed fucks around.
If you were totally out of real estate and wanted to get rid of some cash to hedge against the risk of some kind of monetary collapse, but you didn't want to put any more money into gold (or crypto), what do you think you would add to your portfolio?
Yeah that's true, just trying to figure out what the hell to put money in besides gold (I don't want to have too high of a percentage in metals). I figured these super low PE ratio manufacturing stocks that are going to be needed during war time, usually they have high dividends and lots of cash on hand, so they have room to pivot, etc.
Oh wow, I did not know TLT was this oversold. Tells you the market doesn't think the Fed will stop the interest hikes for some time. Of course, it's forward looking, so your March calls could pay off big when the jobless claims start rolling in over the winter.
This is a trigger I was looking out for. Economy is fucked. Guess I’m finally pulling out.
FedEx is down but Amazon has constantly expanded their massive fleet and self-delivers a great deal. When you consider Amazon's share of all shipped goods, this is less a sign of the total economy and more about business models.
Do not invest in corrupt manipulated corporate stocks
Invest in yourself. Start your own business or a side hustle. Buy something that makes you money.
stock market is a scam and makes lazy, bad people rich.
the stock values are not based on fundamentals. Insiders always have info you don't.
It's just a minor market correction.
Recession.