very bad price action , possibly setting up for much lower price levels some time in the future esp when you consider the stock premium relative to bonds
very bad price action , possibly setting up for much lower price levels some time in the future esp when you consider the stock premium relative to bonds
I wonder if the bond : equities ratio is no longer a good indicator considering the amount of global Government debt issuance.
Basically the bind market has been flooded in the last 15 years.
Particularly in the US corporate America has made a fortune at the expense of the US taxpayer.
That guru Mark doesn’t look old enough to have lived through real bad times in the market ……maybe he is he might not be noticing that one of those 5 year periods of a negative return (Inc dividends) is underway
But no worries …stay fully invested people because my job depends on it
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
That guru Mark doesn’t look old enough to have lived through real bad times in the market ……maybe he is he might not be noticing that one of those 5 year periods of a negative return (Inc dividends) is underway
But no worries …stay fully invested people because my job depends on it
He's right & wrong imo.
If you have held up until now then it's probably not the time to sell. The time was 6 - 8 months ago.
But you're right they aren't paid to manage cash.
I agree. Should buy wonderful companies (strong balance sheet companies) at beautiful prices and keep them for the long game. I invested in one turnaround company under Singapore management 15 years back and I also added in every market weakness and market sell-off. It is going to be one of the best investments and can keep at least for another 15 years.
He's right & wrong imo.
If you have held up until now then it's probably not the time to sell. The time was 6 - 8 months ago.
But you're right they aren't paid to manage cash.
No, the time to sell was around 23 months ago, was all downhill from the start of 2022.
No, the time to sell was around 23 months ago, was all downhill from the start of 2022.
So you are forgetting the big bounce back in between? I.e they were both selling opportunities, followed by a large buying opportunity in between.
I did rather nicely out of buying on that dip & selling it out earlier in 2023.
The question for mine is, when is the next buying opportunity?
I have shifted my Super perhaps prematurely back to equities, but having it out whilst the market came down 10% is and picking up interest on the way has worked well.
I still have my investment portfolio & trading portfolios largely on standby.
Reply With Quote
Originally Posted by bull....
Bookmarks