This Bear market

[Joshuatree]

Jeez 19 months on average to get back to breakeven,prob longer if one discounts the 2020 covid blip.

Guess its more important then ever re stockpickng over ETF's etc,having those few stocks that can pass on costs and still pay a reasonable div..Transitory inflation argument almost discounted now.

[Bobdn]

There's very good dividend ETFs. There's an ETF for everything. KernelWealth's Infrastructure index (it's not an ETF) has performed very well. Whether it will continue to do so, who knows.

[Joshuatree]

There's very good dividend ETFs. There's an ETF for everything. KernelWealth's Infrastructure index (it's not an ETF) has performed very well. Whether it will continue to do so, who knows.

Fair point. Stocks that can pass on costs and still pay reasonable divs,pricemakers..The gap is going to grow between these and the priceTakers.
I can't think of many ,CSL on asx is an example .

[lawson]

I voted for 18 months as in I think it has at least 18 months to run and that's being optimistic I suspect.

The Federal Bank of NY says there is an 80% chance of a hard landing. I would upgrade the 80 to 99 I think we have the same chance of a soft landing as we had of inflation being transitory.

I think we are in for a recession and we don't have the "good drugs" we usually use available to take the edge off because if we're gonna fix inflation the good drugs are off the table. But what goes down and doesn't go under, one day will go back up again so the hardest thing for me is going to be not buying prematurely and letting the sales hit "clearance" stage.

[Balance]

I voted for 18 months as in I think it has at least 18 months to run and that's being optimistic I suspect.

The Federal Bank of NY says there is an 80% chance of a hard landing. I would upgrade the 80 to 99 I think we have the same chance of a soft landing as we had of inflation being transitory.

I think we are in for a recession and we don't have the "good drugs" we usually use available to take the edge off because if we're gonna fix inflation the good drugs are off the table. But what goes down and doesn't go under, one day will go back up again so the hardest thing for me is going to be not buying prematurely and letting the sales hit "clearance" stage.

When Bitcoin goes below $1,000 is when we have capitulation in the financial markets.

At that time, mortgage the house and buy buy buy.

[RGR367]

When Bitcoin goes below $1,000 is when we have capitulation in the financial markets.

At that time, mortgage the house and buy buy buy.

You're overestimating the value of bitcoin. Haven't we accepted before that it was a scam?

[Balance]

You're overestimating the value of bitcoin. Haven't we accepted before that it was a scam?

Agreed - it’s a Ponzi scheme imo but that’s the level when I will call the markets as having bottomed.

Madoff lost $40 billion of investors’ monies with a Ponzi scheme over several decades and he got life in prison.

Do Kwon lost $40 billion of ‘investors’ monies through Luna crypto. He is not only free but he is launching Luna 2! Go figure!

[Grimy]

Thanks for the link LEK. Very interesting.

[Entrep]

What's the timing on $1K BTC? 1 year? 10 years?

Or maybe put another way, does your call have an expiration date?

[Azz]

I voted for 18 months as in I think it has at least 18 months to run and that's being optimistic I suspect.

The Federal Bank of NY says there is an 80% chance of a hard landing. I would upgrade the 80 to 99 I think we have the same chance of a soft landing as we had of inflation being transitory.

I think we are in for a recession and we don't have the "good drugs" we usually use available to take the edge off because if we're gonna fix inflation the good drugs are off the table. But what goes down and doesn't go under, one day will go back up again so the hardest thing for me is going to be not buying prematurely and letting the sales hit "clearance" stage.

You've got a good chance of being right! If housing crashes in the US, then I agree. But my guess is housing will hold and that this is a correction. We'll find out!