DOW 20k!!! - the investing thread

I’m late to advise but lever the duck up.
The government has signaled one thing for sure the markets aren’t going to suffer.

I pumped 40k In 3 weeks ago- this is a demonetized cycle basically inflation is going to have to catch up in society before stock inflation is realized.
Monetizing easing has propped up the markets for too long- get on the train

 

Get into mid cap funds- and ride the upside.
There will be a time to move back into the big caps- I held strong through most of it but comes a time to liquidate and rebalance

 

You can’t pump 4 trillion into a stagnant economy without devaluation

 

Yeah but that’s what Germany did before hyper inflation.. not political but hope trump does 50 year bonds NOW

 

He and his team don’t care about that- it’s just weather the storm and get re-elected.
That’s my blunt opinion
We little guys have an opportunity to gouge out some capital from all the prior bailouts and this one.

 

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Investing in 2020?

 

Its going to be many years before the airline industry is back to normal....IMHO.

 

Exec from JP Morgan said yesterday that it'll be 10-12 years before we see things back to any kind of "normal" employment... and, we'll learn a lot more over the next 2 months, about a continuing covid-19 impact on the world. Russia just reported 11,000 new cases, in one day. The biz news chans interview many CEOs and execs... the majority of them are very cautious with their comments, while saying we won't see a recovery until 2nd half of 2021... with some talking 2022 & 2023. With +180 countries being hit with severe economic downturns, it's a safe bet we're in for a long bumpy ride.

 

I'm not disagreeing, but are those the same executives that were saying the housing market was healthy right through 2007?

 

Probably... LOL... who knows. Your point highlights the credibility of any and all who "know" what's ahead. I'm thinkin' those 180 plus countries economically stressed can't be good, because of an extremely contagious virus that is still no where near contained (as more testing reveals more actual cases, along with false positives, causing numbers to rise in the US) while "officials" assure us that all is well... ... while desperate small business owners, and unemployed folks, push back hard against st & fed guv... to re-open now. Can't blame them a bit. Will that cause CV-19 to spread? We're gonna learn a lot over the next 3-6 weeks.

Every day I read and watch biz news, I realize I'm fine with pulling what little we had out of the market in early March. No regrets. Hoping we'll be OK with getting back in in a year or so. Everyone has their own situations of course, and some, who are retired, may not feel a thing from the market volatility, because of multiple income sources. And younger folks can adjust and re-build. An enviable position.

Meanwhile, I'm looking out at 3" of new snow on May 9th... ...

 

Mortgage forbearance program in the CARES Act...
The Bailout Miscalculation That Could Crash the Economy

 

1/2 hr "talk" between 3 stock market realists, yesterday ... interesting...

 

Thanks for the post Stinny....I think the airline industries will have to have a whole new business model to operate in the future. No more cramped seats and spacing.

 

Have the Record Number of Investors in the Stock Market Lost Their Minds?

 

Good article.

 

Had a pretty good run the past few weeks. Wonder if it is real or we'll drop back down?

Either way, I checked some accounts today and we are ahead of where we were before the market dropped....granted, I pumped in some additional money. If it does go back down, I highly doubt it will be 30% again, but 15% wouldn't surprise me at all. I honestly wouldn't mind a cheaper market for the next 10 years.

 

lukem you didn’t ask but I think it will consolidate for a while. It was not bigger companies that got hit hardest by this, with the obvious exception of travel related. It was the small business guy, Wall Street will do better than Main Street again.

 

“This Is What Happens to Markets When You Print Trillions of Dollars” by Concoda https://link.medium.com/gWdvKUWC96