Oil is a 100x bigger story than Coronavirus.
corona virus is no longer a story.
Amazing how fast narrative change 
The Dax dropped 9% so far. It’s gon’ be ugly.
Market halted 15 minutes as it reached more than 7% fall !
Investing - Hold at least one year.
Trading - Hold less than a year.
That guy is talking about trading not investing. People always use investing when they mean trading.
For a buy n hold investor, perfectly ok to continue DCA purchasing of S&P index and cash-rich strong fundamentals blue-chips like FAAMG.
In trading, you buy n sell, sell n buy, buy n sell, sell n buy,… depends on short-term conditions.
Market only down 6%. I was expecting a lot more. Can you comment what to make out of it. Is more coming or is this about it?
I think we are officially entering (Touched today) to recession with 20% down, just dipped today 7% trading halted and will settle some below level.
Next week, FED may further reduce the interest rate to boost economy, stocks may go up little bit, but eventually it will come down to recession level.
Finally recession is here. How long would this one last? Great recession doesn’t seem to last long. Time for @pandeyathotmail to redeem himself, he screwed up capitalizing on the recovery of Great Recession. What would he do now? When to start buying is the question 
Usually recession precedes stock market crash. Will this be a stock market crash that caused recession?
If FED sits quite and allows the blood bath without trying to protecting anyone, we will be out of any recession quick.
Prediction (not mine) is around 30% down, but may extend until Covad-19 cure is announced. Covad-19+oil crisis are blown up fully now.
I was lucky enough to come out of market (including TSLA) with 112% overall gain (trading is not easy).
Not thinking to come into market for next 2 months until volatility is over,
Most of my returns are not from investing, but buying SPY PUTS which gave me nice return.
Stock market always lead economic conditions by 3-6 months.
Yes, but that is because economic indicators start yelling “recession is coming” and smart money begins leaving market. But, the plunge comes after.
I differ here, seen 2000 and 2008 downturn. If FED is not acting now, we will all be jobless and bay area will be deserted…
If you have purchased any primary, buy it around Dec 2020, you will get big deal.
If we wait for economic indicators, we are doomed. Better to be proactive than reactive.
Now, we should have nice money, cash is king, to buy home in Dec 2020.
Day and swing trading is stressful. I’ll probably die of heart attack.
BRK is making lots of blunders. Holding large quantity of banks, transport, and oil stocks. I noted my CVX of 10 years has now turned RED, not enough to cover dividends collected for 10 years
My C is so bright red that I can’t look at it. All mistakes are redeemed by only one stock, now trading at $275
higher than two Friday ago ![]()
This is my opinion, it may be right or wrong.
First, you need to know market pricing on a company is not perfect, it may be overvalued (TSLA, SHOP) or undervalued (BRK).
The basic theory is: Current price of a company = Future cash flow from the company+Residual value at selling time. This is same as real estate valuation we do when we make purchase.
Purchase Price = Sigma of EPS + sale price.
With this BRK (Under valued) is always better than SPY (over valued).
Second, you can not view BRK from pricing point of view, but should look company value point of view. When times like this recession period, they are always up with high cash flow. WB said $400 millions dividend cash flow per day.
As I said previously, BRK itself part of SPY. If they need to exceed over SPY, they need to find company which makes far reaching value than SPY like AAPL and other BRK holdings.
When market dips lowest, I will allocate a part for BRK.

