northmantrader.com
Any idea in this article when to put money from stocks to cash or interest accounts? Reading this, is this what the charts are suggesting?
Good question. The article doesn't really get into that. But, IMO, it's a roundabout way of indicating that anything risk asset is going to have a rough go at it. Obviously cash and /or short term money market accounts can be a safe way to go and are in fact, positions. But, we all have our opinions of course, and I still maintain that precious metals are always a great insurance policy against an inflation/hyperinflationary measure. Especially for long term buy and holders.
If you're worried more about allocation from a high risk perspective then you can have your account sponsor representative move you into a more balanced portfolio with say 50/50 stocks/bonds. If you're not sleeping well at night because of your personal discomfort with your allocation...then this would be a decent options. You have to do what "you" are most comfortable with at the end of the day regardless of the plethora of opinions on the markets.. Good luck.
No. I am the opposite. I like risk. I just want to market time, and sell high and buy low.
These are the things though that most people who don't work with the markets, like you and I do, have a great understanding of or how to go about it.
Gotcha. Plenty of information and resources out there for beginners trying to swing trade or trade in general if you're passionate about it. Trading and actively investing requires passion to learn how to lose and win. imo... You can pm me if you would like some of the places I got started from.
I understand that, but my chart from 2019 to 2021 just rises a little over that time frame overall. It goes up and down, but basically over two years, I haven't gained that much overall. Mostly I am stuck in SP 500 fund.
www.bloomberg.com
ARK redistributes their shares anytime Tesla weighs over around 10%. Typical fund management.
I'm still in the camp that we've gone up too far and too fast that this next dip won't be a painless one...but, If you're a believer in this bull market..the best this thing can do is get a 5-10 percent pullback to digest gains. IMO. The market is unfortunately a backwardly emotional thing. Too much of a good thing at times can be a bad thing..
My concern...based on some of my analysis...is that we are all still talking about hyperinflation being the concern, all while, certain measures are showing that we could be swinging VERY quickly to the other end of the spectrum after all the printing from the bottom of the crash from fed intervention. I think we are in a spot where easing/injection is actually not working right now..and have merely kept the stock and debt markets afloat for months now. They will not be able to taper because it will absolutely ravage the markets. Rock and hard place the fed is.. imo.
He may not be for everyone..but I like his style. He knows his macro IMO. He just released this today.
