Diskusjon Triggere Porteføljer Aksjonærlister

VCP - Navigating muddy waters

Alternativ til å spamme ned og kjede andre tråder og lesere med egne funn og vurderinger.

Er du ute etter krangel og diskusjon for diskusjonens skyld, move on

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Ved slike spådommer/observasjoner, pleier du å ha noen formening om hva som eventuelt vil trigge en slik sell-off/utvikling?

Eller leser du utelukkende chart, uten å la slikt påvirke bias?

Mine spekulasjoner og hypoteser er basert på en kombinasjon av tekniske parameter og makro/fundamentale.
Du ser mer i makro tråden, jeg fant ut det er bedre å kjøre egen tråd.

https://research.stlouisfed.org/publications/page1-econ/2020/03/02/making-sense-of-private-debt

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FED`s take on it:

"The stock market’s wild ride was doubtless one consideration that prompted the government and the Federal Reserve to take actions in March to shore up the economy and facilitate the functioning of financial markets. Congress and President Trump responded with two modest emergency spending packages on March 6 and March 18, suspension of payments on student debt, and finally a $2 trillion stimulus bill, which was passed on March 25 and signed on March 27, 2020.

While the Fed doesn’t try to prevent stock prices from falling, it too took action to facilitate the smooth functioning of financial markets in general. The behavior of stock markets was one symptom of more widespread problems in financial markets that threatened the functioning of the broader economy. On March 15, 2020, the Federal Open Market Committee reduced interest rates across the board by lowering the federal funds rate to the range of 0 to 25 basis points, lowering the primary credit rate (the discount rate) to 25 basis points and initiating very substantial purchases of long-term Treasury and mortgage securities. It also took action to allow foreign central banks to obtain dollars to lend abroad using currency swap facilities. And over the next week or so, the Fed restored several credit facilities last used in the Great Financial Crisis of 2007-2009: the Term Asset-Backed Securities Loan Facility (TALF), the Primary Dealer Credit Facility (PDCF), the Commercial Paper Funding Facility (CPFF), and the Money Market Mutual Fund Liquidity Facility (MMLF2). The Fed also created new facilities for purchasing corporate bonds, one of which we will discuss in our next post.

These measures have very likely contributed to arresting the slide of the stock market."

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Hva er dusøren her?
Imponerende å la seg avbilde med denne business modellen.

Kapitalismens stygge bakside. Måtte de gå dundrende konkurs. Hyener

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Et bilde sier mer enn 1000 ord, her er minst 10000

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SP500 1600/1200

Vektet ned til 95% cash på fredag.

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En av de viktigste videoen man kan se pt. Her er veldig mye bra! Alt når jeg tenker meg om.

Bridgewater

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“Cash is trash”

Edit: Bøkene til Dalio er fantatiske. Det samme er flere av hans “papers” som han har utgitt via diverse medium. Men er sjelden at noen har bommet så kraftig med å utrope at “cash is trash” rett før denne nedturen - som Dalio gjorde rett før markedet tok et skikkelig “nosedive” i år.

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Til man ikke lenger har nok.

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Det er godt amerikanerne får QE, det hjelper så godt…

These Photos Show the Staggering Food Bank Lines Across America

America’s hunger is being captured by photographers across the country.

SAM VAN PYKERENAPRIL 13, 2020

Food banks across the United States are struggling amid droves of hungry Americans in need of a meal. And images from photographers around the country show the horrifying number of Americans lining up to receive food assistance.

Anaheim, California: Cars were lined up about a half mile long in both directions of the 57 Freeway to get to Second Harvest Food Bank

“We’re looking at an increase of 17.1 million people over the course of the next six months,” Claire Babineaux-Fontenot, CEO of Feeding America, one of the country’s largest hunger-relief organizations, told NBC News. Babineaux-Fontenot highlighted a 98 percent increase in demand for free food and Feeding America, expects to lose $1.4 billion trying to survive.

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1D

1M

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I tillegg til det tekniske over, går vi inn i en svak periode utviklingsmessig.

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Har du regnet på bevegelsene og sjekket at de stemmer? Hvis man skal følge reglene for EW så vil bølge nr 3 være der du har 5

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Takk for konstruktiv tilbakemelding. Regner det som et avvik, vi får se. Mye som beveger seg uten for normalen nå.

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