(03-05-2020, 03:06 PM)vbin Wrote: His predictions aren't 5 years early. He ain't predicting either. He is sharing what he thinks is the impact could be of an event. Disclaimer: I am no fan of him. But these guys like Dalio, Buffer, you and more seniors folks here are greatly knowledgeable than I am and I find all these view points very interesting and very informative. It's always good to know thoughts outside the sphere  of my own thinking and I find them very informative.

They have definitely helped me navigate these events and be a better trader/investor.

(03-05-2020, 03:32 PM)fenders53 Wrote:

(03-05-2020, 03:06 PM)vbin Wrote: His predictions aren't 5 years early. He ain't predicting either. He is sharing what he thinks is the impact could be of an event. Disclaimer: I am no fan of him. But these guys like Dalio, Buffer, you and more seniors folks here are greatly knowledgeable than I am and I find all these view points very interesting and very informative. It's always good to know thoughts outside the sphere  of my own thinking and I find them very informative.

They have definitely helped me navigate these events and be a better trader/investor.

Watch another dozen Dalio vids dating back for years as I have.  He is very smart, and a perma-bear that missed the bus for years if you allow him to influence your action.s  Don't worry about us senior folks.  We can be wrong too and we are just having a discussion.

(03-05-2020, 05:43 PM)vbin Wrote:

(03-05-2020, 03:32 PM)fenders53 Wrote:

(03-05-2020, 03:06 PM)vbin Wrote: His predictions aren't 5 years early. He ain't predicting either. He is sharing what he thinks is the impact could be of an event. Disclaimer: I am no fan of him. But these guys like Dalio, Buffer, you and more seniors folks here are greatly knowledgeable than I am and I find all these view points very interesting and very informative. It's always good to know thoughts outside the sphere  of my own thinking and I find them very informative.

They have definitely helped me navigate these events and be a better trader/investor.

Watch another dozen Dalio vids dating back for years as I have.  He is very smart, and a perma-bear that missed the bus for years if you allow him to influence your action.s  Don't worry about us senior folks.  We can be wrong too and we are just having a discussion.

I gather and learn from everyone in my surroundings, we all do and all of that influences our decisions. Sorry I was just trying to share info not to offend anyone, ignore if you don't like something. Do share what you bought and what you did not and your thoughts, definitely helps me. Thank you .

(03-06-2020, 09:14 AM)fenders53 Wrote: vbin

Jeffrey Gundlach,  is another one you might add to you video list.  Maybe not now, as he is sobering as well.  He is a bond wizard, and became a billionaire that way.  Bonds drive the stock market, and he is very informative.  He is another one of the few that called the financial crisis in advance and made a fortune.  He'll be early with his next call no doubt, but he is still very educational to listen to.  When a true crash comes, his thesis is high quality corporate bonds will once again over-react and get way too cheap.  You can get bull-market growth stock returns when a solid company like MMM or BA (just an example) takes a big hit because things got rough and they are suddenly not very profitable for a few quarters.  Their bonds get roughed up and sell at a huge discount when their is panic.  Just another way to diversify.  It appeals to me because you aren't dealing with decaying option premiums when you get the entry timing  wrong.  Just requires some patience for companies you know are not going to default in the end.

(03-06-2020, 09:58 AM)Otter Wrote:

(03-06-2020, 09:14 AM)fenders53 Wrote: vbin

Jeffrey Gundlach,  is another one you might add to you video list.  Maybe not now, as he is sobering as well.  He is a bond wizard, and became a billionaire that way.  Bonds drive the stock market, and he is very informative.  He is another one of the few that called the financial crisis in advance and made a fortune.  He'll be early with his next call no doubt, but he is still very educational to listen to.  When a true crash comes, his thesis is high quality corporate bonds will once again over-react and get way too cheap.  You can get bull-market growth stock returns when a solid company like MMM or BA (just an example) takes a big hit because things got rough and they are suddenly not very profitable for a few quarters.  Their bonds get roughed up and sell at a huge discount when their is panic.  Just another way to diversify.  It appeals to me because you aren't dealing with decaying option premiums when you get the entry timing  wrong.  Just requires some patience for companies you know are not going to default in the end.

I'd love to see yields on MSFT and JNJ paper spike.

(03-06-2020, 12:58 PM)fenders53 Wrote: The next few weeks will be interesting.  The US market seems only moderately concerned with foreign deaths.  It's going to get real here soon for better or worse.  We are about to find out how awesome our US healthcare really is or isn't, and if our containment efforts are effective at all.  I wish it wasn't true, but I do like your chances with your puts.  This is going to be your best crash aversion attempt of your investing career most likely.  You only need one IMO.