02-26-2020, 03:00 AM
Wednesday is going to be a big day for this guy. I think I'm going to buy a half share of every stock in the DJAI in the morning. I'll get started on the S&P 500 after lunch. I may run out of money before I get through the Russell 2000. I may have to hit Stockguru up for a payday loan. 
Seriously though, I am definitely going to nibble if we are down or flat at the open. I should have moved some money out of a Vanguard bond fund. I can't get that done same day. If Divmenow is right I got time anyway. I am going to stick to quality. MMM, RTN, LHX and CAT are definitely on the list as I am still light on industrials and defense. I wanted to add to V but I think MA just knocked the wind out of those stocks. I'll wait for some sign of a bottom. My port is very defensive so I will avoid more UTEs. If the market truly capitulates pharma and Utes might be next to get hit. I am laying off my dawg stocks. It's pretty clear the virus and the President want cheap oil. The DEMs will continue to villianize it. I should have stopped fighting the tape weeks ago. If oil stocks try to bounce they are likely to be knocked back down by the shorts or politics. I see no urgency, just a trading range I'm not going to enjoy. I always blow the timing on oil. I sold my banks high so I might consider that soon. If techs correct for real, that might be my last act before I am fully invested. Analyst downgrades are coming. Late and useless as usual.
Seriously though, I am definitely going to nibble if we are down or flat at the open. I should have moved some money out of a Vanguard bond fund. I can't get that done same day. If Divmenow is right I got time anyway. I am going to stick to quality. MMM, RTN, LHX and CAT are definitely on the list as I am still light on industrials and defense. I wanted to add to V but I think MA just knocked the wind out of those stocks. I'll wait for some sign of a bottom. My port is very defensive so I will avoid more UTEs. If the market truly capitulates pharma and Utes might be next to get hit. I am laying off my dawg stocks. It's pretty clear the virus and the President want cheap oil. The DEMs will continue to villianize it. I should have stopped fighting the tape weeks ago. If oil stocks try to bounce they are likely to be knocked back down by the shorts or politics. I see no urgency, just a trading range I'm not going to enjoy. I always blow the timing on oil. I sold my banks high so I might consider that soon. If techs correct for real, that might be my last act before I am fully invested. Analyst downgrades are coming. Late and useless as usual.