Re: James48843 Account Talk
Quote:
Originally Posted by
James48843
OK - well, I don't know what's going on.
I just got this weird feeling in the pit of my stomach. It's NOT the "ichy hair on my scalp" thing. I can't put my finger on it.
But it makes me feel uncomfortable today. I don't know why.
Maybe it has to do with the Shiller thing I posted on the other page (that he "sees bubbles everywhere")
Maybe it has to do with manufacturing output falling for the first time in a long time.
Maybe it has to do with more uncertainty over the fate of the guy in the White House (Don't get me started), or the fact that yesterday they said we were going to send Armor to go protect oil wells in Syria (Oil wells? But not Kurds??? )
Anyway- whatever it is, i's something in my gut. And it isn't right.
SO I am taking my own hint, and moving the bulk of my $$ over into "G" fund today.
Happy Friday. Wish me safety.
At close of business (COB) today I will be moving to : 70% "G", 10% "F", 5% "S", 5% "I", and 10% "L Income".
Thanks!
I hate those feelings.
Good luck
Re: James48843 Account Talk
Quote:
Originally Posted by
James48843
OK - well, I don't know what's going on.
I just got this weird feeling in the pit of my stomach. It's NOT the "ichy hair on my scalp" thing. I can't put my finger on it.
But it makes me feel uncomfortable today. I don't know why.
Maybe it has to do with the Shiller thing I posted on the other page (that he "sees bubbles everywhere")
Maybe it has to do with manufacturing output falling for the first time in a long time.
Maybe it has to do with more uncertainty over the fate of the guy in the White House (Don't get me started), or the fact that yesterday they said we were going to send Armor to go protect oil wells in Syria (Oil wells? But not Kurds??? )
Anyway- whatever it is, i's something in my gut. And it isn't right.
SO I am taking my own hint, and moving the bulk of my $$ over into "G" fund today.
Happy Friday. Wish me safety.
At close of business (COB) today I will be moving to : 70% "G", 10% "F", 5% "S", 5% "I", and 10% "L Income".
Thanks!
I did that yesterday [emoji16]
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Re: James48843 Account Talk
Thanks for the warning. I hope you're wrong but we know something is going to happen eventually.
One thing I may differ on, and you probably know I'm usually more defensive, is that stocks have been moving sideways for about two years now. Lots of rapid ascents, but several rapid declines too, so it feels like a consolidation. But yes, historically speaking, stocks are still at very high P/E levels. The question is whether the market justifies those high valuations. 0% interest rates kept stocks afloat for many years, and here they are going down again. Is it different this time? Maybe so.
By the way, the S&P was actually up 2% for the year in 1987 despite that devastating crash. And it was up every year from 1982 to 1989.
Re: James48843 Account Talk
What a strange day.
What a strange week/month/etc.
I'm moving to the sidelines today- just become I'm over 12% on the year, and we're at what I consider a kind of a lofty level.
So I just moved to :
"L-Income= 30% "
G-fund = 55%
"F -fund = 05%"
I -fund = 10%
Effective close of business today. My second move of the month is to safer and more secure positions.
Re: James48843 Account Talk
My gut is telling me we just entered an extremely volatile period of time, with an expectation of big swings.
i'm out right now- and going to stay on the sidelines to better understand to swings to come.
Re: James48843 Account Talk
What a strange week.
Throwing up my hands. I’m back in starting Monday. The dog wagged me.
Moving to :
C=30%
S=60%
I=10%
Effective COB Monday.
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1 Attachment(s)
Re: James48843 Account Talk
I feel a disturbance in the force.
Yes- it is clear now. It’s time to move away. The force is about to rupture.
Attachment 45189
Moving to a new position outside the Death Star.
G= 80%
F = 15%
C = 02%
S = 02%
I = 02%
Moving to the safety of the Imperial Battle Cruiser.
Good luck!
Sent from my iPhone using TSP Talk Forums
Re: James48843 Account Talk
Quote:
Originally Posted by
James48843
I feel a disturbance in the force.
Yes- it is clear now. It’s time to move away. The force is about to rupture.
Moving to a new position outside the Death Star.
G= 80%
F = 15%
C = 02%
S = 02%
I = 02%
Moving to the safety of the Imperial Battle Cruiser.
Good luck!
Sent from my iPhone using
TSP Talk Forums
Interesting distribution. Good Luck and have a great 2020.
Re: James48843 Account Talk
Re: James48843 Account Talk
OK_ Well, that disturbance in the force was just a little tremor in the Iraq area.
Back to the party.
Moving now to 50% "C" fund; 20% S fund, and 30% I fund, as I feel a falling dollar will help internationally, and the fear around the Iraq/Iran war subsiding in the week ahead. They are only going to target Trump properties. I won't be checking in to Maralargo anytime soon.
I'm being the contrarian here. Wish me luck.
Cheer! Effective COB TOMORROW (Tuesday).
Re: James48843 Account Talk
So I saw this movie last night- for the first time ever.
"THE BIG SHORT".
Saw it on PLUTO TV.
If you haven't seen it, I highly recommend it. It was both very insightful, AND funny, in a dry-humor kind of way- just the way I like my humor.
Enjoy:
https://www.youtube.com/watch?v=3hG4X5iTK8M
https://en.wikipedia.org/wiki/The_Big_Short_(film)
Go find it and watch it this week. You'll enjoy it!
Or TEN TIMES your money back!