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Strategies & Market Trends : Value Investing
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To: Elroy who wrote (77420)4/9/2025 6:29:11 PM
From: petal1 Recommendation

Recommended By
Lance Bredvold

   of 78898
 
Agree – seems strange that the NASDAQ index is now back where it was by the end of March. (Especially with that being the "risk-on" index...!)

After having put in every last dollar (or in my case, mostly crowns) that I have in the market between Friday and today, I will be taking chips off the table when the Swedish market opens tomorrow. Some off it semi-permanently: I think it makes very good sense for the risk premiums to be significantly higher as long as DJT is in office. He and his administration is simply too capricious (not putting any value in it – this is not a political statement, just an objective observation) for it to be prudent not to do so.

I will have more cash and more gold going forward. (I'm sowewhat surprised that gold didn't shoot higher during this tumult? Especially since USD didn't spike.) Will also have a bit more of a "trading mentality" – i.e. go in for quick profits like these trades/ultra-short investments amidst this chaos – and perhaps try to use more of a Howard Marks approach to markets. It seems like macro is too important to disregard these days, at least for that part of one's portfolio where one has less than a 10 year investment horizon.
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