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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (77409)4/8/2025 7:05:29 PM
From: Ccube  Read Replies (1) of 78825
 
Welcome to the club. DELL (probably will have to double down at some point this month)
In one hand VIX is saying buy its hitting high 40 and even 50s .... on the other hand this feels like 2022 drip down. with rallies. And not sure this tariff thing will washout in 3 or 6 months ... if we actually go into trade war with China. And the rhetoric is we are.....

Been getting killed recently QQQ bought it at 470 have another bid at 400 and getting hit on GTC bids so been buying stocks also ... with ALL losses so far anywhere from 5 to 20% off in like 1 month.
Even with 70% cash .... this draw down has been painful so far.

So I missed the bull market 2023 and 2024 ... I think I was up less than 7% both years (too much cash)
And catching this down draft in 2025 ... stock holding is down like 20% but overall balance its down like 5% or something. still sitting on lots of cash.

Been watching lots of youtube. forward guidance , monetary matters, Joseph Wang (fed guy), Michael Howell etc....

Joseph (fed guy) ... nailed it early on.... he predicted that Trump was serious about tariffs. (almost repeat of 2018) sell stock, buy bonds (5 rate cuts) recession.

at this point I have dry powder to BUY (and I'm trying to leg in because I have doubt about when the rip will come), I have a bit of FOMO but also major doubts about when this will clear up.
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