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Strategies & Market Trends : US Inflation and What To Do About It -- Ignore unavailable to you. Want to Upgrade?

To: John Vosilla who wrote (779)	3/19/2018 9:54:50 PM
From: RetiredNow	Read Replies (1) \| Respond to of 1504

I agree with you, but the thing is there's no leverage left to keep the party going. Already all the debt, QE and low interest rates have done as much magic as could be done. Now, the tide is going out and we're watching as more naked swimmers appear. I think today was just a previous. Before this cycle is done correcting, we'll probably see the SP500 50% lower from these levels. Don't ask me how long that will take. It could take 2-3 years or it could happen with stunning speed. Either way, dry powder and conservative investing is what is needed right now. As you know, I was a bit early. I positioned myself for this downturn last July and August. So I'm only holding 20% of my portfolio in stocks, 35% in cash, and 45% in short dated treasuries and TIPS. A downturn like today's barely moves my portfolio. It's nice to not care too much what happens.