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Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?


To: Sun Tzu who wrote (1577)3/22/2021 12:57:40 PM
From: Sun Tzu  Respond to of 10585
 
Dalio on the late stage debt cycle: bloomberg.com



To: Sun Tzu who wrote (1577)3/23/2021 3:37:08 PM
From: sense  Read Replies (1) | Respond to of 10585
 
It's different this time ? Or, is that a lagging indicator ?
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Investors are getting worried about a stock market bubble, but Goldman says relax




To: Sun Tzu who wrote (1577)3/23/2021 4:25:49 PM
From: sense  Respond to of 10585
 
The relative performance issue is not just a one off...

It's why SRTY is the symbol I attach to my page in the "Strategies" links...

Up 11.42% today, vs SQQQ up only 1.92% ?

But, I'm less interested in "buying the dip" near market peaks... than profiting from it... while waiting for buying opportunities in "the dip" that gets prices nearer to a real bottom... like that after "partial" events like that in 2020... or the real correction of excess that occurred into 2001 - 2002.

"Wait for it"... the key to long term survival and advantage in turbulent markets. If you can't buy low... because prices aren't low... and the trend isn't your friend any more ? Must be time to sell high ? Otherwise, time spent window shopping to develop lists of things of interest as single issues with stories that define opportunities... things that will be worth paying attention to, perhaps buying, when it is time to buy... is not time wasted. The lists of "value" picks developed and maintained will also be a rich source of trading opportunities when the market allows that... including in the short term... when individual stock stories might dominate market trends in well selected issues... still requiring patience to optimize timing and avoid risk... rather than seeking to own more of it at too high a price ?

The vagaries of currents as the tides are changing... doesn't generate opportunities for drifting with the tide.

Rising tides may lift all boats... but storms and giant waves pounding them into the rocks... will destroy them all, too. The skills to survive swimming in the rip when the surf is up and the waves are large... is what traders have been complaining about recently. That's why shorts all pile in trying to catch the peak of the next wave... and then they all storm out again when the wave fails to crest as expected... and the giant swell lifts them instead to a higher base as the tide continues coming in... and then the rip pulls their feet out from under them.

Patience is not typically in vogue during "irrational exuberance" near market peaks... and only less so in the froth apparent near the end stages of major market bubble tops ?