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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (71537)	11/7/2022 6:16:23 PM
From: E_K_S	Read Replies (1) \| Respond to of 78751

A lot would depend on the conversion of the $US to Swedish krona. If it was so simple, the JPM of the world have/would already be doing it. What I find more interesting is rather than sell your long term winners (CVX hit an all time High as many of the Drug/Pharma stocks at/near all time highs too), see if you can find a deal w/ JPM or other Big Banks to hypothecate selected securities for a long term low interest rate loan (at most 2% over the 10 year Treasury). Then use the borrowed money to Buy real estate (say in 18 months after the big 'crash'). You would avoid paying the capital gains on those stocks and might be able to buy some real estate for 60 cents on the dollar. Just trying to think ahead. I have some rental properties that if I ever sold would create a huge tax bill, w/ depreciation recapture (taxed as ordinary income), long term capital gains (max tax 20%) and other one time fees. No mortgages on any of these properties and they generate excellent FCF, so never selling.

To: Madharry who wrote (71537)	11/10/2022 2:50:41 PM
From: Ccube	Read Replies (2) \| Respond to of 78751

I would borrow as much as possible. Don’t they call this a carry trade. Market is really whipsawing me. So reducing some positions for better entry point. Not sure why market is going bonkers because cpi printed slightly below expectations. So Mike Wilson from Morgan Stanley might be correct…. Rally into year end and then another drop as they lower earnings guidance next quarter. He is forecasting 1st quarter around feb to April will be the bottom. Kinda what I was thinking ….but boy market sure likes to put doubts with all the whipsaws.