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


To: Paul Senior who wrote (77258)3/4/2025 7:04:36 PM
From: Elroy  Respond to of 78449
 
I bought some SIMO on the dip this morning.



To: Paul Senior who wrote (77258)3/10/2025 6:11:50 PM
From: Ccube1 Recommendation

Recommended By
Spekulatius

  Read Replies (1) | Respond to of 78449
 
Bought a bit of QQQ.... VIX (30) is in fear territory. Will history repeat again and we get bounces with VIX > 30 ... like in 2022 just drip lower and have 20% > correction (bear market)
Or finally get capitulation and hit VIX 40 to 70. and go into bear all at once.

Not sure which stocks to actually buy anymore. too many multi baggers (sold too soon) and too many 50%> losers (hold too long). So thinking just buying or trading index (for diversification)

But I did get hit with few shares of DELL, SIMO, I had GTC orders. Not sure why oil stocks are holding up so well.... looking to buy that sector (stocks) if they get killed.

Tom Lee (perma bull) thinks it's a correction (and buying opportunity.... but he thinks (maybe correctly) that in every down turn) ... But according to studies by fundstrat (Tom Lee co founder) after 2 years of 20% up market ... 3rd year will be choppy but still up on average 5% ... usually worst in the 2nd half.
I didn't follow Tom till I actually listened to the reason why he is bullish. (made lot of sense in historic context, demographics etc....)
He started GRNY (granny shot etf) which is an interesting idea. have a bid on it at 15 should hit it if the correction is deep enough.

Same reason, I have been following Howell in liquidity and money flow.... makes sense about money chasing assets (stocks). And most international money has been flowing into the USA market (Yen trade etc...) till recently.
He thinks its showing signs of weakness... money is flowing out of USA back to home countries or EU.
So weaker Dollar will cause foreign investors to take their money home. Out flow.

So started to nibble on some stocks. will watch the fear (protection) gauge VIX for when to get in.
I will be more aggressive (index or ETF) this time around if we correct 20% plus