SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : CFZ E-Wiggle Workspace -- Ignore unavailable to you. Want to Upgrade?


To: Qone0 who wrote (40943)4/21/2025 6:34:24 PM
From: skinowski  Read Replies (1) | Respond to of 41412
 
At 3300 we’re talking about a serious Bear market, with a decline not so far from 50%.

I’m mostly in cash, except for Gold, some bonds - and a few selected names, with small positions. Ready to dump them all if needed. Have been waiting for solid evidence of recovery - major indices trading above 200dma, or above 8&12 month ma’s. VIX down. So far, obviously, no luck with that.

I think it could become really troubling if things turn for the worse with China. Like, if they decide to cut us off from their end. No exports - and of story. This would make me worried about more than just the markets.

But - things may change for the better - deals may be made, acceptable compromises reached, maybe rates cut, as per usual…. The Administration cannot afford to stay on a course for long if it leads to problems for the population.. If Dems win both houses next year - it’s very probable that there would be big changes in the WH. So, we shall see.