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Pastimes : The Philosophical Porch -- Ignore unavailable to you. Want to Upgrade?

To: Real Man who wrote (26054)6/9/2025 6:35:50 PM
From: Rarebird  Respond to of 26251
 
I did very little selling of longs during the crash into early April. What I did do ( and you can look it up on this thread) is take huge short positions on SMH, QQQ and MTUM, along with a few other individual stock shorts. That cushioned my portfolio decline to the point where it was extremely modest.

I am seeing very bullish behaviour in regard to the stock market. It is as if a new bull market has started, as incredible as that may sound. Zweig breadth thrust, small caps beginning to lead to the upside again - I think there is further upside - perhaps a lot more upside - in the US stock market.

I also think Trump does not want another stock market meltdown so he is going to chill out somewhat. At this point, he knows going on a tariff rampage again would be counterproductive.

Trump wants trade deals more than other countries, including China. I expect him to continue to soften up his stance and extend the tariff pause.



To: Real Man who wrote (26054)6/9/2025 6:41:44 PM
From: Rarebird  Respond to of 26251
 
I am long IAU and CPER so I have benefitted from the rise in Gold and Copper.

As for Copper rising, that does not happen in a recession or when a recession is close; quite the contrary.

Sure, there will be a time when I will need to cash out of all longs. But that time is not now.



To: Real Man who wrote (26054)6/9/2025 11:14:24 PM
From: Rarebird  Read Replies (2) | Respond to of 26251
 



To: Real Man who wrote (26054)6/10/2025 8:06:37 AM
From: Rarebird  Read Replies (1) | Respond to of 26251
 
You have missed out on most of the Bull run since 2009 because you are, and always will be, your biggest adversary.


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