Author Topic: Who is afraid?  (Read 2805 times)

Spekulatius

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Re: Who is afraid?
« Reply #30 on: March 12, 2020, 04:29:00 PM »

What percentage of cash are you sitting on? Definitely not easy selling stuff for loss.

Cash is roughly 30%. I have various accounts to, I donít keep track of it too closely. I was at 50% when I went bananas selling more than aweigh about, but then bought back too early. Should have just sat it out.

I am Down less than 20% from the peak, but it it feels bad enough. The stock sales are clearly liquidity & index selling driven, so my thesis is that there will be amazing bargains available at some point.
Life is too short for cheap beer and wine.


jeffsreng

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Re: Who is afraid?
« Reply #31 on: March 12, 2020, 04:37:37 PM »

What percentage of cash are you sitting on? Definitely not easy selling stuff for loss.

Cash is roughly 30%. I have various accounts to, I donít keep track of it too closely. I was at 50% when I went bananas selling more than aweigh about, but then bought back too early. Should have just sat it out.

I am Down less than 20% from the peak, but it it feels bad enough. The stock sales are clearly liquidity & index selling driven, so my thesis is that there will be amazing bargains available at some point.

Look at 100 years of copper prices to get some clues.
« Last Edit: March 12, 2020, 04:43:45 PM by jeffsreng »

Spekulatius

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Re: Who is afraid?
« Reply #32 on: March 12, 2020, 04:45:33 PM »

What percentage of cash are you sitting on? Definitely not easy selling stuff for loss.

Cash is roughly 30%. I have various accounts to, I donít keep track of it too closely. I was at 50% when I went bananas selling more than aweigh about, but then bought back too early. Should have just sat it out.

I am Down less than 20% from the peak, but it it feels bad enough. The stock sales are clearly liquidity & index selling driven, so my thesis is that there will be amazing bargains available at some point.

Look at 100 year copper prices to get some clues.

Oh, the Dr Copper thesis? I guess we still have a lot of air underneath  Cu prices, as they were below $1/pound for long periods of time., but I am not sure if that what you are referring too.
Life is too short for cheap beer and wine.

ERICOPOLY

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Re: Who is afraid?
« Reply #33 on: March 12, 2020, 04:49:10 PM »
I have a bidet...

What is your address?

longlake95

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Re: Who is afraid?
« Reply #34 on: March 12, 2020, 05:03:35 PM »
LOL...$20 for 2 mins