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Maybe it wasn't the right move, but any equity I had that wasn't in a DRIP plan and wasn't intended for perpetual holding has been liquidated.

But it felt like the right move. Might look into doubling down and buying put options if I can identify any real losers out there before it becomes apparent.

Regardless, with the current news coming out, even if the Wuhan Flu isn't the global hyper-plague some think it is, it seems to me like it is than enough to seriously disrupt supply chains and general commerce/tourism in such a way to force a global recession.

If I were you, I would look towards shorting businesses that would be most immediately affected by quarantines. Think public gathering places, such as chain restaurants/bars, any Mall REITs.

Conversely, grocery store chains and hardware chains might be a good investment, as the masses seek to prep for the worst, although those with large ties to China will certainly have their supply chains interrupted. Smaller, regional chains will be less affected by this than most major national chains.

Lastly, watch companies that make n95 masks and antiretroviral medications. If any of the products they manufacture are made in China, wait for fools to push the price upward, and immediately short them. The Chinese government will seize their means of production if things get bad enough, and plummet the stock price, not to mention disrupted supply chains.

Maybe it wasn't the right move, but any equity I had that wasn't in a DRIP plan and wasn't intended for perpetual holding has been liquidated. But it felt like the right move. Might look into doubling down and buying put options if I can identify any real losers out there before it becomes apparent. Regardless, with the current news coming out, even if the Wuhan Flu isn't the global hyper-plague some think it is, it seems to me like it is than enough to seriously disrupt supply chains and general commerce/tourism in such a way to force a global recession. If I were you, I would look towards shorting businesses that would be most immediately affected by quarantines. Think public gathering places, such as chain restaurants/bars, any Mall REITs. Conversely, grocery store chains and hardware chains might be a good investment, as the masses seek to prep for the worst, although those with large ties to China will certainly have their supply chains interrupted. Smaller, regional chains will be less affected by this than most major national chains. Lastly, watch companies that make n95 masks and antiretroviral medications. If any of the products they manufacture are made in China, wait for fools to push the price upward, and immediately short them. The Chinese government will seize their means of production if things get bad enough, and plummet the stock price, not to mention disrupted supply chains.

(post is archived)

[–] 0 pt

I’m reading some good points from others, you avoid the dips and don’t sell after. I understand where you’re coming from, will it go lower, maybe. The hard question, how do you determine that a dip is coming? I went to 50%, money market account, two weeks ago. There’s this kick ass financial advisor in Houston named Lance Roberts. I read his news letter weekly. He’s normally bullish, will never recommend a crash, but when he talks about thinking about increasing allocations to cash... Pull it, don’t wait. Check him out, I don’t care or have time to figure out when our masters want a crash, I just follow Lance.

You’ll have to pile it back into stawks, if you don’t you’ll be leaving money on the table. Make predictions and see if they come true, start thinking about the best time to get back in. Good luck...