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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.

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[–] • 0 pt (edited )

If you sell equities when they're down then isn't that bucking the old "buy low sell high" strategy?

Even if you think equities will continue to fall in value, wouldn't it still make sense to continue purchasing them as they drop? You're able to get them at a lower price, as long as you're diversified you know you're gonna get it back later, and you can keep your portfolio balanced between equities and cash equivalents/bonds based on when you think you're going to need your money.

[–] • 1 pt

I don't think equity is low, despite the minor "dip". I think equity is high.

[–] • 1 pt

Fiat has done precisely one single thing in the past one hundred years.
The entire point of it was to inflate number counters so morans would fomo in to the system (equity...) endlessly. Afterwards, fiat would be used to siphon time and energy away from the proles.
Hell, fiat very vividly devalues as more tree shavings are printed.

You are not playing with money, TK, you're playing with digital numbers that have no real value in the world. You can't hold those numbers. No one you know can. All you can do is trade some of your numbers for other people's numbers.

Credit isn't "money". Those papers in your wallet, they aren't money either... They even literally say so.

[–] • 0 pt

I don't disagree with you, but most people do.

[–] • 0 pt

Still seems a bit rash. What if equities jump back up from the dip and you're not holding any? What if they remain high longer than you were comfortable being out of the market?

[–] • 1 pt

Oh I also don't really care about money, which helps a lot.