re: Stocks on your watch list

quote:

---

I'm up to 75% cash now, mostly holding onto core positions in my brokerage account on a few speculative stocks to get to long term cap gains. Feels like getting the hay in the barn just before the storm hits. Sitting on this much cash, I almost want the market to crash so I can get better deals when I redeploy my cash. But the macro picture is UGLY in the near-mid term.

---

I'm up to 50% cash and holding my winners. I bought a few shares of V & JPM yesterday. I think there are a few places you could be buying like banks. Interest rate increases will help them. Thinking 2022 could get real ugly with skyrocketing inflation prices. its an eye opening experience when you eat out ,get groceries ,gas etc.. Consumer sending could dive in 2022.