Started By
Message

re: The Great Recession of March 3,2025

Posted on 3/6/25 at 7:14 am to
Posted by lsu xman
Member since Oct 2006
16714 posts
Posted on 3/6/25 at 7:14 am to
2024 gains could vaporize.
Posted by VABuckeye
NOVA
Member since Dec 2007
38283 posts
Posted on 3/6/25 at 7:21 am to
VOO premarket is ugly this morning.
Posted by BCreed1
Alabama
Member since Jan 2024
6445 posts
Posted on 3/6/25 at 7:57 am to
quote:

I am still down $67,000 from 2/15, not over yet.



I explained this to a young family member who decided to start trading and investing. He was spending every dime he had in his account leaving no room for drop offs in the market.

I have always tried to keep 35% to 50% in cash for moments like this.
Posted by BCreed1
Alabama
Member since Jan 2024
6445 posts
Posted on 3/6/25 at 8:00 am to
quote:

If anybody's got ideas for puts I'd be interested because I'm not seeing any premiums I really like at the moment.


SMCX has some, but it's 2 weeks out.
Posted by SuperSaint
Sorting Out OT BS Since '2007'
Member since Sep 2007
148436 posts
Posted on 3/6/25 at 8:33 am to
quote:

keep 35% to 50% in cash
that seems way too much to me.... although I notoriously leave my well parched.
Posted by SuperSaint
Sorting Out OT BS Since '2007'
Member since Sep 2007
148436 posts
Posted on 3/6/25 at 8:37 am to
quote:

It’s been a regular trail of tears at the Jewish Indian casino this week
Posted by CharlieTiger
ATL
Member since Jun 2014
935 posts
Posted on 3/6/25 at 8:38 am to
quote:

How do you define "critical?"


These are the people I was referring to. I'm sure there are others, but this is one specific situation where it leads me to believe that the people doing the firing don't really have a grasp on what a lot of these employees actually do.

LINK

The US government is trying to rehire nuclear safety employees it had fired on Thursday, after concerns grew that their dismissal could jeopardise national security, US media reported.

The National Nuclear Security Administration (NNSA) workers were among hundreds of employees in the energy department who received termination letters.

The department is responsible for designing, building and overseeing the US nuclear weapons stockpile.
.
.
.
The Trump administration has since tried to reverse their terminations, according to media outlets, but has reportedly struggled to reach the people that were fired after they were locked out of their federal email accounts.


Another AP article about this.

LINK




quote:

This is Elon's (and I assume other owners as well) method. They theorize if you didn't cut someone that has to be rehired, you left meat on the bone, and the company is worse off over time because of that.

I'm not saying you should run your company this way, I'm not even saying it "works" but you shouldn't tell others it's somehow inherently flawed either.


I've never heard of a successful company that takes this approach. And if they want to run it like an actual business, then take the time to give people proper notice, which clearly is not being done. That's how respectable, well run companies do it. They're significantly disrupting peoples lives for the sake of being able to say...."look how fast we're moving!"

Posted by Bonkers119
Baton Rouge
Member since Dec 2015
11689 posts
Posted on 3/6/25 at 8:46 am to
quote:

And if they want to run it like an actual business,


Electing a guy that bankrupted multiple companies to run the country like a business is certainly a choice.
Posted by lynxcat
Member since Jan 2008
25027 posts
Posted on 3/6/25 at 8:57 am to
quote:

I have always tried to keep 35% to 50% in cash for moments like this.


That is a stupid high cash reserve. You are getting absolutely eaten up by inflation with this approach. At minimum, this all needs to be in a HYSA.

This is where planning risk tolerance is important BEFORE the storm. If you overestimate you tolerance, then that’s on you.

I’m 100% equities and we’ll ride this out for better or worse. The only selling I will consider if for tax loss harvesting carryforwards.
Posted by fareplay
Member since Nov 2012
6306 posts
Posted on 3/6/25 at 9:06 am to
Following up
Posted by BottomlandBrew
Member since Aug 2010
29304 posts
Posted on 3/6/25 at 9:13 am to
quote:

Tariffs are the ONLY way to reclaim so much of our run down post-industrial towns and bring manufacturing back here.


It ain't coming back no matter what. We are a nation of consumers, not producers.
Posted by tigerbacon
Arkansas
Member since Aug 2010
4501 posts
Posted on 3/6/25 at 9:22 am to
sucks to lose money on paper but remember stock market is for the impatient ton transfer wealth to the patient
Posted by Pendulum
Member since Jan 2009
7928 posts
Posted on 3/6/25 at 9:24 am to
I believe tariffs can work, but only in unison with extreme manufacturing incentives which has been talked about in this admin. Capitalism will do the rest, the work force will be the part that lags it all, but it would come around over time if the environment is right in my opinion, or Capitalism will find a way around that.

Without that incentive part on the domestic manufacutring side as well, all tariffs do is move the whole cost curve up without really changing much. Importing is more expensive, but still buying domestic is even more expensive. Ive been in manufacturing my whole career, this is all I'm seeing at the current moment and we are getting hammered with cost increases, but i believe the other side is coming and I'm on board with this.

This post was edited on 3/6/25 at 9:28 am
Posted by Roberteaux
mandeville
Member since Sep 2009
6211 posts
Posted on 3/6/25 at 9:40 am to
quote:

2024 gains could vaporize.


Honestly, I'm just ready for it to happen already. Tired of sitting around waiting for the inevitable. I've got lots sitting on the sideline and ready to pounce on the big selloff.
Posted by fareplay
Member since Nov 2012
6306 posts
Posted on 3/6/25 at 9:42 am to
We’re still far from that unless we get a 15% correction
Posted by LSUcam7
FL
Member since Sep 2016
8854 posts
Posted on 3/6/25 at 9:55 am to
quote:

Tired of sitting around waiting for the inevitable


Buy dips. With enough time on your side you have had 100% success rate.
Posted by BottomlandBrew
Member since Aug 2010
29304 posts
Posted on 3/6/25 at 9:56 am to
I look at it from my industry, which is flat glass. If someone started today, it would be 5-10 years before they could get a float tank facility up and running. Minimum $500mm. That's just one tank. We currently have 37 operational tanks in the US, and none are currently on the board to get built. Those 37 tanks cannot produce anywhere near the amount of glass products we consume in this country.
Posted by BCreed1
Alabama
Member since Jan 2024
6445 posts
Posted on 3/6/25 at 9:58 am to
quote:

that seems way too much to me.... although I notoriously leave my well parched.


I think it depends on what you are doing. Investing, leave it and buy every chance you get. I have an account for that.

I also have an account that I buy something and sell calls close to the money. It's this account that I do that in. In this drop off, I'm able to purchase to lower my entry price and continue selling close the the money calls. If you don't have enough cash to do that, you are stuck waiting for the Stock/ETF to rebound or you are selling calls way out of the money. In this account, I look for "X" amount per week regardless of drop offs in the market. The cash made from these funds my long term investments and my Dividend stocks/etfs.

Posted by Pendulum
Member since Jan 2009
7928 posts
Posted on 3/6/25 at 10:06 am to
Hah, I'm familiar, I've been hearing , get ready!, we are running out of float glass for 15 years now. They keep allocating tanks to these solar panel initiatives that never come to fruition and it never happens.

And we do import almost all of the pattern glass we use in this country, but that wont change, The US will just eat the tariffs, whatever they are.

But for sure, I understand the sentiment, there are some things that blanket tariffs don't have a hope or prayer of impacting. I'm more a fan of the targeted tariffs.
This post was edited on 3/6/25 at 10:08 am
Posted by BCreed1
Alabama
Member since Jan 2024
6445 posts
Posted on 3/6/25 at 10:09 am to
quote:

That is a stupid high cash reserve. You are getting absolutely eaten up by inflation with this approach.



No I am not.

quote:

I’m 100% equities and we’ll ride this out for better or worse. The only selling I will consider if for tax loss harvesting carryforwards.


And that's great if it is an investment account. Which I have. It has a drip and purchases all on it's own.

But I also sell a large amount of calls. And for that, I keep 35% to 50% cash in for moments like today.

Example. I purchased RGTI today at 7.60 and sold the 8.5 strike. I will get assigned tomorrow.

Another. WST. I purchased at 203.37 on Feb 19th. I have sold calls on it as it goes back up. It's at $235. I just sold the $240 strike for $4.90 each. If I get assigned... I do not care. If I want it back I will sell a put.
Jump to page
Page First 15 16 17 18 19 ... 21
Jump to page
first pageprev pagePage 17 of 21Next pagelast page

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on X, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookXInstagram