Decisions

[quote]Define "artificial."[/quote] If I can buy/sell on at these prices I’d say they’re pretty “real”. People obsess over how they feel markets/government policy “should” be. What matters is where we are now and how long that set of rules is going to continue/swing going forward. ...

[quote]Why do I think the dollar will be diminished 15%? We currently have 10.5 trillion dollars in the world today, and we’re about to add another 2 trillion dollars more within a few weeks.[/quote] I wouldn’t be so quick to assume this is a 1:1 relationship. As was stated earlier, several othe...

These aren’t necessarily in order, but merely how they came to me. 1. Tolkien. There’s no doubt in my mind that reading him at a young age greatly improved my diction. He also inspired much of my original belief in ideal heroes and their values. 2. Jules Verne. Journey to the Center of the Ear...

For months prior to this correction a good bit of what I read about the market run claimed it was largely based in company stock buybacks from Trump’s tax breaks. Whether or not the rhetoric about limiting/forbidding companies that receive stimulus from doing buybacks is followed through on, I’d sa...

[quote]GM 2009 shareholders say HI![/quote] You can bet your bottom dollar that Buffett is NOT letting his stock get wiped out. ...

Would you mind defining in what way you think the plays are over? i.e. stop shorting Boeing, LUV, and DAL or don’t go long?...

I could see major, institutional investors offloading under-performing properties to cover losses in the stock market if things don’t rebound by fall. Smaller players could start much sooner....

Journey to the Center of the Earth 20,000 Leagues Under the Sea I always enjoyed Jules Verne....

I mean sure, it can work. Just don’t kill yourself if we have another major leg down and you get margin called....

[quote]insurance is going to say if they have to pay out these claims they'll all go under[/quote] And this is why insurance is quite possibly the biggest scam of them all. It’s a pyramid scheme at best and a con artist at worst. ...

[quote]This is going to create a massive liquidity crunch [/quote] Liquidity is the very least of my concerns. We’ve got that in spades with the discount rate at zero....

[quote]rational people wouldn't be buying airline stocks now without the support[/quote] Let’s play out this hypothetical line of thought. Say there’s no support/bailouts/etc and these airline companies went bankrupt. What do you think would happen to the leftover assets (planes)? I’ll tell ...

[quote]the peak of the corona outbreaks in the US. [/quote] I could see another week of true panic. Maybe even two. After that I think short attention spans and a need to make money/do things will outweigh the hysteria and push people back to reason....

Volatility is the bread and butter of many strategies. It doesn’t matter which direction, as long as there’s movement....

[quote]but banks actually have to do something with said cash.[/quote] They’ll do the same thing they did last time all of this happened. Take the new, cheap money and buy bonds. Not issue more loans. ETA: Check out what the treasury yield curve has done over the last few days: [link=(https:...

Delta is off almost 50% from a month ago. At this point don’t worry about picking the bottom, the fire sale is in full effect and people should be scooping everything they can afford....

[quote]I'm going to say its going to cause them to make more loans out of the need to. [/quote] It’s going to force more mergers to spread out operating costs and break those who are already in too bad of shape to be an appealing merge target. The days of the small community bank were numbered...

[quote]quote: How will that effect inflation? Hopefully increase it. Right? [/quote] It’s very likely that it would only be a narrow form of inflation. Milk and eggs aren’t going to be inflated by this. Stocks, bonds, possibly land. That’s where you’ll see the inflation. ...

[quote]Because borrowing money is central to just about every business in every industry[/quote] Exactly. Unless you’re a pension/hedge fund or private equity you always use borrowed money to invest. ...

[quote]how can zero percent be good?[/quote] It’s great for everyone but the banks, whose spreads are only going to get tighter, thus making bad loans even more debilitating. I hope our Fed has observed the crunch European banks are in with 0% interest and bad loans. Also, I feel like liqui...