Chronicles of 2025

Who is buy at 106? Any spare cash?

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Stop it, I can’t print out that much liquidity!
(I’m not the US)

(Or at least wait for ~3 weeks)

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Your bonus is so big, your bank has to withdraw a market moving amount of shares out of the market to pay it to you. In order to optimize the process, they first take out a loan and then sell the stocks once they see the bump your own buying provokes.

Edit: or maybe it’s your coworkers’ bonuses. You should check on them, upper management may be trying to run away with the war chest.

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Just bought VT with 25% of my cash
I don’t mind if equities go lower I am ready for that

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More than 150k on my side… but I’m a bit ā€œworriedā€ about the stupid decisions Trump could still make over the weekend after his round of golf and the reaction of the markets on Monday…
Perhaps it’s just the beginning of the correction.
Never try to catch a falling knife…

I hope this doesn’t refer to ā€ždebt deal to covert to centurion junk dollar-bondsā€œ . Not sure what favour is being referred here

ā€œEvery country is calling us. That’s the beauty of what we do,ā€ Trump said. ā€œWe put ourselves in the driver’s seat. If we would have asked these countries to do us a favor, they would have said no. Now they will do anything for us.ā€

Cortana please stop tanking the market, Iā€˜m tired of winning :sob::sob::sob:

What I donā€˜t get is why you always manage to buy big chunks just after I do!

Indeed

Hear me out … even if the index keeps falling 5% every day, the daily loss gets smaller and smaller in absolute CHF numbers!

Now everyone whistle with me …

giphy

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oh yeah, Mr. Politician.
Scare the shit out of everybody including your voters and then sit back and relax. WCGW.

Is it a third or fourth thread about the same thing? :thinking: I have lost my count.

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I spent a nice long time studying the 2000 and 2008 crashes while waiting for a correction. Both these were ~50% crashes in the S&P500 and took 1-2 years to play out (each). We’ve now had a nearly 20% drop, 10% of which happened in literally 3 days. There was also a 50% crash in 1972-1974, and basically nearly 10 years between 1972-1982 were down.

I personally believe two things:

  • We’ll get no more than a 30% crash in total from ATH
  • It’ll recover by end of 2026

Because

  • these tariffs, coming from Drumpf, can be reversed as quickly as imposed, he’s not known to be a trustworthy character and he likes his ass kissed. Vietnam is already kissing.
  • it’s in everyone’s interest for the global economy to continue working
  • information flows extremely fast compared even with 2008, let alone 2000 and before, meaning movements are sharper and faster.

So yeah, there’s something falling but I’m personally not considering it so sharp. Edit: the expression probably refers to single stocks, not index funds.

Only sure thing is we’ll all find out eventually :wink:

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I wouldn’t quite characterize it this way, there’s a lot of isolationists in the US administration.

That’s what I thought too, before I saw the weekly candlestick (of VT) :melting_face:

A Spanish seller in the same situation could have left Switzerland without a bike and some cash in his pocket. I would have left Spain with debt or less cash and without a bike. This is unfair and it is the same for any export situation. Spain is treating private Swiss motorbike exporters way worse than Switzerland treats Spaniards in the same situation. That was the example and I really don’t see how anybody cannot understand that.

I may be alone with this opinion, I had my personal experience. But to accuse me of spreading misinformation is quiet an insult!

I feel this VAT situation is unfair. But it is completely out of topic because we know now what idiotic reasons the new tariffs are based on.

OK, but I cannot leave uncommented that I spread misinformation. I hope you understand that, if not just delete it and I will think twice before posting again.

And I hope we can get back on topic now.

Nice, bottom fisher thread.

I hate market timing, but I do it too. Once we enter bear market territory (NASDAQ did already I think) I stop buying and wait for signs of market reversal. Then I buy on credit, a lot. Did this the last 3 bear markets. Twice my timing was almost perfect, the third time it was too early… I had to suffer a lot before making a shitton of money. The more pain the more gain.

Here is a little finviz screener that shows the number of SP500 stocks that are over the 50 days average. Once the number of stocks is more than 250 I look for other signs, mainly the VIX Future contango situation.

As always my methods are completely mechanic, no more decision making in volatile situations. I made all needed decisions a decade ago.

My mechanical systems:

You do what you think is right. :folded_hands:

But I would classify and merge things into

  • ā€œImpact of rapidly changing policiesā€ ← Any recent commentary on Trump tariffs
  • ā€œChronicles of whatever yearsā€ ← Merge the two threads of fat/lean 2024-202x into it, doesn’t make sense to have 2 (and will be more interesting to read back through how the sentiment has shifted :smiley:); Or close (the older) one.

I appreciate it’s not easy, so fine if it stays this way too.
But I’m getting a sense as well that the same themes start flowing through 3 threads.

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If we do merge fat/lean years threads, I feel like a one post summary (list) of their history (when which was created with what title) would be useful, as a reminder of people’s prospects for the future that we can get back to with the benefit of hindsight.

Case in point, the chronicles of fat years 2024-27 and of the lean years 2025-27 overlap and I think that’s useful information to keep in mind when we assess the right asset allocation for us.

I’d lean toward a one post wiki thread that doesn’t need to be stickied (but that we can use as a reference to link toward), so that it can be edited by anybody in case the author leaves the board/becomes less active. I’ll create one in a week if I don’t get negative feedback for it and no other solution is applied 'till then.

Edit: alternatively, and that’s my preference, create a single mega-thread with a neutral title covering the ups and downs and don’t segregate by years/time periods so that we can browse it all in the same place and the history of bad and good times gets bumped up whenever something significant enough to have someone wanting to post in it happens.

I don’t know how that would fare with the resources of the forum, though. As a general matter, for non-detailed discussions, I’m a proponent of long single threads rather than slicing it up in several smaller ones (but I can live with either).