Since the Billionaire Boys Club went poof…

Kaepsknee

Kaepsknee

Active poster
What are the best lump sum short(ish) term shelter and gain investments for late 2022 and beyond?

Looks like bonds are gaining some steam? I’d think Money Markets would follow??? Not really seeing precious metal. Blue chips are stagnant and still risky.

Crypto?

See my avatar.

Real Estate???

Commodities on the 3 month???

I’m lost. Please help.

 
I've reallocated my entire portfolio from watches to bullets, bourbon and cigars.
 
@HHusky how is the buying the dip going for you???

I'd stay away from commodities going into a recession, and bonds haven't turned the corner yet. China is printing money to prop things up...not a bad place to start...just hope they don't decide to invade Taiwan.

 
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What are the best lump sum short(ish) term shelter and gain investments for late 2022 and beyond?

Looks like bonds are gaining some steam? I’d think Money Markets would follow??? Not really seeing precious metal. Blue chips are stagnant and still risky.

Crypto?

See my avatar.

Real Estate???

Commodities on the 3 month???

I’m lost. Please help.
Click to expand...

Historically real estate out-performs in a recession. The notable exception being 2008/9 when it was a real estate bubble that popped.

 
What are the best lump sum short(ish) term shelter and gain investments for late 2022 and beyond?

Looks like bonds are gaining some steam? I’d think Money Markets would follow??? Not really seeing precious metal. Blue chips are stagnant and still risky.

Crypto?

See my avatar.

Real Estate???

Commodities on the 3 month???

I’m lost. Please help.
Click to expand...

Historically real estate out-performs in a recession. The notable exception being 2008/9 when it was a real estate bubble that popped.
Click to expand...

Hasn't the work from home issue hit commercial real estate pretty hard?
 
What are the best lump sum short(ish) term shelter and gain investments for late 2022 and beyond?

Looks like bonds are gaining some steam? I’d think Money Markets would follow??? Not really seeing precious metal. Blue chips are stagnant and still risky.

Crypto?

See my avatar.

Real Estate???

Commodities on the 3 month???

I’m lost. Please help.
Click to expand...

Historically real estate out-performs in a recession. The notable exception being 2008/9 when it was a real estate bubble that popped.
Click to expand...

Hasn't the work from home issue hit commercial real estate pretty hard?
Click to expand...

Commercial real estate is in the tank and with the huge decline of our major cities any rally is years away if ever. Retail is also a mess with online purchasing. The overall residential market is in bubble territory. As wealthy individuals flee blue states and cities, local markets like CDA should be okay, but can't continue to be white hot. Given a sane government, energy companies would be a good buy, but the dems are intent on bankrupting them in the long term.
 
What are the best lump sum short(ish) term shelter and gain investments for late 2022 and beyond?

Looks like bonds are gaining some steam? I’d think Money Markets would follow??? Not really seeing precious metal. Blue chips are stagnant and still risky.

Crypto?

See my avatar.

Real Estate???

Commodities on the 3 month???

I’m lost. Please help.
Click to expand...

Historically real estate out-performs in a recession. The notable exception being 2008/9 when it was a real estate bubble that popped.
Click to expand...

Hasn't the work from home issue hit commercial real estate pretty hard?
Click to expand...

Yes. However that is already baked into the current price prior to the commencement of the current/immenent recession.

Is residential facing a bubble? It's debatable. One can make the case rising interest rates will drive down pricing. An alternative case can also be made that in an inflationary environment smart money is in hard-assets. I choose to error on the side that everyone needs a place to live.

If you believe, like I do, the probability amplitude includes a depression-level event, nothing may be safe.

#NoCrystalBalls

 
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Not financial advice, but I'm spreading some fun money to some low float small caps that have high CTB, utilization, and zero option chains. These types of stocks are explosive and MMs have less liquidity without the option chain, so even moderate buying pressure can make these stocks run and run fast. These things can run 15%-20% daily in any direction. On most swings, I allow myself 5-10% downside potential before exiting, on these plays however, I'm willing to go to 40%, but to counter that, I also only put half the normal investment in, so my actual dollar loss is about the same.
 
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Not financial advice, but I'm spreading some fun money to some low float small caps that have high CTB, utilization, and zero option chains. These types of stocks are explosive and MMs have less liquidity without the option chain, so even moderate buying pressure can make these stocks run and run fast. These things can run 15%-20% daily in any direction. On most swings, I allow myself 5-10% downside potential before exiting, on these plays however, I'm willing to go to 40%, but to counter that, I also only put half the normal investment in, so my actual dollar loss is about the same.
Click to expand...
iu

I kid...I kid...
 
Not financial advice, but I'm spreading some fun money to some low float small caps that have high CTB, utilization, and zero option chains. These types of stocks are explosive and MMs have less liquidity without the option chain, so even moderate buying pressure can make these stocks run and run fast. These things can run 15%-20% daily in any direction. On most swings, I allow myself 5-10% downside potential before exiting, on these plays however, I'm willing to go to 40%, but to counter that, I also only put half the normal investment in, so my actual dollar loss is about the same.
Click to expand...
iu

I kid...I kid...
Click to expand...

You're not far off. The difference here being, if you play the right signals you can be more like the house, and have the odds slightly/moderately in your favor.
 
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