Are the markets discounting the chance of Kamunism winning in November?
Keep your eye on 8/26
Time to go to cash.
"Bank on it"
The market is apolitical but every once in a while will chase out weak and squeamish.
My thought was, with all the focus on Cameltoe's role in the Border and its catastrophic effect on crime in the US--plus her recently demonstrated inability to defend herself in a debate--I figure the market is long on Trump.
Market dives have a pattern... there is an initial dive, big rally, then another dive, rally, then the real crash occurs. I invest long term so this is of no concern to me. If I need access to money in the short term, I would be looking at going mostly cash.
Vol got crushed in a few days after the "events" in Japan. Vol is super cheap right now, it would be prudent to long vol into October and/or some puts on spy/qqq etc. Vol will rise toward the election, it always does.
Not much in support once we dip below 5300, and a bottle rocket in gaza can get us there fast, or a blue tie worn JPowell at Jackson Hole.
I had four great stocks but panicked and bailed earlier this month, losing 10%.
I’m looking to get back in but feel it’s too late. I’m sitting it out for a bit, thinking it might dip again on September 18, when Trump is sentenced.