New macro narrative starting to affect the market. Recession coming, Fed will be less hawkish than last week’s talk. Financials and commodities down. Retail and Ads still iffy but some riskier equities getting bought.
Nathan Worden's avatar
A much needed respite for high growth investors.
Modern Growth Investing's avatar
Oh and everyone on fintwit is going to be perfectly positioned for this
Rihard Jarc's avatar
the moment we get a CPI report showing inflation stabilizing and starting to drift the moment equities will rally IMO.
Conor Mac's avatar
What are you doing at this moment in time?
The Hippie Investor's avatar
@investmenttalk nothing much. I don’t have much new cash coming in at the moment. But basically I’ve been selling bounces and buying dips on growth, and trying to find ways to get income through dividends and options or options etfs. I bought a bond fund in my retirement account as a defensive buy. I’ll basically just continue to be defensive and buy/hold anything that looks like a great long. My top holdings right now are $ENPH and $SOFI so staying focused on them too.
Conor Mac's avatar
@the_hippie_investor Appreciate the colour here :)
The Hippie Investor's avatar
@investmenttalk Happy to provide some color.
Modern Growth Investing's avatar
@the_hippie_investor @investmenttalk color(US) v/s colour(UK), I grew up learning UK stuff

Author

Related