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.
What are you doing at this moment in time?
@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.