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I've been reading the Intelligent Investor. Not far enough in to make any changes to my investing behavior yet, other than the fact I got a position into TIPS.
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Completely agree but it is also possible that irrational drives us right on through.I continue to not understand the momentum this market has. I think we're getting into bubble territory. There's so much money in ETFs now, and the managers don't want to miss gains . . . so they pile back in after brief pull-backs on the idea that getting in later means higher prices (i.e. the same mentality that causes asset bubbles). The tourism and luxury goods markets have been substantially disrupted. The supply chain disruptions are starting to spread beyond China. The market just doesn't care - it's irrational. Irrational market behavior always gets knocked down.
The new coronavirus could have a lasting impact on global supply chains
Multinationals have failed to take seriously the risk of disruptionwww.economist.com
I continue to not understand the momentum this market has. I think we're getting into bubble territory. There's so much money in ETFs now, and the managers don't want to miss gains . . . so they pile back in after brief pull-backs on the idea that getting in later means higher prices (i.e. the same mentality that causes asset bubbles). The tourism and luxury goods markets have been substantially disrupted. The supply chain disruptions are starting to spread beyond China. The market just doesn't care - it's irrational. Irrational market behavior always gets knocked down.
The new coronavirus could have a lasting impact on global supply chains
Multinationals have failed to take seriously the risk of disruptionwww.economist.com
I continue to not understand the momentum this market has. I think we're getting into bubble territory. There's so much money in ETFs now, and the managers don't want to miss gains . . . so they pile back in after brief pull-backs on the idea that getting in later means higher prices (i.e. the same mentality that causes asset bubbles). The tourism and luxury goods markets have been substantially disrupted. The supply chain disruptions are starting to spread beyond China. The market just doesn't care - it's irrational. Irrational market behavior always gets knocked down.
The new coronavirus could have a lasting impact on global supply chains
Multinationals have failed to take seriously the risk of disruptionwww.economist.com
Well, definitely premature on NVDA, but I was burned last time they popped and dropped, but at least I kept my original investment in there.
Low interest rates means there is nowhere else to put that money
Starting to see the impacts of coronavirus unravel supply chains in the tech sector with Apple backtracking on guidance due to supply chain and demand issues.
Dollar Index on 3 year highs as multiple Asian countries issue QE and Euro weakness. Bond market also sending signals. I think Fed is going to have to step in quickly and cut rates to "bridge the coronavirus gap".
Gold making quite the run this last week.
So, how much higher can NVDA go?
They're about $10/share beyond their all time highs. I'm getting itchy to get out and take my $100/share profit.
NVDA has most of it's stuff made in Taiwan while most of it's competitors have large reliance on China. It could be a good short term play on top of the long term.now $22 higher. they simply keep making some huge daily gains