USA Stocks and markets

[Beijing4987]

Biden's not radical or left, any more than Slick Willy or O'Bummer or "Crazy Nancy" Take a look at their records of fluffing Wall Street while reaping the benefits themselves. Remember Mark (Deepthroat) Felt. "follow the money". There is only one grand old party. The working class becomes left when realize the grim reality. Any dissenters get crushed if they become a threat. Andrew Jackson eliminated the "40 acres and a mule" for freed slaves. Redlining and lynchings topped off the program.

[JustForFun02]

So, what are you doing with your portfolio? Just sitting on the sidelines, or anything active? You obviously know the jargon, so you must know this game, and thus I'm curious.

I don't trade US markets, I trade Indian markets but US is the mother market, most global markets follow US cues, that's why I know whatever little I know about the US markets. I am a full time trader, so basically I take both long and short positions.

We have a saying here " Price is God" and " Market can remain irrational longer than you can remain solvant " . So basically if you are holding stocks keep holding until the prices are rising and that's why you have to keep a stop loss, so when stocks start to fall you get out with some profit.

[SfoCowboy]

The biggest risk is of currency losing its value due to this reckless printing. I hope you have some of yellow metal and are holding on to it. I'the also advise you do buy diversified currencies like CHF etc. Basically developed countries that are not printing too much and have hard working people.

I think my fellow mongers will have some great opinions and insights into this topic.

USA Stock market valuations are crazy high in the age of Covid. Let's discuss. I will start.

I bought stocks like crazy back in late March. But I didn't think the markets would bounce back so quickly. Many tech stocks are at their all time highs. So, I started selling, to realize the gains. Stocks that I sold recently include AMZN, MSFT, TSLA, NFLX, and AAPL. I also sold a bunch of ETFs that are technology oriented. I may buy all of these back if there's a 10% dip.

What are your thoughts on the markets, and on any stocks in particular? Any thoughts whatsoever are welcome.

[Midwestern]

Due to all the money printing by the fed and other central banks, there is too much liquidity chasing few high quality stocks, also treasury yields are near 0 throughout the developed world, hence investor do not find any other investment attractive and are chasing few good quality stocks, but this is a very narrow bull market, the damage to the economies are real, in course of time fundamentals will catch up with the price. The base case of these high quality stocks like AMZN is that big will be bigger and gain market share at cost of others and there is no chance of them going bankrupt. Since they have run up quite a lot you can either book partial profit by sell some quantity or keep trailing the momentum using trailing stop loss.

So, what are you doing with your portfolio? Just sitting on the sidelines, or anything active? You obviously know the jargon, so you must know this game, and thus I'm curious.

[JustForFun02]

I think my fellow mongers will have some great opinions and insights into this topic.

USA Stock market valuations are crazy high in the age of Covid. Let's discuss. I will start.

I bought stocks like crazy back in late March. But I didn't think the markets would bounce back so quickly. Many tech stocks are at their all time highs. So, I started selling, to realize the gains. Stocks that I sold recently include AMZN, MSFT, TSLA, NFLX, and AAPL. I also sold a bunch of ETFs that are technology oriented. I may buy all of these back if there's a 10% dip.

What are your thoughts on the markets, and on any stocks in particular? Any thoughts whatsoever are welcome.

Due to all the money printing by the fed and other central banks, there is too much liquidity chasing few high quality stocks, also treasury yields are near 0 throughout the developed world, hence investor do not find any other investment attractive and are chasing few good quality stocks, but this is a very narrow bull market, the damage to the economies are real, in course of time fundamentals will catch up with the price. The base case of these high quality stocks like AMZN is that big will be bigger and gain market share at cost of others and there is no chance of them going bankrupt. Since they have run up quite a lot you can either book partial profit by sell some quantity or keep trailing the momentum using trailing stop loss.

[Midwestern]

Unfortunately I have my stocks in another country (in terms of hindsight. The stocks above, as an example, have performed incredibly well).

But my thoughts are that the impact of the mushrooming Covid cases in the US in particular is going to squelch the optimism about the "reopening". So basically I see a lot of downside risk. Internationally, but because of what happens with markets in the US mainly. Biology will rule the day I'm afraid, and the recovery for company earnings, etc. May be a lot further away than the market in general has been thinking lately.

But, having said that. There are a lot of smart people out there, and those that have my view are in the minority.

Markets are up again today.

But consider this. Aside from the big tech stocks, the entire rest of the market is still way down from their pre-Covid highs. So,. Are the markets in general really overvalued? Much of the non tech stocks are barely above their March lows. Maybe the way to play this is to buy the non tech stuff. It's going to be hard making money in the tech stocks now.

I started value hunting today, such as GD, LMT, DOW, etc.

[Zeos1]

I think my fellow mongers will have some great opinions and insights into this topic.

USA Stock market valuations are crazy high in the age of Covid. Let's discuss. I will start.

I bought stocks like crazy back in late March. But I didn't think the markets would bounce back so quickly. Many tech stocks are at their all time highs. So, I started selling, to realize the gains. Stocks that I sold recently include AMZN, MSFT, TSLA, NFLX, and AAPL. I also sold a bunch of ETFs that are technology oriented. I may buy all of these back if there's a 10% dip.

What are your thoughts on the markets, and on any stocks in particular? Any thoughts whatsoever are welcome.

Unfortunately I have my stocks in another country (in terms of hindsight. The stocks above, as an example, have performed incredibly well).

But my thoughts are that the impact of the mushrooming Covid cases in the US in particular is going to squelch the optimism about the "reopening". So basically I see a lot of downside risk. Internationally, but because of what happens with markets in the US mainly. Biology will rule the day I'm afraid, and the recovery for company earnings, etc. May be a lot further away than the market in general has been thinking lately.

But, having said that. There are a lot of smart people out there, and those that have my view are in the minority.

[Midwestern]

I think my fellow mongers will have some great opinions and insights into this topic.

USA Stock market valuations are crazy high in the age of Covid. Let's discuss. I will start.

I bought stocks like crazy back in late March. But I didn't think the markets would bounce back so quickly. Many tech stocks are at their all time highs. So, I started selling, to realize the gains. Stocks that I sold recently include AMZN, MSFT, TSLA, NFLX, and AAPL. I also sold a bunch of ETFs that are technology oriented. I may buy all of these back if there's a 10% dip.

What are your thoughts on the markets, and on any stocks in particular? Any thoughts whatsoever are welcome.