From meta-analysis of 100 investing, finance and business articles daily, I actually see the mentioning of the word āmelt-upā in a few articles. Most articles are ad hoc, biased, reactionary and contextually myopic to a short window in time, ignoring the question - āHow is everything connected, and where are all the currents and under currents going?ā While the market is heating up, and thereās so much ātensionā waiting for Nvidiaās quarterly results, Berkshire Hathaway continues to runaway with fear based investors pouring money into a āfundā that is literally holding cash. Watching the USD vs global currencies, gold, bond prices and global markets. Everything is running up, even though they should be inversely correlated. Thereās interesting undercurrents in the economy that are contrary to superficial lagging indicators. We are in an interesting phase of the market to be sure! Letās see where this goes from here!
It makes sense but I would appreciate it if you have an example of when to hold or sell with news affecting that might affect a stock. Picking one from a friend's portfolio - $GSL let's say there is a breaking news reporting conflict that will disrupt shipping in the Mediterranean. Would it be a buy opportunity or knowing their revenues would be impacted just hold (or even sell)? Also how would governments meddling in the conflict make it better or worse for the stock?
Nika @themiddleagedinvestor Ā· 11mo
So basically what Iām getting about timing the markets is to use a birdās eye view of a chart / sector / market, and when government spending, printing and unrests are on the rise it may be time to exit (depending on the technical analysis of the chart).
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