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The Market Conditions Have Changed

Cory
October 11, 2018

Mike Larson, Editor of The Safe money Report follows up on what we have been talking about over the past couple months. That is a shift to a more defensive investing strategy. With markets getting hit the areas of consumer staples and utilities are holding up well.

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Discussion
15 Comments
    Oct 11, 2018 11:35 AM

    Yes, market conditions have changed and the miners look fantastic when compared to the Dow or S&P.
    GDX priced in SPY:
    http://schrts.co/eY8uXk

    Oct 11, 2018 11:45 AM

    Missed my opportunity to average down in Brixton as it got away from me too fast and I don’t want to chase it. Bought some AXU instead.

      Oct 11, 2018 11:53 AM

      I should have been more aggressive myself — picked up a whopping 1500 shares at .16 this morning.
      On the bright side, my Jag position is now 3.5 times what it was on the day it plunged in August.

        Oct 11, 2018 11:42 PM

        I’m stocked up on BBB, AXU, and JAG, and the action today in the miners was refreshing. Here’s to more days like this – Cheers!

    Oct 11, 2018 11:41 AM

    Nice. What is Jag doing today? My guess is it is having a good day like many others.

    Oct 11, 2018 11:29 PM

    Looks good. Thinking about selling a bit of Impact and taking a small position.

      Oct 11, 2018 11:54 PM

      That strategy helped my portfolio to a 7x gain in 2016. I also employed it following Impact’s 12/17—4/18 double.

    Oct 11, 2018 11:08 PM

    I know. I learned that trick from you and Ex.! I have used it a few times with great results. Thanks for sharing a few of your strategies.

      Oct 11, 2018 11:13 PM

      You’re welcome. I’m glad it has worked for you.
      If nothing else, selling what hot to buy what’s not, can help to flatten portfolio volatility — and therefore, stress.

        Oct 11, 2018 11:45 PM

        Good discussion guys. I’ve also been busy reshuffling the deck and trimming down a few winners and rotating into a few slow bloomers. It has flattened some of the volatility as you mentioned.

    Oct 11, 2018 11:15 PM

    A couple off days does not mean the problem of greed, excess and malinvestment has been purged. I think things are just getting started. The essential truth is that if those that do the work are priced out of the country and their lives put on hold then there is something wrong with the cost of living. When any man jack with job can live and support a family on one income then things will really have bottomed out and things can move forward on the basis of work and sound fiscal management.

    Oct 11, 2018 11:13 PM

    I hope I remember to sell my gold stocks when gold goes higher than the DJIA. That worked out well in 1980.

    Oct 11, 2018 11:06 PM

    10-10-18~VENEZUELA EXPLAINED(!) THE STORY BIG OIL DOES **NOT** WANT ANYONE TO KNOW(!)

    https://www.youtube.com/watch?time_continue=22&v=yu4fXRrbcNg