Plus china will own tech, once it overtakes US in GDP not long your American companies will lose a lot of value. At the moment trump is taking a protectionist stance trying to scare Chinese companies away or getting Microsoft PMSL to acquire them. This can’t and won’t last forever. Huawei lead 5G technology what does the US do uses scare mongering tactics, let’s see where we are in 5 years…
My portfolio is globally diversified, so I’m not particularly at the whims of a certain countries performance (or non-performance).
Politics of today are of no concern for my portfolio.
The global outlook is very important. I think you’d be naive to ignore the changes taking place. However your trading/investing style might well suit your approach so 
Of course a crash would hurt small businesses. What about investment banks and others for who share price and dividend payouts are essential…top down my friend.
Why would I be interested or concerned in something I have no control over?
I’m happy to only pull with the levers that I have available to me everything else is macro.
Why would dividend payouts end in a crash? Are you getting mixed up between a crash and a recession? They’re not linked.
What and you have control over your current portfolio, please enlighten me on tomorrow’s price movements…
I won’t bother answering that because you’re being pointlessly facetious.
Oh yeah beacause if stocks crash and companies don’t profit they’re going to pay out tonnes of dividends?sure BlackRock will increase their payout…
Stocks can crash when companies are still making profits, this happened in December 2018. In fact during the vast majority of recessions and crashes dividends have been continued to be paid by the strongest companies - hence why there are aristocrats ETFs.
Again you’re getting them mixed up.
I’m not you’re just missing the bigger picture, steel city is right in his assumptions. You clearly don’t understand economics.
I give up trying to explain this to you.
Again it’s midnight now and I can’t be arsed to explain it anymore, but even reading that sentence you posted shows how different the march crash has been from that.
So I’m just going to wish everyone all the best with whatever they choose to do.
EBITDA is a shocking metric
No hard feelings it’s good to learn from each others alternative views. You have helped me many times just stating my opinion.
Sure, but tech was mostly tracking with general sentiment during that time. More recently tech went off like the Macy’s Day parade while the worlds economies stalled because of the uncertainty.
Which is well and good if you can afford that risk. In reviewing my own risk tolerance and investments on this occasion I would rather let this one pass me and know that money shall be where I need it when I need it.
For my situation, while what I had in my investments was money I was confident with I was not willing to ride this risk. Looking at where I was when I started investing Vs where I am now have seen some dramatic changes to my financial situation. As such, my risk profile has changed and I find myself in a position that to me, it is more advantages to have surity Vs specualitive gains and very real, very precient risks of loss.
I used to think this, too. Buffett and Munger don’t like it very much, do they. But I personally found the points made by the duck quite convincing when I saw them in a video.
I don’t know how the conversation got out of hand this much 
I did not want to imply “guys lets panic, we are all going to die, sell everything” I have already been through 2008 crisis and barely sold anything during that, this march april I’ve only offloaded my doghouse (stocks I already marked for disposal) With that cash I bought some 3LGO (3x leveraged long gold) when I saw Fed allowing banks to hold 0% reserve, and printing new cash. 3LGO is up 33.16% in my portfolio since July 8th. and I treat this as cash.
If I see things I wanted to buy in the past and thought it was too expensive, I cash this a bit and buy them(For example I bought a truck load of DGE yesterday, which I am very happy with) I don’t think there is anything wrong with the approach.
Most of the things written above are through and its just another part of the chain
Yes P/E ratios are at historical expensive points, yes QE in 2020 will be a problem for years to come, yes random empty stocks do 10-20% gains on random news, yes people pile on safe havens like gold
Worrying part is market mood is a bit like flu, things start effecting each other in a chain reaction. I’d like it to deflate and inflate in smaller cycles, when the balloon gets too big the reaction hurts mainly you and me and the random Joe in the street, not the 1%
what app is that? must complete 20 chars