My crypto allocation is doing good I'd say. People is more with cash today and this is the reason that make them say that 'cash is king'. I think many were forced to sell most of their investments like crypto but if not, a bigger portion of it.
This isn't just about the depression of the economy but also we're dealing with pandemic. I don't know if these combined bad events are good because they're happening at once, just keeping myself with optimism.
Topic: There's no way this is a "V-shaped" recovery... right? - page 4. (Read 1013 times)
Now I think people are investing a lot again so the stock market just went back up. but it seems that they are fomo about cheap stocks but they don't see the real world situation. Now the epidemic has not ended and every day the world has recorded tens of thousands more infected, so what is the reason for the market to recover? I guess most are betting on the future. If the situation doesn't change better, there will be a stronger panic sell. Now I just pray for the disease to be under control and everything is back to normal.
I expect we'll be having up and down movements over the next weeks, while remaining in the downrange. The general sentiments are gloomy, the effect of the lockdown visible in many economies and with an end to the pandemic not yet in sight, so I won't be expecting a quick recovery.
How has your asset allocation of stock,bonds, PMs, crypto changed? Are you more cash heavy right now?
I expect a heavy push of cash into the markets to encourage spending and revive economies, possibly leading to a inflation, this would likely lessen the weight of fiat. 
I think it is more like a W-shape or U-shape since many experts predict there will be a second wave outbreak in autumn this year. Plus, my business (and the majority of my partners) are still on pause, and I don't see we can fully operate this year.
Anyway, all those securities you mention should reflect the real sector, not the other way around.
Anyway, all those securities you mention should reflect the real sector, not the other way around.
Perhaps a little off topic as not directly crypto but think it's important anyways to discuss the overall economy and how it may affect crypto.
So as those in tune with the stock market know, essentially we saw a high of 3340~ (SP500), a low of 2170~ (March 17th I believe) and then currently we are flirting with the 3000 barriers today (looks like either this week or next week it might break it).
The economist in me is screaming unprecedented debt, balance sheets, potential negative interest rates, unemployment claims, etc.
But unlimited QE, buying of junk bonds and equity, seems to have created this huge divergence between the usually rational market and it's underlying economy.
I'm young so this is my first real depression/recession I've experienced and really understood what's going on but those that were around for the 2008 GFC or Dec 2018 V shape recovery - does this feel different? What are your thoughts?
How has your asset allocation of stock,bonds, PMs, crypto changed? Are you more cash heavy right now? When do you think we'll the next leg down?
So as those in tune with the stock market know, essentially we saw a high of 3340~ (SP500), a low of 2170~ (March 17th I believe) and then currently we are flirting with the 3000 barriers today (looks like either this week or next week it might break it).
The economist in me is screaming unprecedented debt, balance sheets, potential negative interest rates, unemployment claims, etc.
But unlimited QE, buying of junk bonds and equity, seems to have created this huge divergence between the usually rational market and it's underlying economy.
I'm young so this is my first real depression/recession I've experienced and really understood what's going on but those that were around for the 2008 GFC or Dec 2018 V shape recovery - does this feel different? What are your thoughts?
How has your asset allocation of stock,bonds, PMs, crypto changed? Are you more cash heavy right now? When do you think we'll the next leg down?
Jump to: