I suspect there will be another large drop in the market in the second quarter. Anyone positioning themselves for it?

What market?

If demand and balance sheets were accurate predictors of the market I would fully agree with you.

yes

Any market you choose Beav. Fur, precious metals, stocks, bonds, you pick it. The question is about discovering what markets are being watched in hopes that someone might share an insight or idea.

The unemployment numbers continue to rise, retail sales are falling, manufacturing continues to drop. The only market I see on the rise is the stock market and it’s manipulated speculation. Several big investors have remained on the sideline during this whole Covid-19 thing, and I suspect they are waiting on another drop before getting in. Warren Buffet would be one of those large investors I’m speaking of.

You'll know we've bottomed when Buffett uses his cash and when you can buy high quality TP at Walmart

Well no surprise coming from you. Of course you are! That’s the way you make your money. At least some of it. Investors are always looking for the next opportunity to get in low, or get out high. Just wondering how many out there get it, and wondering if they care to share an idea or insight.

You know it!

Also Goldman dropped AAPL to a sell rating today. That tells me that other companies with less than pristine balance sheets are going to have a rough time over the next quarter or two

How does one know when buffet starts spending his cash?
mt

That's the problem. Usually you don't know for a few weeks. But that doesn't mean you can't still get a good or even better entry point than he did.

The tough thing about trying to follow Buffett is that he often buys an entire company or is dealing with debt securities rather than stocks

AAPL’s manufacturing regions are being hard hit by the virus.

American spending power has been a great leveraging tool both here and abroad, but the debt created is taking the tempering out of that tool. Creating new debt to pay off the old weakens our ability to control the outcome. Over leveraged companies and individuals may suffer greatly over the next few months. I tend to believe capitalism ultimately wins. Black markets are a good example, as they always appear where free trade is not allowed.

Canadian Prepper just did a good video on this, check his utube channel.

With what is going on it makes no sense that the market is where it is and the situation we are in is not going away soon....

I pay attention to Buffet, but I don’t try to mimic his moves. Don’t think I could. He’s in that “too big to fail” category. He’s definitely been positioning himself for a big move and isn’t shy about it. He’s a true insider, but he leaves a trail and an indication of what he’s up to if you can read the signs. Not saying I can, but I’m still watching.

I'm just letting my stuff ride and reinvesting dividends.

I'm not good at timing the market.

i dont look for precious metals to drop with all this funny money being printed. might bounce around and a few dips but i dont think very low... upside potential much greater than downside imho.

I've been wondering about that too. BUT, consider the huge drop in the cost of energy. That has yet to work its way through the economy. The last CPI reading was supposed to be down 0.3% but was actually down 0.4%

Also we never did see the inflation that one would expect from QE 1,2, & 3

Ur the smartest one here!

I trimmed a bunch on the first big drop and bit the bullet glad I did, took a big bet on Walmart and Costco and been working very well and think it will continue until people start going off binge shopping. Walmart is doing well with home deliveries and hope it keeps up. I think this pandemic has changed some things for a long time to come. Until folks feel safe getting out and back to what ever normal is things are going to be crazy. There may be some great things coming in the tech world, this has been a good test for working at home what works and what does not.

i agree we havent seen inflation as expected....however i think its more than reported... leaves me scratchin my head!