stock market crash

[SeededLoaf]

Buffett sells off all airlines. Considering Berkshire play the long long game they must think the sector won't make a recovery

You give people the pill then there's a sexual revolution. Same goes for the vaccine, it'll be flights-a-plenty.

That leaves a few months to buy as much of 'good' businesses as possible.

PS don't worry about crashes, the Fed have got you.

[scooterscot]

airlines
cruises
car companies
housing market
bond market
gold / silver


Not touch any of those asset classes with a barge poll at the minute.

Commodities, sure load up. If you've got means to store oil or buy futures without delivery - great.

Oh and toilet roll, always know where your local supplier is.

[BlasterBates]

Buying Berkshire Hathaway is probably a good idea. Let Warren do all the work.

[BlasterBates]

This will be a theme that complicates matters

Fears mount of inflation returning with a vengence

There will probably deflation first though. If the recession is overdone there's going to be a supply shortage once the economy gets rolling.

[DimPrawn]

Warren Buffett Reaffirms His Faith in U.S. at Berkshire Hathaway’s Annual Meeting, but Sells Stakes in Airlines - Barron's

The bank and airline shares which feature prominently in Berkshire’s portfolio were particularly hard hit. The company reported a net loss of $49.7 billion, after $54.5 billion in investment losses.

Stocks I (DimPrawn) think will either take years to recover or not recover at all:

Airlines
Airplane manufacturers
Cruise and Holiday companies
Hotels
Restaurants & Retail (shops)
Commercial / Office space
Train operators
Airport operators
Oil Companies
Fossil Fuel Power companies
Any companies with very large debt to equity ratio


Stocks I think will grow now or soon

Pharma
Takeaway
Some car manufacturers (electric tech)
Food & Groceries
Online goods retailers
Delivery companies
IT services
Software
Games
Communications
Streaming services
Social Media
Infrastructure
Green energy

This is just my personal opinion. See my sig for disclaimer.

[scooterscot]

Yeah once the economy gets rolling - but do any us honestly see that happening before 2022?

Even those restrictions were lifted here in Germany folks are not flooding the streets. No one is driving unless they have too. Restaurants all remains closed (and I really need to eat out).

Oil is not the only commodity in glut, cheese, pork, it's crazy. Deflation for sure 6 months at best 12-18 months being the worst case.

[scooterscot]

Warren Buffett Reaffirms His Faith in U.S. at Berkshire Hathaway’s Annual Meeting, but Sells Stakes in Airlines - Barron's



Stocks I (DimPrawn) think will either take years to recover or not recover at all:

Airlines
Airplane manufacturers
Cruise and Holiday companies
Hotels
Restaurants & Retail (shops)
Commercial / Office space
Train operators
Airport operators


Stocks I think will grow now or soon

Pharma
Takeaway
Some car manufacturers (electric tech)
Food & Groceries
Online goods retailers
Delivery companies
IT services
Software
Games
Communications
Streaming services
Social Media
Infrastructure
Green energy

You should really get people to sign an NDA before putting out advice like that.

[DimPrawn]

You should really get people to sign an NDA before putting out advice like that.

I am going to edit my sig now.

[scooterscot]

How did I miss this?

Anyhoe - as we all suspected, FTSE 100 dead cat bounce, massive rejection off previous support since April 2017. A year long downward spiral from here on.

[DimPrawn]

How did I miss this?

Anyhoe - as we all suspected, FTSE 100 dead cat bounce, massive rejection off previous support since April 2017. A year long downward spiral from here on.

If you believe this is going to happen there's a very simple and tax free way to make money from any drop.

Just buy this inverse ETF. You can hold it in a SIPP or ISA.

Xtrackers Share Price (XUKS) FTSE 100 Short Daily UCITS ETF | XUKS

It goes up in inverse to the FTSE 100.

Note - not a long term buy and hold due to the way the underlying contracts roll, but great for a few days or weeks.