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I also sold most of my 6-10 year treasuries today. I'm holding SHY and cash instead. After the bounce I might buy back some of them

FNMA stock is also interesting, but that is more speculative and only a swing position for me

Bought some Berkshire and Chinese stocks today. Stocks are very oversold, good opportunity to buy some value

The key question is whether China is lying, because if they are not and they controlled things there, then other countries can do the same. I mean, its really hard for things to get worse in Italy or South Korean than they did in Wuhan

actually, the numbers arent going up at all Lots of people are recovering and a small fraction (tiny for people less than 50 years old) are dying

Hey Bob, gives an update, dont wait the market to bounce. If you want people to see what it is like to trade this strategy in real time, gives an update

Buffett 2hr CNBC interview https://www.cnbc.com/video/2020/02/24/watch-cnbcs-full-interview-with-berkshire-hathaway-ceo-warren-buffett.html?&qsearchterm=buffett

If a stock has been beaten down for a significant amount of time (months, years) and starts to display that kind of relative strength, its usually bullish. Especially if the stock is shrugging off bad news

"It is scary stuff. I don't think it should affect what you do in stocks but in terms of the human race it is scary stuff when you have a pandemic," says Warren Buffett on #coronavirus. I agree. Hopefully, stocks collapse so I can buy more. This corona thing will probably be the last great...

I dont know about returns going out for months but today SPCE was quite strong relative to SPX despite the significant gap down in both. So SPCE was a buy, but its not an easy buy, emotionally it can be hard to pull the trigger

Here is a fun look at the past. When I was buying EWZ in december of 2015, I took a screenshot of the long-term options structure of EWZ because I thought "hey, maybe its better to buy leaps". But I have some emotional flaws when it comes to options (I hate to blew out losses over and over until...

Interestingly, the number of daily recovered patients has surpassed the number of new infections so the 'stock' of people ill has started to drop (also because some patients are dying) If China is making up these numbers to "calm people down" why they allowed that huge spike on feb 12? Truth...

A solid essay by Paul Graham about thinking and writing http://paulgraham.com/useful.html When I get some time I need to go back to reading Graham's essay, they are usually pretty spot on

https://www.worldometers.info/coronavirus/coronavirus-cases/

If I had no equities in my portfolio I would, but I did buy China ETFs during the crash

From the series "things you will never see on ZeroHedge"

Here is an useful journal for those who like to sell options: "Day 1 Don't. The end"

Right now 0.00003607503% of the Chinese population is infected, oh the horror

It could be but it goes to show why people that overly react to bad news dont do well long-term in the stock market. I wrote an article a few years ago, that I never published, talking about that. In stocks the investor needs to be primarily optimistic but with a certain degree of caution. Its a...

In addition, the number of daily cases of Coronavirus, if the numbers are to be trusted, is clearly reversing now