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The hopium has been flowing pretty hard, and we're still weeks from hospitals having trouble in the US. It wouldn't surprise me to see a false recovery for two weeks or so. We're way ahead of schedule on this crash.

I am one furry on a gaming nerd board, though I'll take full responsibility for causing this entire economic crash.

With this much panic and the liquidity issues as bad as they are, it is possible. This crash has been worse than the 1929 crash so far, and the outlook is still poor. The offer of unlimited QE has the potential to turn this economy into post wwi germany, where the reparations are going to the...

I've mentioned before that I see a 5-8k bottom possibility, though I'll likely buy in by 12k. The disease definitely the largest cause for movements, though they are going to be made worse by the underlying condition of credit problems. This is worse in cities and with old people, and that is...

My opinion on REITs has always been no. I have a very poor perception of their business model in general, thus haven't researched them in any strong detail. A quick perusal of the companies fundamentals atm make me believe they'll survive. They appear to be overvalued, and with perception of...

REITs are getting slaughtered by the market, which isn't surprising. As an investment fad, most are very over-valued and some are pretty much just scams. I forsee some getting liquidated and common stock holders getting exactly 0$ from their investment. This is a potential source of turmoil in...

This free liquidity and massive repo operations are not the right way forward. The Fed's quest to destroy the economy is still very alive and worrisome. I'm willing to bet there are at least a few funds that should have gone under and stayed afloat with this. Soon they are gonna go under even...

This fight between the house and senate is really unexpected. The optics are gonna look fucking AWFUL for the dems if it drags out even a couple days, and the markets are going to hate it.

Will be interesting to see where futures go. That stimulus is huge, but looks to be strongly bottom up (as it should be), with loans for businesses rather than bailouts. I'm curious where the text will end up and if it leaves a lot of questions on the table for large industries. It's way too...

We've been getting so monday slaughters over the last month. I think some panic about the upcoming weekend is a likely explanation. Plus it seems like the gov is [rightly] finally realizing it needs to think about the economy from a people level and just let stocks crater. They'll go back up...

Positive numbers are our perceptions, that is what I explicitly said. And we have chosen to attach positive numbers to reality. As such, negative numbers must be relegated to human concepts because of that. Could you flip it around and attach negative numbers to reality? Yes, but the rules of...

Nothing in nature is negative, ever. If you want to go further toward the truth, the sum of nature stays the same too. If you have two apples and eat one, You have one apple and one apple that is mashed up and being processed by your body as food. It still exists, though we would no longer call...

I was thinking in terms of economic impact.

I'm curious if people have noticed this in their areas. I live in a heavily republican area and nobody gives a fuck about the quarantine. Vast majority of businesses are open and busy, including ones "shut down". I have a feeling this is going to hit democratic strongholds a LOT harder than...

With the drumbeat of we have a cure so strong, I think we'll see another late rally friday. Then come around monday get when people aint cured, we'll see another crash. Trying to guess short term emotions of the market is pretty hard though. This thing could fall off a cliff today.

Canada is gonna be able to use its money for toilet paper soon at least.

ECB announced a 750billio euro injection into the markets. I feel about as confident in that as a meth head telling me they'll fund my college for some meth. The need for liquidity suggests a run on a scale that could be even worse than the great depression. Things could get BAD.

I predicted a 20% slide with a 4 year recovery window starting march back in january and have slowly worsened my outlook as things have gone.

I feel like we're seeing all the mistakes of the great depression again. I'm starting to lean to a possibility of markets going below 10(!!!!)k and huge problems in the monetary system as a whole. What's going to really hurt is buying back in as stocks are tumbling. Long term your money will be...

That bet on here for 19k stock market might be realized today. I really do not fucking understand what they are doing with this stimulus package and quarantine. Do they really think tossing a trillion dollars into this bon-fire again will do anything but set it aflame? We're only a week or two...

You don't understand human nature. People like to panic, and panic is contagious. The stock market is the market most tied to emotions. It's the exact reasoning I gave when I predicted this crash hitting stocks first in january. Don't worry, the contagion will spread eventually, but for now the...

My crystal ball is that we'll see two weeks of relative calm in comparison to what we have seen as theirs mild optimism this shutdown will have an effect. After that, when the death curve starts to resolve around april and quarantines fail, market will start to panic. I've been eyeing mid to...

Their fear is a nuke from orbit in the form of democratic lawmaking.

Entertainment and hospitality stocks are going to get thrashed in this environment, but they also have a liquid low-skill workforce that makes it much easier for them to dump employees and wait it out to restart quickly when things are better. I think travel and hotels will have a longer-term...

We're to the point where you're probably okay putting money back in. I'm still sitting out a bit more, but we're definitely entering the realm of clown world where the fed could destroy the entire economy trying to save equity values. They have burned out everything normal in the tool box and...

Don't worry. It's normal to see my posts as more reasonable the deeper you fall into acceptance.

What really fucked everyone was europe keeping its rates negative. Their hog-tied retarded economies meant there was big business in borrowing there and stashing the money here, and that only would have been worse if rates went up. Europe was the source of this world credit disease.

euro stocks down 10% and they didn't have our rally. Could be multiple limit stops today. Hold onto your seats.

Asian markets down when they didn't have our rally on friday. We in for a beating tomorrow it looks like. Fed blowing its load way too fast and early.

I am still expecting recovery to some degree. Fed is creating lots of free cash and the news this weekend was more good than bad. I think it's optimistic to limit volatility to just two weeks. We're in for a few months of volatility minimum imo.

Bit coin's value is determined by criminal agencies and is bolstered by west coast hipsters investing. Because of this is far more risky than a substantial good. While the criminal need will be constant, the investment added value is subject to large fluctuations. It's truly an odd currency...

It's really, really hard to consistently outperform the SP500

Trump doesn't seem to have any real understanding of the disease, but it appears he's relying on his advisors to get one. I can't really blame him for that, but at least his voice sounds more normal today. I can see why markets reacted positively to this. Dunno if it will carry to next week.

Markets have been consistently brutalized on mondays the last month, and we've seen a few last minute rallies on friday. There's definitely a lot of craziness in the market.

He's lost less than others, but he's taking a beating like a lot of people. He's been moving to a slightly more conservative position for a while, which has been a reason that people have been making fun of him in the past year. Probably won't be saying that next year.

oof, all that free fed money into the system over night and this is what we get. What could go wrong if they keep it up.

I just can't see volatility going away. People are all nuts about this virus and we'll probably get some big swings up and down just like we've been getting. Having a calm day would almost feel weird at this point. I also really think the fed has lost the narrative, which makes me scared they...

That's one way of putting it. Of course hedge funds would never ever bundle their junk securities like mortgage holdings and bonds they view as worthless into vehicles to sell to each other and the fed and then gamble the money they get on leveraged bets to try and return to solvency. I mean...

If they used it responsibly in a perfect world.

This is a bad idea. It looks like they're doing something on paper, but the something they're doing is either going to backfire and amplify losses to come or crash the currency which is even worse then the stock market imploding for a few months.