Avoiding Cuteness; Semi Stocks; Bitcoin Funds; Jim, The Faultless Dog; Much More
We don’t want to be too darn cute by trying to time the top/Fed cut perfectly. I think raising some cash here is a good idea for most investors, and if stock markets spike into/when the Fed cuts, it probably would make sense to raise some more cash. Easy does it, though.
Here's the transcript from today's Live Q&A Chat:
Q: When rates are cut, I’m thinking of trimming 20% of my holdings to cash because I can’t buy puts in an IRA. Thoughts, sir?
