/biz/ - Business & Finance

>>20403392
You were. I'm doing some sponsored additional licensing training this week, but I still check in on /smg/ at nights, even if it's a smoldering shitfest.
>I left a good chunk of UVXY in my main portfolios because i wanted leverage for my cash position
>I only get about 20 minutes to check each day
>It's still within my target ranges but swings like a motherfucker
>accounts still up 0.5% M T W.
NERVE-WRACKING.

>>20403464
You work construction? I'm not touching lumber, I'm on iron and PM, figuring i'm too late for copper (damn). I am doing my best to keep watching China every day.

>>20403474
>But investors don’t seem to have priced in any sort of shutdown
so you'd have a lot of exposure to deflationary expectations
>theoretically some tech plays should work. Like smallcap semis and commodity semis like Micron
I agree. Shit like cloudflare or server/telecom REITs and maybe TSM and MU should do well, but it's really not my area of expertise and SOXL, TQQQ, and the likes are more than tripling your exposure to deflationary expectations and panic. I make an effort to keep tabs on AMD, incel, NVDA, and MU, but the overheating of the sector has put them much lower on my list. I'm the best for banking (partially overheated again) and insurance (fair, but too expensive for risk profile - except maybe brokers).

>>19263855
of all the stupid acronyms in accounting and finance, FAGMAN makes it all worthwhile.

>>19263987
I'm not super convinced, desu.

>>19264038
>the relatively inefficient PPP loan process
https://blockchain.news/news/justin-sun-tron-receive-2-million-us-government-aid-coronavirus-relief
I just hope they get to the right hands. The first round didn't go so well.