@saxena_puru@markets JP sounded pretty dovish to me. Threw a bone or two to the inflation camp but mainly sounded quite hesitant to raise rates too many time or reduce the balance sheet.
@Mayhem4Markets Hi M4M, any thoughts on how deep or far will the correction be or if there will even be one? Only Nasdaq seems to be hit so far and even then the megacaps have barely been affected.
@saxena_puru Puru, if you don't mind me asking. Since tapering and rate hikes have been announced, would that not have been factored in by the market already and barring any other surprises the market has already absorbed the effects of it?
@saxena_puru Do you think that tapering and 2022 rate hikes would already have been priced in by the markets, hence indices won't roll over next year and there should be fewer surprises going forward?
@saxena_puru Does it make a difference if one's position is still green after the drawdown (albeit with lower returns) vs if the position turns red? If the latter then it would be best to sell. But what about the former, especially if the names are high conviction ones?
@saxena_puru Those who have been caught out badly want to believe they are not wrong. Deep down they're not trying to correct or contradict you; they're trying to convince themselves they're right!
@saxena_puru The terms of the wager have been crystal clear and straightforward since day 1, i.e. to prove that what you've posted have not been fabricated. But likelihood is that haters will continue hating without taking up the bet. Worse, they don't even dare post their returns!
@saxena_puru Puru, I'm in a jurisdiction which doesn't allow me to short or hedge. Is it better to sit and wait the crash out or sell all and come back later? What would you do? Appreciate your guidance. Won't hold it against you, obviously.
@hiddensmallcaps Mike, if you don't mind me asking, what is your take on $SWAV and $PAVM? And any thoughts on the other medtechs like $TMDX, $DMTK, $SRZN, $NARI and $NPCE? Thanks for your insight including your sharing on $CLPT!
@saxena_puru Puru, thanks for the guidance. If I am unable to hedge, what would you recommend I do during a bear market? Continue to hold or sell all and come back later?
@Biotech2k1 Thanks for your sharing. What differentiates you from the others is that you actually back your statements up with scientific knowledge on the subject matter. Have a good weekend!
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