Investing in These Troubled Times (Part1)

by AngryWatchdog Friday, November 07, 2008
This is obviously a very tough market in which to get your feet wet. I am currently sitting on cash and waiting patiently for the opportunities to evolve over the next 6 months to 1 year. These opportunities will present themselves but as a conservative investor, I want to wait until the risk has diminished in the market before I jump in. The following may sound ridiculous but it works. Create a list of 10 to 20 very simple investment rules and follow them religiously. Books on day trading will give you a great start on these rules. They sound simple but prove very difficult to follow as you become emotionally involved in the market. Having the list and referring to it before making a trade will keep you disciplined. The market runs on greed and fear and your advantage over the market is to remove these two emotions when you trade. Some of my rules are:

  1. Don't fight the market. (If the market is going down don't try to stand in its way).
  2. Don’t try to catch a falling knife: (This is what is happening right now in the market so do not be a buyer yet).
  3. If you get in a trade that does something different than what you expected, get out. (If this happens, you did not fully understand what was driving the stock price and you need to take a time out and re-evaluate or move to a different stock.
  4. When you enter a trade, put in your sell order and your stop loss. (By putting in your sell order, you will be reminded of your expectations for the trade when you entered it. This will help you evaluate when to get out of the trade.
  5. Buy and Hold is for suckers. (A rule that is definitely not preached by money managers but has saved me more money than any other rule.)

As far as company picks, most stocks will get killed in this crisis and recession and a recession is here. If you must invest, I like Google and Intel. They are market leaders in their segments and may pick up market share in a recession due to their cash positions. I would stay away from the retailers for now. In terms of when to buy Google and Intel, wait. The stock market usually leads main street by 6 months. That means you want to buy these two 6 months before the end of a recession. How do you know when this is? There is no one answer to this question and any answer I give will run counter to what every money manager will advise you to do. I do believe you can time the markets and I will be following this market closely to try and pick the best time to buy. The forces that are causing the market to go down will drop away one by one until there is one or two powerful forces that keep pushing down on the market. As soon as these last two forces show signs of dissipating, that will be the trigger to enter your trades. Right now I believe we will not see the lows in the market during 2008. As such, I would not be a buyer of any stock right now.

Watch the market every day and try to understand why it is behaving the way it is behaving that day. After a few months of this, you will be able to identify the forces that are influencing market moves (employment, VIX, interest rates etc…).

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Comments

dave

Posted on 11/18/2008 5:49:14 AM

mutual funds?

AngryWatchdog

Posted on 11/24/2008 7:21:06 PM

Dave,

There are many different types of mutual funds including debt, emerging market, currency, equity, commodity and so on. In normal market cycles, you can usually find a segment of the market that will have positive returns and increase your exposure to that segment while decreasing or eliminating your exposure to the weaker segments.

However, in this market you will find no safe haven or asset class that outperforms with a reasonable risk. Why is that? Well we find ourselves in a credit crisis as well as a severe recession. The credit crisis and mass deleveraging is causing all assets to be sold at the same time whether good or bad. For example, if a hedge fund receives redemption requests of lets say 40% of their assets in a few weeks as many of them have, they need to sell things quickly to meet these customer demands. When they go to market, they find that they cannot pick and choose assets to sell because many of the markets have few if any buyers (especially debt markets). So they go down their list or assets and usually end up selling into the most liquid markets first even if those assets are good. The liquid markets are Commodities, Currencies and Equities. The debt markets are frozen so to sell anything in these markets they would have to take a huge hit.

This dynamic of recession, deleveraging, and credit crisis makes it next to impossible to pick a sector that will do well and as such most mutual funds will get hit too. They may specialize in safe assets like AAA rated Bonds but even those are off 10% this year.

Buy and Hold? I don't think so. If you know how bad things are and if you believe that they are going to get worse, why hold? You are taking risk with the expectation of losing. That makes no sense to me and should not make any sense to a financial advisor. The government is telling us that things are getting worse and they are not sure of how bad it will become.

If you believe that things will get better within 6 months then do hold at this point but really check your assumptions.

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