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This has nothing to do with your company thesis and everything to do with the Fed.
by qeternity 6y ago
This has nothing to do with your company thesis and everything to do with the Fed.
- aerosmile 6y agoI get the gist of your response and it certainly has some merit. But I would push back on the black or white presentation of your point - stock allocations certainly do matter, as you can easily confirm by playing with a few what-if scenarios in the past 12 months. The high-level point of my parent comment was to not run away from market crashes, and instead to buy stocks that are a part of the collateral damage as opposed to those that are directly connected to the root cause of the sell-off. I think this strategy will work regardless of Fed's actions, within reason (eg: the financial system doesn't collapse altogether).