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Re: JohnCM post# 117840

Wednesday, 02/26/2020 1:38:00 PM

Wednesday, February 26, 2020 1:38:00 PM

Post# of 128543
I think options are a better bet. Spring will tell you if you should do something more long haul as you've mentioned assuming you will short long or ETFs long.

With Brazil entering the mix (currently in summer) we have our first indication that seasons may have little to no effect. That's the initial thought for why I'm holding off until spring months. I need more data to accurately determine the effects. Come spring I think I'll have a very good idea of what the next 2 years will be for the over all markets.

Given the company I worked for shut down china operations in january, I've been following this more closely then the normal public would. I think we are in for a bumpy ride. For now I can afford to let my funds sit.