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longfellow95

02/28/20 6:32 AM

#268125 RE: kabunushi #268122

As you wrote, there is nothing that could qualify as seriously interesting now except TLD.



I don't disagree with your general sentiment, but I think some form of announcement of third party backing/partnership could also qualify as 'interesting', and may be as likely as TLD exposition in the run-up to the ASM.
TLD, I guess, verges on being an (eventual) inevitability (except to a few major pessimists), but other developments may be less expected.
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Sojourner55

02/28/20 6:44 AM

#268128 RE: kabunushi #268122

Yes the state of the markets is a concern and no doubt will affect investors sentiment. As long as we get positive TLD I would not worry too much about short term market reaction. In fact it would de-escalate the risk of buying and adding to positions when there is mismatch of underlying value. It will self correct in due time but patience will be needed. Just hoping a warmer spring will see the virus spread start subsiding and the markets recover.
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tryn2

02/28/20 9:49 AM

#268163 RE: kabunushi #268122

“No matter how good it is, if we are still in heavy pandemic at the time when the TLD is released, at that point the world economy will be collapsing and/or the markets are not done crashing. In that case, even excellent data might not be good enough to let us hold on to pps gains we get from the TLD announcement.”

Could happen. If l am not mistaken it was the REACTION to the stock market ‘crash’, and not the correction (about 5-6%) that actually caused the crash in the 1920’s.... same thing with Coronovirus, about 3% fatalities, mostly for people over 70, but a lot of panic in the USA...