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Yes. The yanks were always going to have a 2nd wave as they never contained the virus in the first place but it's come far earlier than it should have on account of the george floyd death. I've nuked all non-stay-at-home positions. I was expecting a correction but not this early and nowhere near this quickly but I've effectively been black swanned by the george floyd riots. I've done two months of gains literally overnight.About 40% of my position is now in zoom - about 5-6 weeks ahead of what I'd scheduled.On the ASX I bought qan/syd/web/flt/aia at about 11 this morning and made about 3% in just a few hours. Aus has contained the virus and will reopen pretty soon as well as its size meaning it has a significant domestic air travel market (unlike NZ). There's also the talk of a travel "bubble" with NZ on account of them having contained the virus entirely and I fully expect that to happen. Combine that with AU being such a large chunk of NZ's tourist numbers and AIA should shoot up nicely.Even if there's more cases from these stupid protests, I'd just buy in once that hits the news. AU & NZ are primed for a reopen. USA is not. USA is actually now the epicentre (yes, really).Brazil is going to be absolutely obliterated by coronavirus so I'm both long and short on fmg/rio/bhp, but the smart money figured that out weeks ago - this is just a dip for the miners.
Yes. The yanks were always going to have a 2nd wave as they never contained the virus in the first place but it's come far earlier than it should have on account of the george floyd death. I've nuked all non-stay-at-home positions. I was expecting a correction but not this early and nowhere near this quickly but I've effectively been black swanned by the george floyd riots. I've done two months of gains literally overnight.
About 40% of my position is now in zoom - about 5-6 weeks ahead of what I'd scheduled.
On the ASX I bought qan/syd/web/flt/aia at about 11 this morning and made about 3% in just a few hours. Aus has contained the virus and will reopen pretty soon as well as its size meaning it has a significant domestic air travel market (unlike NZ). There's also the talk of a travel "bubble" with NZ on account of them having contained the virus entirely and I fully expect that to happen. Combine that with AU being such a large chunk of NZ's tourist numbers and AIA should shoot up nicely.
Even if there's more cases from these stupid protests, I'd just buy in once that hits the news. AU & NZ are primed for a reopen. USA is not. USA is actually now the epicentre (yes, really).
Brazil is going to be absolutely obliterated by coronavirus so I'm both long and short on fmg/rio/bhp, but the smart money figured that out weeks ago - this is just a dip for the miners.
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