Down goes the Dow

How can you oppose a guy in a hospital bed?

There is no basis for it and I realize I'm over 3 years late, but out of respect, I'm going to agree that a massive drop in the market is about to occur.

mister wrote:

If nothing else, after 5 years, a lesson can be learned as to how costly listening to the wrong advice can be.

World's worst sentence?

Worst ever wrote:

mister wrote:

If nothing else, after 5 years, a lesson can be learned as to how costly listening to the wrong advice can be.

World's worst sentence?

It’s not even the worst in your post.

Igy here wrote:

https://i.imgur.com/hyyZPzv_d.jpg?maxwidth=640&shape=thumb&fidelity=medium

Sure.

What is he doing with his hands? ?

Greetings, Igy. Hope your spirits are up and you're being a good little boy!

Be hearing from you soon.

-Seattle

Seattle,

Last chemo infusion today. Pet scan in a month and move on from there.

You have to be loving your 3x Small Cap up. Good job.

Igy

Igy, you rock!

And You're lookin' good.

Yeah, the Russel 2000 is coming on strong. Your light jest about being leveraged made me realize one thing - there's no reason to be leveraged when i have a chunk of cash on the sidelines. So, i've been getting ready to sell some 3x leveraged S&P 500 and buy just plain old non-leveraged ETF in the same index. I've starting doing this a little bit, but i have this bad urge to try to time it so i sell on a high and buy on a low.

The 3x leverage Small cap i can't really sell becuase it is in a cash account, and the tax hit will be just too much. It;s gone up that much.

First world problems, i know.

Anyway, good to hear from you, and as you can tell, your presence has been missed.

B4 wrote:

Igy here wrote:

https://i.imgur.com/hyyZPzv_d.jpg?maxwidth=640&shape=thumb&fidelity=medium

Sure.

What is he doing with his hands? ?

Can’t you tell by the smirk on his face?

Seattle,

Thanks. I handled chemo well. Now I have to lose the 20+ pounds I gained during treatment. It will be little steps as toxicity remains for months.

The small caps have many fundamental weak links, specifically debt and valuations. Of course that could be said about the market generally. At this point one focus of speculation. It will be interesting to see how the market reacts to earnings season end and looming central bank policy decisions.

Igy

I was going to say, you don't look frail or too light.

I've been working in biking on a spin bike or my road bike on a trainer on the non-running days as a painless way to burn some calories. At this age, it seems like mother nature wants my body to hold onto the calories.

As i listen to the financial commentators, most do site the number of interest rates hikes this year and next as the biggest market concern, though there's quite a few other things to keep an eye on.

One thing that caught me off guard was the Emerging Markets. Just as i added to the position, they started a strong downturn.

Seattle,

I am German stock, work horse stock. I was spin biking, lifting weighs and Alter G runs during early rounds, over time the toxicity wears you down. So mostly walking last two cycles but covered six miles yesterday and three before treatment. Next week will be hit or miss.

The issue is much of the EM debt in denominated in dollars. So currency moves driven by rising rates here and EM inflation (Turkey, Venezula, Brazil & Argentina) negatively impacts EM debt. On the plus EM has reasonable valuations and demographics support growth (definitely not the case with developed markets).

I will post a link to an article highlighted this week in the financial news. It is by Ruchir Sharma, one of the better financial commentators on EM.

Igy

Ruchir Sharma article:

https://www.nytimes.com/2018/06/02/opinion/sunday/millionaires-fleeing-migration.html

seattle prattle wrote:

Igy, you rock!

And You're lookin' good.

It's not Igy.

Igy here wrote:

Last chemo infusion today. Pet scan in a month and move on from there.

Pet scan? That's some serious ionizing radiation. There is also false positives associated with these scans:

Pet Scan Nation wrote:

Igy here wrote:

Last chemo infusion today. Pet scan in a month and move on from there.

Pet scan? That's some serious ionizing radiation. There is also false positives associated with these scans:

https://link.springer.com/article/10.1007/s10151-015-1308-3

Yes, this is true especially with the mesenteric lymph node located by the small intestine. This was the area down about 34% at the mid-point CT scan. The oncologist wants to avoid the CT scan and go straight to the PET to reduce overall radiation. If the site does show evidence of disease it will be radiated. In the end I have to trust someone. I have an endocrinologist friend who diagnosed my disease initially receiving all my reports. I am doing all the reading I can on the subject: follicular lymphoma 3a.

Igy

Igy here wrote:

Pet Scan Nation wrote:

Pet scan? That's some serious ionizing radiation. There is also false positives associated with these scans:

https://link.springer.com/article/10.1007/s10151-015-1308-3

Yes, this is true especially with the mesenteric lymph node located by the small intestine. This was the area down about 34% at the mid-point CT scan. The oncologist wants to avoid the CT scan and go straight to the PET to reduce overall radiation. If the site does show evidence of disease it will be radiated. In the end I have to trust someone. I have an endocrinologist friend who diagnosed my disease initially receiving all my reports. I am doing all the reading I can on the subject: follicular lymphoma 3a.

Igy

"PET to reduce overall radiation?" Huh? Try 25 mSv for a PET scan - the highest amount of any imaging (I think that's why it's called Nuclear Medicine. Lol). The next closest is a repeated CT-Abdomen and Pelvis at 20 mSv. Lots of DNA strands get damaged at those amounts. Don't they have anything safer these days? We're old guys now - our bodies don't repair damaged DNA strands as efficiently as the younger guys do.

Good luck.

Igy here wrote:

A little introspection on my part causes me to move on. Wish all the DGTD posters the best on your investments.

Reid Harter aka Igy

I knew it was too good to be true. Narcissism rules.

Understood. Insurance generally requires CT and if needed PET. Oncologist is recommending going straight to PET to get a better overall picture of the nodal area. Endocrinologist friend agrees with this approach.

Igy

Gruntz wrote:

Igy here wrote:

A little introspection on my part causes me to move on. Wish all the DGTD posters the best on your investments.

Reid Harter aka Igy

I knew it was too good to be true. Narcissism rules.

So says the guy that was spreading rumors that I was dead. If not for you I would not have posted or ever left. Butt hole.