SquishyQuokka
SquishyQuokka

We ready for another bullrun, my fellow Grapeviners? πŸš€

Everything seems to indicate that this is the beginning of an extended bullrun till the elections. What is the game plan? Personally, I am all in. First time since 2020, that I have a net zero cash position.

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14mo ago
PrancingNugget
PrancingNugget

Sab laga do bhai.. election ke bad saturation aa jayega

SquishyQuokka
SquishyQuokka
Gojek14mo

Are you all in?

PrancingNugget
PrancingNugget

Yeah bro, already in and doing as expected. Hope will make more money than my salary.

QuirkyMarshmallow
QuirkyMarshmallow

Based on what there will be a bull run exactly? The Balck money to fight elections will would be bought in all by next month. After that the noose tightens. There is already a money supply contraction of 1 trillion dollars due to high interest rates. You can easily get 5% risk free interest from US treasury bonds. The biggest boom since COVID, the tech startups are all shutting down. So the question again, what is the reason for the bull market to continue further? And which sector will lead it?

SparklyTaco
SparklyTaco

Finally, I found ONE comment not talking about bull market. Where we are heading?

SquishyQuokka
SquishyQuokka
Gojek14mo

We seek what we agree with. Finding the contrarian pov is important.

I appreciate @Anon00 for posting this. Liked it.

This balanced my pov. Thanks.

MagicalDumpling
MagicalDumpling
Tactic14mo

Although charts say a lot, but I am still having dual thoughts in my mind.

The valuations are sort of disturbing currently with increasing SIP flows.

SquishyQuokka
SquishyQuokka
Gojek14mo

I know but my father taught me one thing: Markets can remain irrational for a very long time. Ask those who were waiting for another fall after Covid crash.

MagicalDumpling
MagicalDumpling
Tactic14mo

Agree 110%

SwirlyTaco
SwirlyTaco

We're in a secular bull run. Not over a year / two. Over 2+ decades.

This'll run till we start tapering off growth at around USD 15 tn GDP.

There'll obviously be severe temporary drawdowns as with all repricing, but given that the economy is on a growth trajectory no point in looking at short term spikes.

*Individual stock picks are an aberration.

SquishyQuokka
SquishyQuokka
Gojek14mo

I completely agree. 20% of my portfolio is NiftyBees.

CosmicQuokka
CosmicQuokka

To the moon πŸ₯³ Also took some leveraged bets.

SquishyQuokka
SquishyQuokka
Gojek14mo

Leveraged? Are you using margin? Intraday or Long term?

CosmicQuokka
CosmicQuokka

Margin longs

PeppyMarshmallow
PeppyMarshmallow

I think the bullrun will continue. But also closely tracking the Covid developments.

SquishyQuokka
SquishyQuokka
Gojek14mo

Agreed same.

FluffyNugget
FluffyNugget
Swiggy14mo

I think most people may underestimate this covid and may turn out to be another black swan πŸ‘€

WobblyNoodle
WobblyNoodle
InMobi14mo

You are late !! Bull run started 2 months back.

SquishyQuokka
SquishyQuokka
Gojek14mo

It did. But it’s hard to figure that out then.

BouncyCoconut
BouncyCoconut

Need to invest 1.5L in ELSS before april, should i wait till end of mar? Trend is market crashes in march every year so still hoping it will crash this year too

SquishyQuokka
SquishyQuokka
Gojek14mo

Hard to say. No one can predict hit and we might be in Hopium.

GroovyBiscuit
GroovyBiscuit

@NiceYaar With ELSS there is lock-in of 3 years, so it won't really matter if you invest now or 3 months later. Anyways with big amounts it's always recommended to go the SIP route, e.g. 50k each month.

FluffyCupcake
FluffyCupcake
Amazon14mo

Huge Conviction!

I am sitting on 20% cash, will be going slow and stock specific. Keen to pick ITES/Fin stocks as valuations for me are comfortable.

SquishyQuokka
SquishyQuokka
Gojek14mo

Yeah, Fin stocks are set for massive bump. Some stocks like HDFC Bank are already 11% up from last month.

PrancingQuokka
PrancingQuokka

For a moment I thought this was a btc chart and immediately all comments seemed like they were coming from crypto brow πŸ˜‚

SquishyQuokka
SquishyQuokka
Gojek14mo

F*ck crypto.

SillyJellybean
SillyJellybean

Btc has been pumping for a while sir πŸ˜‚

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