I am only 20% invested in this market. The other 80% are in cash in my brokerage account waiting for a drop.

I am only 20% invested, because I think that the market is retarded

I am 80% out until I see a big drop in the market (where I buy), or there is a clear breakthrough in the vaccine and positive economic data AND only then i'll invest my remaining 80%

My Current Holdings are:

JPM / AXP / MS / ABBV / MRK / GILD / WMT / AMZN / LHE.DE (this on is risky)

I am pretty much investing in financials because they are at fairly low prices (compared to other sectors)

And then my next holdings are the recession proof ones (Healthcare and Retail)

My Lufthansa Position is more like gambling

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What do you guys think ???? Any suggestions ???

Some announced that lines will be opened again coming August, on the other end Norwegian Cruise Line had a warning of possible bankruptcy. Cruise lines Stocks are now traded about 60-80% below their yearly average. Of course no one knows what will happen. But what is your general feeling?

Opportunity or stay away?

https://www.dailymail.co.uk/news/article-8307487/Carnival-Cruise-bookings-600-PERCENT-announcing-voyages-restart-August.html

https://www.forbes.com/sites/sergeiklebnikov/2020/05/06/norwegian-cruise-line-raises-over-2-billion-after-warning-of-possible-bankruptcy/#c311522b8716

https://finance.yahoo.com/quote/CCL?p=CCL $CCL

https://finance.yahoo.com/quote/RCL?p=RCL $RCL

Listen to the full episode

Demetri Kofinas speaks with CoinDesk Chief Content Officer Michael Casey about “The Great Monetary Inflation” and the future of digital money. The two chronicle the financialization of the global economy that occurred between the end of gold convertibility in 1971 and the Great Financial Crisis of 2008. They discuss how the period of the 1970’s weighed heavily on the American zeitgeist and the political transformation that occurred between the start of the Iran hostage crisis and the fall of the Berlin Wall. The episode culminates in a conversation about the political and monetary forces that have been unleashed in response to the spread of COVID-19 and their implications for the future of capitalism and liberal democracy.