I read the daily threads and twitter in general and don't seem to get the sense others are getting f'd by this market as much as me.
I'm in banks, travel stocks, reopening plays, a little retail and restaurants. Also have oil which is helping me beat the NASDAQ but otherwise getting screwed.
Is everyone REALLY in that much commodities? I seriously cannot take this much longer down 20% in some positions at a large amount. I've been reading so called “experts” calling for a bottom but at this point, I'm about to unsubscribe from everything I have and just go with my gut.
As an example I'm down 15% in BAC with all my $ allocated to it, 12% in Visa and 20% in BKNG. There's another 8-10 I could list at similar levels.
Not referring specifically to those in high growth ARKK/tech names, but more in the sectors I listed above.
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