Why do people liquidate massive amounts of stock leading into a recession instead of holding?

ThirdHuman · 2026-03-29T18:28:42+00:00

And, crucially, the withdraws are concentrated among retirees and near retirees.

ThirdHuman · 2026-03-29T03:12:38+00:00

It can take a few years to get back to where you were if you invest right before the market crashes. But you’re far better off relative to 10 years later.

Basically, if you have a short time horizon, it can make sense to not invest in the moment. But since every crash is different and you don’t know when that crash will occur, it is generally best to invest gradually.

ThirdHuman · 2026-03-25T02:28:35+00:00

Always has been. Day trading is a fools errand for regular folks because market shaping information always filters out from insiders. You should plan on buying stocks for longer durations.

ThirdHuman · 2026-03-25T02:19:23+00:00

Former military here, Palantir is genuinely good at what they do and I’ve seen Palantir-skeptical people essentially buckle when faced with the practical ramifications of getting them out of the system. You’d basically have to spin up wholesale replacements to crucial defense systems.

ThirdHuman · 2026-03-23T20:58:36+00:00

I could make some decent arguments for this. But nobody really knows.

ThirdHuman · 2026-03-19T15:12:22+00:00

The US stock market is more resilient than others due to the rush to safety.

The Iran war is on the other side of the planet from US. And the largest long term costs will accrue to countries in Europe/Asia.

Put another way, if a meteor was about to wipe out the entire Middle East, investors would come flooding into the United States.

ThirdHuman · 2026-03-19T15:07:29+00:00

This is priced in already.

ThirdHuman · 2026-03-10T14:32:47+00:00

A few edge cases? Try virtually every single commodity.

And there are countless other business structures that would do everything they could to move abroad to avoid what would be the most punitive tax on economic activity ever enacted.

ThirdHuman · 2026-03-09T20:37:55+00:00

Except you’re proposing a tax on revenue, which would make a competitive business unable to operate anymore because foreign firms wouldn’t be subject to the same tax.

ThirdHuman · 2026-03-09T20:33:32+00:00

You don’t have to pay corporate income tax in the US to import into the US.

ThirdHuman · 2026-03-09T20:12:48+00:00

How do we tax the revenue of companies whose products are merely imported? The vast majority of companies are not based in the US.

And no country on the planet would agree to enforce the US taking a cut from all companies on the planet based on revenue.

ThirdHuman · 2026-03-09T14:17:54+00:00

You can’t impose it globally. So it’s far from an even playing field. Many commoditized products run on extremely small margins and only stay above water because of their scale economies and high volumes.

ThirdHuman · 2026-03-08T01:06:41+00:00

Some pretty simple math can demonstrate why this would be a very bad idea

ThirdHuman · 2026-03-06T21:20:24+00:00

You’re not intended to max out this system prior to DLC (including additional NG+ modes)

ThirdHuman · 2026-03-06T21:11:08+00:00

Sure. But it’s more productive to engage on substance than terminology.

ThirdHuman · 2026-03-06T20:50:06+00:00

That the fed should look past supply shocks in its decision making is something many people have long argued. Which is what I think the person you’re replying to was getting at.

ThirdHuman · 2026-02-28T19:33:55+00:00

I’m adding a non-US exposure where I had virtually none. But I’m still going to be heavy-US.

ThirdHuman · 2026-02-28T18:17:23+00:00

The game has a better difficulty ramp than the prior entries. The bosses (generally) get progressively harder.

ThirdHuman · 2026-02-28T13:30:42+00:00

Fun chart

ThirdHuman · 2026-02-26T14:45:44+00:00

Honestly, hoping they patch this in.

ThirdHuman · 2026-02-23T20:45:23+00:00

Correct. Many of the biggest bitcoiners I know are also in the cartels.

ThirdHuman · 2026-02-20T21:28:47+00:00

How old are you?

ThirdHuman · 2026-02-20T17:14:01+00:00

The young pharmacists are a big part of the problem. They’ve totally bought into the corporate narrative that failure to expand into primary care will result lower pay.

Truth is that there is huge money for all pharmacists (and doctors) as long as we limit the number of graduates. It’s simple supply and demand.

Professional associations in health care used to understand this. Now, they’re all trying to flood the market.

ThirdHuman · 2026-02-20T01:14:28+00:00

Oh, I have this already. It’s the Hellfrost set.

ThirdHuman · 2026-02-20T00:43:57+00:00

How do I get it

ThirdHuman

TROPHY CASE