https://www.google.com/amp/s/seekingalpha.com/amp/article/4350995-is-why-s-and-p-500-be-headed-for-3700
Here Is Why The S&P 500 Could Be Headed For 3,700
May 29, 2020 6:35 PMSPY, QQQ, DIA
Summary
/Very few authors on this site have been as outspoken about a market rebound than I have.
I have written eight very bullish articles since March 18th. Every one of them has been right on the money.
I hope that they made you money. This is my main purpose for being a regular on this site, to help make you money./

https://capitalallocatorspodcast.com/2020/03/29/inker/
Couple if previous podcasts..enjoy

https://www.thestreet.com/investing/sp500-spy-trading-stock-market-index-bulls
Bulls Won April and May but Can They Keep It Going in June?
After a massive fall in March, the S&P 500 has risen over the past two months. Can it make it three straight months of gains in June?

https://www.detroitnews.com/story/business/2020/05/29/stocks-slip-wall-street-still-headed-weekly-gain/111878776/
Stocks erase a loss as worries over China tensions fizzle
THE ASSOCIATED PRESS | ASSOCIATED PRESS
Updated 10 hours ago
Stocks closed out a solid week on Wall Street Friday with a late-afternoon rebound after worries that President Donald Trump would reignite a costly trade war with China faded.

https://www.forbes.com/sites/gauravsharma/2020/05/29/5-top-canadian-oil-stocks-to-buy-in-2020/#2462650b2138
5 Top Canadian Oil Stocks To Buy In 2020
Couple of interesting oil companies to look at now demands in energy sector maybe risen again

https://www.marketwatch.com/story/the-stock-markets-outlook-is-more-bullish-than-you-might-expect-2020-05-29
The stock market’s outlook is more bullish than you might expect
Published: May 29, 2020 at 10:42 a.m. ET
By Simon Maierhofer
/Snap-back rallies tend to be positive for prices, history shows/
Could be a very special June/july. Sp500 have cross /hovering 200 days moving average. USA opening up again and it may seems investors maybe forgetting what we faced just several weeks ago.

I'm bond-heavy. My stuff has come back nicely. I'm just -3.7% down from my all-time highs back in Feb, 2020. But my upward curve will be much less steep than many of you. That's the trade-off. Three biggest among my funds: PRWCX, RPSIX, PRSNX, in that order. We'll have to move to a bigger apt before too long. Maybe time, by next year, to start harvesting dividends. The kids need separate rooms.

Thanks for the summary. You have to have faith or perseverance and assume that even with Covid damage, EM will either not drop much or if it does it will come back before you need your capital back.
A similar response seems to be the mantra of every value investor " wow one times book" How can anyone predict what earnings are going to be in these companies now? OR the book value of these companies a year from now.
I am not saying it might not be worth the risk over time, just that it is risky and not a dividend play or only in small amounts

The interviewer asked the question about their EM predictions. This was the question and response from the article:

You’ve recommended emerging market stocks since 2017. That hasn’t panned out. Why do you still like them?
The average emerging stock is trading at half the valuation of the average U.S. large-cap stock. We’ve seen in emerging the same thing we’ve seen in the developed world: A relatively small handful of growth stocks have outperformed the indexes hugely, and half of the universe or more has been left behind. As a result, you can put together a portfolio of decent companies trading at about one times book value and seven times trailing earnings, with a trailing dividend yield of over 6%. That’s pricing in a really bad outcome, which is comforting. If you think earnings are merely going to be stable, you have an earnings yield of 14%. You don’t need to imagine good things happening to get good returns out of companies trading at those valuations.

Another pointed question on their accuracy around the US stock market:

Does that cause you to wonder if you should tweak your model to take secular changes into account?
Over the course of those 20 years, we have done a lot of digging into our assumptions, to understand where things have played out differently than we expected. One of the striking [observations]: Profitability around most of the world has been stable. Profitability for U.S. small- and mid-cap stocks has been stable. The one place that was absolutely not the case is U.S. large- caps, which have seen profitability, and their apparent return on capital, move up in a way that is fairly unique.

I wonder if there's a language barrier for the author or if he's just being facetious by using "white" instead of "whitelisted":

"Joining the White Countries Club
It is extremely difficult to anticipate US security strategies from the outside. When the US Treasury Department published its whitelist in January 2020, Britain, Canada, and Australia were the only countries making the list. Japan was not included, and the government’s hope that its own legal revision would ease the way to its designation as a white country was not fulfilled at this time."

V shaped recovery- from email
/Thursday, May 28, 2020
1. The V-shaped market bottom that couldn't happen (but did)
2. Where will you go out to eat?
3. One approach to the social media battle
Market Moves
For most of the day it appeared that stocks had shrugged off the profit-taking behavior that characterized the past two days, however in the final hour of the session it returned. Indexes that were up more than one percent closed down for the day. The Nasdaq 100 (NDX) and the S&P 500 index (SPX) closed just slightly lower, while the Dow Jones Industrial Average (DJI) and the Russell 2000 index (RUT) closed down -.5 percent and -2.5 percent respectively.
It is typical for a market that has a V-shaped move (as seen in the chart below of Invesco's Nasdaq 100 index ETF (QQQ), that when the price returns to its former highs, resistance occurs and sellers begin taking profits. For the bull-market in stocks to regain its footing, however, the move will have to continue, and other index ETFs, such as State Street's S&P 500 index ETF (SPY) will have to follow this same pattern. It is surprising to look at this chart considering how many people said (and still say) that a V-shaped recovery just isn't in the cards. It seems that Nasdaq investors don't buy that line.
Image
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Where Will You Go Out to Eat?
In states that have reopened, people are returning to restaurants. Since it is national hamburger day in the U.S. (really, it is), you might consider where you want to eat. Or at least what kind of establishment you'd consider investing in right now. While some think the idea is premature, others are hungry for values.
The chart below compares share prices of State Street's consumer discretionary index ETF (XLY) with the following restaurant stocks, including Chipotle Mexican Grill (CMG), Yum Brands (YUM), Del Taco (TACO), Sysco Systems (SYY), Darden Restaurants (DRI) and Cheesecake Factory (CAKE). It is important to note that the best of these (CMG) is well above the sector as measuring from the February market highs, while the worst of these (CAKE) is struggling to establish an upward trend. Momentum investors will clearly favor the first, while value investors will favor the latter.
Image
Read more:
Domino's Pizza Stock Nears Major Breakout
Twitter Stock Moves Lower After Trump Threatens Section 230 Action
Defense Stocks Could Head Back to Bull Market Highs
One Approach to the Social Media Battle
With the U.S. presidential election only a few months away, social media advertising will be ground zero for political advertisement spending. Investing opportunity knows no political leanings, and neutral-minded investors might find opportunity in the recent headline-driven spat between U.S. President Trump and Facebook (FB) and Twitter (TWTR).
The chart below provides one way this may be done. The two companies in question are in the top two thirds of the chart (click for a bigger image). The bottom third of the chart displays an indexed price derived by dividing the price of TWTR shares by the price of FB shares. This price index is then overlaid by a 50-day Donchian Channel indicator. When this index crosses the from the bottom to the top half of this indicator, that specifies a time to buy Facebook shares; conversely, when the price drops below the middle, it signifies a time to buy TWTR shares.
Surprisingly, by switching a specific amount of money between these two stocks in binary fashion, an investor would have outperformed both stocks by following this strategy. This is not a recommendation to anyone, but merely an example of how shrewd chart watchers can find opportunities even in everyday news items.
Alternate text
The Bottom Line
Stocks revisited the profit-taking pattern by selling off late in the session. Given that the Nasdaq 100 has completed a V-shaped recovery, it seems statistically likely that the upward trend may eventually continue and find its way higher. If that were to be true, some stocks that might benefit would include restaurant stocks and social media companies. Both of these industries are likely to see increased demand for their services over the summer.
[email protected]/

THAN: U.S. Stocks Rise in Longest Rally of Pandemic Era
https://www.bloomberg.com/news/articles/2020-05-27/asian-stock-futures-mixed-u-s-shares-climb-markets-wrap
Might fizzle by the close, but as of 2:30 PM
DJI +.53%
S&P +.89%
NASDAQ +.78%
Other Markets
Hong Kong -.72%
“Down Under” - saw gains north of 1% overnight
Japan - strong overnight
Europe - strong finish today
Latin America - flat / down currently. - Brazil has or soon will overtake the U.S. as leader in coronavirus deaths as its strong-man Prez has been ignoring health warnings. https://www.newyorker.com/news/daily-comment/the-coronavirus-hits-brazil-hard-but-jair-bolsonaro-is-unrepentant
Gold - slightly off / still above $1700
Oil - 2-3% gains today
NOW: Dow takes a 300-point U-turn lower Thursday as Trump says he will hold a Friday news conference on China Published: May 28, 3:49 p.m. ET
“U.S. stocks turned negative on Thursday within the final hour of trade as markets digested a report that President Donald Trump was set to hold a news conference on China on Friday. Word of an event comes as tensions with China over Hong Kong rise.”
http://www.marketwatch.com/story/dow-trims-gains-in-final-hour-of-trade-thursday-as-trump-seen-holding-a-friday-news-conference-on-china-2020-05-28

Today would be a good starting point until the end of the year, to verify a portfolio return for @FD1000. Begin with.............. ---holdings today. And then follow with all account trades with loss/gain data going forward to December 31 for 2020. No dollar values required, just real data.

Good luck @Catch22. - While you’re waiting ... I can’t find any rules for attaining investing perfection. Did however, locate some rules for arriving at Moral Perfection . May be applicable to investing as well. Something to read over while you wait.
Rules for Moral Perfection - From Benjamin Franklin’s Autobiography
Temperance — Eat not to dullness; drink not to elevation.
Silence — Speak not but what may benefit others or yourself; avoid trifling conversation.
Order — Let all your things have their places; let each part of your business have its time.
Resolution — Resolve to perform what you ought; perform without fail what you resolve.
Frugality — Make no expense but to do good to others or yourself; i. e., waste nothing.
Industry — Lose no time; be always employ’d in something useful; cut off all unnecessary actions.
Sincerity — Use no hurtful deceit; think innocently and justly; and, if you speak, speak accordingly.
Justice — Wrong none by doing injuries, or omitting the benefits that are your duty.
Moderation — Avoid extremes; forbear resenting injuries so much as you think they deserve.
Cleanliness — Tolerate no uncleanliness in body, cloaths, or habitation.
Tranquility — Be not disturbed at trifles, or at accidents common or unavoidable.
Chastity
Humility — Imitate Jesus and Socrates.
https://www.accessible-archives.com/2013/11/ben-franklins-13-point-plan-attaining-moral-perfection/

“you should manage money!” :)

Thx Mark..America at its best...htz hertz pays 16mills to ceo/corporate team before file chapt11
Little guys get slammed and worrying where next meals may come /find shelters for family from storms from while the big guys get golden chairs and diamonds
https://www.google.com/amp/s/amp.cnn.com/cnn/2020/05/26/investing/hertz-bankruptcy-executive-bonuses/index.html

@davidrmoran and @linter
I don't recall seeing any daily/weekly trade(s) conformation here as to what is stated by @FD1000 for his account(s) returns.
This is non-verifiable.
Today would be a good starting point until the end of the year, to verify a portfolio return for @FD1000.
Begin with..............
---holdings today
And then follow with all account trades with loss/gain data going forward to December 31 for 2020. No dollar values required, just real data.
Otherwise, this is nothing but hearsay; as with a friend of a friend told me that .......

"Sonic is one of six U.S. companies identified in a Reuters review of regulatory filings that have moved to shield their executives' compensation from the pandemic's economic fallout as they laid off or furloughed workers. The others include plush toy seller Build-A-Bear Workshop Inc ( BBW ), restaurant operator Red Robin Gourmet Burgers Inc ( RRGB ) , retailer Signet Jewelers Ltd ( SIG ) , fashion brand DKNY owner G-III Apparel Group Ltd ( GIII ) and fracking sand producer Covia Holdings Corp ( CVIA ).
Reuters found 75 other companies that disclosed they are considering changes to executive pay plans in light of the pandemic's impact on their businesses. Among them are ridesharing giant Uber Technologies Inc ( UBER ) , hotel operator Hilton Worldwide Holdings Inc ( HLT ) , carrier Delta Air Lines Inc ( DAL ), satellite radio company Sirius XM Holdings Inc ( SIRI ) and Thomson Reuters Corp ( TMSOF ), the parent company of Reuters News."
Article Here

@old_Skeet
Thanks for the suggestion. Active funds make much more sense than commodity indexes, as most of the latter are just oil funds.
you will love this
http://si.wsj.net/public/resources/images/B3-GU051_Dshot_NS_20200528050335.pnp
Chart about commodity "super cycle" page 12 but most of the rest of paper about precious metals.
https://ingoldwetrust.report/wp-content/uploads/2020/05/In-Gold-We-Trust-report-2020-Compact-Version-english.pdf
It is not clear to me why commodities will do well in a recession unless you fall back on "people have to eat". Oil will get a big bounce soon with only a bit uptick in demand after a lot of supply cut off, but to sustain higher prices I think we would have to see the return of normal demand.
Agricultural prices have bounced significantly but mostly due to supply disruptions. However even when the US gets it's milk, pork and grains etc supply chains sorted out, with lower restaurants etc won't demand be lower?
Obviously also an inflation hedge and a "hard asset" that will not be a covid sensitive as real estate for example.
BCSAX and SPCAX have had similar performances but BCSAX has a decent dividend.
SPACX is mostly agg products now ( 3/31) with 13% gold and 8% nat gas. But she may have missed best preforming commodity this year OJ and milk.
Web page little sparse mostly marketing "hedge funds for the rest of us"

When an investment experiences a 30% loss it requires a subsequent gain of about 43% to get back to "even". This article reviews some of the losses in different categories of the market and subsequent gains off their recent lows.
how-much-of-stock-market-losses-have-been-made-back

https://www.washingtonpost.com/business/energy/jamie-dimon-captures-the-stock-market-moment/2020/05/28/f2674a44-a0b7-11ea-be06-af5514ee0385_story.html
Jamie Dimon Captures the Stock Market Moment
By Marcus Ashworth | Bloomberg
May 28, 2020 at 6:43 a.m. CDT
/Don’t fight the U.S. Federal Reserve — repeat that mantra until it sticks./
Think sometimes better go with the flow and heard mentality instead fighting it...we see so much risks and adverse conditions for market to cease or goes further - but it still goes up... think better to leave it alone for now

https://www.forbes.com/sites/randywarren/2020/05/27/todays-interest-rate-environmenta-challenge-for-investors-and-their-fixed-income-allocation/#479fbfa6caf9
Today’s Interest Rate Environment - A Challenge For Investors And Their Fixed Income Allocation
The Role of Bonds in a Portfolio while Interest Rates are Low
/Today’s interest rate environment poses a challenge for investors and their fixed income allocation. In the US and around the world government bond yields are at extremely low levels, at the time of writing this report, the US Treasury 10 year is at .70% and some other countries’ yields are zero or negative. Over the years investors have looked to bonds for income, capital preservation and a hedge against inflation. Investors have enjoyed a bull market in fixed income securities/bonds over the last 40 years!/
Have not sold bonds and bonds etf in our other vsnguard portfolio, we did not see a large drop compared to DOWS Or SPY, but of course now its still going up slowly not like our merrilledge portfolio all stocks...at least we sleep better at night....
Another interesting read gives good ideas but from oversea INDIA
https://www.entrepreneur.com/article/351139