in investing

Money talks during Covid19


I was lucky to exit the stock market and crypto (exited BTC at 6700 euros) before huge drop. I am not selling any of my real estate investments through the platforms. Housers secondary market is dead. EstateGuru secondary market is dead and expensive to trade. EvoEstate secondary market is active as never before, but i am holding my investments. I am checking the markets mainly sp500 and ibex35 daily and even though i do not have any positions I feel frustrated with big swings in the market. On one hand a big recession is coming. On the other hand US announces 1.5T and later 2T money printing – stimulus package. Universal Basic Income may start sooner – US government is thinking of giving 1000 USD for each citizen.

I will be coming back to stock market on March 23 making 0,3% of my net-worth investments weekly. I will be buying

BTC (Crypto – Bitcoin)

LYXIB – Spanish index

WBA – Pharmacies in USA

BOL – Ports in Africa and 3 potential spinoffs

TEF Telcom for Spain and LATAM

TEL Telcom for Nordics and SE Asia

SCHB Media company from Norway

Shorting ZOOM (Ticker: ZM)

The reason to short (buy put options) Zoom is that i do not know any person paying for paid version. Zoom gives 40 minutes free sessions and then you can just restart a new session – not a big pain to pay for. (more pain to look for your credit card in the pocket). My personal circle uses Google Meet, which comes for free if you are buying Google Suites. The competition is huge. And UX is a fragile competitive advantage that can be copied and made better in days. (example Whereby in my opinion has even better UX)


With global lockdowns the demand for oil plunged. The tankers have been filled soon and there was no place to put oil. USO ETF stopped tracking oil price. And near expiration oil futures started trading at negative 37$. (Lesson about oil futures: if you do not execute contract before expiration – you have to take real oil)

Write a Comment