Short version: I'm looking for different points of view and opinions on a portfolio shift I'm contemplating; namely to move all the money in market tracking funds into cash for (guess of the day) 3-9 months until I see evidence that the US response is focused on the medical crisis, rather than the potential political and/or economic crisis.
I plan to hold Tesla through what's coming - I think there's a non-zero chance that Tesla becomes one of the few safe havens during the crash, or it's one of the first to recover after the crash, and I don't want to try and time or miss that.
A strongly related question - anything better than cash you can think of to shift into?
I am thinking about buying dip on airline stocks to play this corona virus thing. AAL/UAL together with a lot of other airline stocks are down ~40% percent. Surely they are still on a downward spiral. But they would rebound as soon as things settle down. This happened with 911/SARS/H1N1. Some of the airlines with huge debt/equity ratio may go under. But I expect a swift recovery for most of them.