Who is selling their stocks before oil/fertiliser supply shocks rock the global economy?
u/EmergentArticle ·
Reddit — r/StockMarket
· April 22, 2026 at 12:19
· ⬆ 77 pts
· 💬 207 comments
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AI Summary
Summary
Author sold entire ETF portfolio due to fear of a major market correction/crash driven by potential oil/fertilizer supply shocks from Strait of Hormuz tensions.
Thesis: Geopolitical events will cause significant economic disruption, justifying exiting the market preemptively.
Quality assessment: Speculation based on macro headlines and fear; not well-researched DD.
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I might be about to learn a hard lesson.
On April 7th, I sold my entire ETF portfolio. I’ve never done anything like that before. I’ve always been a set-and-forget investor, DCA’ing into broad market ETFs.
This time it felt different. I got pretty caught up in the reddit coverage around the Strait of Hormuz and started convincing myself a major correction (or even a crash) is coming.
Now I’m sitting in cash, wondering if I’ve made a clever move or just fallen into the classic trap of thinking I can time the market.
Part of me thinks I’m being disciplined and early. Another part thinks I’ve just let fear (and a bit of greed) take over.
Is anyone else here feeling this way right now? Or have I overreacted to noise and macro headlines?
Also curious how others are thinking about this:
\- Do events like this actually shift your long-term strategy?
\- Or do you just stick to DCA and ride it out regardless?
Keen to hear some grounded perspectives.
Author sold all equity ETFs due to conviction that oil/fertilizer supply shocks from Strait of Hormuz tensions will rock the global economy. If the author's fear is correct, broad equity markets will face a significant correction or crash, making cash a preferable holding. Avoid broad market exposure in the short-to-medium term due to high geopolitical risk and expected economic disruption. Conflict de-escalates quickly; supply chains adapt; market has already priced in risks; Federal Reserve or government intervention cushions blow.
This Reddit post, published April 22, 2026,
features u/EmergentArticle
discussing SPY.
1 trade idea extracted by AI with direction and confidence scoring.