The stock market has been withdrawn, is anyone else taking over?
I'm sure everyone has heard of it, Buffett's $Berkshire Hathaway-B(BRK.B.US$ , I have already sold the one I opened before $Taiwan Semiconductor(TSM.US$ Although it also made quite a bit of money, the selling price was not high. Stock owners have always advocated heavy purchases and long-term holdings. There are basically three possibilities for this shipment. Which do you think they are? Let's vote first:
My personal opinion: Gods don't change their personality in order to cut everyone's chives![]()
If it was done by a temporary worker under his command, he himself didn't know; this is also impossible; I haven't heard that his body is itchy. So I think either the stock company made a mistake, or TSMC is currently not working.
I've always thought that current popular semiconductor stocks are seriously overvalued, especially $Taiwan Semiconductor(TSM.US$， $NVIDIA(NVDA.US$ ， $Advanced Micro Devices(AMD.US$ as well $ASML Holding(ASML.US$ . Among them, NVDA is the most seriously overrated. Will the overestimation fall? Not necessarily; as long as no one feels like they are the taker, hitting the drums will continue.
If NVDA hits the drum and spreads, even if you accidentally take over, you'll still have a bouquet of flowers![]()
Well, a lot of junk stocks are just drumming 💩. If you accidentally take over, you can only keep yourself and eat them. So I won't touch this crap. Formerly owned $Carvana(CVNA.US$ , one-thousandth of the position, has been cleared a long time ago.
I'm planning to buy a car recently, but there are two types of cars I'm really afraid to buy. One is $Rivian Automotive(RIVN.US$ or $Lucid Group(LCID.US$ Something like that. The other one is $Carvana(CVNA.US$ Any car for sale. I'm afraid the car hasn't been driven for a few years, and this company will go out of business. When the time comes, it breaks down. Who should I go to get a warranty![]()
If the Federal Reserve keeps interest rates above 5% and lasts for three to five years, who knows if these loss-making businesses can hold up![]()
Recently, there was a strange phenomenon. The bond market has bowed down to the Federal Reserve and admitted its mistakes. The current interest rate tells us: Big Brother Bao, you're right. Two more yards will be added this year, and interest rates will not be cut until the end of the year![]()
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For me, a TLT of 100 yuan is like a Tesla that is 100 fast, and I increased my position by 5% today. If it falls below 100, I'll just buy it again. When I can't play, I'll change TLT to TMF and fight![]()
$iShares 20+ Year Treasury Bond ETF(TLT.US$
Of course, $Tesla(TSLA.US$ There is a lot of profit, but it may also plummet all the way from 400 to 100, falling 75%. The high point of TLT is 170. If I dare to drop 75% to around 45 yuan, I think Lao Bao will have to resign before that.
Compared to the stock market, more people invest in bonds, and fewer speculators. If you made a mistake, you misread it yourself; there is no such thing as being deliberately cut chives.
Also, if we talk about the stock market, why don't they take advantage of the old baobao. As soon as the inflation data came out, it continued to rise. What I said earlier, “It's just a data, it doesn't mean anything” actually came true. However, today the market seems to have recovered; I wonder if they have realized that it is time to fall?
Why is the stock market rising so much? Today, I heard someone say that it is because China is releasing water! The US emperor wanted to land a panda to release water. Did they guess the previous conspiracy theory again? Why are conspiracy theories more accurate every time![]()
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My top positions so far:
debentures $iShares 20+ Year Treasury Bond ETF(TLT.US$
Shorting the yen $ProShares UltraShort Yen(YCS.US$
QQQ currently being shipped $Invesco QQQ Trust(QQQ.US$
The one that keeps getting to the bottom $UnitedHealth(UNH.US$
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本人散户，闲钱投资，名字为富图系统生成。这里记录投资感悟与趣事。所有言论都纯属娱乐，不是投资建议。㊗️大家越来越🐮
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回本 : There is no way to buy stocks for political purposes only
Hauruchen : If you follow the previous practice of stock gods, you probably think the company is not worth this price
adamwky83 : He sold due to political stability in tw
Samur : The US will also raise interest rates, so why are they optimistic about TLT? One thing I don't understand is that interest rate hikes will cause TLT to fall. So how exactly is TLT safe haven as a financial safe-haven tool?
高贵的阿德莱德OP Samur: The predictability of TLT is relatively strong, and there isn't much room for downside. The current price has basically calculated that the peak of the interest rate hike is up to 5.5%, and interest rates will only be cut next year. Unless interest rates are raised above 6%, I don't see a sharp decline. If interest rates are raised to 6% or more and maintained for a year, a large number of loss-making companies will lose their capital and go bankrupt; the stock market will only be worse. TLT is not a safe-haven tool; it's just less risky than the stock market
Up 10 Down 20 : I'm on load duration today, but I feel like we're all here early and the story of Higher for Longer can still be told for a while. The February data should be pretty good; the hard landing story will probably wait until March. It's OK to do TLT options to reduce costs