The opportunities outweigh the risks
Friday was actually beneficial, but Silicon Valley Bank, a pig teammate, dragged down the market. The 3900 point mark is still down. Currently, it has directly fallen to the next key support of 3800, and I think it can be held. The Bank of Silicon Valley is its own problem; the US banking industry as a whole is still healthy. I finished the bottom in two batches on Friday and today $Bank of America(BAC.US$ Despite my current losses, I am still holding on to it. Don't look at the stock market crash in the short term; don't look at Lehman's repetition.
The CPI will be issued tomorrow; I personally don't think there will be a thunderstorm. I think prices in February are about the same as in January, and there is no sign that prices will continue to soar. Although the service sector is still unable to recruit people, it will not continue to raise wages. McDonald's around me $McDonald's(MCD.US$ Since the hourly wage was raised to 15 a few months ago, there has been no further increase. It's just that the job boards are getting bigger and there are more and more, but the salary is still 15. Of course, it's still the old saying. Data is data; interpretation is interpretation.
I bought spy again, the cost was 381, and the stop loss was set at 376.
As for TLT, apart from my pension being still full, I sold everything at take-profit. $iShares 20+ Year Treasury Bond ETF(TLT.US$
Short-term hype is just a hedge; the current interest rate environment does not support the TLT of 108 yuan. In the face of stagflation, address inflation first. If the Federal Reserve still cares about inflation, it must continue to raise interest rates. But that being said, I don't think tlt will hit a new low. 90-100 is still my room to increase my positions.
Previously, I was bullish on TLT at 100 yuan, but many friends questioned it, and I was later shaken; 102 sold in half.![]()
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It is impossible to judge whether the three elements of the direction, extent, and time point of movement of things are correct. It's good to be able to tell the two right. I guessed the right direction (going to rise) and also guessed the right degree (outperforming S&P by a large margin), but I made a mistake in timing; I still thought TLT would first drop back to around 95, wait for the Fed's interest rate hike boots to land and then rise.
They all blame this pig teammate at Silicon Valley Bank.
Fortunately, the government came to the rescue and made full compensation; otherwise, the bankruptcy of the Bank of Silicon Valley would be a straw to crush a large wave of small businesses.
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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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高贵的阿德莱德OP : Buy fewer spies
However, the stock market has fluctuated a lot recently, so it's better to be cautious