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约翰の理财库
joined discussion · May 8 01:06
Closing my $NVIDIA (NVDA.US)$ and $Tesla (TSLA.US)$ today. ...
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FinancialServicesDirector • Accredited Investor
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FinancialServicesDirector • Accredited Investor
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1604 : can teach me?
pootpoot : awesome!
Mr Wu :![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
约翰の理财库 OP 1604 : I’ve shared some posts in this community, feel free to check them out
约翰の理财库 OP pootpoot : IV% is my friend
pootpoot 约翰の理财库 OP : whats your outlook coming 2nd half 2025
小小普通人 : so call or put bro
约翰の理财库 OP pootpoot : My outlook for 2nd half 2025 is cautiously defensive. Expecting mild recession risk and stagflation pressures from rising tariffs and slowing growth, I think should consider sectors with stable demand and low geopolitical exposure like healthcare and local consumer staples, and India (ETF) also stands out as a growth market less tied to U.S.-China tensions. 2H Less chasing trends and more protecting capital while staying positioned for selective upside.
pootpoot 约翰の理财库 OP : thanks . that was really detailed.