Are US stocks really about to have a decent decline this time
$Apple(AAPL.US$ with $Tesla(TSLA.US$ Taking the lead in hitting the market, US stocks continued to decline. The biggest drop was in AI concept stocks that had soared before, such as $Datadog(DDOG.US$ ， $Upstart(UPST.US$ Something like that.
True AI stocks have also dropped quite a bit, for example $NVIDIA(NVDA.US$ ， $Palantir(PLTR.US$ with $Microsoft(MSFT.US$ . Currently there are only tech giants $Alphabet-C(GOOG.US$ with $Amazon(AMZN.US$ It's relatively strong, $Meta Platforms(META.US$ It's also still alive.
Because I own $Unity Software(U.US$ ， $Palantir(PLTR.US$ with $Rivian Automotive(RIVN.US$ , and several other bottom positions that have not been cleared include $Qualcomm(QCOM.US$ ， $Enphase Energy(ENPH.US$ Like that, even though every position is small, adding up to a lot, they keep falling and falling all the time when you can't hold them all, which is also very painful.
Luckily $The Health Care Select Sector SPDR® Fund(XLV.US$ ， $VanEck Agribusiness ETF(MOO.US$ It didn't fall, $Energy Select Sector SPDR Fund(XLE.US$ It has gone up quite a bit, so the current losses are still bearable.
I sold sqqq as a hedge yesterday, and I thought it would be a reverse draw this year. The results... but that doesn't matter; I don't plan to go short. I just want to buy more on low days.
Of the pension $iShares Russell 2000 ETF(IWM.US$ I haven't sold it either. After all, that stuff isn't easy to toss around, so I'm too lazy to buy it. I think a drop to 189 should almost bounce back.
For now, technology stocks continue to be under pressure, and energy stocks are benefiting from rising oil and gas prices. So inflation... not going back down and trying to get rid of inflation is basically an idiot's dream.
There's a problem, though. If inflation is to be eradicated, the economy must decline. But who is actually in recession?
I have a very bad feeling that something is going to go wrong with the Chinese economy. Because real estate seems to have big thunder. Evergrande, Country Garden, you've probably heard of them too. Real estate has always been the biggest thunderbolt in the Chinese economy. I have complained many times before. High housing prices are not beneficial to the economy. Self-housing is not an asset; self-housing is too expensive; people still spend money; the economy can only rely on exports; it is impossible to circulate the internal cycle. With the headwinds of export trade and the austerity caused by the Federal Reserve, China's housing prices are in jeopardy. Once real estate collapses, the economy is in danger.
So I haven't touched China Securities or Chinese ETFs recently.
There are actually many ways to solve the real estate problem, but I'm afraid they are all difficult to implement, or unwilling to do, or even if they want to do it, they won't be able to do it. Not to mention the reason; it's politically sensitive. So, I can only hope that there won't be any problems with the motherland's economy. Once something goes wrong, there's a good way to divert domestic conflicts. Everyone understands that.
So I also bought military stocks. $General Dynamics(GD.US$ $RTX Corp(RTX.US$
$Taiwan Semiconductor(TSM.US$ I've cleared the warehouse around 100, and haven't dared to touch it recently. You should also be cautious when it comes to South Korea.
The flood flooded North and Northeast China, and there weren't many major reports in the mainstream domestic media, and even all the songs and dances leveled off. My friends in my circle of friends also rarely discuss it, which is surprising to me. Looking back on fighting the floods in 1998, it was a fierce battle. If you had a circle of friends back then, it would probably fill up every day. It's really weird. I feel like this flood is pretty serious. Pray for my fellow countrymen 🙏🏻
If the Chinese economy really doesn't work, some stocks closely related to China will be affected, including Apple, Microsoft, and Tesla. Google, Amazon, and Meta should be fine; after all, there isn't much business in China. Is that why they don't fall??? No, this must be a conspiracy theory.
Russian-Ukrainian war, natural disasters in China, will agricultural products be in a hurry this year?
Since COVID-19, I feel like every year has been a year full of disasters and hardships. Is it really a triad of ghosts? In fact, the coronavirus is just a triad of people; it has already completely invaded the Earth![]()
Stop discussing sensitive political topics; I don't want to be harmonized.
As for the stock market, we can only wait for an opportunity. Market sentiment has been sluggish recently, so there is no need to cut meat blindly. Like Rivn and PLTR, I think the earnings reports are all good, but they have dropped so much; they've probably gone up too much before. When the decline stops and stabilizes, I'll have to buy it. It will definitely rise again later. After all, the company's performance is developing in a positive direction. If it's a speculative concept with no product that hits AI junk stocks, or an electric car like the LCID that has no future, then take it easy.
$Disney(DIS.US$ There's probably going to be a rebound soon.
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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 : Quietly waiting for tomorrow's CPI, can't do it? It's going to exceed expectations
102446961 高贵的阿德莱德OP: exceed being better or worse?
TridentRodent : May I ask if the thread starter has a blog or group to study
KoalaBB TridentRodent: I want it too
Ringo想买包 : The way to transfer the target was very simple. There was a shiver at the end of the coast, alas
高贵的阿德莱德OP TridentRodent: No, I'm just a small retail investor, trading stocks and having fun. There's also some talk here. It's an entertainment program, just watch it and be happy
高贵的阿德莱德OP 102446961: The CPI is out, so there's no need to talk about it. However, I was originally worried that the CPI was too high, but the reason I didn't go short on qqq was to consider three aspects: 1. It takes time for energy prices to transfer to CPI, so it won't be that fast. But next month's CPI isn't easy to talk about. 2. CPI expectations have already been raised, and it's not that easy to exceed expectations after the increase (but if that happens, it's a big thunder). 3. China's weak economy has lowered global prices.
高贵的阿德莱德OP Ringo想买包: I think it's just that we think they're going to shiver. I think Governor Cai has always felt very good about himself. The Korean peninsula is even more dangerous if it doesn't do well. So if it weren't for TSMC and Samsung, Intel would wake up laughing...
王婧彤0722 : I'm very happy that shareholding collided with this wave of big declines~~
云边有个小卖部 TridentRodent: Do I have anything you want?
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