Bought a TLT today
Previously, a friend left a message asking me if I sold TLT at 83. Yes, I actually bought 84 and sold 83 at the time. Currently 87 has been bought back.
For example, at the beginning of the year $Tesla(TSLA.US$ When it drops to 100, how many people dare to buy it? For example, if Tesla bought at the end of last year at the end of last year and found it was stuck in the middle of a mountainside, how many people could resist falling to 100? Stop-loss and cutting meat is not a big problem. It is even more reasonable that we didn't buy at 102 when we saw the bottom. It's not like Zhuge Liang can watch the stars![]()
。 However, after that, it bottomed out and rebounded, breaking through 125. The signs of a trend reversal were obvious. Should I buy it back at this time?
Currently I'm bullish on TLT for a few reasons:
1. Government debt issuance has abated, and in particular, there has been less issuance of long-term bonds.
2. The economy is weakening. The unemployment rate has risen, and the number of new jobs has been drastically reduced.
3. The US dollar fell below the key position (105-106) and entered a downward trend,
4. TLT broke through the key position and stood at the MA5, 10 and 20 moving average. It is suitable for buying on dips. I actually stood up last Thursday, but I waited a while for Dafenong.
5. Although the weakening US dollar and lower interest rates are also beneficial to the stock market, the current valuations of big technology are too high, and the bad news about the economy will sooner or later reflect the decline in EPS, and the rise in the stock market is unsustainable. Also, I'm waiting $SPDR S&P 500 ETF(SPY.US$ Breaking through the previous high, it is currently only 1% short. If the breakthrough fails, it is likely to drop to 4,000 points, or even 3800-3900. The next few days are critical.
Currently, the US stock market is in a very critical position. Just as there is still the last minute of the game and the score between the two sides is the same. At this point, whichever side scores a goal has basically locked in the winning game. So instead of betting on which side wins, it's better to wait a minute to know the results.
I currently hold a large number of stocks, but not technology stocks. The position was reduced today $Microsoft(MSFT.US$ Technology stocks have basically been emptied. Currently holding:
The positions are all around 5%.
There are also aviation stocks that were locked up before. They weren't sold; they just put $American Airlines(AAL.US$ Parallel was replaced with better fundamentals $Delta Air Lines(DAL.US$ with $Alaska Air(ALK.US$ Each is in half. Today, a little more positions have been added, adding up to about 5%.
That's all, I still have cash on my hands, so keep watching.
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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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Ringo想买包 : I buy it every day
Ringo想买包 : But is Dafinong trustworthy? I don't think the employment data is convincing enough
高贵的阿德莱德OP Ringo想买包: The majority of farmers have moisture, but generally a higher level of moisture (one person who works part-time for two jobs counts as two jobs). It won't work if Big Fei Nong
If you refer to the 2006 to 2008 market conditions, the stock market usually sings and rises for a long time before it plummets, making people think a bull market has arrived
Tesla 1st : Thanks for sharing
差多少 : What are the short-term goals for TLT?
70195760 差多少: No need to set targets, just wait for the Fed rate meeting