The market finally remembered PLTR
One of my cold bench small positions is holding stocks
It seems like every time it's a hot wave before and after the earnings report. Had it not been for today's sharp rise, I'd have forgotten about it
Bought back another cold bench stock by the way $Unity Software(U.US$ Previously, due to falling below an important position, I cleared my inventory. I bought it back today, which is also a small position.
Incidentally, I mentioned TLT. Currently, long-term bonds are still in a bear market, and the rise is also a rebound in the bear market. Instead of doing a TLT overrun rebound, it's better to find better opportunities in the stock market. Bonds are not suitable for speculation. As for TLT, it is necessary to stabilize at 100 in the first half of this year, or stand at 95 in the second half of this year before it can be considered a return to the bull market. Then it won't be too late to re-enter.
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70195760 : TLT long bonds you also said are not suitable for speculation, so if it is not speculation, if it is a good idea to hold it, it is worth buying below 90 now. By the end of the year, he was already pricing in 2~3cuts.