Viagra certainly didn't disappoint
As crude oil prices fall, interest rates on treasury bonds fall, and Viagra's earnings are strong, this pullback in technology stocks is basically about the same. Unless there's some new thunder, you can't see too deep a decline.
Lao Bao's speech on Friday is probably cliché. Unless there is some real thrilling news, such as interest rates being raised next year, or interest rates will not be cut until the next year, then even if the stock market falls, I think it's an opportunity to hit the bottom. As inflation falls, real interest rates in the US are already positive. As long as interest rates are not cut, inflation can continue to be suppressed, and it is difficult for inflation to rebound sharply. Therefore, the Fed will raise interest rates at most once. As long as the economy does not collapse, it will not cut interest rates. Sooner or later, inflation will fall back.
$Tesla(TSLA.US$ This wave of decline has almost bottomed out. The 220 I gave earlier is slightly off, but it doesn't matter. I'm only planning to reposition on the right side. Currently, there is only 5% of the position, and the cost is below 240. Currently, there is basically a break-even balance. It doesn't matter if you haven't gotten on the bus yet. As long as it's still a bull market, the lowest point rises from 150 to 210, then the highest point is bound to exceed 300. The potential is still huge. The key is to confirm that you will stop falling and then re-position your position to prevent your main capital from being locked in.
Viagra's earnings report came out, I increased my position after the market $Alphabet-C(GOOG.US$ versus $Palantir(PLTR.US$ . Faced with Google's shameful act of selling position, I didn't expect the stock price to actually drop. Although they wouldn't lose money, they also missed out on the increase, so quickly increase their positions. Will consider adding positions tomorrow $Microsoft(MSFT.US$ 。
However, compared to the stock market, what is currently worth paying more attention to is bonds. Although the stock market has dropped a bit, it is still not cheap. As ten-year treasury bonds rose, stock market valuations were compressed. However, at present, bonds are really cheap. $iShares 20+ Year Treasury Bond ETF(TLT.US$ It would be a pity to miss out on another wave of last November's market. In an environment where the Federal Reserve keeps interest rates high, I think there will continue to be thunderstorms in small banks. Are US Treasury bonds currently unsellable? Well, as long as a few more banks go out of business, why don't people take refuge in bonds?
The most dangerous assets right now, I think, are real estate in China and South Korea. If real estate collapses, China's economy will be seriously hurt. I feel like it's broken now, so the economic data is so poor. I've always thought that high housing prices are harmful to the economy, but domestic housing prices just keep rising. You have to wait until the bubble bursts; it really makes people sigh.
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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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