王婧彤0722
commented on
$iShares 20+ Year Treasury Bond ETF(TLT.US$
TLT continues to plummet 📉
In the short term, the sprint may accelerate to catch up, and there is likely to be a wave of rebound thereafter. But a rebound isn't necessarily a reversal.
Currently, I plan to enter the market in batches. Generally speaking, for every 10% drop, I will increase my position by 10%. Buy at roughly 85, 80, 75, and 70 price layouts.
Will tlt drop to 70? Nothing is impossible. I don't know if anyone has read the article where Bill Ackman sings empty bonds. Currently, he is on the right track. I think his estimated long-term interest rate of 5.5% should be the bottom line for TLT, and the price corresponding to TTL is probably around 70.
Whether it will actually be that low, no one knows. However, I think even if the peak value of long-term bonds reaches 5.5%, it will not be possible to maintain it. Interest rates will be cut later, and tlt will rebound. Dividends for the period were not good enough, but they were also there. However, to trade, you must be able to withstand the worst results. When the darkness before dawn falls, you won't be able to see the dawn.
I have opposed the purchase many times $Direxion Daily 20+ Year Treasury Bull 3X Shares ETF(TMF.US$ Currently, I am still against it. If TLT falls to 70, then TMF will have to cut back again, dropping to more than two yuan. And there's no dividend. That would be really hehehe.
However,...
TLT continues to plummet 📉
In the short term, the sprint may accelerate to catch up, and there is likely to be a wave of rebound thereafter. But a rebound isn't necessarily a reversal.
Currently, I plan to enter the market in batches. Generally speaking, for every 10% drop, I will increase my position by 10%. Buy at roughly 85, 80, 75, and 70 price layouts.
Will tlt drop to 70? Nothing is impossible. I don't know if anyone has read the article where Bill Ackman sings empty bonds. Currently, he is on the right track. I think his estimated long-term interest rate of 5.5% should be the bottom line for TLT, and the price corresponding to TTL is probably around 70.
Whether it will actually be that low, no one knows. However, I think even if the peak value of long-term bonds reaches 5.5%, it will not be possible to maintain it. Interest rates will be cut later, and tlt will rebound. Dividends for the period were not good enough, but they were also there. However, to trade, you must be able to withstand the worst results. When the darkness before dawn falls, you won't be able to see the dawn.
I have opposed the purchase many times $Direxion Daily 20+ Year Treasury Bull 3X Shares ETF(TMF.US$ Currently, I am still against it. If TLT falls to 70, then TMF will have to cut back again, dropping to more than two yuan. And there's no dividend. That would be really hehehe.
However,...
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王婧彤0722
commented on
$Tesla(TSLA.US$
It fell below the previous low, and was only one step away from making up for the earlier jump gap. Basically, it was impossible to return to the sky. Let's take a look at around 220.
I hold a 3% position at 250 cost, so I think of it as a bottom position; I don't plan to sell it.
I don't plan to go short and wait until it falls to around 220 to increase my position. However, the probability is that I won't take a heavy position; I will only be able to take a heavy position unless there is a very clear pattern of stopping the decline and reversing the decline.
Tesla is my favorite stock to play with, not one of them. I hope this year I'll be given another chance to play the third band.
This wave of pullback in US stocks is likely to continue until September. I'm not in a hurry to get to the bottom.
This chart is about the stocks that will have the greatest impact on US stocks once China falls into recession. It is for reference only. I have the following four in the picture.
$Rivian Automotive(RIVN.US$ ， $Palantir(PLTR.US$ with $Enphase Energy(ENPH.US$ I only have positions of less than 5% of these three stocks, but they all fell a bit miserable... I still sold Call, and the royalty was full, but I couldn't make up for the double-digit drop.
Currently, energy is my biggest warehouse, so I'm optimistic $Energy Select Sector SPDR Fund(XLE.US$ As well as leading stocks $Exxon Mobil(XOM.US$ $Occidental Petroleum(OXY.US$ $Chevron(CVX.US$
...
It fell below the previous low, and was only one step away from making up for the earlier jump gap. Basically, it was impossible to return to the sky. Let's take a look at around 220.
I hold a 3% position at 250 cost, so I think of it as a bottom position; I don't plan to sell it.
I don't plan to go short and wait until it falls to around 220 to increase my position. However, the probability is that I won't take a heavy position; I will only be able to take a heavy position unless there is a very clear pattern of stopping the decline and reversing the decline.
Tesla is my favorite stock to play with, not one of them. I hope this year I'll be given another chance to play the third band.
This wave of pullback in US stocks is likely to continue until September. I'm not in a hurry to get to the bottom.
This chart is about the stocks that will have the greatest impact on US stocks once China falls into recession. It is for reference only. I have the following four in the picture.
$Rivian Automotive(RIVN.US$ ， $Palantir(PLTR.US$ with $Enphase Energy(ENPH.US$ I only have positions of less than 5% of these three stocks, but they all fell a bit miserable... I still sold Call, and the royalty was full, but I couldn't make up for the double-digit drop.
Currently, energy is my biggest warehouse, so I'm optimistic $Energy Select Sector SPDR Fund(XLE.US$ As well as leading stocks $Exxon Mobil(XOM.US$ $Occidental Petroleum(OXY.US$ $Chevron(CVX.US$
...
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王婧彤0722
commented on
$Apple(AAPL.US$ 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.
Fortunately $The Health Care Select Sector SPDR® Fund(XLV.US$ ，...
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.
Fortunately $The Health Care Select Sector SPDR® Fund(XLV.US$ ，...
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王婧彤0722
liked
Hi, mooers.
A few days ago, I came across an article that impressed me most. It was titled Why July Brings the Bulls posted by Carson Group. Now I'd like to quote some details from that article here and discuss that with you. And here is the source.
"For starters, stocks have gained 9 of the past 10 years in July, with no month sporting a better average return over the past decade than the 3.3% July gain for the S&P 500. Why is this you ask? The one thing I keep thin...
A few days ago, I came across an article that impressed me most. It was titled Why July Brings the Bulls posted by Carson Group. Now I'd like to quote some details from that article here and discuss that with you. And here is the source.
"For starters, stocks have gained 9 of the past 10 years in July, with no month sporting a better average return over the past decade than the 3.3% July gain for the S&P 500. Why is this you ask? The one thing I keep thin...
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王婧彤0722
commented on
$Altria(MO.US$There has been almost no change in revenue in the past 5 years, operating profit increased slightly, and net profit declined sharply due to fluctuations. There was a loss in 2019.
2023Q1 revenue fell 2.9%, operating profit fell 4.4%, and net profit fell 8.8%.
The income statement shows that interest expenses account for about 10% of operating profit, but equity income fluctuates greatly, and the scale of write-off is also huge. At one point in 2019, it reached 8.8 billion dollars, causing annual losses.
The current price-earnings ratio valuation of 14.6 times is not low, and it is not very attractive.
2023Q1 revenue fell 2.9%, operating profit fell 4.4%, and net profit fell 8.8%.
The income statement shows that interest expenses account for about 10% of operating profit, but equity income fluctuates greatly, and the scale of write-off is also huge. At one point in 2019, it reached 8.8 billion dollars, causing annual losses.
The current price-earnings ratio valuation of 14.6 times is not low, and it is not very attractive.
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王婧彤0722
commented on
$Tesla(TSLA.US$ Can I get to 350 after the earnings report? All the big names can give me some tips
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王婧彤0722
commented on
$Unity Software(U.US$
Fortunately, it wasn't sold![]()
But the Nasdaq is always so fierce. I only said yesterday that he should be a wise man![]()
Mode, is it really going to take another shot so soon?![]()
You can't punch me in the face like this. I still want to wait a little longer to get to the bottom. It's really unwise to chase QQQ higher now
$ProShares UltraPro Short QQQ ETF(SQQQ.US$ I only reduced my position a little bit![]()
If qqq breaks through yesterday's high, then it will only be possible to stop loss sqqq
Fortunately, it wasn't sold
But the Nasdaq is always so fierce. I only said yesterday that he should be a wise man
$ProShares UltraPro Short QQQ ETF(SQQQ.US$ I only reduced my position a little bit
If qqq breaks through yesterday's high, then it will only be possible to stop loss sqqq
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王婧彤0722
commented on
$Unity Software(U.US$ Now the price has come to a position of interest to me, I am adding at 36.6, continuing to observe this week if the price reaches 34~35 I will add code again, but if the price falls below 33 I will turn straight away from the market, make a good trading plan, elegant trade.
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王婧彤0722 : In the current market I feel in the US, the Fed will raise interest rates at least one more time. Why? I have missed several interest rate hikes in a row, and I have clearly felt the rise in prices
! I hope the Fed will not only refer to official data, but also substantially see the current economic situation in the market, so if the unemployment rate remains constant, it will also raise interest rates once or twice in order to mitigate price increases; in my humble opinion, it probably won't even consider cutting interest rates until June next year - it just depends on the circumstances, whether interest rates will be raised or not, and not cut interest rates.
王婧彤0722 高贵的阿德莱德OP: So your guess is that the Fed won't just push the market in the direction of collapse? Will interest rates be cut as a last resort to avoid the risk of collapse as much as possible? Can I understand it that way?
王婧彤0722 高贵的阿德莱德OP: As soon as you say this, my pattern instantly opens up, and I'm thrilled.