A quick update to start the week. We are topping. This COULD just drop to around 380, but I expect chop at the top. There are many reasons for the drop. Basically it all boils$两倍做多彭博天然气ETF-ProShares(BOIL.US)$😆 down to inflation. It's not coming down, it was never going to. The numbers are lies because they are month over month or year over year. The 9% inflation year screwed everybody because no one got a 10% raise that year. The best anyone can do is keep up kn...
Is it a brave new world? I got into a bit of a macro view with yesterday's post. I will delve a bit further into that when I discuss shipping and why I'm investing in that along with overseas commodity companies. But first, let's do the Markets. Manufacturing PMI gets released 30 minutes after open (Purchasing Managers Index. A survey of how much manufacturing is going on based on purchase orders. It's a measure of strength in the manufacturing sector). JOLTS is also release...
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101633546 :
Hi how did u see it might run up to 525 for the Q's?
It's been a while. So I will just get to it. On my last update, I warned the market was getting "toppy." It is still getting "toppy. " it has moved within a range for weeks now. I still expect a spike up to 16500-16650 range. If it does not, that's fine too 🙂 Bearish divergences are forming... let's look at a few $纳指100ETF-Invesco QQQ Trust(QQQ.US)$ $苹果(AAPL.US)$ $Meta Platforms(META.US)$ $塔吉特(TGT.US)$ $英伟达(NVDA.US)$ $迪士尼(DIS.US)$ this is just a sampling of stocks that I'm...
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102235596 :
Hey @iamiam do you still think the market hasn’t had that big drop yet and it is still on the cards?
iamiam楼主102235596:
yes, I still believe that. I expect new lows. but time is the hardest to predict, so just follow the market as it goes. when it goes, you will know. there will be no mistaking it.
OceansWave :
Whatever the case is.. the market will be bearish whenever he comes online.. even if he does not raise interest rate for Sept.. he will still say we will need more data and we are dedicated to combat inflation.. he will let the analyst interpret.. which most likely majority of the analyst will say he is hawkish…it’s become a cycle since many months
razo2OceansWave:
I really wish he pause then oil will kill him for sure. he don't control inflation. inflation will take over. alot don't realise oil been going up since July when he paused rates. oil had gone up from 69 to 89.
ragamuffin :
I love how history shows how blind we are to reality! These bank failures destroy accounts around the world and yet, no big deal! There will be several more banks collapse over the months and years ahead! Stay protected!
FED testimony today in the house - iam going to admit something, this post was a lot of fun putting together ❤️ . Not because of what is about to happen (unless you're ready), but because the quotes lined up so perfectly I had to laugh. 🥲 seriously, I was cracking up writing this.... There is also JOLTS (Job Openinhgs & Labor Turnover Survey) released an hour before the market open. This could be market moving. I still believe we are in a downtrend and all bull runs are times to ex...
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Violets :
this is so great! I love reading your posts
微型10年国债收益率主连(2405)讨论区
I got into a bit of a macro view with yesterday's post. I will delve a bit further into that when I discuss shipping and why I'm investing in that along with overseas commodity companies. But first, let's do the Markets.
Manufacturing PMI gets released 30 minutes after open (Purchasing Managers Index. A survey of how much manufacturing is going on based on purchase orders. It's a measure of strength in the manufacturing sector). JOLTS is also release...
So I will just get to it.
On my last update, I warned the market was getting "toppy." It is still getting "toppy. " it has moved within a range for weeks now. I still expect a spike up to 16500-16650 range. If it does not, that's fine too 🙂
Bearish divergences are forming... let's look at a few
$纳指100ETF-Invesco QQQ Trust(QQQ.US)$
$苹果(AAPL.US)$
$Meta Platforms(META.US)$
$塔吉特(TGT.US)$
$英伟达(NVDA.US)$
$迪士尼(DIS.US)$
this is just a sampling of stocks that I'm...
hahahaha 😆
$Micro 10-Year Yield Futures(NOV3) (10Ymain.US)$
$美国20年期国债收益率(US20Y.BD)$
$微型30年国债收益率主连(2405)(30Ymain.US)$
$美国3年期国债收益率(US3Y.BD)$
They're back
Just imagine, when the market is pricing in a 99% probability of a pause this month, and if Powell decides to throw in a 25 bps rate hike? How will the market react?
$SPDR 标普500指数ETF(SPY.US)$ $标普500指数(.SPX.US)$ $QUIZAM MEDIA CORP(QQQFF.US)$ $纳斯达克100指数(.NDX.US)$ $道琼斯指数(.DJI.US)$ $德意志银行(DB.US)$ $南方东英美元货币市场基金(SGXZ96797238.MF)$ $亚马逊(AMZN.US)$ $奈飞(NFLX.US)$ $纳斯达克100指数主连(2406)(NQmain.US)$ $SPDR道琼斯指数ETF(DIA.US)$ $Workday(WDAY.US)$ $微型10年国债收益率主连(2405)(10Ymain.US)$ $标普500波动率指数(.VIX.US)$ $20+年以上美国国债ETF-iShares(TLT.US)$ $美元指数(USDindex.FX)$ $苹果(AAPL.US)$ $特斯拉(TSLA.US)$ $英伟达(NVDA.US)$ $微软(MSFT.US)$ $Meta Platforms(META.US)$ $ARK Innovation ETF(ARKK.US)$ $Tradr Short Innovation Daily ETF(SARK.US)$ $Peloton Interactive(PTON.US)$ $Activision Blizzard(ATVI.US)$ $Arm Holdings(ARM.US)$
Fed’s preferred inflation measure aka the personal consumption expenditures (PCE) index will be released on Friday. If the number comes in softer / lower than expected, the market could fly.
A few Fed officials will also be speaking on Friday.
$SPDR 标普500指数ETF(SPY.US)$ $标普500指数(.SPX.US)$ $亚马逊(AMZN.US)$ $特斯拉(TSLA.US)$ $苹果(AAPL.US)$ $Silvergate Capital(SI.US)$ $First Republic Bank(FRC.US)$ $英特尔(INTC.US)$ $摩根士丹利(MS.US)$ $摩根大通(JPM.US)$ $谷歌-A(GOOGL.US)$ $纳指100ETF-Invesco QQQ Trust(QQQ.US)$ $3倍做多纳指ETF-ProShares(TQQQ.US)$ $3倍做空纳指ETF-ProShares(SQQQ.US)$ $Meta Platforms(META.US)$ $阿里巴巴(BABA.US)$ $标普500指数主连(2406)(ESmain.US)$ $微型10年国债收益率主连(2405)(10Ymain.US)$ $20+年以上美国国债ETF-iShares(TLT.US)$ $美元指数(USDindex.FX)$ $标普500波动率指数(.VIX.US)$ $可口可乐(KO.US)$ $Credit Suisse(CS.US)$
Someone must be lying. Powell or the data?
Embrace for impact!
$SPDR 标普500指数ETF(SPY.US)$ $标普500指数(.SPX.US)$ $纳指100ETF-Invesco QQQ Trust(QQQ.US)$ $特斯拉(TSLA.US)$ $苹果(AAPL.US)$ $亚马逊(AMZN.US)$ $英伟达(NVDA.US)$ $美国超微公司(AMD.US)$ $奈飞(NFLX.US)$ $SPDR道琼斯指数ETF(DIA.US)$ $微型10年国债收益率主连(2405)(10Ymain.US)$ $Tradr TSLA Bear Daily ETF(TSLQ.US)$ $台积电(TSM.US)$ $Meta Platforms(META.US)$ $Enphase Energy(ENPH.US)$
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