Narrative vs. Sentiment
The narrative in world markets changes regularly. These narratives control market sentiment and essentially direction of price action within the markets.
Market narratives range from a global pandemic, war, skyrocketing inflation or interest rates, slowing economic data, recession fears, or even improving economic data. Instances like these occur on a regular basis, and they can change the direction in markets. Ge...
TinkerB3ll : Thank you @SpyderCall for such in depth analysis whats your thoughts on Semi? Like SOXX SOXL SOXS?
SpyderCall楼主 TinkerB3ll: Strong Buy! Semi's have been a great investment for years. Personally I like the big names in the space. Like NVDA, AMD, QCOM, AMAT, INTC, TXN, MU, etc. Big names like that. There are a lot of smaller semi companies that perform very good also. Especially since the trade war between China and US further restricted semiconductor trade between the two countries.
The semi sector is probably my favorite sector. I trade semi companies more than any other.
TinkerB3ll SpyderCall楼主: Awesome thanks for sharing this made me feel strongly about me buying into soxl our dearest Mike Burry just bought tonnes of puts on Semi
SpyderCall楼主 TinkerB3ll: oh snap! Did he really buy a bunch of pust on semi's? do you know which ones exactly? Sometimes his trades hit big time.
He loaded up on short positions right before the previous correction.
I wouldn't worry too much this time. I don't see the semi sector falling unless all of tech and/or most of the market is falling.
TinkerB3ll SpyderCall楼主: Burry, famous for 'Big Short,' places bearish bet against semiconductor ETF
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