$Apple (AAPL.US)$$Tesla (TSLA.US)$$Alibaba (BABA.US)$ The cu...
$Apple (AAPL.US)$ $Tesla (TSLA.US)$ $Alibaba (BABA.US)$ The current stock market continues to decline, and good companies are not being bought. The main reason is lack of liquidity, and no one has any cash positions.
From a macro perspective, the US is raising interest rates, capital flows back, and the US dollar appreciates. This situation is the opposite of the global capital generated by the US when it printed banknotes before, and credit expansion was rampant.
There was a flood of capital over the previous year, and stocks were easy to rise. Now that capital is scarce, stocks can easily fall. The trading volume of Hong Kong stocks is getting lower and lower, and stock prices are getting lower and lower.
If investors now have full positions, that is, lying flat, it's OK. If they finance stocks and trade stocks, then this wave may have to be recovered by the market.
The better situation is that investors have had a habit of maintaining cash positions before, so it's OK to handle it.
A better situation is that the shares held on hand have sufficient dividends, which can also supplement liquidity.
The best case scenario is holding shares on hand. The company itself has a lot of liquidity and low debt, so it is possible that such stocks will also rebound first in the future.
The main thing is to check liquidity. When cash becomes scarce, the less pressure, the more opportunities there are, whether for investors, companies, or stocks. However, this liquidity investor must plan well in advance; the enterprise must have sufficient earning power and not rely on excessive debt to make money; stocks must also have a long history of dividends. These current tests can also make up for some of the big bear market's viability. Companies with high leverage and companies with high foreign debt, even if stock prices drop a lot now, it's best not to rush to buy
If you have any questions, please contact me to exchange and make progress together.
From a macro perspective, the US is raising interest rates, capital flows back, and the US dollar appreciates. This situation is the opposite of the global capital generated by the US when it printed banknotes before, and credit expansion was rampant.
There was a flood of capital over the previous year, and stocks were easy to rise. Now that capital is scarce, stocks can easily fall. The trading volume of Hong Kong stocks is getting lower and lower, and stock prices are getting lower and lower.
If investors now have full positions, that is, lying flat, it's OK. If they finance stocks and trade stocks, then this wave may have to be recovered by the market.
The better situation is that investors have had a habit of maintaining cash positions before, so it's OK to handle it.
A better situation is that the shares held on hand have sufficient dividends, which can also supplement liquidity.
The best case scenario is holding shares on hand. The company itself has a lot of liquidity and low debt, so it is possible that such stocks will also rebound first in the future.
The main thing is to check liquidity. When cash becomes scarce, the less pressure, the more opportunities there are, whether for investors, companies, or stocks. However, this liquidity investor must plan well in advance; the enterprise must have sufficient earning power and not rely on excessive debt to make money; stocks must also have a long history of dividends. These current tests can also make up for some of the big bear market's viability. Companies with high leverage and companies with high foreign debt, even if stock prices drop a lot now, it's best not to rush to buy
If you have any questions, please contact me to exchange and make progress together.
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