I don't engage in day trading, but it's quite interesting to watch the market while listening to Lao Bao's live broadcast.
Every time employment is mentioned, the large cap goes down... Labor shortage is a systemic issue and is likely to be quite stubborn.
Once the dot plot is released, with 5.1%, the overall tone is pretty much set. There won't be a rate cut in the short term.
A journalist mentioned the impact of China's opening up on inflation, and Lao Bao couldn't answer because no one knows for sure. It mainly depends on China's economic growth.
I will continue with the same strategy, selling large cap on highs, buying TLT on dips. The only change may be lowering the target for selling energy, take profits when you can, China's opening up is quite strong, so energy demand will rise.
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.
IceLemonade : How do you watch Christmas Rally?