Tesla's price reduction: bearish in the short term, bullish in the long term
The USA has finally reduced prices too! Unfortunately, it's still much more expensive than in China.
As soon as the market opened in the morning and I saw the price reduction news, I quickly bought back the 1% that I reduced on Wednesday. As expected, just like the price reduction in China last time, it opened low and then went up.
The S&P has reached a watershed moment, whether it will rise or fall, it's hard to say for now. It might just move sideways for a few days.![]()
The bear market has not ended yet, so why is it rising? I've mentioned before the Davis double kill, first killing valuation, then killing performance. As the interest rate hike nears its end, the phase of killing valuation is over, and the bear market takes a break in the middle, so a mild rise is reasonable. When the second half comes, corporate financial reports will start to reveal bad news one after another, that's the real bottom.
When investing in bonds, there's only the first half, not the second. When interest rates peak and fall, bonds will rise, so I'm bullish on TLT. $iShares 20+ Year Treasury Bond ETF (TLT.US)$
But investing in bonds is kind of boring, so I mainly hold positions in bonds for retirement savings, and the money I invest is just the first position, with more in Tesla.
As for when the second half of the bear market will come, many people think it will be in the first half of this year, but I don't necessarily think so. I think it will be later than most people think. I guess it will be in the fourth quarter of this year or even the first half of 2024.![]()
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Let's come back and take a look next Chinese New Year.![]()
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Chip stocks have recently seen a bit of a rise, but personally I'm not bullish. I don't care about short-term trading, just focus on taking profit and stop loss. I won't buy for now, instead I'll wait for a drop. $Taiwan Semiconductor (TSM.US)$ $NVIDIA (NVDA.US)$ ，just wait for the drop.
On the other hand, Tesla has good defensiveness, I think it's pretty good. I've been adding to my position on the dips these days. $UnitedHealth (UNH.US)$ ，I've been adding to my position on the dips these days.![]()
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本人散户，闲钱投资，名字为系统生成。这里记录投资感悟与趣事。所有言论都纯属娱乐，不是投资建议。此账号为本人唯一社媒平台。
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71477248 : The cost of UNH 453 has always been tight~
KK700 71477248 : Then you've already made a profit
田园 71477248 : Once they made a profit, they came out quickly. After the earnings report, the opening price fell back to the closing, looking up first and then rising. This is a standard transformation of machine-hook control
Silverbat : The worst may not come yet.
Hauruchen : Big guy. There have been no comments for several days. Wait and see