Just look at the pullback, not the deep decline. Focus on sector rotation

高贵的阿德莱德 OP : Today's retail sales data is good. TGT is likely to fix its previous excessive decline. The Fed's hawk is also useless. Expectations of a soft landing are increasing, and the stock market is not falling but rising. Once DIA and SPY rise above the high point of the past two days, my short position immediately stops losing

mubbiiee : Today, it seems that neither the stock market nor the bond market has stopped any hawks from the Federal Reserve.. Everyone knows they won't be added; this time it was a complete punch in the face.

高贵的阿德莱德 OP mubbiiee : Yes, but if there is a lot of increase, there will still be a pullback. On the surface, the US economy is truly immaculate; the only thing that can cause the stock market to fall is a major recession. However, before the recession, finance and real estate had at least one thunderstorm. Until then, as long as expectations of a soft landing were still there, the stock market could rise. Sooner or later, inflation will continue to rise anyway; I just hope wages can keep up with inflation. Even the bond market is rising today. I was a bit surprised. I thought it was going to fall, so yesterday I closed my 100 position earlyI hope the 104 call won't be authorized tomorrow... but at the cost of 102, just exercise the right

mubbiiee : I think I understand why they say that the capitalist economic crisis is inevitable, because without a thunderstorm, the frenzy of capital expansion cannot be suppressed at all. There is something wrong with the Federal Reserve's aggressive attitude. Huajie is also looking for death. They have to use the pole to do something; in the end, all they have to do is do their part.

高贵的阿德莱德 OP mubbiiee : Conspiracy theory: Inflation is all a cover. Violent interest rate hikes in the 80s were ostensibly a crackdown on inflation. The result was the collapse of the Soviet Union, Japan, and Latin America, and the US continued to make great strides for 40 years. This time they are clearly going to China. By the way, if you take the whole world, it is estimated that South Korea will be the first to suffer. Worse than bad, the worse the world is, the better, and we retail investors can't control this; it would be nice if we could make money. Currently, we can only go long first. If the stock market dares to return to an all-time high, the economy will collapse; then we'll go backwards and go short again

高贵的阿德莱德 OP Alice Chen : These are things that Silicon Valley banks should have bought when the storm hits. Now that it has gone up that much, the risk is a bit high. If big tech doesn't do a good job, hit the last wave again. When QQQ rebounds to last year's high point, all the chives get on the bus for fear of breaking through the air. Wall Street is about to shout that it has already made a soft landing, and immediately run to the bottom of the concept of economic recovery, such as cyclical stocks and small-cap stocks. Buy big tech chives at a high level and get a full set

mubbiiee : I think the conspiracy can only be on a small scale. Inflation is hardly a conspiracy. The reason is that there are so many uncontrollable factors. How can you ensure you don't play with yourself? After all, this massive contraction had a direct effect on America itself; at most, it was an indirect impact on China. Don't let China blow it off on its own; that would only cheapen its rivals. If you want to get in now, it's easy to get locked in, unless you're very sure of your ability to escape to the top.

高贵的阿德莱德 OP mubbiiee : I also think the risk is too high, but it's just an increase. The resistance level is simply false, and the bears have passed without any resistance. The CNN index is already extremely greedy, but it can still rise. Currently, I set a stop loss as soon as I buy, and the stop-loss point continues to increase as the stock price rises. Once it falls below the stop-loss price, regardless of profit or loss, leave the market decisively. In this way, losses are limited, and you won't run out