Lao Bao's verbal intervention in raising interest rates seems to be slightly effective.
The Federal Reserve did nothing, just moved their mouths, and everyone collapsed one by one. Lao Bao's talk is really impactful.
However, I believe that Lao Bao is definitely just talking this time. It's impossible to maintain high interest rates for a whole year. If this causes a panic decline, it will be an opportunity to buy at the bottom. Currently $The Health Care Select Sector SPDR® Fund (XLV.US)$ and $Utilities Select Sector SPDR Fund (XLU.US)$ It is highly likely that it is already a buying opportunity at the bottom.
Without any surprises, the gap in TSLA has been filled, leaving behind a breakaway gap. This is quite embarrassing. According to the plan, I will cut half of my position today when the opportunity arises.
goog here is a bit tricky, most of the profits have been taken out.My position is a bit heavy, so I need to reduce some when the time is right.
$UnitedHealth (UNH.US)$ Yesterday, it was all thanks to you for protecting my position. In the insurance industry, they really like high interest rates. They don't do much, just collect your money first, then enjoy the interest. How sweet.
$Occidental Petroleum (OXY.US)$ The economic data is hot, but the stock prices dropped significantly yesterday. Let's wait and see today.
$iShares 20+ Year Treasury Bond ETF (TLT.US)$ It's miserable, really miserable. But endure it, I don't believe high interest rates can last that long, it's deceptive. Falling down is always an opportunity, hold on for the long term, first enjoy the dividend, and you will definitely make a profit later. But don't buy tmf.
When will the Fed cut interest rates? I think the answer is simple, it has nothing to do with inflation, the US economy, or government deficits. The day China collapses will be when the US cuts interest rates, it's a matter of who collapses first. The financial war has already begun, and it's now at the decisive stage.
If China can't hold on first, then Old Powell will use the tactic of avoiding the repetition of 1980, raising interest rates even higher and longer until China collapses. If the US can't hold on first and is on the brink of collapse, they might cut rates first to give the economy and government debt some breathing room, then channel Paul Volcker, resume raising rates, raise them even higher, and see who falls first.
The probability of both China and the US holding on until the end of next year is very small, so the rate cut will definitely be earlier than expected.
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WOLFE (白狼) : For buying in more tonight u mean
103873357 : Pimp's mouth is so awesome!
rich zhu : The valuation is too high than the value; it must be corrected. This is the market
decisive Beaver_4398 : I will slowly add to my TLT . Thanks sharing
ENXS : To hold on is to win
Edda rich zhu : Your analysis makes sense
mubbiiee : Let's talk about TLT until it gets to 80
高贵的阿德莱德 OP mubbiiee : After breaking 90, there isn't much hope of staying at the top 89, and it's not far from 80. I think it's estimated that falling to the bottom is something that will happen in the next 1-2 months.
mubbiiee 高贵的阿德莱德 OP : Very good. If you die early, you are superborn, and if you don't lose, you won't be able to make any money. The major stock indexes also need a good pullback. The valuation is too high compared to bonds
高贵的阿德莱德 OP mubbiiee : Yes, TLT is lying on the floor, yet oil prices are at a high level. It is about to enter a stagflation market. I'm not optimistic about technology stocks. Cash is king during periods of stagflation; medical care, utilities, etc. may have opportunities