Thrilling! Interest rates on long-term bonds are rapidly approaching 5%. Can tech stocks still work?
The 30-year treasury bond has broken through 4.9, sprinting towards the 5% target.
My prediction: when it reaches 5%, there will be a rebound, and it won't be that easy to break through all of a sudden. However, the possibility of rushing to 5.5% again later is not ruled out. But right now, it's a short-term low.
My judgment on TLT was to speed up the bottom. The bottom was the 5% interest rate on long-term bonds, which then bottomed out and rebounded. The corresponding TLT price is around 85.
According to the plan, I sold 85 of the put, which expires this Friday. If it were to be exercised, it would be considered a plagiarism. If you don't exercise your power, go to the market on the right and buy the underlying stock to copy the bottom.
Let's see a rebound of 95 for now, unless there are any black swans.
Today's stock debt is bloody. The CNN Fear Greed Index fell below 20 and is currently 17. The market is extremely fearful.
If meat is cut or shorted at this time, it is likely that it will be harvested. The warehouse can be exchanged. I sold half of my energy stocks and stopped losing half $American Airlines (AAL.US)$ , I'm considering what to switch to. I haven't thought about it yet.
presently $UnitedHealth (UNH.US)$ as well $Consumer Staples Select Sector SPDR Fund (XLP.US)$ The position is already very heavy, and TLT has been added to the bond side. It can be considered that the defense is full, so I don't plan to add any more defense.
If it's offensive, go for tech giants. Anyway, the trends of several major technologies are similar, and individual differences seem insignificant in the face of the current overall trend. The drop was so bleak, I really didn't feel like taking multiple choice questions. Then from $Alphabet-C (GOOG.US)$ $Amazon (AMZN.US)$ with $Meta Platforms (META.US)$ You can choose any one of them.
If that were you, which would you choose?
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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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decisive Beaver_4398 : I am looking at all 3 . But like the produces that meta just release recently .
Eat Drink Earl Grey : Amazon, more than just a tech stock
mubbiiee : Continuing to pay short debts seems to be a winning strategy so far. I took a small number of positions as individual stocks and found that it was not as good to do anything at all
差多少 : Google,
renzhicu : Amazons
Follow Mr Market : I chose Deere Co., Ltd. DE![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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高贵的阿德莱德 OP Follow Mr Market : DE is a good company, but agricultural futures have been a bit weak recently, and recently they have reached a low point again. I don't know if they can bottom out and rebound
Follow Mr Market : Thank you for your analysis... I'll continue to follow your updates.
Ada 2022 : Please tell me why the yield on long-term bonds is already at 5%, while the dividend yield of TLT is still only 3.7%. Shouldn't this dividend yield be consistent with the long-term bond yield?
高贵的阿德莱德 OP Ada 2022 : The trend is consistent, and the values will not be the same. The principle can be studied by yourself