$FTSE Singapore Straits Time Index (.STI.SG)$ 1. Uncontrolled opening of positions — New shareholders, market ideas are quite confused. There are two types: one is that they are very cautious in opening positions, choosing more than a dozen stocks, and buying 100 shares; the other is the type of boldly opening positions, where as much capital is invested, and only one vote is used. The above two methods of operation eventually led to the entire warehouse being covered.
2. Uncontrolled position filling - the operating concept is very good. I know how to fill up positions when they fall, but filling positions also depends on the face of the market. For example, if the market has not reversed and is in an adjustment trend, no matter how many positions are filled, the more positions are still covered, and the more they are filled, the deeper they are filled. The end result is that I don't know when to turn over.
3. Specializing in news stocks - This type of person is the saddest. Every day they check which trading only needs to be suspended and which only makes a profit. Trading was not suspended, and there was a loss of money after entering, but there was no benefit, and a loss came out. The final result was that after a long period of stock speculation, there was no profit, yet lost quite a bit.
4. Change hands frequently - It's OK to adjust positions and exchange stocks when the market is bad, but this principle is applied when the market is not very volatile. After many people buy individual stocks, they fall as soon as they buy, cut when they fall, rise again after cutting, rise again and again, fall, and cut again.
5. Heard stories - As soon as they hear a friend say which one is good, this type of person immediately follows along, and the friend next to them says another one is fine, and follows along again. At the end of the day, there were several stocks in one account.
6. I don't understand stop loss and stop winning - many people don't pay for themselves when they enter stocks...
2. Uncontrolled position filling - the operating concept is very good. I know how to fill up positions when they fall, but filling positions also depends on the face of the market. For example, if the market has not reversed and is in an adjustment trend, no matter how many positions are filled, the more positions are still covered, and the more they are filled, the deeper they are filled. The end result is that I don't know when to turn over.
3. Specializing in news stocks - This type of person is the saddest. Every day they check which trading only needs to be suspended and which only makes a profit. Trading was not suspended, and there was a loss of money after entering, but there was no benefit, and a loss came out. The final result was that after a long period of stock speculation, there was no profit, yet lost quite a bit.
4. Change hands frequently - It's OK to adjust positions and exchange stocks when the market is bad, but this principle is applied when the market is not very volatile. After many people buy individual stocks, they fall as soon as they buy, cut when they fall, rise again after cutting, rise again and again, fall, and cut again.
5. Heard stories - As soon as they hear a friend say which one is good, this type of person immediately follows along, and the friend next to them says another one is fine, and follows along again. At the end of the day, there were several stocks in one account.
6. I don't understand stop loss and stop winning - many people don't pay for themselves when they enter stocks...
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$Twitter (Delisted) (TWTR.US)$ On Friday, Twitter will inform employees if they have been fired via email, “If you're at the office or on your way to the office, please go home.”
At the beginning of 2022, the company had more than 7,500 people. Employees received an email on Thursday (11.3), but it did not detail the size of the layoffs.
Musk has owned Twitter for a week, demanding drastic cost cuts, and the ups and downs have continued.
Musk and his team have begun to reshape Twitter, firing many senior leaders (including CEOs and finance and legal executives) and developing plans for new products. Twitter's internal roster has been increased by at least a few dozen people, including engineers from Tesla. These people reviewed Twitter engineers' coding efforts and drew up a list of layoffs.
Exactly how many people will be fired? Earlier, when Musk's close friend and entrepreneur Jason Calacanis began to acquire Twitter, he suggested that he reduce the number of Twitter employees to about 3,000. If the data comes true, this would be Twitter's lowest level since it went public in 2013.
Musk's week on Twitter was full of uncertainty. He scheduled two company-wide meetings, but both were cancelled; employees were only able to piece together information through various channels.
Full email:
To put Twitter on a healthy path, we will go through a difficult process of reducing the global workforce on Friday. We recognize...
At the beginning of 2022, the company had more than 7,500 people. Employees received an email on Thursday (11.3), but it did not detail the size of the layoffs.
Musk has owned Twitter for a week, demanding drastic cost cuts, and the ups and downs have continued.
Musk and his team have begun to reshape Twitter, firing many senior leaders (including CEOs and finance and legal executives) and developing plans for new products. Twitter's internal roster has been increased by at least a few dozen people, including engineers from Tesla. These people reviewed Twitter engineers' coding efforts and drew up a list of layoffs.
Exactly how many people will be fired? Earlier, when Musk's close friend and entrepreneur Jason Calacanis began to acquire Twitter, he suggested that he reduce the number of Twitter employees to about 3,000. If the data comes true, this would be Twitter's lowest level since it went public in 2013.
Musk's week on Twitter was full of uncertainty. He scheduled two company-wide meetings, but both were cancelled; employees were only able to piece together information through various channels.
Full email:
To put Twitter on a healthy path, we will go through a difficult process of reducing the global workforce on Friday. We recognize...
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$S&P 500 Index (.SPX.US)$ On November 2, the Federal Reserve's FOMC's penultimate interest rate meeting of the year will be the basis for market sentiment in the next month and a half.
Briefly describe the current market environment:
1. Halfway through the Q3 earnings season, the “strong industry, weak technology” pattern is more in line with the risk appetite of the current market. The growth period of software service gold has basically passed, and investors are more focused on companies with strong cash flow.
2. Employment and inflation are strong, and economic data can basically exceed expectations. This is the foundation for the Federal Reserve to dare to raise interest rates by leaps and bounds. Note, however, that economic data is mostly lagging behind.
3. Expectations of a recession are strong, as can be seen from transactions in the bond and capital markets, as well as financial reports from a large number of companies. Meanwhile, the strong US dollar has further allowed overseas capital to flow back.
4. The Federal Reserve actually lags behind the inflation curve, but the market is looking forward to “loosening the strings.” Recent updates to the Atlanta Federal Reserve econometric model suggest that the average interest rate on federal funds is more than 5%, but the market is beginning to worry that the Federal Reserve will tighten excessively. According to recent Federal Reserve sources, the Federal Reserve hopes that investors will be prepared to slow down the pace of interest rate hikes within a few weeks after the November 2 meeting, but not cause a continuous rebound in the stock market.
The 75 basis point rate hike in November is basically settled, and the interest rate meeting may end:
1. Raise interest rates by 75 basis points to release hawkish messages
2. Raise interest rates by 75 basis points to release a neutral message...
Briefly describe the current market environment:
1. Halfway through the Q3 earnings season, the “strong industry, weak technology” pattern is more in line with the risk appetite of the current market. The growth period of software service gold has basically passed, and investors are more focused on companies with strong cash flow.
2. Employment and inflation are strong, and economic data can basically exceed expectations. This is the foundation for the Federal Reserve to dare to raise interest rates by leaps and bounds. Note, however, that economic data is mostly lagging behind.
3. Expectations of a recession are strong, as can be seen from transactions in the bond and capital markets, as well as financial reports from a large number of companies. Meanwhile, the strong US dollar has further allowed overseas capital to flow back.
4. The Federal Reserve actually lags behind the inflation curve, but the market is looking forward to “loosening the strings.” Recent updates to the Atlanta Federal Reserve econometric model suggest that the average interest rate on federal funds is more than 5%, but the market is beginning to worry that the Federal Reserve will tighten excessively. According to recent Federal Reserve sources, the Federal Reserve hopes that investors will be prepared to slow down the pace of interest rate hikes within a few weeks after the November 2 meeting, but not cause a continuous rebound in the stock market.
The 75 basis point rate hike in November is basically settled, and the interest rate meeting may end:
1. Raise interest rates by 75 basis points to release hawkish messages
2. Raise interest rates by 75 basis points to release a neutral message...
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$Nasdaq Composite Index (.IXIC.US)$ On November 2nd, the penultimate interest rate meeting of the year for the Fed's FOMC will set the tone for market sentiment over the next month and a half.
Briefly describe the current market environment:
1. With over half of the Q3 earnings season past, the pattern of 'strong industry, weak technology' aligns with the current market's risk preference. The golden growth period for software services is basically over, and investors now prefer companies with strong cash flow.
2. Strong employment and inflation, with economic data mostly exceeding expectations, form the basis for the Fed's bold rate hike moves. However, it is important to note that most economic data are lagging indicators.
3. There is a strong expectation of economic recession, evident from the trading in bonds and money markets, as well as the financial reports of numerous companies. The strength of the US dollar further encourages the inflow of overseas funds.
The Federal Reserve is actually behind the inflation curve, but the market is looking forward to a "loosening of the strings". The latest update of the Atlanta Fed's econometric model indicates that the federal funds rate should exceed 5%, but the market is starting to worry that the Federal Reserve may tighten excessively. However, information from Fed officials suggests that the Fed hopes to prepare investors for a slower pace of rate hikes in the weeks following the November 2 meeting, without causing a sustained rebound in the stock market.
The outcome of the November rate hike meeting, with a 75 basis point increase, is almost certain:
1. A 75 basis point rate hike, signaling a hawkish message
2. The interest rate hike of 75 points...
Briefly describe the current market environment:
1. With over half of the Q3 earnings season past, the pattern of 'strong industry, weak technology' aligns with the current market's risk preference. The golden growth period for software services is basically over, and investors now prefer companies with strong cash flow.
2. Strong employment and inflation, with economic data mostly exceeding expectations, form the basis for the Fed's bold rate hike moves. However, it is important to note that most economic data are lagging indicators.
3. There is a strong expectation of economic recession, evident from the trading in bonds and money markets, as well as the financial reports of numerous companies. The strength of the US dollar further encourages the inflow of overseas funds.
The Federal Reserve is actually behind the inflation curve, but the market is looking forward to a "loosening of the strings". The latest update of the Atlanta Fed's econometric model indicates that the federal funds rate should exceed 5%, but the market is starting to worry that the Federal Reserve may tighten excessively. However, information from Fed officials suggests that the Fed hopes to prepare investors for a slower pace of rate hikes in the weeks following the November 2 meeting, without causing a sustained rebound in the stock market.
The outcome of the November rate hike meeting, with a 75 basis point increase, is almost certain:
1. A 75 basis point rate hike, signaling a hawkish message
2. The interest rate hike of 75 points...
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$Tesla (TSLA.US)$How to interpret the results of the Fed's November interest rate meeting?
The resolution of the Fed's November interest rate meeting, which attracted a lot of attention in the early hours of yesterday morning, continued to raise interest rates by 75 basis points in November.
Although this is the fourth consecutive major interest rate hike this year, the market has already accepted the November rate hike. At the same time, the resolution also hinted at a dove turn, saying that "the cumulative tightening of monetary policy, the lag of monetary policy affecting economic activity and inflation, and economic and financial development will be considered", meaning that it depends on whether so much will be added later. This was interpreted by the market as a hint of doves, so after the announcement of the meeting resolution at 2: 00, US stocks continued to rise.
But the turning point came at the 02:30 press conference. Powell expressed a tough position at the press conference, stressing that do not care about the speed of interest rate increases, the focus of interest rate increases has been lasting is a more noteworthy issue, stressed that it is too early to consider to stop raising interest rates. And Powell re-emphasized the inflation target, stressing that terminal interest rates would be higher than previously expected. The final end of the rate hike was expected to end at 4.6 per cent in September, but rose to 5-5.25 per cent after Mr Powell's speech. This higher-than-expected result caused the market to turn down again to a hawkish position.
So overall, the Fed, through a series of operations, hinted at a marginal decline in the rate hike in December, confirming the market's previous expectations.
The resolution of the Fed's November interest rate meeting, which attracted a lot of attention in the early hours of yesterday morning, continued to raise interest rates by 75 basis points in November.
Although this is the fourth consecutive major interest rate hike this year, the market has already accepted the November rate hike. At the same time, the resolution also hinted at a dove turn, saying that "the cumulative tightening of monetary policy, the lag of monetary policy affecting economic activity and inflation, and economic and financial development will be considered", meaning that it depends on whether so much will be added later. This was interpreted by the market as a hint of doves, so after the announcement of the meeting resolution at 2: 00, US stocks continued to rise.
But the turning point came at the 02:30 press conference. Powell expressed a tough position at the press conference, stressing that do not care about the speed of interest rate increases, the focus of interest rate increases has been lasting is a more noteworthy issue, stressed that it is too early to consider to stop raising interest rates. And Powell re-emphasized the inflation target, stressing that terminal interest rates would be higher than previously expected. The final end of the rate hike was expected to end at 4.6 per cent in September, but rose to 5-5.25 per cent after Mr Powell's speech. This higher-than-expected result caused the market to turn down again to a hawkish position.
So overall, the Fed, through a series of operations, hinted at a marginal decline in the rate hike in December, confirming the market's previous expectations.
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