Recently, US stocks have collapsed, and in a few trading days in July, all of this year's gains have almost been reduced back. The Japanese stock market also collapsed, especially when it fell 12.4% in one fell on Black Monday this week. The Singapore Straits Index also collapsed.
Stop, stop, we're looking for investment opportunities, not to watch the fun.
Recently, as soon as US stocks crashed, various voices in the market came, so there were endless arguments about conspiracy theories, recession, economic crisis, and Buffett's huge retreat (Buffett Q2 accurately reduced Apple holdings on a large scale, accounting for 50%). However, if we just follow the voice of the market, it is likely that we will be chasing the rise and falling, and then being cut back and forth.
Essentially, the root cause of the collapse of US stocks is that they have risen a lot, and investors think they are expensive. The Nasdaq index bottomed out at the end of 2022 and doubled in one go, so the 20% drop now can be seen as a valuation correction, which makes perfect sense. Of course, US stocks are high, the US dollar is high, and the Federal Reserve's interest rate cut is imminent. The trend is for the US dollar to change from strong to weak. The non-agricultural data is not good. The unemployment rate rises to 4.3%, triggering Sam's law (triggering a recession, with very high historical accuracy). Under these circumstances, the decline in US stocks is also a trend. The 10% + drop in just a few trading days left everyone panicking and imagining. Let me say washing is healthier; it is difficult to change the momentum in the short term; don't let the bullets fly for a while.
So what about the future? Where will US stocks go? In my global turbulent environment, what good investment opportunities are there other than US stocks？
I believe many friends are thinking that the Federal Reserve will cut interest rates...

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Date: 06 Jul 2024, 9am-6pm
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