Account Info
Log Out
English
Back
Log in to access Online Inquiry
Back to the Top

avatar
abnb Male ID: 102593207
No profile added yet
Follow
    $SPDR S&P 500 ETF(SPY.US)$ I think the current rebound is not over. This time the market will continue for a long time, probably until Thanksgiving Day or even the beginning of December, because once it breaks through the 200-day moving average, this may stimulate some kind of “fighting spirit” in the market, attract more capital to enter the market, and push the rebound to 4,200-4,300 points.
    As inflation peaks and the market expects the Fed to slow down interest rate hikes, Wilson believes this will ease the pressure on growth stocks and other assets and drive the stock market to rebound in the next round. He said:
    With inflation peaking and interest rate hikes slowing, the Nasdaq index, which has been lagging behind in this rebound, can now catch up, as the rebound of the NASDAQ index is directly linked to changes in interest rates. Of course, just like the “exit path” Wilson left for himself in October, he still said that there are downside risks, and emphasized that this is just a bear market rebound, not supported by fundamentals. He said:
    If this market doesn't hold up to the 200-week moving average, it's likely there won't be a rebound. Instead, it is possible to rush directly to 3400 or lower.
    As interest rates fell, the price-earnings ratio began to rise. The current rebound in the stock market was driven by valuation, but be aware that this occurred assuming that the yield per share was correctly calculated and the price-earnings ratio was close to fair value. Obviously, they have not reached a reasonable price-earnings ratio. It's still a bear market, and it could tear you apart.
    Furthermore, as to whether the collapse of FTX will have an impact on US stocks, Wilson believes that despite crypto...
    Translated
    1
    $Apple(AAPL.US)$ 1. Entering the wrong market means entering the stock market in the wrong direction, at the wrong time, and at the wrong point.
    2. Failure to advance means adopting a conservative wait-and-see approach of not entering the market when it should have been entered.
    3. To slip away is to leave the market in the wrong direction, at the wrong time, and at the wrong point.
    4. Loss is the practice of holding on to positions for a long time when it is time to sneak out of the market.
    5. Overcapitalization, that is, exceeding one's safe investment quota or exceeding one's safe leverage borrowing quota to trade stocks is also called a position that is too heavy. $Meta Platforms(META.US)$ $Tesla(TSLA.US)$
    Translated
    1
    $Tesla(TSLA.US)$Why is the market so frightened and expected to grow so high?
    On the one hand, oil prices rebounded in October; on the other hand, housing, the core project with the highest share, accelerated upward from June to September.
    But in fact, the market overestimates the impact of high-weight projects.
    From a month-on-month perspective, energy prices in October were actually higher than in September and rose again after falling since July, so oil prices did play a "aggravating" role in CPI growth in October.
    However, although food prices are also higher than in September (up from a month earlier), the month-on-month growth rate is the slowest this year, which is indeed a good sign. Since food accounts for a larger share of CPI than energy, the outside core of CPI in October should be "better than expected". Among the core projects, shelter, which accounts for the highest proportion, grew by 0.8% month-on-month and 6.9% from the same period last year, which is also the highest level in recent years and the strongest factor supporting CPI in this quarter. What does a lower-than-expected CPI mean?
    First of all, the larger-than-expected decline in CPI has reduced the Fed's firm belief in raising interest rates to a certain extent, and the market also thinks so. at present, according to CME's interest rate observation tool, the probability of raising interest rates by 50 basis points and 75 basis points in December before the CPI announcement is 50% and 50 basis points, and the probability of 50 basis points after the announcement has risen to more than 80%. $Apple(AAPL.US)$ $Occidental Petroleum(OXY.US)$
    Translated
    $BABA-SW(09988.HK)$ 港股繼續睇反彈,雖然週末沒有好多人預料的放寬消息,但有另一更重要因素支撐港股:人民幣升值。
    在其他平台分享過,人民幣走勢同港股的相關度高,人民幣上個月跌破近年低點是港股破底的因素之一。週末人民幣回升,相信會為港股反彈助力。
    人民幣反彈的原因有兩個,美國加息預期稍微減弱、中國出口數據強勁。
    另外,週末發現了一個CTA ETF,算是中性策略(同時買、沽空),跟聰明錢買賣股票、債券、匯率,波動率比較低,今年逆市升30%。恒指突破15867,預料可以再反彈一段日子。  $TRIP.COM-S(09961.HK)$ $MEITUAN-W(03690.HK)$
    1
    $Meta Platforms(META.US)$The S & P 500 experienced an impulsive decline after the FOMC rate hike, but it is still testing key areas, and the upcoming CPI could trigger more weakness.
    Learn how to use a simple trading plan, using the Wykov method for multi-time frame analysis, to trade the reversal of the S & P 500 in key areas. Of course, the capital rotation from Nasdaq to Dow Jones is wise, which is a typical industry rotation from growth to value theme. There are many large-cap stocks from record highs, while some high-return risk trades enter the setting. These are still stocks that have performed well since the October lows, and when you look for successful stocks, they should be your focus on swinging trading stocks. $Meta Platforms(META.US)$ $Netflix(NFLX.US)$
    Translated
No more