Bull market
We are entirely and 100% still in a bull market. SPY應該會有3-5% 或者最多4-6% correction. 我希望至少跌個6%(要不然我會很生氣,哈哈,開個玩笑), 因為這樣大盤更健康。 上周華盛頓很多人在消息來之前就load up 很多put,因為大家知道trump這麽一說,肯定會crash an overly hot market.
但是,關稅隻是短期影響。 別忘了, We are not at the top of a greedy market. There are a ton of people in cash, a ton of people in gold, the dollar is still weak, and the fed is getting ready to cut. All of these conditions will be exactly what would take us off the bottom.
In addition, we are right on the heels of Q 3 earnings. All of that will just re-ignite the AI rally.
個人觀點,錯了別用磚頭砸我。 哈哈