It’s not the time to be aggressive

來源: 於 2025-02-02 15:22:44 [博客] [舊帖] [給我悄悄話] 本文已被閱讀：次

足球賽攻防已經轉換。We need to let the game play out itself.

It could be short lived trade war or it could be a start of full blown war. No one can know for sure right now.

The battle ground is not ideal for bulls. Market valuation is high not low, sentiment is no longer bearish enough (AAII bulls are over 40%). VIX is still too low. Too much uncertainty around trade war.