那我來囉嗦兩句

來源: 於 2025-03-24 12:27:33 [博客] [舊帖] [給我悄悄話] 本文已被閱讀：次

First, -10% correction happens every two years or so. It is not surprising. However the speed of this decline were fast and furious. I bet lots of reailers are already out of this market at the moment (giving 4 weeks of AAII bullish sentiment at 20%).

The reason might be because seasonality plus tarriff. 

Where we are now:

1. Seasonality:

2. Sentiment

3. Statistics

4. Hedge funds positions (Extremely bearish)

My conclusion: The worst sell offs might be over. But the market will remain choppy. Use the opportunity to assess your risk tolerance.