After the New Year, thoughts on the market
Yesterday, #Trump (#川普 ) captured #Maduro (#Maduro) and fulfilled campaign promises in a way that turned heads.
Regarding my views on the market:
1 The premise is still the capital overflow effect.
2 Liquidity, apart from the slight tightening on December 31, was at a normal level in the previous week.
3 The logic of a weak dollar holds.
4 The first safe-haven overflow battlefield -- gold and silver, is worth paying attention to on the March delivery date, whether it will phase out before overflowing into other markets.
5 U.S. stocks #Tesla's performance fell short of expectations; is there an opportunity for index-level adjustments and pullback buying? It may be logically possible to wait for a low point. This cycle is all a structural bull market (in an unconventional sense), and the final script is the same as liquidity comes in; time will reveal everything.
6 Bet on crypto or U.S. stocks?
I believe there's a greater opportunity in crypto; the growth potential of leading U.S. stocks is limited, and below mid-cap stocks, there is no crypto with elasticity.
7 As a primarily left-side investor, I do not want the technical lines to drag down the overall strategy. If the market is examined closely, it may find an entry window based on economic data, balancing positive and negative factors and the strength of U.S. stocks (January, February, April), or it may find a comfortable buying point due to the SEC chairman's appointment, which could deterministically change market sentiment.
8 Before the details are clarified, regularly investing based on the broad direction to catch bottoms usually does not yield poor results.