Bull market
We are entirely and 100% still in a bull market. SPY应该会有3-5% 或者最多4-6% correction. 我希望至少跌个6%(要不然我会很生气,哈哈,开个玩笑), 因为这样大盘更健康。 上周华盛顿很多人在消息来之前就load up 很多put,因为大家知道trump这么一说,肯定会crash an overly hot market.
但是,关税只是短期影响。 别忘了, 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.
个人观点,错了别用砖头砸我。 哈哈