Wall Street is heavily positioning themselves right now in

本帖于 2026-03-12 00:32:27 时间, 由普通用户 bogbog 编辑

the mag 7. 

 

I think things will settle very soon, most likely in March. 我猜the bottom is in March 

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Mag 7 是相对便宜了 -云起千百度- 给 云起千百度 发送悄悄话 云起千百度 的博客首页 (0 bytes) () 03/11/2026 postreply 18:59:48

嗯嗯,Heavy institutional accumulation on -bogbog- 给 bogbog 发送悄悄话 bogbog 的博客首页 (172 bytes) () 03/11/2026 postreply 23:13:42

Actually Mag7 was a lot cheaper 2-3 weeks ago -三心三意- 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 03/11/2026 postreply 19:03:09

yes -bogbog- 给 bogbog 发送悄悄话 bogbog 的博客首页 (0 bytes) () 03/11/2026 postreply 23:36:18

While market drop seems crazy now, Mag7 actually went up -三心三意- 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 03/11/2026 postreply 19:03:58

SPY目前还是只是猜到645-655,我觉得要下639都有点点难,除非oil spike引起recession -bogbog- 给 bogbog 发送悄悄话 bogbog 的博客首页 (0 bytes) () 03/11/2026 postreply 19:06:58

同意。上次夜盘摸过655,一般会再确认一次,形成双底 -小松松- 给 小松松 发送悄悄话 (0 bytes) () 03/11/2026 postreply 19:09:48

Recession 也是可能的,就业市场那么差,credit 也像是要出危机的样子 -云起千百度- 给 云起千百度 发送悄悄话 云起千百度 的博客首页 (0 bytes) () 03/11/2026 postreply 19:16:46

XLK, XLY, and XLC 这段时间好多hollow candles,看着也是在被买起来 -Lazymm- 给 Lazymm 发送悄悄话 (0 bytes) () 03/11/2026 postreply 19:36:18

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