Z
137 posts
AAII sentiment survey is a good indicator for trend reversal: aaii.com/sentimentsurvey Basically when they're bearish we're bullish and vice versa. Another good indicator is NAAIM exposure index: naaim.org/programs/naaim…
This OPEX has turned supportive instead of suppressive. The dangerous call options either became worthless or were taken down. We’ll ride the vanna/charm flow unless there’s a volatility shock (geopolitical or FOMC). But what if Warsh is actually more dovish or transparent than market expected?
我仍然觉得会Taco，主要是不Taco到底的话，过去这两个月的停战就会被证明是毫无意义的，Trump就会像是一个可悲的小丑…… Bibi: I told you 格雷厄姆，Neocons..也可以疯狂上嘴脸 难以想象这个画面。 这么大岁数的权力狂老头没了这么大的面子可怎么活啊
核心环比低于预期，其他都符合预期 CPI 0.5% MoM, Exp. 0.5% CPI Core 0.2% MoM, Exp. 0.3% CPI 4.2% YoY, Exp. 4.2% CPI Core 2.9% YoY, Exp.2.9%
As I predicted two weeks ago, the Bull trap was formed and violently corrected , now bear trap is well formed 😄 but so quickly! If CPI is inline or cooler, bears will be beaten out of shit, and we will break out of ATH to form a new small bull trap.
抄底了一点科技股。如果明天cpi没有那么利空的话，有一定概率重演去年11月21日的情况。刚才看到的信号是，川普发推说我们要报复伊朗，大盘不跌反涨，说明卖盘已经有限，结合tips今天是在降的，怀疑今天是个短期底部。