I've been saving up all along to buy the dip. I was even cautious about U.S. stocks and opened a position with no leverage and no risk of forced liquidation, and the Yanks still have to take a bite out of me. I feel awful, guys.
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阿冷HODL
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Let me share my thoughts
The Democrats took both houses, and the market served up a huge surprise for everyone. But take a closer look, and it’s riddled with holes.
Look at crude oil: the Democrats gain power, and crude plunges straight from 105 into the 80s. It’s as if the whole world is being told that the Democrats are in charge, world peace has arrived, the Iran issue will be resolved, and inflation is about to ease. Do you believe that? Leaving aside whether the Democrats are capable of pulling that off, Trump certainly won’t allow it. Under these domestic circumstances, the odds of peace are close to zero. Even if you were on the verge of being liquidated, you’d still be looking for a price to add to your position and take a gamble—let alone Trump. As for whether you think Trump would harm the country’s interests for the sake of his party and his own personal gain, that’s a matter of perspective. Personally, I think Trump will go all in.
Next, the surge in crypto: look closely, and Ethereum’s price action is much stronger than Bitcoin’s. In other words, you can look at it through a conspiratorial lens. This could be a rally aimed at liquidating positions, rather than a genuine bottom.
Finally, let’s talk about risks and opportunities. Trump already loves contradicting himself, and now there are two different voices coming from within the country too. Over the next two years, you’ll face the most challenging market conditions when it comes to news. Bring it on.
As for trading suggestions: build long positions in crude oil and semiconductors (it’s not dead, just been squeezed until it can barely breathe); take “moderate” short positions in crypto (it’s already at the bottom, and whether you can catch a second test with a short depends on luck); go long on crypto on the second test; and go long on gold (the more turbulent the situation, the more expensive gold gets).
over
The Democrats took both houses, and the market served up a huge surprise for everyone. But take a closer look, and it’s riddled with holes.
Look at crude oil: the Democrats gain power, and crude plunges straight from 105 into the 80s. It’s as if the whole world is being told that the Democrats are in charge, world peace has arrived, the Iran issue will be resolved, and inflation is about to ease. Do you believe that? Leaving aside whether the Democrats are capable of pulling that off, Trump certainly won’t allow it. Under these domestic circumstances, the odds of peace are close to zero. Even if you were on the verge of being liquidated, you’d still be looking for a price to add to your position and take a gamble—let alone Trump. As for whether you think Trump would harm the country’s interests for the sake of his party and his own personal gain, that’s a matter of perspective. Personally, I think Trump will go all in.
Next, the surge in crypto: look closely, and Ethereum’s price action is much stronger than Bitcoin’s. In other words, you can look at it through a conspiratorial lens. This could be a rally aimed at liquidating positions, rather than a genuine bottom.
Finally, let’s talk about risks and opportunities. Trump already loves contradicting himself, and now there are two different voices coming from within the country too. Over the next two years, you’ll face the most challenging market conditions when it comes to news. Bring it on.
As for trading suggestions: build long positions in crude oil and semiconductors (it’s not dead, just been squeezed until it can barely breathe); take “moderate” short positions in crypto (it’s already at the bottom, and whether you can catch a second test with a short depends on luck); go long on crypto on the second test; and go long on gold (the more turbulent the situation, the more expensive gold gets).
over