Puas Muaj Kev Lag Luam Hauv Qab?

Tsuas muaj ib qho hu rau hauv lub lag luam nyuaj no thiab qhov ntawd yog: "Peb puas tau pom hauv qab?"

Koj yuav raug zam txim rau kev xav tias qhov kev ua tau zoo ntawm Dow hais tias qhov phem dhau lawm. Nws tau ua yeeb yam stellar.

Ntawm no yog daim duab:

Ib tug nyuj yuav hais tias "tawm tawm."

Rau kuv kuv pom lwm yam:

Nov yog S&P 500:

Yog li tus Dow, uas kuv nyiam, yog qhov txawv txawv. Dow tsis yog qhov ntsuas dav dav thiab nws tseem yog cov khoom nrog cov khoom tiv thaiv. Kuv twv koj tuaj yeem pom qhov twg kuv yuav nrog qhov no.

Cia peb nyob ntawm no. Peb twb muaj kev sib tsoo. Nws yog ciam teb tab sis nws hits lub 25% poob cim qhov twg nws suav, nyob rau hauv ib tug heev curated lag luam. Cov lus nug tsis yog kev lag luam yuav poob lawm tab sis puas muaj qhov kev txiav txim siab kawg rau qhov kev sib tsoo no?

Feem ntau yuav hais tias tej yam yuav tsis zoo ua ntej lawv yuav zoo dua, tab sis qhov ntawd tsis yog qhov kev ntsuas zoo vim tias kev ua lag luam saib ib xyoos thiab twb tau txiav txim rau xyoo 2024. Puas yuav muaj qhov phem no hauv 2024?

Kuv muaj ib qho kev xav zoo nkauj rau txhua qhov no thiab nws mus qee yam zoo li no: Txhawm rau tiv thaiv kev lag luam koj ntev cov neeg yeej thiab luv luv cov neeg poob. Lub tswv yim no tau ua rau muaj kev sib koom ua ke ntawm "cov neeg yeej" thaum lwm lub lag luam yog cov poob. Yog li cov khoom loj loj ntawm tus nqi raug kaw hauv cov khoom lag luam stupidly overvalued thaum muaj coob tus zoo stocks tawm hauv lub txias. Raws li qhov teeb meem no los unwound lub unloved luv luv nce thiab over-loved longs poob. Ib qho me me ntawm cov khoom lag luam mega poob rau hauv kev ntsuas thaum lub hauv paus dav, tshwj xeeb tshaj yog cov tiv thaiv tsis tau nyiam, yuav nyob twj ywm los yog ua tau zoo thaum lub lag luam poob. Tu siab tsis muaj dab tsi yuav ua tau zoo nyob rau hauv ceg kawg ntawm qhov kev hloov kho tom qab covid.

Peb yuav paub sai sai yog tias hauv qab yog nyob rau hauv vim yog tias nws tsis yog peb yuav pom kev kho loj hauv 8 mus rau 12 lub lis piam tom ntej.

Qhov no tsis yog lub sijhawm yuav muaj kev pheej hmoo rau thiab qhov ntawd hauv nws tus kheej qhia kuv tias qhov kev lag luam dynamic, uas tau pom kev poob zoo rau ntau tus, tseem tsis tau tiav.