Let's talk about the US stock market, AI, and the so-called 'structural bull market'.
I started trading US stocks back in 2018 mainly to hedge my company's funds.
I didn’t spend a lot of time researching individual stocks, mostly dollar-cost averaging into QQQ or the 'Seven Sisters', making cyclical trades every few months.
A lot of folks say the crypto market is crashing everywhere, which is funny, but using that to judge the AI bull run makes no sense.
The finance world is saying that the US stock market is in a structural bull market with structural pullbacks, so what is this structure?
Liquidity: Big IPOs in US and A-shares, and with our central bank's reverse repos being close to zero recently indicates tightening, while on the 23rd, the US banks lowered reserves, signaling easing.
Volatility: The volatility brought about by the FOMC leading to wash trading.
Equity financing: The state investing in tech to support it.
Phased changes in the AI sector: From throwing money at it to selling stocks to raise funds. (From trading expectations to reality)
These are your factors, and the overall conclusion is that there will be major fluctuations, but we’re not hitting the peak just yet.
Like I previously took profit at 118
$CRCL
79, I can grab a hand of something more resilient than Bitcoin.
Or for AI
$MU
893 is also a solid choice.
I won’t go into too much detail; I just focus on cycles and sectors.
I started trading US stocks back in 2018 mainly to hedge my company's funds.
I didn’t spend a lot of time researching individual stocks, mostly dollar-cost averaging into QQQ or the 'Seven Sisters', making cyclical trades every few months.
A lot of folks say the crypto market is crashing everywhere, which is funny, but using that to judge the AI bull run makes no sense.
The finance world is saying that the US stock market is in a structural bull market with structural pullbacks, so what is this structure?
Liquidity: Big IPOs in US and A-shares, and with our central bank's reverse repos being close to zero recently indicates tightening, while on the 23rd, the US banks lowered reserves, signaling easing.
Volatility: The volatility brought about by the FOMC leading to wash trading.
Equity financing: The state investing in tech to support it.
Phased changes in the AI sector: From throwing money at it to selling stocks to raise funds. (From trading expectations to reality)
These are your factors, and the overall conclusion is that there will be major fluctuations, but we’re not hitting the peak just yet.
Like I previously took profit at 118
$CRCL
79, I can grab a hand of something more resilient than Bitcoin.
Or for AI
$MU
893 is also a solid choice.
I won’t go into too much detail; I just focus on cycles and sectors.