Thanks. What if we don’t go down there again (soon)? Will you wait? I am asking since I still have a considerable cash position and while it helped avoid losses I also need to plan reentry now of course
To me this feels way too euphoric what the market did January and today. I guess I am sceptical by nature. But one can rightfully say I missed many great buy points. How do you feel earnings will come in Q2 & Q3? I believe more negatively than we currently price in
We’ll hit extreme greed and stay there for a bit , I would get cautious once SPX hits 4300, that’s my opinion but think things will run given FOMC is out the way and with earnings, economic report, etc. the soft landing is going to run for as far as she can go.
Many stocks are still relatively low, DCA, I did that with ENPH, added more as price went higher and my thesis confirmed
Are you adding to longs now with this more dovish than I ever expected JP speech?
Any retest of the 200 DMA or that downward trendline, I’ll add more
Thanks. What if we don’t go down there again (soon)? Will you wait? I am asking since I still have a considerable cash position and while it helped avoid losses I also need to plan reentry now of course
For companies you love, long term is fine IMO, like CELH to ENPH for me. And now I’ve added PATH and plan to hold them for long term and add over time
To me this feels way too euphoric what the market did January and today. I guess I am sceptical by nature. But one can rightfully say I missed many great buy points. How do you feel earnings will come in Q2 & Q3? I believe more negatively than we currently price in
We’ll hit extreme greed and stay there for a bit , I would get cautious once SPX hits 4300, that’s my opinion but think things will run given FOMC is out the way and with earnings, economic report, etc. the soft landing is going to run for as far as she can go.
My target is SPX 4300, my SPX 4100 target hit, this soft landing narrative has a lot more to run
Yes, in the chat I shared I was adding longs, added a lot more to PATH, PLTR, etc.