2024. 8. 14. 15:26ㆍU.S. Economic Stock Market Outlook
1.
The market always seems to have noise, whether it goes up or down.
This is because when the stock price changes rapidly, we try to find a reason.
We are always told to do business according to our own standards,
It's hard to put it into action.
That's probably why stocks are difficult.
2.
There were a lot of wall-to-wall with silicone-toes the previous day.
"Someone doesn't buy even if it's like this?" "Someone's peak out now."
As I always emphasize, the profits and risks of stock price fluctuations are entirely up to you.
I don't have it, but I think there are a lot of positives.
It could really be just the beginning.
The problem is that I don't have it, so I do "I'm done" and "I'm done."
Whether you eat more or not here is your area, and that's all.
That's right, that's right, I think the market decides.
3.
Unbeknownst to you, the market is coming up again.
SOXX, which had left $200 before it knew it, reached $220.
There was a PPI yesterday, and today the CPI will decide the direction of the market again.
If you look at the chart for a long time, it's been going upward,
The reason why long-term investment is difficult is that I have to overcome these waves and hold my stock.
So it's very difficult.
4.
This year, we continue to hold a stock called Palantir.
It's a pretty big part of my account as well as my lab account.
Overwhelming business, continuous growth, and expanding corporate power.
It has been dragged since the first half of the year, and now it has made nearly 40% of the profit based on the first purchase.
Continuous selling by executives, lower-than-expected sales growth, etc. There were many difficult factors, too.
The stock price went back and forth between $29 and $20, which was quite stressful for me,
Some tricks were accumulated, and even within them, long-term and short-term supplies were well distinguished and profitable.
5.
The stock reached $30 in three and a half years.
Maybe it's a peakout, maybe it's a new beginning.
However, those who have kept track of the company will know that it is just the beginning.
Of course, Mr. Market is highly capricious, so how can I know the future.
6.
For those who have been tracking Silicon 2's company
It could be interpreted as being at this inflection point.
It's painful to say that the stock price has risen a lot.
But whether or not to live here or sell it is up to you.
So at this point, even if the stock goes out, it's not a channel that says, "Did I say I'm out?"
I'm going to check what point I'm giving a negative opinion, check how it's connected to my investment point, and then I'm going to make a decision by myself.
7.
By the way, there has been a continuous rebound since last Friday and last Monday after the market lost.
And I think there was a pretty meaningful rise yesterday.
If the CPI comes out well today, I think the direction may be completely wrong.
We are thinking about how to deal with the supplies that were quite strong in the last drop.
There's no eternal fall and eternal rise, so if you're a stockholder, you should spread it well.
8.
Mr. Market carries noise on or off.
We should minimize brain trafficking because we are swept away by this noise and do not believe our judgment.
This week, most companies finish their earnings announcements.
On August 28th in the United States, our president Hwang's Nvidia earnings report remains.
There's two weeks left, and there's going to be war or macro news again,
I don't want to take a long view of the market yet. I'll respond according to CPI.
9.
In the second half of the year, the compression within the sector rather than the overall increase in the sector
And there seems to be a lot of efforts to find empty houses.
But I think it's a very important chapter to hold my stock well in this temptation.
After the market plummeted, new stocks always came out, so we should look at the market with a sensitive perspective.
It seems like we're moving towards a port that's increasingly focused on overwhelming businesses.
10.
I've been suffering from body aches lately and I've been feeling unwell.
Health care is more important than account management.
Take good care of your health ^^.
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