I am not trading in the bond price but on the income investment. I am struggling which tenors to buy? Would 2 years too long to hold? The credit spread is quite narrow....
David sir, just trying to understand the fundamental. If the forecast is recession and more rate cuts, then t billI I understand. What if there is inflation but recession noting how the American and their government spend. Powell will increase rate?
🙏
Thank you David sir! for sharing your analysis 🙏
David Sir takes a strong view on the short side❤. I wish this view comes true
高效率，一開波表達曬
支持廣東話頻道💪
I agree with you . Your views clear my uncertainties. Thank you.
Support
👍
好彩琴晚諗三諗四再四SQQQ，好彩未買😂不過今日雖然裂口，但十字星都係叫我睇多日🙂↕️
仲可以跌到6.7 - 7，即係之前個低位再低4-5%。估計到時差唔多
👍👍👍🙏🙏🙏
而家credit spread咁窄credit curve 咁flat 同埋yield curve 又expect to steepen
咁債卷應該點買
正係時機。睇你想點。如果當係一畢長期gen零用錢，你可以go for 5 to 10 年期。泊$，6個月
David, what range of gold price do you see? It has a geopolitical component.
可以再上多200蚊
How about the Real Estate like XLRE ? If mkt crash, I think XLRE would come down as well . What do you think? Thx
Yes it will come down. Real estate no good
David add oil
岩岩睇聯署局推高 預計失業率4.4%
我反而想知會不會又prices in 左
假如10月4日 失業率4.4 會不會美股都未必再跌？
冇priced-in
just market doesn't care that much
星期三再聽David 係第二個台分析
因為以前美股跌 高息債都會跌
但現時高息債ETF居然創新高 所以我覺得會不會真係跌落去？ 經濟衰退 沒理由高息債仲會升
我呢兩日睇緊d圖 同埋過去既走勢。 覺得有d疑問
真係要等星期三David 講解
@@matthewhongkong7081 現時market亂，好多correlations don’t hold
發達國家印左三十年銀紙唔記得左乜野先係正常嘅利率
God Help Us 😂😂😂
LOL
I am not trading in the bond price but on the income investment. I am struggling which tenors to buy? Would 2 years too long to hold? The credit spread is quite narrow....
Won’t be too long as long as you look for a near risk free return, just to protect against mere inflation
点解琴晚标普可以这样涨的？很少见这样的K线组合
再看了下，是去摸上轨
我唔理K線。有些$興奮而已
請教 David Sir 買長債定短債好？
現時計，6個月的差唔多剛好
David sir, just trying to understand the fundamental. If the forecast is recession and more rate cuts, then t billI I understand. What if there is inflation but recession noting how the American and their government spend. Powell will increase rate?
He may be forced to raise the rate again. This is possible scenario.
咁做6個定期好定買6個月債好呢？好似差唔多？
@@macandmic and that probably won’t happen until 6 months so 6 months t bill? Trying to raise my 思維 like yours.
SQQQ 又爆了🤣😂
隔離台Raga有人話重手揸SQQQ
馮智政😂
佢幾時乜野價位揸貨先？
@@macandmic 幾日前啦🤣
@@macandmic 昨天入
總之夾到個袋爆🤣🤣
星期一再睇啦 可能破燈🤣🤣
@@matthewhongkong7081 咁咪太早lor
一講SQQQ即跌7%
仲可以跌到6.7 - 7，即係之前個低位再低4-5%。估計到時差唔多
減完息 個市夾緊上去。標普ATH.
如果put David sir 會點做？ 遠期定近期put ?最少兩個月
我的遠期put早成2個幾月部署，中間take partial profit and reload at August NDX high，即係根本唔係只做好短的炒賣
以現在的情況，do nothing until local high has reached and stablized.
@@macandmic 不過8月個下 應該David 都賺四至十倍
David 應該零成本持倉
@@matthewhongkong7081 yup
不過10月SPY QQQ既put IV都19%
唔通真係莊家都prices in 10月/11月高危