Some personal views on the current financial market
Machine translation; not fully reviewed and may contain errors. Read the Chinese original
Meituan recently issued a profit warning, and I vaguely felt that an opportunity was coming.
How to double 5 ten thousand dollars to 10 ten thousand dollars is to keenly find excellent financial assets in various financial sectors to ambush.
Based on my current level of knowledge, I would think that in the short term, that is, within one to three years, there are two most cost-effective ones: BTC and Meituan.
One is the absolute leader in the digital world, and the other is the largest local leading company in the world. In the current market situation, BTC has lost nearly half of its market value compared to the highest point of this bull market. Meituan has also been suppressed by Alibaba, a giant company with deep pockets, and is still resting and consolidating at the extremely low level in the past six years…
From a long-term perspective: these two absolute leading targets have reached a point where they will almost never return to zero. Looking further, in the next three to five years, the probability that these two targets will double based on the current price is also very likely (at least more than 50%) than that of being cut in half again. Therefore, the current stage is relatively the most advantageous in terms of capital turnover and revenue efficiency;
From a short-term perspective: the purchase of American stock at this stageIt’s equal toPurchased this year a year ago, if pushed forward seven years ago; Similarly, the current price for the purchase of bitcoin is relative to the price of the purchase of bitcoin a year and a half ago. That means that, because of the current financial markets,**“Careful acts”**If you buy these two now, then you’ll be in there for an average of 15 months! This means that, in almost two to three years, the absolute bottom zone has emerged: it is now the time to pick up chips and gain high returns in a relatively short period of time.
However, the above operation, if feasible, logically works, but it does not apply to every investor. This is inextricably linked to investor investment preferences, asset size, macro-awareness of the market, time slots for purchase, warehouse portfolios and the share of cash reserves.
So, it’s actually fun to invest in it here:
It’s simple: a low-priced high-solder! But it is also difficult: not only are there more factors to consider, but they are also complex and even brainwashing.
It is also interesting to note that, in the course of prior investments, one of its own things needs to be optimized: all the money put into the securities market is not going to make it. It’s really good, but at the same time it’s too one-size-fits-all, it’s a little leftist.
For example, when you get a thousand dollars in your old age, you can buy cheap chips like bitcoin and a corpion at the right time to make 30 or 40 points for your freedom of coffee for a month or two or a few good foods! But it’s not too much fun to eat and wear, because it’s too cheap. So, in this so-called “good habits” of “intoxication”, the opportunity to exercise to take red bags out of the market has slowly been lost! Even the over-prescribed implementation of “no-go” investment strategies has led to a number of short-lived investment opportunities in the last two to three years. Finally, the loss is not a “wrong” word…