TraderS | 缺德道人|Aug 19, 2026 13:49
The wild swings in the market from the U.S. stock market opening until now aren't much different from the swings in my own thoughts.
After the Treasury announced expanded buybacks, the market's first reaction was that liquidity is coming, so it went up. At that moment, I thought it was time to go long on the dip.
But after thinking about it, the Treasury being this aggressive probably means the U.S. bond market trend is worsening. Such a big move might mean there’s an even bigger bombshell coming, which directly scared the market back down again, so it dropped.
If it bounces back up later, that would probably mean the market has fully embraced the situation/given up and is lying flat. Essentially, the Trump team might do whatever it takes to secure the midterm elections. In that case, just follow the trend without overthinking it. Don’t fight the trend—if the sky falls, someone taller will hold it up.
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