To The Moon

Since its the weekend Sunday, I thought I will post a more introspective piece as I gather my thoughts with “end” of April in sight. Away from relying on Moving averages (ma), Relative strength index (RSI), xxx etc what can we sense ? Needless to say, the US market has been on a roller coaster ride since the beginning of 2023; especially in Mar 2023 with the banking sector debacle in full play. Using S&P 500 as the "model" index From the above diagram, its “amazing” how quickly the composite index “recovered” from the banking fiasco and has trended upwards since. Any newbies entering the US market for the first time would’ve been fooled by such resilient recovery except that it is really not so, if we scratch just a bit deeper. (1) US Inflation With the latest official data / report de

美國矽谷銀行倒閉，瑞士信貸需要央行借款度危機，高利息時代來臨，投資世界基本面澈底改變。 過去二十年，貿易全球化迅速進步，廉價勞工製造價廉物美貨品，低利息和低通膨讓企業能夠無限擴張，創造全球資金市場前所未有榮景，也出現人類史上最長牛市。 然而，新冠疫情爆發和結束後，世界澈底改變，＂去全球化＂打擊國際貿易，高通膨隨之而來，高利息年代也以比想像更快速度到來。 處在快速改變分岔路口，股市投資者應該何去何從？