Tech and energy have continued to correct. That is coming to an end. It’s time to buy the dips in coming months. Slowly, but surely, then suddenly if there is capitulation. Emerging markets tech and bonds have already started rebound. We’ll buy the dips there too.
December’s Global Trends ETF Report. See our asset allocation trades for the strategic core and tactical satellite slices of our portfolios. Apply to your 401(k).
We cover valuation and extreme movements by indexes. How, why and how long can it go on? How deep can a correction go? Any paid membership.
When I talk about stock market risk, I am talking about a few simple ideas. The first is the overbought vs oversold situation on the RSI and other measures.
Alibaba might be cheap here, but it might get cheaper.
I’m cutting exposure to Alibaba on China risk.
I am selling BABA and EMQQ for now.
