This morning, the company just finished a relatively long investment meeting, in August, the overall strategy: defense, defense, defense, control of positions, prevention of drawdown! 🧐 Over the past 25 years (2005 to the end of 2024), the S&P 500's best and worst performing months (Figure 1): ✅ Best months: March, April, May, July, October, November and December ❌ Worst months: January, June, August and September #BTC Market: August and September are also worse months. In August, there were 4 times higher and 8 times closed down since 2013, with an average return of 1.75% and a median return of -8.04% #BTC August. The core is to pay attention to the Sino-US trade tariffs on August 12!
Rocky
Rocky4.8. klo 12.14
The probability of interest rate cuts is changing really fast! Before Friday's non-farm payrolls, in September, the probability of no rate cut was 63%, and the probability of a 25 basis point rate cut was 35% After Friday's non-farm payrolls, especially after the revision of the May-June data, the probability of no rate cut in September is 21%, and the probability of a 25 basis point rate cut is 71% But regardless of the probability of interest rate cuts, everyone's panic about economic recession and whether there are other macro data frauds are even more worrying! 🧐
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