20220619 first half review

Recently, an enthusiastic friend has been sending me a private message when I will have a new post. My reply to him is that it will be there before the end of June. Of course, the excuse before that is the market turmoil. Slap in the face, but now it seems that this kind of situation is difficult to avoid, so I have to bite the bullet and write.

https://bit.ly/3O65LZX I wrote such an article on 12/1 last year, but it’s not working properly. The market in the first half of this year was extremely tragic, and the speed of capital ebb was very fast, especially in the crypto or currency sector, many people trousers were washed away.

And although I trade futures contracts according to the direction I plan, it is indeed as many predecessors said, the difficulty of shorting is not easy to control when it is short, and it is very unreasonable when it is empty.

Looking back on my small-scale attempts to go short in January-March, I invested heavily in WAVES during the thunderstorm in April. WAVES had almost no decent rebound before May, which made me gain a lot.

However, in May, I painted a gourd in the same way, and wanted to apply the old trick to LUNA again, but I probably painted it as a dumbbell, and it was so painful that my leg was amputated. The trend of LUNA fell from around 90, and started to accelerate at 10. When I thought that I was in a super death spiral and was about to replicate the fall of Titan, the super big air of 0.6-6 slapped me directly and slapped me hard, around 1.2 I hit my protection point, but I wanted to be a big one, and I wanted to become Wang Sicong. However, the market teacher taught me to be a person. After Ga Fei, I was not only deaf but also deaf. The fallen leek leaves can be directly made into bread. Later, I forgot what happened in those days.

The more impressive transaction in the back is the intention to go back to find WAVES for heating and the replication was successful, but unfortunately SASHA helped me to blow up the margin, and sprayed more than 4 yuan to 10 yuan. I think the market may want to tell me to stop trading, darling fried potatoes bar.

Finally, let me provide a point of view. During the Dakang bubble, many investment advisors and institutions criticized the traditional price-to-earnings ratio price-to-book ratio value analysis model no longer effective, and it is an outdated thing. But later in the early 2000s these things proved to be timeless.

The most common thing in cryptocurrencies right now is the storytelling team, but at a time when a lot of VCs are pumping money, some old-fashioned things may prove to be effective again.

According to the historical data of asset allocation, in the period of high inflation and high interest rates, companies with good cash flow and raw materials will perform better than new ventures, such as McDonald's or Wal-Mart. Of course, workers also bring their own cash flow. It is recommended that you run Take delivery and survive the bear market. QQ

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