正文
closed most trading position today, even ACH ZNH CHL
out of 1/2 of PTR, on valuation, now that it's clear that WB is totally out,
investment position intact, all SNP and FXI LFC,
also didn't touch a bunch of mid tier growth candidates, MR, WX, CMED, YGE, SOHU... won't add either except maybe WX,
haven't had this much percentage of cash in a long time,
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very pressured all day,
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market sentiment seems changed, the short term downtrend is confirmed, with the heavy weight ERs gone, it's unlikely the speculation juicy will come back really soon, all spec plays, even those anti-USDs such as Chinese concepts, natural resource, etc might get a PE compression before fear will be replaced with hope,
next uptick might when we hit the channel bottom line defined by Aug low, with the timing before next Fed meeting,
out of 1/2 of PTR, on valuation, now that it's clear that WB is totally out,
investment position intact, all SNP and FXI LFC,
also didn't touch a bunch of mid tier growth candidates, MR, WX, CMED, YGE, SOHU... won't add either except maybe WX,
haven't had this much percentage of cash in a long time,
-----------
very pressured all day,
-----------
market sentiment seems changed, the short term downtrend is confirmed, with the heavy weight ERs gone, it's unlikely the speculation juicy will come back really soon, all spec plays, even those anti-USDs such as Chinese concepts, natural resource, etc might get a PE compression before fear will be replaced with hope,
next uptick might when we hit the channel bottom line defined by Aug low, with the timing before next Fed meeting,
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