BTS
02-05 02:46

January performance has many weighing to buy or bail; especially after the crash in Gold/Silver and tech following the nomination of Kevin Warsh as Fed Chair, likely reshaping monetary policy

The deep dive in Gold/Silver may offer a 'Golden Pit' buying opportunity for inflation, but a stronger dollar under a hawkish Fed could push prices lower before leveling

With tech underperforming, trimming exposure may be wise, notably given slowing growth and rising rates; however, AI and infrastructure prospects imply rebalancing to mitigate risk while holding resilient stocks

The January Barometer signals early volatility, as the "Warsh Shock" and interest rates will likely dictate a recovery or Q1 pullback

January earnings offer key economic insights; strong outlooks reflect resilience, while weak results trigger broader struggles

February markets depend on Fed chair, earnings, and rates; flexibility is key as tougher conditions may require scaling back even as selective entries emerge。。。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment