Re: [TSP_Strategy] Re: DXY Dollar Thoughts?

 

Thank you all for your input. All valid comments.

A couple of my thoughts:

I don't buy into the overvaluation coolaid on tech. I think QQQ may be a little to concentrated for my taste, but overall I look to see big tech companies continue to be disruptors on an increasing frequency.

Jobs report was flat today, wage growth was up, dollar slides. Can the inflation signal overpower the rate hikes and keep the dollar falling? I wish I knew. I hoped you guys would tell me :)

I'm afraid the I fund can't perform with interest hikes on the agenda, and if wage growth stays positive they won't back off rate hikes.

Last but not least, I still like the US economy in regards to business growth right now. I keep holding onto the idea that fear and reactionary trading is coming from headlines not fundamentals. When there's blood in the streets...

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Posted by: poptopwater@yahoo.com

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Ditulis oleh: Andriansyah -