CPI & Fed Meeting

[贾和平]

Has anybody bought Tesla stock in the last 5 days ( not including today)? You might have bought the stock from smart money. They were selling.

TSLA has a daily trading volume of approx. 120 -150 million, most of it bought by retail investors. Retail investors are main forces to buy other tech stocks too in the last five days. My fingers are crossed for them.

 

[Lindacheng]

Has anybody bought Tesla stock in the last 5 days ( not including today)? You might have bought the stock from smart money. They were selling.

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TSLA has a daily trading volume of approx. 120 -150 million, most of it bought by retail investors. Retail investors are main forces to buy other tech stocks too in the last five days. My fingers are crossed for them.

请问，你意思是特斯拉可考虑入手？我没买过，纯粹学习

 

[Lindacheng]

还有请教大神，这次公布CPI和fed meeting当天，股市都跌，上次同样情况，股市升。按理说这周数据，按道理股市大涨，但出现相反情况，那么下个月CPI和fed meeting, 怎么判断？想短线也还难

 

[Lindacheng]

还有第二个问题，我看过一些银行和投资平台，他们有收费的ETF投资组合，就是回答一些问题给出几个ETF的投资组合，按资金收费的，如果我按照这个建议自己买ETF，大家觉得好不好？

 

[贾和平]

请问，你意思是特斯拉可考虑入手？我没买过，纯粹学习

I will stay away from TSLA.

还有请教大神，这次公布CPI和fed meeting当天，股市都跌，上次同样情况，股市升。按理说这周数据，按道理股市大涨，但出现相反情况，那么下个月CPI和fed meeting, 怎么判断？想短线也还难

Not really. This is Fed days' SPY:

SPX Index on last Fed day in November. J Powell gave stern speech on inflation, a rude awakening to Mr. Market

Today

Compared to the Fed's projected PCE & core PCE in September, Inflation projections in today's meeting for 2023 and 2024 were all revised higher. That is likely a key driver behind the higher projected fed funds rate ( Dot plot) in 2023 and 2024:

PS: Very important! I heard J Powell said in Q & A that the Fed did not look at yesterday's CPI print at this meeting.

 

[Lindacheng]

I will stay away from TSLA.


Not really. This is Fed days' SPY:

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SPX Index on last Fed day in November. J Powell gave stern speech on inflation, a rude awakening to Mr. Market
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Today
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Contrary to yesterday's CPI print and compared to the Fed projected PCE & core PCE in September, Inflation projections in today's meeting for 2023 and 2024 were all revised higher. That is likely a key driver behind the higher projected fed funds rate ( Dot plot) in 2023 and 2024:

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其实将来的通胀早一点或迟一点降真的影响那么大？差1-2个月有分别吗？既然COI都联系下跌，加息又符合预期，应该大涨啊，将来早或晚一个月两个月减息没分别啊，为什么市场非要跌？

 

[贾和平]

其实将来的通胀早一点或迟一点降真的影响那么大？差1-2个月有分别吗？既然COI都联系下跌，加息又符合预期，应该大涨啊，将来早或晚一个月两个月减息没分别啊，为什么市场非要跌？

Because the interest rate the Fed projected is higher than the market expected, eg, the market did not price it in.

 

[Lindacheng]

Because the interest rate the Fed projected is higher than the market expected, eg, the market did not price it in.

预测值和期望值，这毫无根据，市场应该看实际数据。
还有，CPI那个要数据这么重要，怎么今天的数据就不考虑进去？故意的？

 

[billwanhua]

I will stay away from TSLA

靠谱。特斯拉以前一直估值太高，现在又出来很多电动车竞争对手，未来只会跌得很惨。

Elon Musk sells another huge chunk of Tesla shares

The transactions took place between Monday and Wednesday this week according to the filings with the Securities and Exchange Commission.

www.cnbc.com

老马又卖了特斯拉，前几次卖的时候，声称为了买Twitter，这次是什么借口？

 

[贾和平]

预测值和期望值，这毫无根据，市场应该看实际数据。
还有，CPI那个要数据这么重要，怎么今天的数据就不考虑进去？故意的？

No. The Fed needs to look at a string of data to make sure inflation is tamed. One month's data did not tell anything. Of course, it will be considered as one of them in monthly data as the beginning of the trending if inflation data keep cooling off later on. Also, don't forget the Fed focus on PCE.

Wall Street mantra: DON'T FIGHT THE FED.

 

[gghf]

No. The Fed needs to look at a string of data to make sure inflation is tamed. One month's data did not tell anything. Of course, it will be considered as one of them in monthly data as the beginning of the trending if inflation data keep cooling off later on. Also, don't forget the Fed focus on PCE.

Wall Street mantra: DON'T FIGHT THE FED.

She’s trying to tell Fed what to do and you’re really trying to educate her. Salute to you LOL

 

[RareEarth]

靠谱。特斯拉以前一直估值太高，现在又出来很多电动车竞争对手，未来只会跌得很惨。

Elon Musk sells another huge chunk of Tesla shares

The transactions took place between Monday and Wednesday this week according to the filings with the Securities and Exchange Commission.

www.cnbc.com

老马又卖了特斯拉，前几次卖的时候，声称为了买Twitter，这次是什么借口？

特斯拉电动车本身的利好因素在减少。自动驾驶的泡沫破了

正在被市场重新估值。老马自己恐怕也不知道底部在哪里。

 

[RareEarth]

预测值和期望值，这毫无根据，市场应该看实际数据。 还有，CPI那个要数据这么重要，怎么今天的数据就不考虑进去？故意的？

现在利率水平仍然远远低于通胀，实际利率仍然为负。谈不上高利率。

联储通胀的目标值是 2%，CPI 显示现在离目标还差得很远。要达到目标还要很长时间。

现在炒作的是衰退预期，怎么可能大涨？

 

[Lindacheng]

都说了FED一说话没好结果，看今天的暴跌。
唯有安慰自己，继续定投买便宜货。
还说什么Christmas rally. 不跌破低点就可以.

今天又发神经，失业人数少不是好事？为什么非要要别人失业来压通胀？

 

[Lindacheng]

Fed 有计划成功完成任务，see, they are cheering !