This year will be very volatile. Washing up the bull
This year, we mainly focus on the general market, but the fluctuations are violent. The main reasons are:
1. The macroeconomic main line should be "growth is falling, inflation is falling", which will have an impact on the prices of major assets, depending on which one falls faster;
2. It is uncertain whether growth or inflation will fall faster, forming a neutral trend for U.S. stocks in 2024;
3. Risk: The biggest risk may be that when growth falls rapidly and recession expectations rise rapidly, U.S. stocks will experience a deep correction. In view of this concern, we need to always be alert to the risk of deep corrections in U.S. stocks in 2024, and we also need to stay alert to the digital currency market.
Looking at the whole year, the market is definitely rising, but this year, whether it is stocks or currencies, the market index opportunities are not that great. There are structural opportunities for small and medium-sized caps/copycats throughout the year, such as the AI track, the game sector, Bit Ecology, L2, and Inscription. , Ethereum L2, with a large flash crash in the middle.
The variable of the U.S. stock market is the economy, and the most important indicator is non-farm payrolls. If there is a soft landing, everyone will be happy. The variable of the currency is in the election year. The interest game between the two parties and the gangster logic of the United States will exceed expectations. The potential thunder will cause panic in the fall. It will appear during the market, and it is also our best opportunity to make fearful bets!
