He is full of ambition! Add more positions, add more positions!
I hope he didn't add the wrong position!
Raoul Pal, former Goldman Sachs executive and founder of macro research firm Real Vision, posted on social media, "It's too early to draw conclusions now, but personally, I plan to increase my cryptocurrency and technology stocks in the next week or so. I don't intend to buy the bottom... but to buy at a good price in the macro summer and autumn we have entered (but was unexpectedly interrupted by Japan).
I personally think this is a violent wash and reset of risk leverage, and the strong rise will be 2024/2025 The overall characteristics of the year. Therefore, for me, this is the last chance to enter or fully open a position.
Fortunately, I have a source of income, so even if I am fully open, I can continue to add to my position... that is, I will become more fully open.
I do think this has all happened too quickly, and liquidity/policy responses take time, and we also know that every government and central bank wants a lower dollar and lower interest rates, so they may be inclined to let this continue for a while and then stop.
The eventual rate cuts by the Fed will also bring a period of weaker US dollars, which helps to shape the macro summer/fall.
Now we are in the extreme fear zone. Hang in there and make a plan that suits your risk tolerance and time horizon.
Stay safe. Good luck to those who wait. The market is never easy, and the bull market's job is to try to bring you down.
Relax. This will all pass. 」(BlockBeats)
