Anita (@anitamaxbidd) 's Twitter Profile
Anita

@anitamaxbidd

fighting the good fight in Jeetistan

ID: 1432754802275016708

calendar_today31-08-2021 17:19:28

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There’s nothing inherently wrong with being bearish. But why are you bearish? If it’s strictly based on TA, i can get behind that. Is it bc of macro? Bc of rates higher for longer? What are the effects of each? Why might things play out differently previous high-rate

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Just putting this out there. What’s been priced in thus far in equities was the chance that trump doesn’t follow through with the tariffs or gets rids of them early. A 10% drawdown on indices doesn’t price in these tariffs sticking around for the long-term.

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If you think the china situation gets sorted and up only then resumes, just remember that you’ll have no insight into when things turn around By the time you know, you’ll have missed the bottom by a significant margin I’m a bidder here and lower - its a gift until its not