The weekly stock review is 15.4.12
The stock market broke through 4,000 points for the second time in history, which can be described as bullish.
In this market atmosphere, the early entrants have already made a lot of money, and there are also a large number of new retail investors pouring in.
In the past week, I have been asked two questions the most, one is to ask me where the stock market can go, and the other is do you think so-and-so stock can still be bought?
For the first question, the general trend of stocks, this is a worldwide problem, and even Warren Buffett, the god of stocks, has not been solved, I am afraid that only God knows.
And for the second question, I'm sorry, don't say that Buffett doesn't know, I'm afraid even God doesn't know.
Because people who buy stocks nowadays are basically crazy people, you ask me to figure out the thoughts of a crazy person and predict what a crazy person will do next, do you think this is possible?
The above is nonsense, and the next thing is dry goods.
The thoughts of a madman cannot be predicted, but they can be prevented. To put it simply, when a madman raises a kitchen knife, you break his hand. If a madman spreads his feet, you break his legs, and if a madman dares to speak, you smash his mouth.
The method may be a little rough, but a madman doesn't break the law by hurting people, so this is the only way.
Many new investors ridiculed the timidity of old stockholders, and many of the old stockholders in this bull market did not outperform the market, but those new retail investors who were newborn calves were not afraid of tigers and frequently bought dark horse stocks.
Of course, the level of old shareholders cannot be worse than that of new shareholders, they, oh no, should say we, in fact, my assets have increased by 100% in the past year, and I am also a laggard.
That is to say, my capital scale is tens of millions, and the money I make is millions and millions, so no one cares about my rate of return.
Why don't old investors dare to buy? Because we have experienced bear markets, we know how cruel and terrifying a bear market is, so we will keep a hand when doing things, and if the wind stops, we can leave a way out.
In fact, don't look at the old shareholders who haven't made much money this time, but these profits are really into our pockets.
As for the money that new retail investors are making now, this is just a virtual number, and when the wind stops, how did you earn this money and spit it out to me.
Take the real example of a person I met, in the big bull market of 06 and 07, he used 7,000 yuan of principal to earn 120,000 yuan, and the profit was 17 times, which is bullish, right?
In 08 a year, his total assets lost minus 30,000!
can earn 120,000 from 7,000, and the stock trading style must be very aggressive. As soon as the bear market comes, his aggressive stock speculation method is to die.
First, 120,000 was cut in half to 60,000, but he was not convinced, so he borrowed another 60,000 yuan and made up 120,000 yuan. In the end, from 120,000 to 30,000, there was still 30,000.
Many new shareholders are also like this, at the beginning of the stock market to take 1 or 20,000 yuan to play, and then made a lot of money, but as a result, they became bold, and continued to make additional investments, and even some people borrowed money to speculate in stocks, sell houses and speculate in stocks, and margin trading, and then naturally there was no then.
So today I want to remind newcomers that from now on, you can continue to play if you have already entered, and don't come in again if you haven't entered. In addition, any idea of increasing leverage and additional funds will stop me, if you don't want to die an ugly death in the future.
Well, I'm just too good-hearted, and if I warn of risks, I have to say it every time, but no one wants to listen to it every time.
I know you only like to hear about which stock makes money, so I'll tell you about it.
Let's start with the big market. Many investors don't pay attention to the market, but you must know that China's stock market is characterized by a general rise, and any stock can rise in a bull market, so the market is very important.
I can even tell you that I can only look at the market and not look at the trend of individual stocks.
So how to predict the future trend of the broader market?
Some people say that it depends on performance, that is, the price-earnings ratio, such as what was the average price-earnings ratio of stocks at the peak of the bull market in 2000 and 2007, and what is the average price-earnings ratio of the stock market now. If you are interested, you can do the math yourself.
Others say that it depends on the scale, that is, the circulating market capitalization. According to Wall Street financial analysts, when a country's stock market is less than 70% of GDP in circulation, it means that the stock market is undervalued, and above 150%, it means that it is seriously overvalued.
This data is not difficult to find, you can judge for yourself.
What I'm going to talk about today is from another angle.
The market is now rushing to 4,000 points, how much more can it rise in the future? I'm afraid this is something that many people want to know.
I'll tell you one thing here, when the stock market was 4,000 points in 07, Xinhua News Agency issued an article saying: "There is a bubble in the stock market, and you need to be cautious when entering the market!" ”。
Last week, the stock market rushed to 4,000 points, and Xinhua News Agency issued another article saying: "The stock market is rising now because of the support for the real economy." ”
This is the country has set the main tone for the stock market, the country needs the stock market to rise, you can continue to rise for me!
The state cannot directly manipulate the financial markets, but it can directly control the currency market and change the rules of the game.
For example, the 530 event in 07, such as interest rate hikes and RRR cuts.
Originally, according to my analysis of the cycle theory, China's stock market had the basis to start a bull market in 2013, and at the end of 2012, bank stocks rose sharply, and the stock market was almost pulled up.
In the end, everything fell short, and the reason was because the state did not allow it. The state wants to suppress housing prices, and the economy needs to be deleveraged. The state does not allow the stock market to rise at this time.
So in the middle of 13 years, the money shortage event led by the central bank broke out, and the stock market plummeted.
Now, it's all the other way around. A newcomer to the stock market asked me where this bull market should start, and I can tell you very clearly that it started with the first announcement of interest rate cuts by the central bank last year.
The central bank announced an interest rate cut, which is a signal, which means that the state announced: "Stockholders, take your place, run!" ”
Many retail investors didn't understand it, but those professional fund managers understood it all, so as soon as the central bank cut interest rates last year, financial stocks were crazy, and the funds were desperately buying.
Having said all this, I actually want to tell you a truth, trading stocks in China, as long as you listen to the command of the country. As long as the country is still saying good things about the bullish stock market, then you can rest assured that you can continue to hold it.
But if at any point in time when the principal officials of the China Securities Regulatory Commission, the central bank, and financial institutions began to frequently express their concerns about the risks and bubbles of the stock market, you learned that the interesting point was quickly withdrawn.
I've said so much unconsciously, let's finally talk about the plate.
In the bull market of China's stock market, there is a rule, starting the first wave of the market to rise in heavyweight stocks, the main rising wave to rise small-cap stocks, and the last wave to the top still rely on heavyweight stocks.
To put it simply, it's a cycle of 28, 82, and 28.
The stock market is of course in the midst of a major upswing right now, so small-cap stocks are definitely doing better than heavyweights. And looking at the trend, this wave can continue to rise for a while.
So don't ask me which stock can I still buy, you can buy it if you like, but remember to worship the God of Wealth before buying, there are many opportunities in the market today, but how much you can earn depends on luck.
There are also many more stable old shareholders who ask me about heavyweight stocks, such as banks, steel, infrastructure, automobiles, etc., these stocks are still relatively low in valuation, and now they are performing very poorly, and ask me if I can buy them?
My answer is yes, but can you hold it? There will definitely be a big wave of heavy stocks in the future, but this time may be a month or a year later. There's no such thing as an accurate one.
Now that the bull market is so crazy, can you stand the loneliness?
The biggest shortcoming of many investors is the inconsistency of words and deeds. I recommended a Guodian NARI to a friend some time ago, and I told him that this wave of bull market of this stock has not risen much, you buy it and put it patiently, and it will definitely rise in the future.
When I told him, the stock was only 17 yuan, and it rose to more than 24 yuan some time ago.
Then two days ago, I asked him, did he make a lot of money, remember to vote for me more VIP tickets. Then he smiled bitterly and said, bought it and covered it for a few days to see that it didn't rise, so he sold it.
What do you call this thing, isn't it a waste of my feelings?
And now he's asking me what stocks I'm going to buy now, and I'm determined not to recommend them to him anymore.
Because I'm not a stock god, I can't find the stock that I buy tomorrow's limit today, and he can't hold it, so what's the point of me recommending stocks to him?
Well, that's all for this week's stock review, Jing Ke assassinated King Qin...... o_o
(Don't ask me what I mean, I don't know)
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