Chapter 204 [Extremely torn technical bull bear market (2/2)]
The annual general meeting of shareholders was over and it was almost evening. Lao Yang and the 8000 brothers were having dinner in a private room of a local hotel.
At the dinner table, several people also chatted about what happened at the shareholders' meeting.
"I have to brag about Lao Yang. The concept of core assets coincides with Brother Yi!" Brother 8000 said with a smile, and everyone agreed.
In fact, several of the people present were older than Lu Ming, but the title of "First Brother" was a title given by Jiang Hu. Everyone called him that and didn't think it was inappropriate.
"After attending today's shareholders' meeting, I am more certain that Big A's market style has quietly reversed, and has even started to reverse very early." Lao Yang was very calm and calm about the compliments of several stock investors. After all,
He has been in Big A for more than ten years and is one of the few winners in the 10% of the market.
"How do you say that?" a stockholder next to him asked curiously.
"The 'small but beautiful, high growth' advocated by the market in the past two years is already a thing of the past. Today, the big funds in the market have begun to advocate 'big for beauty, core assets'. This change should have started since last year when Brother Yi started to raise his placards.
The establishment of shares has already begun, and even at the beginning of last year, Tiansheng Enchantress began to carry out large-scale transactions with full positions. "
Lao Yang said in a deep voice, clinked glasses with everyone and drank a small sip of Wuliangye, and said with emotion: "Brother Yi is really awesome after all. He has foresight to get ahead of the market and take the initiative in the market. The next market outlook is just a matter of time."
Only those who are able to work in big stocks, and those who work in big blue-chip and big-ass stocks will have a future, and those who are still holding small-cap stocks have almost lost all their money."
There is no doubt that Lu Ming is a lurker in the market. He has been in the market since last year except when the meltdown was bottoming out. He is one of the very few people in the market who has foresight. There are only a handful of such people in the entire market.
Lao Yang can be regarded as one of the few representatives of Niu San who has awakened his consciousness. This is also closely related to the trading system in which his price investment is the leader. The market style has changed to benefit the trading system he established, so he is better than others.
Awaken first and become more determined as you get closer to your own trading system.
Starting from the second half of this year, the market will soon be "de-retailed". It is said that the reason why the market cannot rise is because there are too many retail investors chasing the rise and killing the fall.
In terms of money-making opportunities in the market in late 2017, if you don’t sign up for a group tour or buy big blue chips, you basically can’t make money. This decline in market sentiment gradually started to peak in October and lasted until the end of the year.
Institutions have begun to gradually dominate the market. Lu Ming, as a typical representative of large institutions in the capital market, is also following the trend to promote this trend and thus get out of the structural phased super market.
This time, the big-ass blue-chip market will be eliminated together with hot money. Once institutions start to work together, the more than 100 blue-chip big-ass stocks in the market will form a siphon effect, and these 5% of stocks will continue to rise.
, the remaining more than 80% of small and medium-cap stocks continue to fall, but the index can continue to rise.
Because the weight of the 5% of blue-chip big-butt stocks is too large, two extremes have been formed. The big-butt stocks here are soaring, and the small and medium-sized stocks over there are plummeting.
Retail investors who are stubbornly holding on to small and mid-cap stocks are watching the indexes keep rising, blue-chip big-ass stocks keep rising, others are making money, but the individual stocks in their hands keep falling, and they keep losing money.
After holding on for a few months, they will eventually "admit their mistakes" to the market. Mr. Market is always right, so they start to cut off the meat of small and medium-sized enterprises one after another and embrace the big butt of blue chips. However, this is also a continuous process, and the meat will be accelerated in the end.
Those who cut off the meat first will taste the benefits first with the small investors who are grouped together by institutions, thereby completely changing the three views they adhered to before, and also following the market to advocate the argument that "big ass is beautiful, core assets" and the big butt will always rise.
These people will continue to show off their profits, and will give a decisive blow to those who stick to the small and medium-sized caps in the end, completely defeating their beliefs. Then there will be a larger number of small and medium-sized investors collectively admitting their mistakes to the market. The market is always right.
The result is that small and medium-sized caps will experience a terrifying cliff-like positive feedback decline, because everyone rushes to escape at about the same time, which leads to a sudden acceleration of the downward trend, which is the same as the acceleration of the upward trend.
principle.
Such a terrifying decline caused even the market to collapse, leading to a period of sharp decline. Because everyone was scrambling to escape from the more than 2,500 small-cap stocks, the entire market could not withstand such a scale of flight in a short period of time. The reaction was
When it comes to the index, it creates a pit that breaks the position, thus entering a period of consolidation.
The group of people who fled were all late-minded people in the market, so they started running into the market. Everyone rushed into the blue-chip stocks at almost the same stage, which caused the big blue-chip stocks that had been rising steadily to immediately
This creates a positive feedback effect in the market, causing the big-assed upward trend to suddenly accelerate. This phenomenon mirrors the previous rapid decline of small and medium-sized caps.
The entry of this group of people has also pushed the rising market of blue-chip big-ass stocks to the peak. The results are self-evident. After realizing it, this group of people have just changed their outlook and will all stand guard at the top of the big-ass stocks to take over the market again.
Being hit by a hammer, even hot money is not immune.
Because of the terrifying short-selling trend of the leeks who are frantically fleeing from small and medium-sized caps and junk stocks, even hot money will be stunned by the leeks and flee from the market. Many of them are buried, so hot money does not dare to speculate in junk stocks.
When the leeks are all going to work hard on the big blue-chip tickets, the hot money has no choice but to work on the big ones, because the money-making effect of the market is concentrated on the more than 100 blue-chip big-butt tickets, and the hot money does not dare to do small money, for fear of
He was buried alive by Xiao San who fled frantically.
Small tickets are killing more and more, and big butts are short-selling. Everyone in the entire market is driven by these two invisible super trend forces that are tearing towards two extremes. Hot money is also forced to go big.
ticket.
The result is obvious. Once the knife in the hands of institutions falls, no one can escape, including small investors, big investors, large investors, and hot money.
He raised his sword and cut them all down.
The institution will explain to the market what it means to not make a move in general, but to make a move is unusual. It will also show the world that the top of the capital market food chain exists, and the sickle in its hand is really sharp!
No matter how much profit you make by jumping around in the market, it will only be temporarily in your pocket for a period of time.
The market is so cruel.
But no matter how cruel it is, there will always be about 10% of people in this market who are winners, and Price Tou Lao Yang is obviously one of them.
At this moment, Lao Yang at the dinner table said firmly to several stock friends at the table: "After participating in Tiansheng's shareholders' meeting, I will not even take small positions to focus on hot spots or topics.
, I have no brains to fight against this blue-chip big ass and do it to the end. Small retail funds like us have to follow the most powerful force and the strongest trend in the market."
Brother 8000 subconsciously said: "What is the most powerful trend force? Top hot money?"
Lao Yang shook his head and said: "You think too highly of hot money. At most, it is just a motley crew. At most, hot money is hundreds of millions or billions, or even tens of billions. Institutions, funds, these are the capital markets.
King, once institutional funds and institutional funds work together, it won’t be billions or tens of billions, it will be hundreds of billions or trillions of terrifying energy. If we just follow them and pick up some rags, if we are patient, we can get seventy or eighty.
If you order or even double the money, as long as you don't be greedy for three or five times, our small retail capital of tens of millions will definitely run faster than the institutions."
Obviously, Lao Yang is rational and knows what he wants.
When Brother 8000 and others heard this, they all nodded involuntarily. If Lao Yang is one of the few awakened people in the market, Brother 8000 is half-aware. But fortunately, even if he hugged Lao Yang's thigh, he could still stand there.
10% of winners.
And 80% of the people in the market are only afterthoughts. The fate of these people is the same. They all cut their flesh at the bottom of the mountain and then stand guard at the top of the mountain to get the painful double experience card.
As for the remaining small number of people who are unaware, it all depends on fate. The fate of the non-Emirates is to lie in the garbage and eventually be ST or even delisted. The fate of the European Emperor is to lie in the Haitian Anshi Mao Wulu. Such big tickets end up inexplicably.
