Bear bottom expensive insistence, good stocks are more precious!

Mondo Finance Updated on 2024-01-19

Now every day is talking about the outflow of tens of billions of domestic capital, why are the bones so soft. Sometimes, to be honest, it's actually very offensive.

At present, the ** rate has been as low as 30%, and the remaining 70% are foreign capital accounting for a small part, and the rest are institutions led by public offerings. The national team headed by Zhengjin Huijin has maintained a stable increment, and the proportion of foreign capital is low, so the daily outflow of domestic capital is mainly the outflow of institutions led by public offerings. But in fact, Zhang Kun, the top ** manager of the public offering, Li Bei of private equity, and Deng Xiaofeng, the ** manager of the cycle ** that I like very much, are also advocating active investment in the market.

However, it is a pity that the ** managers can only decide what direction to buy because of the position limit rules, but they cannot control whether their money is net ** or net selling, and the real inflow and outflow of this money is determined by the net subscription and net redemption of thousands of people.

In the top stage of 21 years, investors who can create 200 times Aier, 70 times Moutai, and 100 times Haitian are closed for many years, and it is not unusual for me to sell and redeem a large number of them at this stage when they are so poor but really cheap.

If not, it's really strange, because they are completely in tune with human nature, greed is higher when it is very high, and fear is lower and cut flesh when it is really low. No one really thinks that the bottom stage of the pig cycle that began with the rise in pork prices is due to many people raising pigs.

Now ** is still changing hands fiercely, many people will buy the bottom in the bottom stage, but few people can hold the bottom. If you choose a reason for me to persuade you to insist, then let me tell you, waste paper is valuable, and many of the best companies in China are not waste paper, they have been in China for decades This valuation is in the bottom range. And such a change of hands, the alternation of bulls and bears in A-shares once in a few years, can turn over the previous news and newspapers, it is not unusual.

Selling out of fear now and being greedy at the time are both inescapable of losing money. Okay, I'm done, you can do your planned trades. Most of the well-thought and planned transactions will not be bad.

Any questions you can ask me.

I'm good at bands and ambushes, and I welcome to practice the concept of good company, good ** and good graphics together.

You can take a look at my other articles, which are full of opportunities.

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