Market Psychology

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August Jobs 22K, Good News Or Bad? Preparation Could Yield Profits
Seeking Alpha· 2025-09-08 09:16
Have you ever bought a stock that everyone's saying is great, only to find you bought near or at the all-time high that stock dropped 20% immediately? What happened? By the time the average stock purchaser gets a stock idea, usually, it's already overbought.The question seems simple: the anemic job growth will force the Fed to cut! Good news, right? Not so fast; market participants were originally excited for the cut because inflation was cooling, and the Fed no longer needed to be restrictive. ThatHe leads ...
Hims & Hers Health: Unlocking A $6 Billion Future
Seeking Alpha· 2025-07-08 21:44
公司分析 - Hims & Hers Health Inc 被低估为一家消费健康平台 而不仅仅是短期依赖GLP-1减肥热潮的远程医疗公司 [1] 行业分析 - 科技行业存在未被充分定价的价值机会 特别是在软件 半导体和新兴创新领域存在逆向投资机会 [2] - 具备可扩展商业模式 持久护城河和被市场误解叙事的公司更值得关注 [2] 投资策略 - 采用自下而上的基本面投资方法 重点关注市场心理 业务持久性和估值纪律 [2] - 投资成功是非线性过程 受周期 反馈循环和持续调整影响 [2]
Alphabet May Become The Largest Company In The World, Here's How
Seeking Alpha· 2025-04-14 09:19
Have you ever bought a stock that everyone's saying is great, only to find you bought near or at the all-time high that stock dropped 20% immediately? What happened? By the time the average stock purchaser gets a stock idea, usually, it's already overbought.This week has not been easy for the market participant, whether a trader, medium-term speculator, or buy-and-hold investor. Even the pros are having a hard time asHe leads the investing group Group Mind Investing where he uncovers actionable trading and ...