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An honest question
Investor summaryBearish
Author doubts the peace deal-driven rally, suspecting a dead cat bounce and expecting further macro downturns.
Bear points
- The recent market rally is likely just a dead cat bounce rather than a true end to the correction.
- Geopolitical peace deals may not justify the market surge, especially since fighting continued during the initial crash.
降息与宏观
Post body
Why would you think the correction is over just because Trump announced a new peace deal even though there hasn’t been much fighting the days the markets crashed? The fights really just picked up while markets were already going down?
So why would you assume that the correction is over?
I feel like this is just a dead cat bounce and there is more to come.
I know ain’t nobody can predict it but just from a macro perspective.
Appreciate your opinions!
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