
The initial claims suddenly jumped so high, while continuing claims are still falling. When I saw it, I didn't really want to think too much about it. Putting these data together can easily mislead people.
Now the market is more about reaction speed—today you believe this narrative, tomorrow it might slap you in the face. I can't be bothered to chase it back and forth.
I’ll cut half of my positions first, at least to avoid being tossed around by this volatility. As for the Fed, I don’t have much emotion—if something serious were to happen, it wouldn’t be at this pace. Most likely, it’s just talk. Let’s get through this first.
$Invesco QQQ Trust(QQQ.US) $NASDAQ-100(.NDX.US) $SPDR S&P 500(SPY.US)
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