Well written 👏_老虎社区_美港股上老虎

2021-04-20

Well written 👏

The Market Has Been Forgiving for Way Too Long<blockquote>市场宽容的时间太长了</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":371028931,"tweetId":"371028931","gmtCreate":1618894178023,"gmtModify":1634290076009,"author":{"id":3573788699963679,"idStr":"3573788699963679","authorId":3573788699963679,"authorIdStr":"3573788699963679","name":"RTHS","avatar":"https://static.tigerbbs.com/7a67db1aa66a6dfb5a57beb47fd4119a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Well written 👏</body></html>","htmlText":"<html><head></head><body>Well written 👏</body></html>","text":"Well written 👏","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/371028931","repostId":1149811397,"repostType":4,"repost":{"id":"1149811397","kind":"news","pubTimestamp":1618893361,"share":"https://www.laohunote.com/m/news/1149811397?lang=zh_CN&edition=full","pubTime":"2021-04-20 12:36","market":"us","language":"en","title":"The Market Has Been Forgiving for Way Too Long<blockquote>市场宽容的时间太长了</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1149811397","media":"The Street","summary":"At some point, the momentum and frothy traders will return, but the current action should be a solid","content":"At some point, the momentum and frothy traders will return, but the current action should be a solid lesson.Stocks quotes in this article:DFLYF<blockquote>在某个时候，势头和泡沫交易者将会回归，但当前的行动应该是一个坚实的教训。本文中的股票报价：DFLYF</blockquote>If you haven't realized it already, the recent shift of the market will put convictions to test. Remember that small-cap or momentum stock you loved a few weeks ago? Do you love it more down 20% or 30% or are you hitting eject?<blockquote>如果你还没有意识到这一点，最近市场的变化将考验你的信念。还记得几周前你喜欢的小盘股或动量股吗？你更喜欢20%还是30%的下跌，还是你会弹出？</blockquote>We feel like we're trapped in a death by a thousand papercuts trading environment. While indexes are near highs, my momentum watchlists have bled lower a considerable amount. This is when a question of conviction comes into play. Do you not only know what you own but why you own it?<blockquote>我们感觉自己被一千个剪纸交易环境困在了死亡之中。虽然指数接近高点，但我的动量观察列表却大幅下降。这就是信念问题发挥作用的时候。你不仅知道你拥有什么，还知道你为什么拥有它吗？</blockquote>The market has been forgiving for way too long. When you can get bailed out of a bad purchase simply because everything else rallied around it, you develop bad habits. You buy tickers instead of companies. That's fine when you are trading, not so much if you're holding.<blockquote>市场已经宽容太久了。当你仅仅因为其他一切都围绕着它而从一次糟糕的购买中解脱出来时，你就会养成坏习惯。你买股票而不是公司。当您交易时这很好，但如果您持有，则不然。</blockquote>I know I'm getting beat up on many of my small and midcap holdings, but I'm not losing sleep over it. Do I get a bit annoyed watching the bleed? Of course. That's natural. But I won't pull the plug unless the story changes. Much of that revolves around the market as a whole. Most of my small picks that are getting beat up are just a half-dozen of thousands that have gotten slammed. They aren't down because something in their business misfired. They are lower because the risk appetite for the market has shifted away from entire sectors and market cap sizes.<blockquote>我知道我持有的许多中小型股正在遭受打击，但我并没有因此失眠。看着流血我会有点烦吗？当然。这很自然。但除非故事改变，否则我不会拔掉插头。其中大部分都围绕着整个市场展开。我的大多数被殴打的小选择只是被殴打的六千个。他们倒闭不是因为他们的生意出了问题。它们较低，因为市场的风险偏好已经从整个行业和市值规模转移。</blockquote>It's possible I'll add as we continue to fall. Fortunately, I haven't leveraged anything to own the names. Could I watch them go to zero and not have my life altered? Yes and no. Financially, I could still pay my bills and continue my same lifestyle. Emotionally, I'll kick myself if I ride anything to zero. That means I missed a change in the story, or worse, ignored it.<blockquote>随着我们继续下跌，我可能会补充一点。幸运的是，我没有利用任何东西来拥有这些名字。我能看着他们归零而不改变我的生活吗？是也不是。在经济上，我仍然可以支付我的账单，继续我同样的生活方式。从情感上来说，如果我把任何事情都骑到零，我会踢自己。这意味着我错过了故事中的一个变化，或者更糟，忽略了它。</blockquote>However, when I look at a small name like Draganfly (DFLYF) , a company that reported earnings over the weekend, I see they grew revenues over 200%, hit the target range of their forecasts, have a run rate that points to another 200%-300% revenue gains for 2021, and continues to execute. Despite this, shares have been cut in half over the past six weeks. Nothing changed in terms of the story or the financial models, so I'm only a seller here if technicals are my driving factors. Rarely, if ever, do I let technicals drive the bus for a small or microcap stock that I plan to hold for months or years.<blockquote>然而，当我看到像 Draganfly (DFLYF) 这样的小公司时，我看到他们的收入增长了 200% 以上，达到了预测的目标范围，运行率指向另外 200%-300% 2021 年收入增长，并继续执行。尽管如此，过去六周股价仍减半。故事或财务模型没有任何变化，所以如果技术是我的驱动因素，我只是这里的卖家。我很少（如果有的话）让技术人员为我计划持有数月或数年的小型或微型股开车。</blockquote>At some point, the momentum and frothy traders will return, but the current action should be a solid lesson. You'll likely need itchy trigger fingers on the sell side. If you're going to buy names without a disciplined stop, then make sure you're buying stories you believe in and you follow those stories closely. When they change, you need to be ready to bail and if the stocks get unfairly beaten, then you should be ready to add.<blockquote>在某个时候，势头和泡沫交易者将会回归，但当前的行动应该是一个坚实的教训。你可能需要在卖方使用发痒的扳机手指。如果你打算不停地购买名字，那么确保你购买的是你相信的故事，并且你密切关注这些故事。当它们发生变化时，你需要准备好保释，如果股票受到不公平的打击，那么你应该准备好增加。</blockquote>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Market Has Been Forgiving for Way Too Long<blockquote>市场宽容的时间太长了</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Market Has Been Forgiving for Way Too Long<blockquote>市场宽容的时间太长了</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe Street2021-04-20 12:36\n\n</h4>\n</header>\n<article>\nAt some point, the momentum and frothy traders will return, but the current action should be a solid lesson.Stocks quotes in this article:DFLYF<blockquote>在某个时候，势头和泡沫交易者将会回归，但当前的行动应该是一个坚实的教训。本文中的股票报价：DFLYF</blockquote>If you haven't realized it already, the recent shift of the market will put convictions to test. Remember that small-cap or momentum stock you loved a few weeks ago? Do you love it more down 20% or 30% or are you hitting eject?<blockquote>如果你还没有意识到这一点，最近市场的变化将考验你的信念。还记得几周前你喜欢的小盘股或动量股吗？你更喜欢20%还是30%的下跌，还是你会弹出？</blockquote>We feel like we're trapped in a death by a thousand papercuts trading environment. While indexes are near highs, my momentum watchlists have bled lower a considerable amount. This is when a question of conviction comes into play. Do you not only know what you own but why you own it?<blockquote>我们感觉自己被一千个剪纸交易环境困在了死亡之中。虽然指数接近高点，但我的动量观察列表却大幅下降。这就是信念问题发挥作用的时候。你不仅知道你拥有什么，还知道你为什么拥有它吗？</blockquote>The market has been forgiving for way too long. When you can get bailed out of a bad purchase simply because everything else rallied around it, you develop bad habits. You buy tickers instead of companies. That's fine when you are trading, not so much if you're holding.<blockquote>市场已经宽容太久了。当你仅仅因为其他一切都围绕着它而从一次糟糕的购买中解脱出来时，你就会养成坏习惯。你买股票而不是公司。当您交易时这很好，但如果您持有，则不然。</blockquote>I know I'm getting beat up on many of my small and midcap holdings, but I'm not losing sleep over it. Do I get a bit annoyed watching the bleed? Of course. That's natural. But I won't pull the plug unless the story changes. Much of that revolves around the market as a whole. Most of my small picks that are getting beat up are just a half-dozen of thousands that have gotten slammed. They aren't down because something in their business misfired. They are lower because the risk appetite for the market has shifted away from entire sectors and market cap sizes.<blockquote>我知道我持有的许多中小型股正在遭受打击，但我并没有因此失眠。看着流血我会有点烦吗？当然。这很自然。但除非故事改变，否则我不会拔掉插头。其中大部分都围绕着整个市场展开。我的大多数被殴打的小选择只是被殴打的六千个。他们倒闭不是因为他们的生意出了问题。它们较低，因为市场的风险偏好已经从整个行业和市值规模转移。</blockquote>It's possible I'll add as we continue to fall. Fortunately, I haven't leveraged anything to own the names. Could I watch them go to zero and not have my life altered? Yes and no. Financially, I could still pay my bills and continue my same lifestyle. Emotionally, I'll kick myself if I ride anything to zero. That means I missed a change in the story, or worse, ignored it.<blockquote>随着我们继续下跌，我可能会补充一点。幸运的是，我没有利用任何东西来拥有这些名字。我能看着他们归零而不改变我的生活吗？是也不是。在经济上，我仍然可以支付我的账单，继续我同样的生活方式。从情感上来说，如果我把任何事情都骑到零，我会踢自己。这意味着我错过了故事中的一个变化，或者更糟，忽略了它。</blockquote>However, when I look at a small name like Draganfly (DFLYF) , a company that reported earnings over the weekend, I see they grew revenues over 200%, hit the target range of their forecasts, have a run rate that points to another 200%-300% revenue gains for 2021, and continues to execute. Despite this, shares have been cut in half over the past six weeks. Nothing changed in terms of the story or the financial models, so I'm only a seller here if technicals are my driving factors. Rarely, if ever, do I let technicals drive the bus for a small or microcap stock that I plan to hold for months or years.<blockquote>然而，当我看到像 Draganfly (DFLYF) 这样的小公司时，我看到他们的收入增长了 200% 以上，达到了预测的目标范围，运行率指向另外 200%-300% 2021 年收入增长，并继续执行。尽管如此，过去六周股价仍减半。故事或财务模型没有任何变化，所以如果技术是我的驱动因素，我只是这里的卖家。我很少（如果有的话）让技术人员为我计划持有数月或数年的小型或微型股开车。</blockquote>At some point, the momentum and frothy traders will return, but the current action should be a solid lesson. You'll likely need itchy trigger fingers on the sell side. If you're going to buy names without a disciplined stop, then make sure you're buying stories you believe in and you follow those stories closely. When they change, you need to be ready to bail and if the stocks get unfairly beaten, then you should be ready to add.<blockquote>在某个时候，势头和泡沫交易者将会回归，但当前的行动应该是一个坚实的教训。你可能需要在卖方使用发痒的扳机手指。如果你打算不停地购买名字，那么确保你购买的是你相信的故事，并且你密切关注这些故事。当它们发生变化时，你需要准备好保释，如果股票受到不公平的打击，那么你应该准备好增加。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://realmoney.thestreet.com/investing/the-market-has-been-forgiving-for-way-too-long-15628221\">The Street</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://realmoney.thestreet.com/investing/the-market-has-been-forgiving-for-way-too-long-15628221","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149811397","content_text":"At some point, the momentum and frothy traders will return, but the current action should be a solid lesson.Stocks quotes in this article:DFLYFIf you haven't realized it already, the recent shift of the market will put convictions to test. Remember that small-cap or momentum stock you loved a few weeks ago? Do you love it more down 20% or 30% or are you hitting eject?We feel like we're trapped in a death by a thousand papercuts trading environment. While indexes are near highs, my momentum watchlists have bled lower a considerable amount. This is when a question of conviction comes into play. Do you not only know what you own but why you own it?The market has been forgiving for way too long. When you can get bailed out of a bad purchase simply because everything else rallied around it, you develop bad habits. You buy tickers instead of companies. That's fine when you are trading, not so much if you're holding.I know I'm getting beat up on many of my small and midcap holdings, but I'm not losing sleep over it. Do I get a bit annoyed watching the bleed? Of course. That's natural. But I won't pull the plug unless the story changes. Much of that revolves around the market as a whole. Most of my small picks that are getting beat up are just a half-dozen of thousands that have gotten slammed. They aren't down because something in their business misfired. They are lower because the risk appetite for the market has shifted away from entire sectors and market cap sizes.It's possible I'll add as we continue to fall. Fortunately, I haven't leveraged anything to own the names. Could I watch them go to zero and not have my life altered? Yes and no. Financially, I could still pay my bills and continue my same lifestyle. Emotionally, I'll kick myself if I ride anything to zero. That means I missed a change in the story, or worse, ignored it.However, when I look at a small name like Draganfly (DFLYF) , a company that reported earnings over the weekend, I see they grew revenues over 200%, hit the target range of their forecasts, have a run rate that points to another 200%-300% revenue gains for 2021, and continues to execute. Despite this, shares have been cut in half over the past six weeks. Nothing changed in terms of the story or the financial models, so I'm only a seller here if technicals are my driving factors. Rarely, if ever, do I let technicals drive the bus for a small or microcap stock that I plan to hold for months or years.At some point, the momentum and frothy traders will return, but the current action should be a solid lesson. You'll likely need itchy trigger fingers on the sell side. If you're going to buy names without a disciplined stop, then make sure you're buying stories you believe in and you follow those stories closely. When they change, you need to be ready to bail and if the stocks get unfairly beaten, then you should be ready to add.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,"SPY":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":676,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":13,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/371028931"}