This is what I observe as the issues: 1) day trading tax is an excuse but not positive for sure 2) virus resurgence in the past has been met with more stimulus BUT this time is diffferent because now with inflation picking up and economy recovering there is no more stimulus but instead people are talking about tapering, this is not good for tech especially with higher rates and Taiwan is tech heavy exposed 3) 2022 looks like peak of semi cycle , 4) hard to see more rerating if anything people trimming target multiples 5) people deeply in the money 6) reduced liquidity is also causing some de-rating
Stay safe, keep profit
what is tapering 在 Apple Daily - English Edition Facebook 的最佳解答
#Opinion by Tsang Kwok-Ping 曾國平|"There is nothing to worry about inflation getting out of control but rather an awkward situation where it is only a little higher than expected, not too high, not too low, for example, between 2.5% and 3%. This is definitely not a once-in-a-blue-moon event, such as super inflation, and there is a good chance that it will happen within this year. The awkwardness lies in the fact that the Fed will inevitably have to face the reality and can no longer be vague. The Fed will have to state clearly the tapering conditions and explain what constitutes excessive inflation and how long it can be sustained. The more awkward the Fed is, the more imaginative investor expectations become, and the taper tantrum will be even more intense and dramatic than it was back then."
Read more: https://bit.ly/39VMQz4
"不怕通漲失控,最怕通漲出現尷尬情況,只比預期高一點,比上不足,比下有餘,例如在2.5%至3%之間。這絕非超級通漲等N年一遇的意外事件,在今年內發生的機會不低。尷尬之處,在於聯儲局到時難免要面對現實,不能再含糊其詞,要講清楚「收水」的條件,解釋通漲何謂太高、太高可以維持多久。聯儲局越尷尬,市場越多幻想,「收水」會比當年更緊張刺激。"
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what is tapering 在 Marvin Physique Natural Pro Facebook 的最佳貼文
This is the picture of my mock peak week.
I have tried my current best to bring the best conditions to the up coming shows. 6 days out .
What I have learnt:
-no sodium depletion and no water depletion
-train heavy to retain LBM
-listen to your body
-refeed days , importance of training periodization, good training blocks Etc
-natural Athlete does NOT train the same as drugs enhanced Athlete
-flexible diets
-peak week only matters if you are lean enough . It is not a miracle week.
What I have done wrong
-I binged eat once in a while
-over eating(hence, why self reporting and Anecdotal evidence are poor sources in research method)
-I did not completely followed the deload week protocol and my training performance suffered as a result.
-I did not track my macros precisely in the beginning and wasted the time for better tapering.
In the future
I will see the results of my upcoming competitions and decide afterward.
To study a nutrition degree and be a dietitian that lifts. Spend more time with my families and work on my weak points.
My goal
-To bring oversea natural pro standards to Hk. In order to inspire others to think twice before attempting temporary hormonal short-cuts.
-to battle pseudoscience aka bro science
-empowering people to stay active and lift some weights.
-giving out free infos that is evidence based rather than just one click share without looking deeply into the content.