估计美国股市还要跌,暴风雨前夜
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作者:pymess (等级:2 - 初出茅庐,发帖:482) 发表:2023-10-21 14:24:05  75楼 
3月25日至今已经加息两次,合计50个基点。如今年不再加息,我的估计就对了。如果继续加息,我在3月25日的估计就太保守了。
25, 50, 75, 100 basis... does it really matter if your guess is right or not?
I think the primary focus should not be on the statement, "if 50 basis points are added, then I am right; and if 75 basis points are added, I will be wrong." Instead, a more meaningful approach would be to consider the following:

"if 50 basis is to be added I will buy A, Sell B and hold C; and if 75 is added instead, I will buy B sell C and Hold A; and in the event of any unexpected development, I will sell all my stocks and go for gold ETF; and out of the three scenarios, I think the first one is most likely to happen, which is why I am buying A, selling B and holding C now."

this "if - else" statement is not only about decision making, but also emphasizing the corresponding action. your prediction is "if", and more importance should be the "else"
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