Market & Macro
Summaries of 2 videos on Market & Macro, each with a one-line takeaway, key ideas and sectioned notes.
Not Buying the Dip After the Night-Session Crash: Wait for Objective Conditions, Not Feelings
After a night-session crash that at one point fell about 4000 points, the Taiwan market still closed down a sharp 1873 points, so Boss Lei is not buying the dip: foreign investors sold a net 911 億 (less than the day before), but only one of six objective conditions (oil) has been met, and he still wants foreign selling to shrink and margin forced liquidations to be fully flushed out.
A Broad Selloff Is Not Yet the Time to Buy the Dip: Margin and Foreign-Investor Conditions Are Still Unmet
Taiwan stocks sold off across the board and 100 strong stocks hit limit-down, but margin balances and the index decline are still in the orange zone, not the blue zone where historical bottoms have formed, so host Boss Lei urges against rushing to buy the dip: foreigners have net sold nearly 1.5 trillion since October, and he wants conditions such as a single-day margin drop of more than 100億 and foreigners turning to net buying of 500億.