【260323】Patient waiting, every day is filled with opportunities. It seems we've missed some opportunities, but operating in moments of high uncertainty is prone to mistakes.

For example,

$Us Brent Oil(BNO.US) still has room to rise, but blindly betting on an increase carries high risk. If you get stuck, you might have to wait years to break even. Look at the historical K-line of crude oil and you'll know that without the actual blockade of the Strait of Hormuz, it would be impossible to reach today's price. The current price is only second to the beginning of the Russia-Ukraine war.

$DHT(DHT.US) If you don't mind being stuck for 3 months, this stock can still be entered boldly. Because the sea oil routes are open, it will continue to fall to 14; it's only a matter of time.

$Direxion FTSE China Bear 3X(YANG.US) When the war ends, the Hong Kong index will have a rebound, and it will fall. How far it falls is unknown, but in the long run, rising to 40 is an inevitable result.

$Pro Ultrshrt Silver(ZSL.US) Silver is currently in a downtrend, and its rise was driven by interest rate cut expectations. But now Wall Street has given up betting on rate cuts; Europe, the US, and Japan are likely to start a wave of rate hikes. Silver will fall. It's okay to enter at this point, but it will be volatile. In the long run, multiplying several times is inevitable, but it takes time. This is also a variety I focus on and wait for the right time to participate in.

$Sandisk(SNDK.US) Don't participate in this security now. Neither going long nor short is very suitable. The emotional volatility of sharp rises and falls, and the uncertainty, will add psychological burden. Especially going long, I think its risk outweighs the reward; even if you time it right, the profit is very limited. Even going short, you've missed the best entry point around 730 at the current juncture. From another perspective, assuming it can rise from 700 to 800, your profit is only 25%. When the tide recedes, you might bear the risk of a halving. This is also why I've been shorting it. I can even assert that it will fall to 200 in less than a year. This is not alarmist; it's determined by the characteristics of a cyclical stock. But there's a contradiction here: if you hold a short position long-term at 730 and the stock price eventually reaches 200, your maximum profit is only 70%. Clearly, this business is too slow. So you can only hold it in waves.

What we need to do now is wait for the arrival of the key juncture, hit with one strike, and seize the opportunity for multiple profits.

No need to rush. For those who are prepared, a single slip can lead to striking gold.

@穩穩的幸福2008