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cover of episode Ep. 322 Bullish Markets Show These Signals Before Heating Up — Why Joe Fahmy Sees Them Now

Ep. 322 Bullish Markets Show These Signals Before Heating Up — Why Joe Fahmy Sees Them Now

2025/5/28
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Investing With IBD
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Joe Fahmy: 考虑到2023和2024年的大幅上涨，我认为今年出现10%到15%的回调并不意外。在市场或股票大幅上涨后，出现某种形式的盘整或回调是很正常的。人们因为近因偏见而对今年有很高的期望，市场只是在控制牛市情绪。当事情持续上涨时，人们倾向于认为它们会永远上涨，市场只是在抑制过度乐观情绪。人类的恐惧和贪婪情绪在过去、现在和未来都会影响市场。很多人都预计今年会有两位数的增长，但市场可能会回调。快速下跌和政治因素导致了投资者迅速转为悲观。将政治与投资混为一谈是一个错误，因为这会引发情绪化的抛售。接受市场周期并了解自己的时间框架可以帮助减少情绪影响。我喜欢在市场健康时交易那些持续6到12周的强势趋势，争取一年中80%的利润在20%的时间里获得。大部分股票会随市场大方向移动，我希望在市场上升趋势时参与。

Deep Dive

Chapters
This chapter explores the psychological impact of market volatility on investors. Joe Fahmy shares his perspective on handling dramatic market drops, emphasizing the importance of perspective, understanding market cycles, and managing expectations.
  • Recency bias leads to unrealistic expectations.
  • Market corrections are normal after significant gains.
  • Human emotions (fear and greed) significantly influence market behavior.

Shownotes Transcript

A combination of follow-through days and a key bullish signal are making Joe Fahmy, managing director at Zor Capital, optimistic about the market. He shares what he’s looking for and why he thinks he sees market momentum, plus a firsthand reaction to Nvidia’s quarterly results, in Investor’s Business Daily’s “Investing with IBD” podcast.

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