After the Crash! Pre-Market Plan for March 24, 2026

StrawberryIce · 2026-03-25T02:59:02+00:00

Market analysis shows that A-shares have transitioned from a bull market to a bear market. Due to the US-Iran conflict, the prospect of US dollar rate cuts remains dim. The chemical industry still has potential in the short term, but careful operation is advised. It is prudent to reduce positions on rallies for heavily concentrated funds, as risks remain substantial.

StrawberryIce

2026-03-25 02:59:02

Abstract generation in progress

[Taoguba]
The index took two days to drop from above 4,000 points to 3,800 points. The market structure has broken down, and it can be declared that the current bull market, which started on September 24, has ended!
Some may say I am being too decisive, but I hope I am! The long-term cycle of this bull market was built on a weak US dollar and was launched during a cycle of US rate cuts. Now, due to the start of the US-Iran war, oil prices have surged, and a full-year rate cut in the US dollar is unlikely. Therefore, the underlying logic of our A-share bull market is gone, and everything will have to start over! But this process will repeat and cycle back. The market’s expectations should be lowered, and be prepared for a return to a bear market!
Back to tomorrow’s trading, currently holding positions in Jinniu Chemical and Haixinengke. I still believe in the chemical sector’s upward trend—don’t listen to what the old experts say. The logic of rising prices in the chemical cycle has been ongoing. The war won’t end quickly, and this war is of extraordinary significance. Over the next thirty years, the global power struggle will involve various forces, overtly or covertly.
As for off-market funds, they should be getting more excited as prices fall. These people are clever; they have their own entry signals, so I won’t say more!
For those with heavy on-market positions who are trapped, if there is a rebound, it’s suitable to reduce positions on rallies unless the market exceeds 20% in volume.
The risks are still very high!

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