---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41532577.md"
description: "Position management is a philosophy... It's the most hidden, and also the risk management that most investors overlook. Respect the market!Today's economic data - employment data exceeded expectations,The probability of an interest rate cut this year is almost zero, and expectations for a rate hike are heating upJust this first point makes high-valuation holdings somewhat uncomfortableAs long as interest rates remain unchanged this year, the market trend will continue...If there's a rate hike, that's a different story..."
datetime: "2026-06-05T14:16:58.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41532577.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41532577.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41532577.md)
author: "[AngerBird](https://longbridge.com/en/profiles/13017810.md)"
---

# Position management is a philosophy... It's the mo…


## Comments (13)

- **海阔天丰 · 2026-06-05T14:36:26.000Z**: Whether the recent Node 2 Q2 earnings report exceeds expectations is quite crucial.
- **梦想：打开账户天天笑 · 2026-06-05T14:31:27.000Z**: Semiconductors have already fallen 30%. Have they bottomed out yet?
- **XW1 · 2026-06-05T14:24:10.000Z · 👍 1**: May cut once, or not raise or cut
- **相信概率 · 2026-06-05T14:19:54.000Z · 👍 2**: It's impossible to raise interest rates; that option doesn't exist. There should be 1-2 interest rate cuts this year.
  - **大鹅要有纪律** (2026-06-05T14:20:34.000Z): Hard to say.
  - **相信概率** (2026-06-05T14:21:13.000Z): See the results at year-end.
  - **AngerBird** (2026-06-05T14:21:25.000Z): Interest rate cuts 1-2 times? You're overthinking it.