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Yesterday, the market was as lively as during the New Year, with heavy news coming in one after another, dazzling people.
Let's first talk about the financial policy aspect. The reduction of the reserve requirement ratio and interest rates was actually anticipated by everyone. I mentioned in my paid article before that in order to cope with the impact of the trade war, the country will definitely introduce a series of policies to stimulate the economy, and this is just the first wave. If the situation doesn't improve, there are still several more waves of policies waiting ahead.
Looking at the stock market again, the A-shares opened high and then fell, but miraculously rebounded at the end of the trading day. I had predicted this trend before. With yesterday's surge and today's high open, the quantitative funds must have made a fortune. According to their strategy, they definitely need to make a quick exit and secure their profits.
However, with so many favorable policies backing Big A, quantitative funds can't really make a big splash even if they want to. By the afternoon, buying pressure began to strengthen, and the stock market slowly started to recover.
It's like the gold in the crypto world; you can find a thousand reasons to be bearish on it, but as long as the credibility of the dollar collapses, gold prices can keep hitting new highs. The reason why A-shares can rise is actually quite simple: global wealth is looking for safe havens. If you, the domestic capital, dare to heavily sell off, there will naturally be external funds rushing in to take over.
As soon as domestic investors see that they can't move, they immediately switch to shorting and start going long. So, what is everyone afraid of? Are they afraid of unreliable trade wars?
This time, the understanding king waited left and right in the White House, but he couldn't get a call. In the end, he had to look for someone all over the world to relay messages, pleading with the Chinese side to negotiate. In 2018, we went to the United States to negotiate, and even called the understanding king. This time, we chose to negotiate in Switzerland, a permanently neutral country. Can everyone understand the implications of this?
If we insist on not discussing, the US will definitely seize on this point and accuse us of undermining global trade. After all, global public opinion is still in the hands of the US. But if we go to the US to talk, the cunning influencer cabinet might dig a pit again, creating a false impression that the Chinese side wants to surrender first, in order to deceive other countries into signing unequal agreements.
Choosing Switzerland, a neutral country, for discussions sends a signal to the world: this time we advocate for fairness and equity, and any demands for inequality are off the table.
We are so tough that Europe and Japan dare to resist. Yesterday, both China and Europe simultaneously lifted their restrictions on interactions, significantly narrowing the relationship. Even if the unreliable haha big sister becomes the president of the United States, Europe wouldn't so obviously lean towards the East.
Opposing the U.S. and opposing Trump are seen as two different matters by many politicians. So, we have to thank the wise king; the U.S. government cannot remove this madman in advance, so they can only tolerate him for another four years.
The allies and enemies of the United States are all scared, and it's only natural to seek security by clinging to the leg of Dongda.
In this world, there is no such thing as pure economics, only political economy. Politics is the art of distribution, and when everyone rejects the unfair distribution model dominated by the American Empire, the global economic structure will naturally change. Unless the American Empire is strong enough to overwhelm everyone, directly persuading them with force.
Then, the most exciting news has arrived. Today, in the air battle between India and Pakistan, Pakistan shot down 8 Indian planes using the export version of the J-10C+. The Pakistani side stated that this was done in a very restrained manner, and if they had gone all out, they could have shot down at least a dozen more planes.
This is quite embarrassing, as Dongda Military Industry is shining brightly, and the military strength of the West is once again called into question. After all, our third brother's family is a global arms dealer, with all kinds of weapons in hand; only those with some level of expertise can truly handle logistics for the third brother's family.
The third brother's house has always been the best sales for our military industry, helping to promote with strength. Today, military stocks also surged, but I personally feel that it's difficult for the military industry to have a sustained market, unless it is combined with other concepts.
Look at this market, there are benefits everywhere. But I believe the biggest benefit is still the trade war. In the short term, the trade war may impact exports, but in the long run, global trade will revolve around RMB, reshaping a new order. We will no longer be subjected to the dollar's exorbitant privilege, nor will we be forced to back the Federal Reserve's printing press. This is the foundation for our future economic development to reach a new level.
Otherwise, with the financial lifeline in someone else's hands, how can we dare to drive the stock market up?
So, is this the good days for the retail investors coming? Those of you tumbling in the crypto world and stock market should seize this rare opportunity!