Why are assassinations always surrounding Trump?

This precisely illustrates that reform is truly difficult.

Trump wants to reform the Federal Reserve, reform the American healthcare system, change the direction of the American economy, and reform human rights structures.

Yes, America first.

If there is no reform, America will fall behind in every aspect.

The existing rules mean that America can't move forward with anything other than war.

I believe everyone now understands why the national football team is always struggling; without marketization, there is no direction, and without direction, there is no strength or cohesion.

The A-share market currently lacks this kind of market-driven cohesion, and the bull market needs market support.

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The Federal Reserve's interest rate cut is a done deal!

The Federal Reserve is scheduled to hold a monetary policy meeting from the 17th to the 18th, with a conservative expectation of a 25 basis point cut, and a market expectation of a 50 basis point cut.

I personally expect a better interest rate hike, since it's already like this.

The more bearish, the more the market is saved, the more there is to look forward to.

The Federal Reserve has raised interest rates 11 times consecutively from March 2022 to July 2023, with a cumulative increase of 525 basis points.

Over the past year, the Federal Reserve has maintained the target range for the federal funds rate at 5.25% to 5.5%, the highest level in 23 years.

As of September 17, 2024, the total market value of A-shares is 66.76 trillion yuan.

Half a month has seen a loss of 3 trillion yuan... Just now, the total market value of the "seven sisters" of the United States - Apple, Nvidia, Meta, Google, Microsoft, Amazon, Tesla - is 15.45 trillion US dollars, approximately 109.6 trillion yuan.

Last month, on August 28, 2024, the total market value of A-shares was 69.59 trillion yuan.

More than two years ago, on December 13, 2021, the total market value of A-shares reached 92.35 trillion yuan.

Tonight is the Mid-Autumn Festival, there is no moon, and there is no good news for the market.

At the same time, it is also before the National Day in September, which is generally a weak cycle with low trading volume.

Tomorrow night, the Americans are going to cut interest rates, but these things are generally useless.

Because even if the Americans collapse, it doesn't mean we will rise, and we may even follow the fall due to a global crisis.

What is the problem?

The problem is the lack of leading strong stocks.

Why don't we have tech stocks like in the US market?

Because marketization and economic status are needed.

Marketization is the most important, and the national football team is also struggling because of the lack of marketization.

The problem is, marketization is easy to talk about but hard to do.

No one is willing to give up their interests.

The Americans are the same; just like how they are shouting about decoupling every day now, they restrict anything that is not in their favor.

Marketization can only be advanced under the condition of benefiting oneself.

Otherwise, all the money will go to their side.

I heard an economist suggest issuing government bonds of 50 trillion, and then A-shares will be bullish...

I think this is naive.

If there are only junk stocks everywhere, all scam companies, and you put in 50 trillion, this money will only flow out and leave a mess and unfinished traps.

Therefore, it is clear that economic status and marketization are very important, but not easy to achieve.

T+0 can rise by 1000 points to 3700 points!

At present, I still believe that the best way to stimulate activity is T+0.

Of course, without opening up the rise and fall.

Because opening up the rise and fall is the strongest marketization, and the impact is too great.

For a market without a main leading stock, the pressure is too great.

T+0 can make securities firms rise sharply, and the expectation of securities firms rising sharply can drive the index to rise by 1000 points, directly pushing the index to 3700 points!

Even if only the constituents of the CSI 300 are T+0, it is also beneficial to the index.

Blue chips have peaked, but bottom-fishing still needs to look at blue chips, mainly those that have not risen, or even those that have been oversold.

Because under the normalization of delisting, micro-cap stocks are not easy to get by.

Especially when economic development reaches a certain bottleneck cycle, micro-cap stocks have weak expansion capabilities, and even the more they try to progress, the worse they get.

If you go on a blind date, and any woman hopes you are ambitious, then you must be careful, she is either stupid or bad.

Opportunities are in the growth leaders that have been oversold, look for them carefully, do not hope for gold everywhere, that is impossible.

The era of everyone rising together has passed.

The future is the era of growth leaders.

If you find the king of the leaders, cherish it.