**Breaking News!
US Intelligence Reveals Over 700,000 Ukrainian Soldiers May Have Died in Battle.
Trump Claims He Will End the War Immediately If Elected, But Biden's Democrats May Sabotage Peace Talks.
** The Shenzhen Component Index and the ChiNext board hit new lows with 4,174 stocks falling.
The current A-share market is desperately longing for a bull market and is also eager for the Federal Reserve to cut interest rates, bringing a global wave of rate cuts to stimulate the economy.
However, the market seems to have no interest in this at all.
Today, the market continued to hit new lows, while the four major banks continued to rise in a defensive manner.
The market is encouraging dividends, but the regular money has been divided, how can the company's market value increase?
This is a very contradictory problem.
If it's just for dividends, you can just save in the bank, and there's really no need to take risks in the stock market.
Buffett's company almost never pays dividends, but it has never hindered its rise.
I always doubt whether we have learned the wrong lessons?
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T+0 or suspending quantization, will these calls be more appropriate for the rise and stabilization of the market?
I think it should not be a big problem to try, waiting for the next continuous weakness is the pressure.
The market is very eager for a bull market, and everyone is tired of shouting.
The Federal Reserve cuts interest rates!
Will more than 700 billion yuan of funds flow back to China?
After Powell's speech ended, under the strong expectation of interest rate cuts, the market is expecting that the Federal Reserve will cut interest rates next month, and central banks around the world are also ready to open the floodgates.
Global currency will be "like an avalanche" of water!
Renowned economist Stephen Jen, the proponent of the "Dollar Smile Theory," said that as the United States cuts interest rates, Chinese companies may sell $1 trillion in dollar-denominated assets, which could cause the renminbi to appreciate by 10%.
This is equivalent to about 7.12 trillion yuan.
Jen's theory is as follows: Since the outbreak of the pandemic, Chinese companies have accumulated more than $2 trillion in overseas investments, and when the Federal Reserve cuts interest rates, more than $1 trillion of "conservative" funds may flow back to China because the interest rate differential between China and the United States is narrowing.
Jen believes that if U.S. prices continue to fall, the Federal Reserve's interest rate cut may be greater than the market expects.
When talking about the impact of the return of Chinese assets, Jen said that the renminbi will appreciate, and it is likely to be allowed to appreciate - a 5% to 10% appreciation is moderate and acceptable for China.
If these funds really come back, where will they go?
The real estate market?
It doesn't seem very likely at the moment.
If there is no desire to rise, funds generally don't move much.
It's not that there is no opportunity in the real estate market, some first-tier cities still have opportunities, and from the historical pattern, the real estate market in first-tier cities is more valuable.
The stock market?
I still think it's more likely, first, the stock market has the strongest liquidity, plus the market has fallen like this now.
There are still opportunities for value investment, and there are still long-term opportunities.
It's just that everyone wants a surge now.
It's been a long time.
Gold?
Now the price of gold has exceeded $2,500 per ounce, and there are many bears, but in the long run, as the world enters the era of great currency, gold, as the hardest currency, is difficult to fall at the moment.
Because the currencies of many small countries are collapsing, they need to change to gold, especially countries that hate the United States, they need gold more, otherwise, they can't change to the US dollar.
Entrepreneurship?
When the bottlenecks of various industries, entrepreneurship is not so easy to do.
Live entrepreneurship is better, after all, the world is the same, when the development of manufacturing and industry reaches a bottleneck, the film and entertainment industry will be the best direction for young people to start businesses, the cost threshold is lower, and it is more conducive to young people.
Others... Overseas ETF funds?
No, this fluctuation is also large.
However, overseas money funds may be popular because the US dollar will continue to maintain a higher interest rate.
For countries outside the United States, it is good to preserve value, and they have been scared by devaluation and collapse.
For example, the Argentine currency has collapsed and directly canceled its own currency.
Argentina is not a small country, and its economy ranks 26th in the world.
Such a big country can't hold its own currency, which is more dangerous for other small countries.
So the choice is more important, and the pressure is greater.
Amazing!
A former US intelligence officer announced that 700,000 Ukrainian soldiers have died, and this does not include the injured.
It is reported that Scott Ritter, a former US Marine Corps intelligence officer, said after Zelensky's Independence Day speech that Zelensky is responsible for the death of 700,000 Ukrainian soldiers because he chose war instead of peace.
However, to put it another way, the supporters of the Ukraine war are the United Kingdom and the United States.
It is the expansion of NATO that has led to the escalation of the conflict, so NATO, the United Kingdom, and the United States should be more responsible for this.
The conflict is still ongoing, and there is an expansion and rebound.
Ukraine is now directly counterattacking into the territory of Russia, and until now, Russia has not recovered the lost.
Trump: If elected, the Russia-Ukraine conflict will end before the end of the year.
At present, it seems that the conflict can only be ended by Trump.
Because Biden's Democratic Party is more willing to support the war and expand the war business.
As soon as Little Kennedy joined Trump, he made a big revelation: Biden instructed to sabotage the Russia-Ukraine peace talks.
He said: continue to fight.
Blinken said that 90% of the aid funds stayed in the United States, and the war achieved a "win-win".
The latest news, Trump released a one-hour interview on the 26th, in which he talked about the conflict between Russia and Ukraine.
The program was hosted by former Navy SEAL and CIA contractor Sean Ryan.
Trump said to Ryan: Russia is a great winter warrior.
They defeated Germany, defeated Napoleon.
They are not easy to defeat.
They have a huge army, and Ukraine does not.
But Ukraine has let us give them a lot of money.
Trump said: the destructiveness of this war is much greater than people know.
He also promised that he would "solve" this problem as the elected president, instead of waiting until next January to take office.
That is, if he is elected, he will end the Ukraine conflict before the end of this year.