Write some thoughts on macro trading, including interest rate cuts and what follows.

Analyze more on the macro level, trade less on the macro level, which is basically common.

Simply look at the Jin10 data, using the marked positive or negative signals as the opening order logic.

A deeper understanding of trading event contracts is foresight. I recently made a profit of several tens of thousands of dollars from a trade at 4278 betting on the CPI, which is not hindsight.

This is something linear, fundamentally unable to have a surface logic. After selling 9 $BTC, I calmly reviewed and thought about the logical aspects of trading.

What is needed is the expectation of interest rate cuts, not the cuts themselves.

Is the non-farm payroll, unemployment rate, and the Federal Reserve changing board members important?

Not important, everything is to create expectations for interest rate cuts, not to urge you to cut rates. As I mentioned in the July trading FOMC live broadcast of Powell's speech, I firmly believe that what is being traded is the expectation of interest rate cuts as stated in the article.

Is the purpose of the interest rate cut really based on data?

I don't think so. When the operator changed from Musk to Besant, the basic logic changed.

Bescent said that this will bring America back to the prosperity of the 1990s.

The prosperity of the 90s = the rise of the internet + capital influx into the United States, which drove a ten-year bull market in U.S. stocks.

The internet is a story, like the current AI and cryptocurrency.

Where does the capital that drives capital inflow into the United States come from?

Japan's decline + the dissolution of the Soviet Union.

The dollar tide of the interest rate cut cycle will inevitably disintegrate capital, drawing it into the United States.

So who is going to be dismantled this time?

Japan is just a blood bag; I personally believe it is the EU.

What is the basis? The US-Russia negotiations regarding the Russia-Ukraine war to date, as well as the significant interests involved.

Is Trump really unreliable? What is the essence of taco trading?

Many people think Trump is neurotic, repeatedly engaging in taco transactions. The essence of taco transactions is to force the movement of funds.

Capital flow = bullish profit-seeking and bearish risk aversion.

These have created liquidity; otherwise, before the interest rate cut goals are achieved, these are methods to maintain the US stock market and assets.

Will the dollar's credit be lost? What is Trump's unreliable benchmark?

Compared to the purpose of interest rate cuts achieving a harvesting effect, there is not much credit overdraft at present.

Because

Became: The President of the United States during the historical transition of responsibility---Trump.

Defeated: Bissent betrayed the country.

Pretty much the same: The Art of Volatile Trading and the Capital Rise of the Trump Family.

This article is mind-bending, watch with caution.