These past two days have been strange, with not much to say, but still some things that can be discussed.
Due to various reasons, the movie that should have been released today has completely disappeared, with no news or discussion. You might say this is related to the complete collapse of the cinema line, which cannot be denied, but this is not just an economic account of cinema scheduling.
The conference brought no confidence at all, but instead accelerated the collapse of confidence. The March platform is no longer discussed, but the existing and maintained confidence has also been shattered. What is the reason for this?
Perhaps saying 'macro policies will be strengthened in the second half of the year' is better left unsaid, because this is equivalent to negating the previous 120,000 billion debt allocation and various favorable policies and large-scale infrastructure projects, which are actually expected to be difficult to achieve or fail to boost confidence as expected. This can be seen as a definite negative.
Of course, this is just embroidering flowers (Eastern Cult's Sunflower Manual), with the key still being the American brother's Star-Absorbing Great Method - no interest rate cut, at least not before September - although the understanding king repeatedly emphasized, even willing to sacrifice the abalone, but the abalone's feedback is very clear that the current monetary policy is very appropriate, if not appropriate then it's the tariff's fault - but this does not prevent the understanding king from announcing the success of the tariff war series, 15% on South Korea and 50% on Brazil, with most small countries priced at 15-20%. Just like an Excel table game.
A typical event before the full outbreak of World War II was that the main trading bodies of the world increased their trade barrier coefficients multiple times, with trade costs increasing, ultimately forcing alliances and leading to sharper and irreconcilable interest conflicts.
Under the gradual ineffectiveness of stimulus policies, monetary adjustments, and desensitization, ideological control and guidance have been accelerating. Japan is comprehensively distributing national defense white paper-related teaching materials to elementary school students, listing East as the number one enemy.
Here, coinciding with the 80th anniversary, various commemorations have raised wave after wave. However, the film that should have been released today is completely silent. I wonder if this is a big chess move - suppressing existing nationalist emotional needs to fully detonate at a future moment, laying the groundwork and conducting an extreme test for hunger marketing. Now, if the wind doesn't go crazy, this would be a brilliant move with massive backlash, only requiring more patience and ultimately simple guidance of the masses - using tsunami-like nationalism to crush current or existing enemies.
But before this big flag can land and be achieved, some hot spots can still be immediately created and form new handles - Huangyan Island has already heated up, and the Diaoyu Islands won't be far behind.
Golden and military
Buy the dip and add positions
crypto
Focus on the oscillation midline of the weekly platform area
Short sellers can fill up on fuel and wait for a good opportunity
Previous hot spots
Well, whatever, just do it.
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