Retail investors are most concerned about the U.S. stock and cryptocurrency markets, but currently, the most dangerous market is the bond market! In a recent interview, the new bond king, Gundlach, openly discussed this issue and explained the key to America's prosperity:

In 2016, foreign investment net positions in the U.S. were $2 trillion. Now it has grown to $28 trillion. The U.S. has outperformed emerging markets and Europe for the past 20 years. The core reason is the massive foreign capital investment in the U.S., but now the trade war is disrupting this balance, and many foreign investors are beginning to reduce their investments in the U.S. This will mark the beginning of a tragedy.

Finally, he also mentioned that our current crisis may not be suitable for investment decisions based on the inertia of thinking and reasoning from the past 40 years, and that we may need to approach it like looking in a mirror, doing the opposite for better results.

One aspect I appreciate about the U.S. is that everyone can freely and openly discuss various issues without needing to avoid certain topics. In China, such discussions can only happen in private settings like the HSBC private meeting organized by Fu Peng, and if made public, one might even face an interview 😅.

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。