看不懂的sol
看不懂的sol|Apr 07, 2025 14:04
Stupid logic, brothers, spray lightly! The core of the tariff stick is indiscriminate plundering, Help the United States solve its debt problem and make America great again (Dealing with Biden's mess) Scratching and healing! What Uncle Chuan may hope for the most is: 1. Tariff increase in April; 2. In April and May, major economies came to him to negotiate benefits for the upcoming interest rate cuts and expansion of the US balance sheet. 3. In June, we talked about it and the stock market fell almost. We started a big water release and harvested again. Of course, whether it can be implemented depends on the Federal Reserve, inflation data, and there is a game to be played. He divided it into three steps in total: 1. Waving the big stick of tariffs and exploding the stock market, including one's own, is somewhat similar to a man-made financial crisis. While maintaining US liquidity, it creates a global liquidity tightening and hits the economic expectations of other countries; 2. Forcing countries to talk to him, making extortive demands, and forcing them to take sides; 3. When the stock market crashes and asset prices plummet, it forces the Federal Reserve to cut interest rates. He can quickly lower interest rates and expand his balance sheet under the pretext of "rescuing the market". The outflow of US dollars is a bargain for global assets. This way, the US dollar can maintain its strength while also diluting debt. So the ultimate goal of implementing tariffs is to prepare for the interest rate cuts and balance sheet expansion in the second half of the year, by first smashing undervalued asset prices before the US dollar can enter the market, and ultimately solving the US debt problem. Our investment goal is to go with the flow! I can think of the worst result: when Trump's term ends, everything will come back!
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