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@cc_aex @changwei1006 一般这种的话已经穿中奢差不多了

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@meathill1 好的 另外请问下有没有办法让下载的视频的自动以推文的内容命名

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lmao

[Z @ZeeContrarian1]

If you think the Fed chair, who was basically nominated by Trump to keep interest rates low, is going to raise interest rates unless he really, really has to, you’re an idiot.

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@Balloon_Capital 加油球

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@ar_man_slow @Balloon_Capital haha

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@N0rthern_Land 劳保到好笑了

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@business looks like the market don't like more capex ha

[nenn (fan) @FCB_nenn]

Endrick: me puedo subir contigo en el coche?

Ancelotti:

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@__oQuery 等你受不了卖了的时候，黄金时代就来了

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@odaradeverdade Looks like both types of "ists" are absolute morons lol

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@liujiayi1111 我还以为他玩了个掘墓，老婆管自己走掉了😂

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@ayashikinoco 不应该啊 如果你以市价-5% 卖出 会直接按市价给你成交了基本 除非你的资金量巨大把盘直接砸下去

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@__oQuery Just hold and see

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看起来市场已经对加息预期 price in 了太多

[AP Research @AlphaPicks]

Ahead of the Fed and BoE meetings this week, receiving front-end rates looks increasingly asymmetric.

It’s difficult to see a materially more hawkish outcome than what’s already priced (a very high bar for that), plus oil is now well past the peak of its move.

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@Labelray @PoutineUwU 看到更新背景信息了

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@Balloon_Capital 想赚快钱，反而越赚不到钱

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@guanyuhan426 秋天刚好去黄石 大烟山也挺好 rocky mountain也不错 到Miami的话可以去keywest干龟岛看看 就是那个国家公园只能坐船得先到keywest 再早上去做 当天来回 而且票得提前2个月差不多买好

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@guanyuhan426 4总去哪个国家公园玩 红杉树吗还是直接环美自驾了

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That's truth

[Z @ZeeContrarian1]

Macro for Dummies, by Dummies

Just six trading days ago, after the Nasdaq had already fallen roughly 8%, quite a few investment banks and well-known investors started raising caution flags on the market.

For instance, firms such as Bank of America and Citigroup, along with investors such as Steve Eisman of “The Big Short” fame, were warning about the risks ahead.

The concerns sounded convincing: no rate cuts, the $SPCX IPO valuation, capital raising concerns around $GOOGL, $META, and $ORCL, and a long list of other “red flags.”

Looking back, that turned out to be the bottom.

Including today’s pre-market action following the signing of a peace deal, the Nasdaq has rallied roughly 6% since then.

Now the response will be: “Well, nobody expected a peace deal.”

Exactly.

If the entire forecasting exercise is just extrapolating today’s conditions into the future, and the future almost never unfolds the way the present looks, what’s the point of doing it in the first place?

The only forecast with a perfect long-term track record is that markets tend to go up over time.

If someone asks what the market will do next week, next month, or after the next macro event, the honest answer is:

“I don’t know.”

The future is always shaped by variables nobody is talking about yet.

Ironically, the people on X who obsess over macro are usually the most clueless participants in the market.

They spend their days repeating assumptions, quoting each other, and recycling whatever happens to be popular on the timeline that week.

Very few have actually outperformed the market. Yet somehow they’re always the most certain about what happens next.