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2024-12-13 04:58:36

Let's talk about the macro, the first is economic transformation, the second is the speed of our debt conversion and an obvious progress, and the other is the increase of gold holdings and our long-term debt and confidence in economic recovery.So for next week, since it's super week, we'd better respect it, such as lowering positions, unloading leverage, meetings, and our cpi. This expectation can all go to 0.5, and the cpi of America is expected to go to 2.7. If these two important data are added to a meeting, the capital market will fluctuate violently, and there will be two turning points of re-inflation. Here's a data, remember what we said a long time ago.Finally, let's talk about value investment. You can read a book called "Smart Investor". There is almost no value investment at this time. The so-called core assets you eat are his growth attributes, while the value itself puts forward that Graham, the teacher of investor Buffett, was born in a big era and was originally a manufacturing industry. It is very simple how much your computer room equipment is worth. As long as your stock is lower than this price, there is a margin of safety. This is the meaning of value investment itself, and the current company value is very high. I don't know who cared about dpi in the primary market in 15 years. I only care about the dream value, and why a large number of institutions like to buy Maotai, because it is the company with the simplest financial statement in the whole A-share market (except the one that runs scallops), and its price-earnings ratio, spread, poor growth rate and valuation center are all good ways to evaluate, including some ETFs that have fallen into transformers.


So for next week, since it's super week, we'd better respect it, such as lowering positions, unloading leverage, meetings, and our cpi. This expectation can all go to 0.5, and the cpi of America is expected to go to 2.7. If these two important data are added to a meeting, the capital market will fluctuate violently, and there will be two turning points of re-inflation. Here's a data, remember what we said a long time ago.If so, you can take good care of your stock assets, because the acceleration of real estate can't be sustained with the acceleration of debt conversion, especially the change in the statistical caliber of social finance is slowly repairing everyone's confidence. The next step is cpi re-transmission, and then the whole economic model is revitalized, which is the most important pawn at the moment, and liquidity has fallen. In the follow-up, whether it is the development of traditional infrastructure, the development of new infrastructure, the commercialization of land transfer, and the re-emergence of assets to make money, this hurdle has passed, and everyone must have this confidence.Here, everyone who has read history should know that there is an old saying called "the power is not lower than the county, the county is the only clan, and the gentry is built by ethics". Let's retranslate this sentence and put it down. The decentralization of local debt approval is accelerating the process of debt conversion. You can understand that the major policies have been set and can be implemented, and the approval criticized by everyone is directly cut off. We must quickly complete the debt conversion and the county is the only clan.


First, the economic transformation. Let's talk about the debt. In the past, our big bull markets all relied on the mapping of overseas currency issuance. As we said before, whether it was 05 or 15, it was essentially a small basin with a lot of water. The currency overflow caused by the rapid increase of foreign exchange reserves flooded into the stock market, and a crazy bull came quickly, including our institutional blue-chip bull in 1718. In essence, it was the rapid growth of foreign exchange reserves or the superposition of high reserves exceeding m2. Here is a message that everyone needs to pay attention to.On the other hand, we look at the "dual track system" separately from the currency. Recently, there is a message that I don't know if you have paid attention to it, that is, the place.Speculation is purely about volatility, studying a lot of empty power and strictly stopping losses. I don't know if you have found a problem. Before, I met an uncle who was over 60 years old and made a stock. At first glance, the ticket for market value management was sloppy and had no fundamentals, but even if he bought it at the end of the day, he made a profit and ran down a little the next day. I made a quantitative back test and the ticket didn't exceed 0.3. Last year, this uncle did 142% of this operation on an annualized basis, and the light handling fee accounted for 4% of the funds, and the maximum withdrawal was 6%. This data means that almost all the public and private offerings in Shenzhen are suspended. Another question, have you found that in A-shares, as long as there is a scientific and technological direction guided by policies, don't worry about low-altitude quantum computing power or ai, and don't worry about how hard the callback is, it can't be stopped at all? It's very interesting, everyone. If everyone's capital is only tens of thousands, I think it is very necessary to study it. Suppose your principal is 100 thousand, 1% per day, 120w a year, and hundreds of millions in three years.

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