#Clarety_Act
Thoughts on the events that the Clear Act failed and the prospects for future rate hikes
This failure basically proves that the interim elections for Chuanbao have largely fizzled out
In the next term, this little yellow-haired guy can only rely on talk
Basically, like the power decline model from a few years ago, everything will collapse in a step-down manner; he’ll mostly just hype and use his media app to do daily talk-and-video gimmicks
It’s also not bad that it doesn’t pass—mostly a small-area negative catalyst, and the market hasn’t crashed either
Completely beyond my expectations. The dip-buying plan continues to be postponed; keep the bullets and hold onto them
As for rate hikes, my feeling is that there will be one hike at most—after all, now Wosh needs to save some face. And with Chuanbao’s power later being greatly reduced, the influence won’t be enough to ripple all the way to the Federal Reserve. Also, there’s still Powell sitting in that commissioner position—he wouldn’t dare act against it
As for the possibility of consecutive rate hikes, that seems unlikely
With US Treasuries in this kind of state, consecutive hikes would only be possible if they basically don’t want to survive anymore. The figure of 50 trillion will come very quickly
Now that all policy-side negative factors are being released, that’s actually a good thing
Once these expectations have been traded to their limit, what should go up will still go up
Keep the bullets and keep waiting. For now, keep your current positions and don’t move
Right now, none of the key data meets the dip-buying entry standards
No big drop; the fear index is neutral
Keep waiting for an opportunity to enter
72,000 is the test-bottom for this wave. If it breaks, it’ll probe deeper
If it holds above 72,000 and stays firm for a month, the next phase of the market trend will begin
At the moment, lots of short positions have entered the market. My personal feeling is that it’s just hedging trades
The dog of a market maker holds huge amounts of chips at low levels—this is just shorting to earn funding/borrowing fees and do swing trades
Don’t panic, brothers
Thoughts on the events that the Clear Act failed and the prospects for future rate hikes
This failure basically proves that the interim elections for Chuanbao have largely fizzled out
In the next term, this little yellow-haired guy can only rely on talk
Basically, like the power decline model from a few years ago, everything will collapse in a step-down manner; he’ll mostly just hype and use his media app to do daily talk-and-video gimmicks
It’s also not bad that it doesn’t pass—mostly a small-area negative catalyst, and the market hasn’t crashed either
Completely beyond my expectations. The dip-buying plan continues to be postponed; keep the bullets and hold onto them
As for rate hikes, my feeling is that there will be one hike at most—after all, now Wosh needs to save some face. And with Chuanbao’s power later being greatly reduced, the influence won’t be enough to ripple all the way to the Federal Reserve. Also, there’s still Powell sitting in that commissioner position—he wouldn’t dare act against it
As for the possibility of consecutive rate hikes, that seems unlikely
With US Treasuries in this kind of state, consecutive hikes would only be possible if they basically don’t want to survive anymore. The figure of 50 trillion will come very quickly
Now that all policy-side negative factors are being released, that’s actually a good thing
Once these expectations have been traded to their limit, what should go up will still go up
Keep the bullets and keep waiting. For now, keep your current positions and don’t move
Right now, none of the key data meets the dip-buying entry standards
No big drop; the fear index is neutral
Keep waiting for an opportunity to enter
72,000 is the test-bottom for this wave. If it breaks, it’ll probe deeper
If it holds above 72,000 and stays firm for a month, the next phase of the market trend will begin
At the moment, lots of short positions have entered the market. My personal feeling is that it’s just hedging trades
The dog of a market maker holds huge amounts of chips at low levels—this is just shorting to earn funding/borrowing fees and do swing trades
Don’t panic, brothers