The design of U.S. stocks is that they can be both long and short, and there are financial derivatives. Stock index options increase the range when they fall. However, because the market’s short-selling energy explodes instantly, there will be no long-term negative declines and plummets like A-shares. Don’t be afraid of a terrible fall. After the plunge, the disadvantages have been priced in by the market and then rebound. The so-called bad news is all good news! ?

U.S. stocks are different from A-shares. U.S. stocks can be shorted on individual stocks. Now, U.S. stocks have been oversold due to the interest rate hike cycle. That is, to open a short position, you have to short the individual stocks at a very low price. But short selling If the order needs to be covered, there will be a strong rebound during the covering process, which is when the short order kills the short order. The high position short order will cover the long order to achieve profit, and the low position short order will be killed.

1. Foreign media reported that the scale of this tax cut even exceeds the tax cuts introduced during Margaret Thatcher’s administration and is the largest in 50 years

The main tax reduction measures are as follows. How can money that does not exist evaporate? Quantitative easing supports asset bubbles and the tightening of money supply squeezes out bubbles. It is normal to be curious about why the circuit breaker has not been broken yet. It may be due to the intensity of interest rate hikes. The shortcoming may also be the time lag of interest rate hikes, and the effects will take some time. Plans to increase corporation tax to 25% have been scrapped, regulatory hurdles have been reduced for businesses, restrictions on land use planning have been reduced, making way for UK construction, VAT refunds for tourists and more. The main reason is that the Bank of England raised interest rates by 50 points on the left and introduced a fiscal easing and tax cut plan on the right. Wang Xiaoming has already demonstrated that the Fed must listen to the strong US government. Although it is not strong, the Democratic Party has continuously pushed forward water-filling bills, which shows that it is still strong enough based on partisanship. ?

2. The U.S. stock market is no longer suitable for short selling, but it is very suitable for a rebound. I said before raising interest rates that investment banking funds have a lot of cash.

Don’t be overly bearish on U.S. stocks. No change, the profit-loss ratio of going long on U.S. stocks at the current point is already high. Many people in the market had previously judged that the Federal Reserve would start to delay raising interest rates in September and stop raising interest rates by February next year. In order to cooperate with Biden’s newly passed water release plan.

From the perspective of the interests of the Biden administration, it is a shortcut to continue to relax despite inflation and issue money if the people are dissatisfied. The UK made a spectacular move, directly sending stocks, bonds and foreign exchange triple kills to the EU, which wiped out the summer gains of the US stock market. Therefore, I previously believed that the United States would most likely continue to release water to combat inflation. But I only guessed correctly that Biden would release water, but I didn’t guess correctly that the Federal Reserve would increase its efforts to pump water.

Judging from this meeting of the Federal Reserve, it is very determined that it will continue to prioritize the interests of Wall Street and promote a big wave to suck blood from the world.

If this situation is not contained, for example, if the Democratic Party unexpectedly wins the midterms and then turns to the Federal Reserve to settle accounts, then a global economic recession will be inevitable.

The fluctuations in the stock market also reflect the fundamental differences in interests between market judgment and the Fed's operations.

3. A rare plunge across the board, from treasury bonds, stock markets, foreign exchange markets to futures, all hit record lows. The time has come to witness the miracle. The U.S. 10-year Treasury bond has crossed 3.5, a 12-year high, comparable to the U.S. subprime mortgage crisis, and is still reaching 4. This is the risk scale of the investment community. The higher it is, the greater the risk, the more cautious the investment will be, and the economic will be The colder it gets. Meanwhile, Bank of America Securities strategists are calling the current bond crash

the Great Bond Bear Market, the first being 1899-1920 and the second being 1946-1981. The U.S. stock market hit a two-year low and is on the verge of a corporate debt explosion. If it continues to fall for a long time, everyone will keep an eye on the top 500 companies in the United States. If corporate debt explodes, the United States will be completely ruined. The world's top 500 companies will not be able to resist their own leveraged liquidation. If the top 500 companies are all dead, what will be left in the United States? Are there only manned moon landings left? The British pound just fell to the second lowest level in history, the 1985 level, the British pound's epic plunge in 1985, what happened? 1984-

The British miners' strike in 1985.

The Japanese yen fell back to its position during the bubble collapse in 1990, and the euro fell to the point where gold plummeted during the bombing of Yugoslavia in 1999. Oil plunged. What about the promised economic recovery? No more. Whether it can fall out of negative value again, we will wait patiently. It wasn’t requested a while ago

Russian oil prices were capped at $44 a barrel, but Russia simply stopped selling. Now it seems that the United States is going to hit its own oil futures

$44 a barrel, right? What is teaching by words and deeds? Maybe this is it.

As for the U.S. dollar index, the United States is so disabled that it can still lift it to a high of 115.

4. But this is not the normal strength of the second half of the United States. The main business in the world now is to pluck wool. Everything is fake, and plundering wool is real. This strategy was originally intended to deal with high inflation, but in the end it had no results. Instead, it reduced the welfare support needed for American social stability

in a disguised manner. If it doesn't work well, it might happen this winter. Continue to perform zero-yuan purchases.

If there was really no way out, the United States would not be able to make up its mind to do this. By the way, I would like to add that the current strategy of the United States to absorb Europe to save itself

may not work, because the EU may be forced by the economy, and France and Germany will take the lead in compromising with Russia. I am not optimistic about Poland. Can stop Fa De.

It is expected that the Fed's interest rate hike will bring more pain, the U.S. economy may enter recession in 2023, and the unemployment rate is likely to rise. Analysts at Bank of America wrote in a report that investor sentiment has undoubtedly reached its most pessimistic level since the 2008 financial crisis, with investors turning to cash and avoiding almost All other asset classes.

In the medium term, high U.S. government debt will constrain interest rate hikes and may eventually force the Federal Reserve to tolerate inflation. Although Powell is trying to avoid creating recession panic, the market may still price in a recession. This recession will be more severe. It may be a stagflationary recession, which means that the double-killing of U.S. stocks and bonds may not be over yet, and U.S. stocks are still a long way from the market bottom. ?

The radical fiscal plan, coupled with the impact of recent dismal economic data, has brought a comprehensive shock to the European and American markets. Goldman Sachs' global equity strategist takes a more pessimistic view, predicting that the S&P 500 will fall to 2,900 in the event of a global recession. The expected path for interest rates is higher than our previous assumptions, which makes the stock market perform lower. to our predictions.