CaptainJack_sMacroStr

Bank of Canada Governor Macklem: If we see signs that energy prices could lead to sustained inflation increases, the Bank of Canada may raise interest rates.

I increase my position in tech, and geopolitical conflict breaks out;
I deploy capital into oil and gas, and the conflict turns into rhetoric;
I switch back to tech, and the fighting reignites;
I turn back to oil and gas, and all parties cool down;
I go heavy on tech, and oil fields get directly bombed.

March 15: Iran says the Strait of Hormuz bans US-affiliated tankers from passing through, 3800+ A-shares simultaneously prohibited
March 16: Iran states: "Will demand compensation from the enemy," 3828 A-shares paid
March 17: Iran launches the 56th round of strikes, US military casualties over 210 people, 4541 A-shares injured
March 18: Iran uses beggar version ballistic missiles to launch the 57th and 58th rounds of strikes, don't know how A-shares will perform today 😅

Life Has Four Fundamental Limitations:
Summer insects cannot be told of ice (temporal limitation)
A frog in a well cannot be told of the sea (spatial limitation)
A blind person cannot be told of light (cognitive limitation)
Ordinary people cannot be told of the Tao (worldview limitation)

South Korea has already returned to normal conditions, so what should China's stock market be afraid of? An index that only reached 4,000 points in 37 years, the defense of 3,000 points in 17 years—internal conflict and self-destruction are the fundamental reasons for the market's continued weakness! If the US and Iran go to war, China would be the biggest winner from both military and economic perspectives! To succeed in investing, you must have a big-picture perspective! Investment is fundamentally betting on a nation's destiny! Go long on China!

When does World War III start? Actually, it has already started. Before World War II, during the Spanish Civil War, the vast majority of countries believed the world was at peace. In 1931 and even 1937 when the Japanese invaded China, Western countries also had the perception that the world was generally peaceful. When the German Wehrmacht blitzkrieged Poland in 1939, the French still thought the world was at peace. It wasn't until June 1941 when Germany attacked the Soviet Union, and December when Japan attacked Pearl Harbor, that ordinary people in the Soviet Union and America felt that war

For a country with America's capabilities, anything less than a win is a loss—and even an ungraceful win is a loss.
Take Brazil's world-class football team facing a third-rate team like Yemen. In theory, they should dominate completely, winning by ten-plus goals without breaking a sweat. But if the victory comes through struggle and difficulty, requiring enormous effort, then even securing the win essentially amounts to a loss on the level of public opinion and strategy. People will question whether you truly deserve that world-class ranking.

March 2-13 A-Share Daily Declining Stocks ( Shanghai, Shenzhen, Beijing )
March 2: 4,282 stocks
March 3: 4,800+ stocks
March 4: 3,638 stocks
March 5: 1,306 stocks
March 6: 1,167 stocks
March 9: 3,715 stocks
March 10: 850 stocks
March 11: 3,239 stocks
March 12: 3,893 stocks
March 13: 3,824 stocks
March 16: 3,664 stocks
March 17: 3,788 stocks as of now