$IT Tech Packaging (ITP.US)$ what is this ???
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$Palantir (PLTR.US)$ Sold too early at 10.5 because I am sleepy already
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$Super Micro Computer (SMCI.US)$
What's your views? 🤔
What's your views? 🤔
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$Bitcoin (BTC.CC)$ EZ_money banned? Oh no! He and other perma bears are the canary on the coal mine when the blow top comes, I believe. When they FINALLY praise BTC, watch out, the top might be in! Well, we still have months until then.... EZ_money, see you soon!
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$Bitcoin (BTC.CC)$ ez money account is banned haha
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The cabinet of Trump 2.0 has basically been nominated.![]()
What are the core economic ideas of the cabinet?This article uses graphic and textual analysis to provide a deeper understanding~Who are the key members of the Trump Squad? What are their main responsibilities?
一、Who are the members of the Trump Team? What are their main responsibilities?
2. The economic ideology of cabinet members in the economic policy field
3. The economic ideology of members outside the cabinet in the economic policy field
4. The impact of ideological beliefs on the economy and assets
1. Additional tariffsIt may lead to inflation, exacerbating the burden on the residential and corporate sectors.
2. Relaxation of regulations, especially as nominated Finance Minister Bezent also supports the development of US energy and suggests increasing oil production by 3 million barrels per day.
3. In addition, the nominated Energy Secretary Wright remains firmSupport the development of traditional energyHe may take quick actions after taking office to end the one-year suspension of natural gas export permit approvals by the Biden administration.
Stimulated by high tariffs and trade wars, global economic efficiency has declined, trade has been damaged, and economic growth has slowed. Due to upward inflation, the economic development of some countries is slowing down, and the world may overall fall into a state of stagflation.
5. Global industry chainFurther reshaping of additional tariffs and trade frictions may prompt multinational companies to reconsider their global supply chain and industry layout.
Under the influence of these ideological propositions, which assets need to be cautious about? And where should attention be focused on assets?
【![]()
Key points: The trading theme includes 3 keywords: inflation, trade friction, geopolitical....
一、Who are the members of the Trump Team? What are their main responsibilities?
2. The economic ideology of cabinet members in the economic policy field
3. The economic ideology of members outside the cabinet in the economic policy field
4. The impact of ideological beliefs on the economy and assets
1. Additional tariffsIt may lead to inflation, exacerbating the burden on the residential and corporate sectors.
2. Relaxation of regulations, especially as nominated Finance Minister Bezent also supports the development of US energy and suggests increasing oil production by 3 million barrels per day.
3. In addition, the nominated Energy Secretary Wright remains firmSupport the development of traditional energyHe may take quick actions after taking office to end the one-year suspension of natural gas export permit approvals by the Biden administration.
Stimulated by high tariffs and trade wars, global economic efficiency has declined, trade has been damaged, and economic growth has slowed. Due to upward inflation, the economic development of some countries is slowing down, and the world may overall fall into a state of stagflation.
5. Global industry chainFurther reshaping of additional tariffs and trade frictions may prompt multinational companies to reconsider their global supply chain and industry layout.
Under the influence of these ideological propositions, which assets need to be cautious about? And where should attention be focused on assets?
【
Translated
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$MicroStrategy (MSTR.US)$
If you recall this projection made in early october: we are ahead on MSTR stock price and have a lower mNAV multiplier. Both of these are bullish. We’ve also just had a major correction, and we know Michael Saylor is about to buy more BTC so mNAV will improve again. 💪
If you recall this projection made in early october: we are ahead on MSTR stock price and have a lower mNAV multiplier. Both of these are bullish. We’ve also just had a major correction, and we know Michael Saylor is about to buy more BTC so mNAV will improve again. 💪
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