The decline begins today, it seems that Trump's reelection bid is hopeless.

On September 27, 2024, Nick Timiraos, known for his insight into the Federal Reserve’s inner workings, published a critical article discussing the Fed’s rate cuts and the possibility of achieving a soft landing. While Nick did not explicitly state that the U.S. economy is heading toward a recession, my interpretation is that his writing clearly hints at deeper concerns. Specifically, Nick’s message suggests that a soft land...

I now hold 80% cash and 20% gold. When the market is overheated, pigs can fly even standing on the wind. Often at this time, I will arbitrage stocks, waiting for the market adjustment, maybe it will take more than six months, waiting for the market to enter the cold winter, when no one talks about the stock market anymore, at this time I will re-enter the stock market. There are already many high-quality bargain stocks in the market, when is the best time to buy? Many people lose because they lack discipline and patience. Waiting until after the U.S. presidential election, then pay attention to the market.