Recently, I have expressed my judgment that the current market trend is driving up shipments in several articles on different timelines and in responses from friends. Because the trading cycle was quite scattered and lasted for several days, I wanted to summarize and organize my thoughts to guide the next step of trading. But for the sake of clear and concise logic, the previous content and judgments will not be repeated. 1. The Federal Reserve has already done a good job in managing the expectation of interest rate cuts and laying the groundwork through framework adjustments. There is no need to worry about the 2%. The meaning is still laying the groundwork. Although it cannot be lowered now, as long as something happens, it will not wait for the regular meeting time to urgently lower it. Rest assured. 2. Goldman Sachs' remarks such as the December interest rate cut are intended to hedge expectations. The more you say this, the faster the interest rate cut will come. It was played like this before the September interest rate cut last year 3. The interest rate cut must have been caused by some kind of gray rhino triggered Minsk moment, so there must be a final drop 4. It is abnormal for US bond yields to be high now. The Federal Reserve may not care about US stocks, but the US dollar is the core that must be protected in US bonds. So it must be due to the crisis that safe haven funds are running into US Treasury bonds, thereby lowering their yields and facilitating bond issuance, while also taking advantage of the emergency interest rate cuts. 4. So now we either ship or issue orders at high altitude. Don't believe that this time is different or that the price is 150000 yuan. It's just nonsense and has no basis at all 5. Cutting interest rates will only happen earlier than mainstream expectations, not later. Now we are trying to delay mainstream expectations as much as possible through deception, in order to achieve unexpected results when a real interest rate cut occurs 6. If you sing empty now, you may not want to be scolded, but let's post it first and then talk about it In addition to the citation, the relevant links are as follows (there may be omissions): https://(((x.com)))/Trader_S18/status/1923054936503484647 https://(((x.com)))/Trader_S18/status/1923193345267913132 https://(((x.com)))/Trader_S18/status/1921835894690234607