The government shutdown is over, and the next showdown is in February. For now, there are two key points worth paying attention to: - First, will the Fed continue to cut rates or stay put, especially if core employment and inflation data are missing? - Second, with the government resuming operations, changes in the TGA account affecting short-term rates, and long-term liquidity easing as QT ends, what will be the market's core conflict moving forward? Ray Dalio pointed out 'Stimulating Into a Bubble'—what happens when easing occurs amid overvalued tech stocks, high-priced Bitcoin, and gold? Will asset prices continue to bubble, or will performance growth absorb valuations, leading to a soft landing or a complete mess? Looking at these two questions, gold still seems to have the highest certainty. Gonna keep dollar-cost averaging into gold. #Investing #Gold #Crypto