From a more macro perspective, the US fiscal deficit and US debt crisis make it a joke to rely on AI productivity revolution. The world is so big that even if AI improves productivity, who will pay the bill? Will there still be buyers of such a large scale as China? Obviously, we have to go to the Milky Way to find buyers. In this context, there is no such thing as a cycle of interest rate cuts. Without liquidity flooding the market, relying solely on these junk imitations is a dead end. Only by returning to the speculative nature of trading can we survive