第N次大变革大分流
第N次大变革大分流
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If Harris is elected president, the U.S. stock market could be under long-term pressure

Although some of Kamala Harris's policy proposals may benefit specific sectors in the U.S. stock market, such as cannabis-related stocks, overall, her economic policies are bearish for the broader U.S. stock market. Below are some of Harris’s key policy proposals, which stand in stark contrast to Donald Trump’s: 1. Raising Corporate Taxes: Harris plans to raise the U.S. corporate tax rate to 28%, which would negatively impact most publicly traded U.S. companies by reducing corporate profits, lowering the potential for dividends and stock buybacks, and decreasing valuations. 2. Promoting Antitrust Measures: Harris appears to be even tougher on antitrust issues than the current administration, or at the very least, would continue the current administration’s antitrust agenda. This would nega
If Harris is elected president, the U.S. stock market could be under long-term pressure
Happy 57th Birthday! Singapore! The night of Bedok Reservoir, such a beautiful sight. I like walking around this reservoir.
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@第N次大变革大分流:依然是做倒T,市場大環境依然惡劣,倒T是比較好的選擇,更何況進入冬季後地緣衝突會加劇,後面世界局勢正在走向前所未有的未知方向。即便優質股票短期也不指望能漲到哪去,業績不好的股票就更不用說了。加上馬斯克這周要出售大量tsla股票,所以我手上除了apple等少數股票,其餘的都在做倒T。
sell the oxy due to the expectation of oil price drop-down
It is not over sold, the key reason is that the liquidation and money flow in HSI continue decline.
ok
@经济观察报:管清友對話朱寧:“內卷”與“躺平”的背後,破局之路究竟在哪裏?
$特斯拉(TSLA)$sell the tsla to wait for a lower price. Twitter is a mine for tsla. Elon musk should not hurt the benefits of tsla holder.
may test the near low
likely 75 bps. But Powell and FED will give a very hawkish statement to punch the inflation expectation.

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