Yesterday US stocks plunged 2 , which is actually okay in terms of the indices, after all, there have been several big two-point negatives in the last month.
The real killer is the Seven Sisters collapsed, Tesla plummeted 15 , Nvidia fell 5 Apple 4 8 Microsoft 3 3 Facebook 4 4 Google 4 5 Amazon 2 4 , no one was spared.
To be placed in the usual, U.S. stocks so fell, then, I A will generally accompany a glass of wine, I did not expect today but hardened, all day against many rounds of dumping, the end of the market is not only red, but also a little bit of the meaning of the chip grabbing.
I A not only go well, and even with Japan and South Korea invigorated a, these two morning opening fell more than two points, driven by the big A also slowly strengthened, the last Nikkei fell 0 64, South Korea 1 28, very good.
U.S. stocks are the leader of the global stock market, usually we are looking at his face, but today I A go independent market, on the one hand, the fundamentals of our country is still good, after the National Day, although it did not continue to go on the offensive, but has been in the strong finishing, U.S. stocks want to drag A-share plunge is not easy.
The second aspect, the recent decline in U.S. stocks, mainly or the United States own problems, a moment of layoffs a moment and the world to engage in a tariff war, indeed, and we have nothing to do.
Trump wants to do big things, understandable, but the big layoffs this kind of thing is very risky, China’s history is too much, to the novel called the change of law, to the big that is called a revolution, which is the Trump always such a cheeky can be done, to bleed to death.
It’s only been a month or so, and the layoffs have met with great resistance.
Chuan total this faction of the internal, Rubio has been in the official meeting of the rage, Chuan look at the situation is chaotic, and a little diluted mud, both sides of the appeasement of a little, but the final attitude is very clear Musk to collect a collection of what layoffs plan, can be handed over to the head of the department to deal with.
That is to say, Musk can make suggestions, but specifically to cut or not to cut? How to cut? People’s departments have their own say.
This is a hiatus, Mr. Trump is ready to close his hand, cut people to the aorta, and then cut down the country will stop, even if you want to be great again, there must be someone to work, is not it?
The Republican Party internal are like this, the Democratic Party side of the action is even greater, although they are Congress, the courts are out of control, but they still have a large financial capital!
First, Dario came out and said that it’s impossible to see the return of manufacturing in his lifetime.
Then Warren Buffett said that tariffs are an act of war.
In short, they all go against what Mr. Trump is doing.
Not only is he publicly singing his praises, but even more amazingly, the Capitol Hill stockwoman is running for the hills!
What this story means is that on February 21st, Pelosi virtually emptied her stock position.
Her position consisted of 11 stocks. I’ll give you a rough idea.
The first one is VST, the Chinese name is Rezidor, a power generator… Gee, Pelosi’s actually a value investor, liking these basic industries?
Overthink it, this power stock is actually ai concept!
National conditions are not the same, Chinese partners will indeed be surprised, but the reason is very simple, I said everyone will understand
The United States power is not like our country on a network, they net more power generation enterprises are also many, so the price of electricity around the difference is very large, the power supply capacity difference is also very large.
After the United States fried ai concept, several giants are crazy Tun chip, build computing center, construction speed is very fast, but the power plant is not easy to build, so the power has become a constraint on the development of the United States ai bottleneck.
And this VST from a few giants of the arithmetic center is relatively close, issued more electricity, can also be sold, even if the price, the giants are willing to buy, then this performance is not and ai hang up well!
Then the stock price also climbed relatives with the seven sisters, so it went into the picture below.
Two years up 10 times it, Grandma Pelosi is not bad Capitol Hill female stock goddess, surprisingly from the traditional sunset industry, unearthed the super platinum.
His other positions are mainly Nvidia, Google, Tesla, Broadcom, Amazon, Microsoft and Apple, which are all stellar stocks, not much to say.
There are three other stocks that are very similar to Vistra, let me briefly mention them, they are TEM CRWD PANW.
TEM is a health information stock, a pocket-sized stock, with poor performance, perennial losses, characterized by a three-fold jump in stock price in the three months since 2025
CRWD is a cybersecurity company with poor performance and perennial losses, but he’s a big star, he was the one who caused the global blue screen downtime last year, characterized by a five-fold increase in two years
PANW Chinese name Pai Tuo network, network security stocks, performance is slightly better, at least not a loss, but the P/E ratio of 100 times or so, characterized by two years up 3 times
Folks see it, whether it is the white horse star seven sisters, or dark horse Ruizhida, or short fried crazy horse TEM, Grandma Pei can ride up, and ride up will not come down, and finally can be accurate to lock the profit, sold in the high mountains.
This operation really makes Soros shed tears, let Buffett ashamed ah!
However, we have babbled so much, not to worship Grandma Pei to come, but to let everyone understand that Capitol Hill, the most well-informed people, run away from the game, the United States, the largest rat warehouse ran away!
Trump’s team is imploding, the Democrats are tearing down the market, and the U.S. stock market’s been falling for half a month, is that still a surprise?
In his first term, Mr. Trump said, “No one knows more about XX than I do.” Does he still dare to brag about it?
Minutes by the female stock goddess taught to be a man!
In fact, people tend to do things like this, do not know anything when, think they are very bullish, but once started to know the depths, although still only understand a little bit, but the cowhide certainly do not dare to blow This is a typical disease of the two.
Americans say that Trump is only a junior high school student’s mental level, or quite apt.
Knowing that the king came up this month or so, not only the internal affairs encountered obstacles, the outside is also very bad.
He added two 10s to us, counting on extreme pressure, forcing us to take the initiative to find him to talk, but unfortunately, this is not 2018 anymore, you dare to add me to counter-control, simply ignore you.
The response of Canada and Mexico is also much stronger than expected.
Canada not only retaliated against the tariffs, but also increased the price of electricity sold to the U.S. Yesterday, the province of Ontario formally imposed a 25 surcharge on all electricity exported to three U.S. states, namely, Michigan, Minnesota and New York.
The Premier of Ontario says if the trade war continues, he won’t hesitate to raise fees or even cut off electricity exports altogether.
Don’t underestimate the price increase of electricity, Chinese partners have been accustomed to domestic life, never felt that electricity is a matter of fact, that is, no feeling for the electricity bill.
But the U.S. is not so, their own assessment that the price increase will affect 1.5 million families and businesses in the three states, families will spend about 60 70 dollars more per month on electricity.
Doesn’t that sound like a lot?
But after the Little Red Book reconciliation, we all know, a large number of families in the United States monthly income is 3,000 5,000 U.S. dollars, usually the electricity bill is already 150 200 U.S. dollars, and now add another sixty or seventy U.S. dollars, the total cost of electricity will be 210,270 U.S. dollars, almost 5 percent of the monthly income.
This figure has been a little bit of meat pain, after all, is the basic cost of spending every month, we can taste a taste of their own.
This is only the electricity bill, Canada’s countermeasures also include oil, natural gas, meat and other commodities that are closely related to the people.
Mexico is almost the same, also exported to the United States a large number of daily necessities, Mexico is the United States of America’s trade war with China’s spare tire, a lot of China’s low-end daily necessities were transferred over, once the Mexican counter-measures the United States, the price of daily necessities will also rise sharply.
This is caught in a strange circle, Trump’s tariff war is indeed powerful, all countries are afraid, but the problem is that people only took a punch from the United States, the United States is to be countered countless punches!
The reasoning is very simple, Trump always engage in reciprocal tariffs, as long as the other party’s tariffs are higher than their own, he has to raise taxes on others, the United States is a developed country, and the dollar exporter, import tariffs are generally lower than the other side.
That is to say, Mr. Trump this reciprocal tariffs, is ready to fight tariff wars with all the countries in the world, Canada and Mexico this kind of serious dependence on the United States of America are in the counter-control, the other countries as long as a little bit of normal, will also be the same counter-control.
This is interesting, the United States of America to other countries each hit a punch, and all countries as long as each counterattack a punch, the United States will have to be one or two hundred punches.
So isn’t it less normal for the US not to die?
And so it is, as the dollar collapsed in early March when the tariff war between the U.S. and China, plus Mexico, began, with the dollar index falling rapidly from 106 to 103.
Therefore, the trouble of the United States now is not only the United States stocks have problems, but also the United States stocks and the US dollar have problems.
The level of our planet ball players is very high, two days ago, someone said in the message area, Trump is caught in the dilemma of whether to protect the U.S. debt, or to protect the U.S. stock market.
This is really a core issue.
At the moment, the king’s original intention was to have both, but it seems not to work, his ability does not allow, from the market in the past few days, the U.S. debt and U.S. stocks can not be saved.
Technically, it’s pretty clear that the problem of U.S. debt and U.S. stocks is insoluble.
U.S. debt is headed for 40 trillion dollars, how to break?
Since the U.S. interest rate hike in 2022, the world’s hot money has been all running to the U.S. It’s the same as it has been rehearsed, and the whole world is not enough to fill the hole if you give him your money.
Isn’t this just like Everest?
High interest rate to solicit deposits as much as possible to circle the money, and when one day, even higher interest rates can not circle the money, the default mine is a matter of time.
Trump is now dragging his feet, laying off workers and cutting expenses, cutting expenses from Ukraine, increasing tariffs and revenues, forcing allies to buy weapons and increase revenues, and dragging out the storm as long as possible.
But the hole is too big, the U.S. debt is still growing at a rate of 100 days by a trillion dollars.
The U.S. stock market is just as insoluble, the U.S. stock market from 08 began to rise, so far up 17 years, so far the stock market has risen more than 5 times, I do not know what kind of GDP growth, can be worthy of such a stock market?
If the interest rate is converted into a price-earnings ratio, the seven sisters of the price-earnings ratio, has been the base rate of interest rates of twice the value of the distortion to what extent!
This distortion, even the United States’ closest allies can not stand to see, raised two soul-searching questions
1 U.S. stock market value accounted for two-thirds of the total size of the world stock market!
It is important to realize that the U.S. GDP only accounts for 24 5 of the world’s GDP, a simple comparison, inflated by a factor of 2 7.
2 U.S. market value of seven technology stocks, equal to the total market value of all European stocks.
The 1st question is more intuitive and easy to judge, the 2nd question is in the eye of the beholder I guess.
Anyway, if someone asks me, do you want Nvidia as a company? Or do you want France?
I’d go with France.
Fiefdom France, all the companies in France are my tenants, how cool is that?
It’s better than having Nvidia and worrying about being deepseeked and killed all the time.
Do you want seven companies in the U.S.? Or do you want all of Europe?
I’ll take Europe.
The world is so screwed up right now that it’s black and white and there’s no common sense left.
So, you can’t blame Buffett for not giving face, the old man has been doing value investing all his life, and now he can’t find a target to buy, and with $300 billion in cash, he’s just waiting there, waiting for a plunge.
The subsequent development of the probability is that the United States stocks first collapse, and then the agreement of the Sea Lake manor landed.
But pay attention, the essence of this agreement is the technical default of U.S. debt, but also the default of the U.S. dollar.
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