To The Moon

With the opening of the "Trump 2.0" era, the direction of his policies has attracted much attention.Trump put forward a series of policy ideas during the election campaign, the implementation of these policies will have a far-reaching impact on the U.S. economy and the U.S. stock market.Anatomy of the core propositions of Trump 2.0 policiesCorrections to Biden Administration PoliciesWhile the massive fiscal expansion during the Biden administration boosted economic growth, it also caused problems such as high inflation.After taking office this time, Trump plans to control inflation by increasing energy supply and cutting unnecessary fiscal spending.For example, he appointed Musk and Ramaswamy to lead the government's efficiency department to cut redundant government spending, and nominated

As this year's "Santa Claus rally" reaches its halfway point (the first four of the seven trading days), investors hoping for another year-end rally in U.S. stocks have been notably disappointed. While the first two days of the rally saw markets climb, Friday and Monday brought consecutive losses of more than 1%.This lackluster performance in the latter half of December has caused the S&P 500 to tumble from its position as the best-performing index this century to fifth place in terms of annual returns.Goldman Sachs trader and Managing Director Nelson Armbrust outlined several bearish factors in a report on Monday. He emphasized that his top trading recommendation was to “buy put spreads to approximate Tuesday's hedged portfolio length.”Gamma VolatilityOn Tuesday, a significant number