To The Moon

As U.S. lenders begin to report earnings this week, investors' focus will likely shift from profits to bank bosses' remarks on the economy after President Donald Trump unveiled steep tariffs and triggered a market selloff.Bank executives are also likely to be quizzed during earnings calls about the market selloff that has wiped trillions of dollars off global stock indexes. Bank stocks were among the hardest hit, after rallying earlier this year on optimism that dealmaking would recover.There’s no one-size-fits-all approach to earnings trades. Option strategy choice depends on the expected move, the volatility crush, and your directional bias (if any).1. Bull Put SpreadBullish bias + high IV: Sell put spreads or naked puts just outside the expected move. These often perform well when a sto

On Monday, when the eyes of all market participants were attracted by the roller coaster market of US stocks triggered by the "tariff extension rumor", the really strange market actually happened in the US bond market...In the past 24 hours, the U.S. bond, which was regarded as the "king of safe haven" last week, suffered a sharp plunge at lightning speed, and the 10-year U.S. bond yield almost completely returned to Trump's level before the reciprocal tariff was announced last week!This historic sell-off caused almost all medium-and long-term U.S. bond yields to surge by more than 20 basis points in intraday trading on Monday, with the 30-year bond yield rising nearly 23 basis points in late trading, setting a record in 2020. The biggest one-day gain since the early COVID-19 pandemic.It c

$S&P 500(.SPX)$ $China A50 Index - main 2504(CNmain)$ Containing China Is Easy? The Limits of Traditional Trade Tactics Waging a trade war with China is anything but straightforward, and it’s something the Trump administration must come to terms with. When dealing with most nations, the threat of tariffs or financial sanctions is often enough to get compliance. But that playbook doesn’t work with China. It might inflict economic pain, but not enough to destabilize the entire system. The Real Impact of Tariffs Take tariffs, for example. Trump imposed a 20% levy on Chinese exports, followed by another 34%. But how much does that really impact China? In 2023, consumer electronics—China’s top export t