To The Moon

Last week, U.S. President Donald Trump once again postponed the long-anticipated tariff announcement originally scheduled for July 9, pushing the new deadline to August 1. However, in parallel, he escalated his tariff rhetoric, issuing warning letters to numerous countries. This “delay + threat” strategy has further strengthened the market’s belief in the “TACO” logic — Trump Always Chickens Out. Yet at the same time, it also deepens the uncertainty surrounding future tariff actions. Are these moves signs of negotiation compromise, or part of a larger, calculated strategy? Opinions are now sharply divided. Tariff Delays Accompanied by Aggressive Letters As the July 9 deadline approached, Trump announced the new tariff implementation date would be delayed to August 1 — despite repeated clai

In just three months, U.S. stocks have rebounded from the sharp sell-off shock in April to record highs. Now, traders are waiting to see: Can the "report card" of American companies match the optimism that the stock market has priced in?In fact, market expectations are not high:Wall Street is bracing for its weakest earnings season since mid-2023.Bloomberg Intelligence data shows that analysts expect$S&P 500 (. SPX) $The profit of constituent stocks in the second quarter increased by 2.5% year-on-year; Of the 11 sectors, 6 are expected to experience profit decline; At the same time, the full-year growth forecast of the index has dropped from 9.4% in early April to 7.1%.Lower expectations make it easier for companies to achieve better-than-expecte