Taking advantage of the overnight rebound in U.S. stocks, the amateur macro analysis master shouted, "There's no need to worry. I, Hu Hansan, am back in the market with a full position again!" As a result, the "know-it-all" announced the tariff plan, and the macro master's full position was buried. I watched the scene with glee and found it quite interesting. Since the collapse of U.S. stocks in this round, why have I been constantly making short-term large swings in trading $Microstrategy (MSTR)$ and have reaped rich rewards? It stems from a basic judgment: that is, the bull market in U.S. stocks may have been interrupted by the "know-it-all". Although we can't determine whether U.S. stocks have entered a bear market, at least they will be rather bearish in the first half of the year. Even if there is a possibility that U.S. stocks may return to a bull market by the end of the year, you will have a tough time during the next half year or so. This is especially true if you follow the amateur macro master and try to bottom-fish with a full position halfway down the slope!
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