麦田🇺🇦

麦田🇺🇦

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Trading.Bullshit.

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[US Stocks, December 18] I do believe the problem isn't inflation, but deflation, which is why I've been long on Treasury bonds $tlt. Today's CPI data confirms this. Furthermore, today's significantly higher CPI data increases the likelihood of an interest rate cut in January. However, today's market movement is crucial; whether there will truly be a "Christmas rally" depends on whether there's a strong upward move today. My holdings remain unchanged. See this tweet: twitter.com/maitian99/status/2...

From a long-term holding perspective (6-9 months), short Tesla (2024111120230) and Tesla (2024111120231) has an extremely high probability of success. I believe it's highly likely they will fall 30-50% from their current prices of 467 yuan and 446 yuan respectively.

I trade US stocks purely based on fundamentals; I almost never look at charts, but I do look at some data. Recently, with the help of AI, I'm preparing to build my own small quantitative model! Haha! If successful, it'll be like adding quantitative analysis to my fundamentals—two powerful engines working in tandem! I'll be eating chicken legs every day in 2026!

In the White House presidential portrait corridor, Trump initially used an "automatic signature pen" instead of Biden's photo; then, just now, below Obama's photo, Trump posted this text (text translated from ChatGPT, unapproved): twitter.com/maitian99/status/2...

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