I just got itchy again and wanted to chase that "still not finished" bullish candle, but I stopped and asked myself: am I really seeing some information, or am I being dragged by emotions to add more positions? Honestly, most of the time it's just fear of missing out, with a mental soundtrack automatically playing. Recently, there are still many discussions about rate cut expectations, the US dollar index, and risk assets acting up together... It sounds quite reasonable, but when I get excited, I tend to treat the "macro narrative" as a get-out-of-jail-free card. On second thought, if there is real information, it should be able to clearly explain: what to buy, why, and what to do if I’m wrong; if it can’t be explained clearly, then don’t force it, don’t treat wedding invitations as marriage certificates, I’ll withdraw first.

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