Ultimate question: Should we attack or defend now? The answer might be "Neither should be too extreme"

Whenever reaching such a point, everyone will ask:
👉 Should I all-in, or should I clear my positions?
But the real answer is often boring:
👉 Neither should be done.
Because the current market is a "dual logic coexistence":
👉 Loose expectations support risk assets
👉 Uncertainty supports safe-haven assets
This means:
👉 There are opportunities on both sides
👉 There are risks on both sides
So the best strategy is not to bet on a direction, but—
👉 Maintain balance.
My allocation method:
👉 60% risk assets (U.S. stocks)
👉 20% safe-haven assets (gold, etc.)
👉 20% cash
The benefit of doing this is:
👉 Not afraid of wrong judgment on one side
👉 Can adjust at any time
In one sentence:
A true expert is not about choosing the right direction, but about living in uncertainty.
#美联储利率不变但内部分歧加剧