The current situation in the U.S. stock market is the aftermath of the Strait of Hormuz incident; the risk points are actually the same as the logic behind the recent decline. The strait remains blocked, oil prices can't go down, and inflation has truly reflected in the data.


Adding to that, a bunch of people think that NVIDIA will deliver an unexpectedly strong earnings report tomorrow, then sell (just typing this sentence feels a bit awkward, haha).
Macro has always been my unknown territory. I can cobble together some thoughts if I want to talk about it, but ultimately, it can't serve as a basis for investment decisions.
So, just buy when it's cheap. Buy the dip.
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