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U.S. stocks continue to rise steadily, showing signs of fatigue, already like a bow stretched to its limit
Korean stocks keep hitting new highs, surging and hitting circuit breakers, like frightened birds
Japanese stocks keep soaring wildly, crashing upward, probably indicating the overall trend has gone
A-shares are retreating to make room, gathering strength, like stars on the rise tomorrow
Watching everyone turn into giants in the U.S. stock market, feeling envious, just jotting down a few thoughts as self-reflection
1⃣ People's natural pursuit of wealth opportunities will ultimately break through all restrictions. If domestic opportunities are few, returns low, the market is opaque, and retail investor experience is poor, then funds, people, and assets will find ways to flow overseas, and no barriers can stop it
2⃣ Ordinary people don't care about grand narratives, geopolitics, ideology, or great power struggles; they only care about where they can make money and where assets are relatively safe
3⃣ The more restrictions, the more "detour demand" is stimulated. Not letting people go out, restricting cross-border movement, raising barriers, blocking channels—people will find ways to go out. When returns are poor, funds will naturally seek an exit
4⃣ The Americans are aggressively boosting tech stocks, strengthening the semiconductor industry. In China’s A-shares, it’s just two words: "reducing holdings." Huawei’s Tao’s Law was actually about digging into your bottom line
5⃣ Embrace the main narrative. The storage sector that Brother Sun bet on has truly helped many achieve financial freedom this year. Next up is the physical AI track. Get your chips ready, be patient, and hold on
Investing is a long-term journey that requires courage, patience, and understanding. Don’t underestimate yourself or be blindly confident. Take it slow, learn gradually. Fast wealth growth isn’t the most important thing; living longer is more important. It’s best to invest regularly or build positions during pullbacks aligned with the main narrative. That’s all