LeoLau

Huntington's book is worth reading!
Core idea of the Clash of Civilizations: In the post-Cold War world, the main source of conflict is no longer ideology or economics, but cultural and religious differences. The core of global politics will be the clash between "Western civilization" and "non-Western civilizations" (such as Islamic, Chinese civilizations, etc.).
Representative work: "The Clash of Civilizations and the Remaking of World Order" (1996)
Basic logic: Huntington (Fukuyama's former mentor) believes that the Cold War masked ancient cultural identities. As globalization advances

Reuters, citing sources, reported that Iran's Supreme Leader Muqtada has issued a directive requiring that the country's enriched uranium stockpile not be exported abroad.
"The directive from the Supreme Leader and the internal consensus within the authorities is that the enriched uranium stockpile should not be transferred out of Iran," said two Iranian sources. "Iranian senior officials believe that transporting nuclear material abroad would make Iran more vulnerable to attacks from the United States and Israel in the future."

The acting U.S. Deputy Attorney General, Todd, announced charges against former Cuban leader Raúl Castro for conspiracy to murder American citizens, as well as for the 1996 Cuban and Florida plane shootdowns. It should be noted that Raúl is not the famous Castro of that time, but his brother, who remains the spiritual leader of Cuba!
Won't it be another Venezuela situation, where they directly go to Cuba and arrest this 96-year-old man?

Duan Yongping’s latest holdings for Q1 2026: selling Apple to buy Google, Pinduoduo—Apple is still the largest position, but the number of shares has already fallen. In the past, Apple was the absolute core; now it’s more like a ballast. You can still hold it, but there’s no need to keep the portfolio’s main focus entirely on it.
Berkshire Hathaway, Nvidia, Pinduoduo, and Google continue to add to their positions—this actually shows he isn’t lowering his risk appetite, but switching to different risks.
TSMC has cut its position significantly. What’s unexpected is that he entered Circle...

Brother Chuan has gone back, and the two super economies remain stable!
The focus has shifted back to the Strait of Hormuz, Federal Reserve interest rates, and inflation issues.
Buffett has the most cash in history, Rogers also warns everyone to buy gold, and he has already sold his US stocks!
Dalio also remains cautious in the long term, everyone is waiting for a thorough crisis to unfold, a crisis that is currently uncertain.
Ordinary people cannot influence the world, but they will be influenced by the world~
So I check the navigation status every day to ease my anxiety.
Overvie

On both sides of the door are inscribed a couplet written by Emperor Qianlong of the Qing Dynasty: "Moonlit land and cloud steps, opening a tranquil realm away from Hu Lin; Screened mountain and mirror water, occasionally exploring the secluded trail from fragrant paths."
As one of the few people who have visited the rear garden of Zhongnanhai, Brother Chuan should be very happy.

The focus of the China-U.S. meeting is all here, FYI

This is the quantitative framework strategy developed by my friend Mr. Ba, and the current results are very good!
Top three cumulative returns for individual funds:
🥇 Honey Badger L +39.89%
🥈 Shark S +37.58%
🥉 Shark M +27.27%
If you're interested, you can check it out. It's not an ordinary quantitative portfolio; it can evolve, upgrade, and eliminate old factors and strategies based on the situation. However, it's currently on a demo account. (FYI, DYOR) #AI

As an outsider, I want to understand, Iraq and Iran can both qualify for the World Cup 🏆 , so why has the Chinese national team been stuck for so long, where is the bottleneck?
It's also not surprising that CCTV is unwilling to spend big money to buy broadcasting rights, and they haven't negotiated it yet.
So this time, FIFA's on-site ticket prices are extremely expensive, reportedly reaching prices of up to 10 million US dollars, probably only Trump can afford VIPs #FIFA

Is this the view I can see without spending money? I'm so afraid that capital will enclose these!

When I developed an open-source quantitative trading system with multi-layer logic, factor updates, and fitting, I ran some tests, and it seems okay.

A book written by Russell 100 years ago is still relevant today.
What makes you happy or unhappy?

Based on your own model, create a stress testing drawdown system. It looks pretty good.
Flag actions, black swan drawdowns are generally quite large. FYI.

China is no longer just a manufacturing hub — it's the global frontier of AI, electric vehicles, robotics, and digital innovation. Give your child the edge of seeing it firsthand.#China #Ai #Camp #Middle east

When I call thousands of AI agents and also have professional qualified staff to push based on current market conditions and prices, performing multi-dimensional analysis, both the process and the results are very shocking to me. I can almost use this operation to guide my trading, full scene simulation and deduction #Ai #Btc

The Strait of Hormuz seems to have a switch—opened and closed repeatedly, it's unbearable. So I built a website to watch in real-time, to help with my own trading decisions!
Not only the Strait of Hormuz, but I also compiled data from the world's top 10 waterways, including the Strait of Malacca, the Suez Canal, and others—all covered!
#Hormuz #IranWar

I know many people want to choose a Chinese name, but many people pick names randomly (for example, an American named Cao Cao, haha, you should know that Chinese people wouldn't randomly use the name Cao Cao). Friends, do you want a Chinese name? It could be a very cool thing!
(website)
#ChineseWisdom #China #ChineseName

After Trump announced the blockade of the Strait of Hormuz, Dubai in the UAE could observe the activity trajectory of U.S. warships, yet the U.S. stock market and crypto markets surged significantly, indicating that the market is optimistic about the future or there is some information that retail investors are unaware of, but the market has already priced it in!