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#us-treasury

@TaoRay: Why has Castle dumped the young stock god's bloody chips? Is AI investment about to reverse? According to the 'two stages, three steps' investment mantra, what important nodes should we watch for now? Last week, I accurately predicted that the US would make a big move to prop up government bonds, and I said that the big move would be a flash in the pan. It has now fully validated my judgment on the macroeconomic underlying logic…

X AI KOLs Following ↗ · 2d ago

This article explores why Castle sold off stocks, questions the potential reversal in AI investment, and uses macroeconomic analysis to forecast US bond policy and Chinese stimulus measures.

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