It's nice everyone has had a green 9/11. Now, let us not forget a few things.

It's nice everyone has had a green 9/11. Now, let us not forget a few things.

大家都过了个绿色的9/11，真好。现在，别忘了几件事。

>U.S. long-term yields / fiscal situation and inflation

>美国长期收益率/财政状况与通胀

>Oil + Middle East

>石油+中东

>Japan/yen/carry trade

>日本/日元/套息交易

>AI valuation/concentration

>AI估值/持仓集中度

Even before OpenAI collapses due to 80 billion losses every year, we have oil/inflation/yen all making each other worse. Next week Houthis are gonna fuck up oil supply even more, no agreement in Oman or breaking ceasefire over the next weeks and shit could spiral out of control. Multiple days of treasury and snp falling and we could be fucked. So why the optimism? Because bullish October is coming? lmao, 2008, 1987 and 1929 crashes all happened September/October.

就算不算OpenAI每年800亿亏损把自己搞垮，光油价/通胀/日元就在互相恶化。下周胡塞武装会把石油供应搞得更加稀烂，未来几周阿曼谈判没结果或者停火破裂，事情可能彻底失控。美债和标普连续跌上几天，我们就完蛋了。那为什么还乐观？因为看涨的十月要来了？哈哈，2008、1987和1929的崩盘全都发生在9月/10月。

图片: https://i.4cdn.org/biz/1789220362754241.png

I hope you're right anon

希望你是对的，老哥

I'm like 70% cash

我大概70%是现金

>>62683740

I hope I am not right. I know you have FOMO, but it is fucking hard to make money in a real recession lasting years. you will most likely be catching falling knives with those 70% of yours or theta and vega (or borrowing fees) will eat up your gains. retail will be fucked.

希望我是错的。我知道你有FOMO，但在一场持续数年的真衰退里赚钱他妈的太难了。你那70%的现金大概率是在接飞刀，或者theta和vega（或者借券费）会吃光你的收益。散户要完。

priced in

已计入价格

>>62683776

lol nope.

哈哈不。

>>62683776

#remindme 6 months

#六个月后提醒我

>>62683669

>inflationary events that will just trigger QE are bad for stocks

>会触发QE的通胀事件对股票不利

this is why you are a forever poor bobo

所以你才永远是穷光蛋，bobo（空头）

>>62683669

The numbers will just keep going up anyway. Problem?

数字反正会一直往上涨。有问题吗？

>>62683669

>All these bullish signals will actually crash the market because.... uuhhhh I can't be left on the sidelines!!

>所有这些利好信号其实都会让市场崩盘，因为……呃……我不能被晾在场外！！

$40ktober is on

$4万十月(40ktober)开始了

>>62683767

I may not make money, but worse economic times are the only thing that can save Europe IMO

我可能赚不到钱，但经济更糟反而是我觉得唯一能拯救欧洲的东西

>>62683988

what, you mean like because when poor, people will suddenly have more babies? in first year of corona fertility increased by 3% more but after corona it dropped by 10%. western people only have more babies when they have security (a stable home) AND more time. not just time.

什么，你是说穷人会突然多生孩子？新冠第一年生育率上升了3%，但新冠过后下降了10%。西方人只有既安心（稳定的家）又有更多时间时才多生。光有时间不行。

>>62683669

>Sidelined libtard cope thread

>场外观望自由派嘴硬帖

You guys had your fun on Thursday with your little raid, but it's now back your regularly scheduled programming of coping, seething, and dilating as everything you just posted will merely push assets higher. You lost btw.

周四你们那波小突袭玩得挺开心，现在该回到日常节目了：嘴硬、暴怒、扩张，反正你们刚发的这些只会把资产推得更高。顺便说一句，你们输了。

>>62684103

Nah the natives may not reproduce more

不是，本地人可能不会多生

But the invaders will stop coming, and those already here might leave

但入侵者会停止涌入，已经进来的可能会离开