徐冲浪
徐冲浪|Sep 12, 2025 07:41
Lately, if you're still losing money, I really don't know what to say. There's no way people are actually losing, right? I feel like the only ways to lose are buying puts or getting liquidated on contracts. Other than that, it feels like you can make money just buying anything. Last night, that CPI report really pumped a bunch of small-cap stocks. $IWM was up all night. Rate cuts benefit two things the most: 1. Small-cap stocks. Small caps drop alongside large caps during rate hike cycles, but they get drained so badly they’re almost dead. Their market cap tends to recover during rate cut cycles (though they've already been climbing anyway). 2. Real estate. The housing crisis is real. Manzhou bro has discussed this many times. Open LDI are all on the winning side. Looking back at the Fed's history of rate cuts, as long as there’s no recession, the market still goes up because rate cuts stimulate the economy. Trump really did create another stock market boom back then. I don’t understand gold, so I won’t say much about it. If there are any experts, feel free to share the recent logic behind gold.
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