US on Brink! Global Plunge, Crisis Looms
Here is the translation of the provided text into English: Last night, the non-farm collapse occurred as the U.S. August non-farm data was released, showing an increase of 142,000 non-farm jobs.
The previous July non-farm data was significantly revised downward from 114,000 to 89,000.
The U.S. non-farm data is collapsing comprehensively and is continuously downplaying the collapse speed through revisions.
Affected by this, the market has collapsed!
A-shares weakened in advance, with 4,712 stocks falling on Friday.
The merger and reorganization of Guotai Junan and Haitong Securities stimulated the rise of securities firms, otherwise, more than 5,000 stocks would have fallen.
Currently, the market expects that the possibility of the Federal Reserve cutting interest rates by 50 basis points this month has risen to 50%.
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However, there are also views that the Federal Reserve will not significantly cut interest rates in September to confirm recession concerns.
Or, they want to hold out a bit longer to see if they can trigger a collapse in China or India, as Europe's dry meat can no longer fill the gap in the U.S. economy.
Americans are being hit by inflation!
The more tragic thing is that prices will not return.
Federal Reserve Governor Waller stated that a decline in inflation to 2% does not mean that prices will return to the levels of 2019 or 2020.
I believe everyone can understand this, as inflation has been experienced all over the world.
The prices in our country before 2008 and after 2008 are almost several times different, and there is no way to fall back.
Especially for daily necessities that are overly dependent on labor costs.
Trump: It is necessary to lift sanctions.
Otherwise, the U.S. will collapse.
Only Trump is the most pragmatic.
Trump said on September 5th at the New York Economic Club that he imposed sanctions and also lifted them as quickly as possible because sanctions would ultimately strangle the dollar and everything it represents.
The dollar must continue on the path of global currency, and I think this is very important.
Trump pointed out that he believes it is necessary to impose strong sanctions on countries that should be sanctioned, and then lift them.
Before Trump's statement, on September 5th, Putin said in his speech at the Eastern Economic Forum that Trump imposed a large number of sanctions on Russia during his tenure, and he hopes that the U.S. Democratic presidential candidate Harris will not do so after winning the election.
Now that Trump is calling for the lifting of sanctions, is he trying to win the world's votes?
But it is clear that due to the expansion of sanctions against other countries, the results show that the U.S. itself has also suffered.
Not only did it not suppress the opponent, but it also forced the opponent to become stronger.
It is clear that Trump is pragmatic and immediately promotes change when he finds the effect is not right.
The U.S. is about to collapse!
In order to support domestic manufacturing in the U.S., the U.S. government has increased import tariffs and sanctioned rival companies through various childish methods, but the result has been a significant increase in domestic prices, leading to high inflation.
Now inflation remains high, and prices cannot fall.
At the same time, it is difficult to maintain a strong dollar, and interest rate cuts are about to be opened.
This will inevitably lead to the collapse of the manufacturing industry that the U.S. has just supported.
On July 28th, Fuyao Glass was suddenly jointly searched by multiple U.S. departments.
The manufacturing enterprises that the previous two U.S. presidents worked hard to bring in are showing signs of being quickly and directly killed.
If Fuyao Glass fails in the U.S., then no foreign enterprises will dare to enter the U.S. Relying solely on domestic manufacturing in the U.S., the high costs will have no competitiveness and will inevitably collapse.
The crisis is approaching step by step, and stock speculation is the only way out.
If the real estate market rises to a bottleneck, there will be no desire to speculate on houses, which will affect industries such as decoration and consumption.
It is difficult to stimulate consumption by relying solely on farming.
Every country is most afraid of the end of the real estate bull market, which is also the standard for the end of urbanization, unlike the stock market.
Once urbanization ends, it is almost forever.
Even if it can rise again, there will not be the expectation of 10 times or 100 times in 20 years, and naturally, there will not be excessive speculation by hot money.
The future only has entertainment and stock speculation.
Of course, the West chooses war, then restarts the economy, and reorganizes urban construction.
We can't afford this, and there is no need to play, because peaceful development is beneficial to the great East.
The U.S. is different.
The U.S. is like the Qin state before 2000, remote, and wars cannot reach it.
So it likes the profit of war economy.
If there is no real estate market, and it does not dare to want war, then there is only one direction.
Investment!
Only by investing in good targets can we fill the gaps of the past.
As mentioned before, if Wanda and Evergrande had speculated in stocks more than 10 years ago, I think they would not be like this now.
I am talking about value investment in stocks, not listing for money.
Not to mention if they had bought Bitcoin or NVIDIA, Tesla 10 years ago.
Even if they had bought Moutai for 10 billion 10 years ago, they would not have such a big crisis now, at least Wanda would not be tripped by 30 billion now.
The end of the real estate bull market has a very large impact.
When a trend is not good, don't be stubborn.
We should actively look for new opportunities, super opportunities.
The leader who is not afraid of the economy, not afraid of interest rates, and has very low costs is the true son of heaven in the future!
If you get it, you win.
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