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After the close of the Year of the Ox, many groups were pessimistic to the extreme. On the one hand, pessimism about the economic situation has reached the extreme, on the other hand, the loss of pessimism about the market has reached the extreme, and some people feel that there is no hope in the future

After the close of the Year of the Ox, many groups were pessimistic to the extreme. On the one hand, pessimism about the economic situation has reached the extreme, on the other hand, the loss of pessimism about the market has reached the extreme, and some people feel that there is no hope in the future. The group is full of masters I respect, but I still can't escape humanity.

Of course, pessimism is right, but we have been pessimistic two or three months ago, so we have no hesitation in escaping the top position. I don't feel it now, rather than having to wait for the fall to be pessimistic about the economy.

Looking back at history, 08 is more pessimistic, 11 years are pessimistic, 18 years are also pessimistic, And Gao Shanwen directly said that young people wash and sleep in 18 years. But then what?

It can only be said that everything is cyclical. The economy has Merrill Lynch clocks, there are Jugra cycles, and Dario has made a short film on the economic cycle. If you are interested, you can check it out.

To put it in layman's terms, there are spring, summer, autumn and winter in a year. You can enjoy the vitality of spring, the heat of summer, the harvest of autumn, and you will have to face the bitterness of winter.

Forward-looking people will start hoarding and defending themselves in the fall, rather than waiting for everyone to know that it is cold before they begin to realize that winter is coming, let alone think that winter will continue from then on.

There is no winter, where spring comes. After 18 years, there was a three-year structural bull market everywhere in gold. Now it's here again, and in addition to gratitude, it's still gratitude.

After September 21, the vast majority of stocks were no longer available. All the plates that can be speculated in logic have all been speculated in the two-and-a-half-year structural bull market, leaving only one word: expensive. The smartest big money began to smash the market in September, leaving the quantitative fund behind. After September, you can only go to the small essay concept to cut leeks and garbage stocks that no one cares about. If this continues, the next 22 years and years to come will only be based on speculation and garbage. There is no room at all, the iron lock crosses the river, it cannot go up and down, and the expected yield is low and pitiful, so that people can't see any hope.

And the arrival of the bear market will tear everything upside down. The big fluctuations in A shares create big opportunities. 22 no matter how difficult it is, it is not as good as 08 and 18, cherish the opportunity to have another 18.

We just need to know that the economy has cycles, like the four seasons, it's just a cycle. As long as you have the patience to wait, you will usher in another opportunity for gold everywhere.

For the economy, there is no need to be overly pessimistic, as long as Liu He is there, I am full of confidence. There are still many cards to play in the central hand, and it is just a matter of stability for now, to see who can carry it first in the Fed's interest rate hike cycle. This year's positioning is a transitional year, which has passed, and there will be a series of follow-up measures. Believe in the national fortunes, believe in the wisdom of the top, the fate of most people is tied to the motherland.

For the stock market, for most retail investors, many times they rely on the sky to eat, and there is no difference between stock speculation and farmers' uncles. Of course, the harvest is good when the wind and rain are smooth, and when it snows, you can only say that you really don't understand. And no matter how much the wind and rain are smooth, the farming skills, when it encounters snow, it is all in vain. The problem is that a lot of people treat the weather as a level. When the wind and rain are smooth, I feel that the level of farming is high, and when it snows, I begin to complain about this and that. I only know how to plant the ground with my head down, I don't know how to look up at the sky, and I don't know that there are four seasons in a year.

Now that winter has just begun, winter will not be only a month, we just need to keep warm, reserve seeds, spend the winter with peace of mind, and then know that there is spring behind and sow seeds in the spring.

What is winter for? It is used for rest and New Year's Eve.

Have a good New Year!

Once again, I wish you all a Happy Chinese New Year!

A day in advance to give everyone a New Year's greeting!

Leo

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