Speaking out like this carries significant risks and is likely to draw criticism. The main reason is that some close friends are planning to go all-in with margin trading, so I felt the need to give a heads-up 😅

When will it rebound? It depends on when the global bond issuance is completed. @嘿嘿^ The 'Golden Hair' (Trump) is just a trigger, giving the market a reason to fluctuate, but the short-term trend is hard to reverse. At least wait until Friday to see if it's possible to go long on the right side. The core reason for the decline is global liquidity tightening. If it's 'taco' now, why not wait until the market opens to 'taco' when liquidity is higher? The issue is that October is a bond issuance month, and funds will inevitably be forced to move from stocks to bonds. A temporary rally might make you think it's 'taco,' only to be followed by a sharp downward spiral and repeated losses.

The Fed is tapering in October, the Bank of Japan is reducing bond purchases, and the U.S. Treasury is issuing bonds heavily. This is like draining water from a pool while also filling it with a big bucket—naturally, the water level will drop. Asset prices, especially those sensitive to liquidity, are bound to face pressure.