---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39080189.md"
description: "Giving a big shout-out to @lyhalfway Uncle. When all the money that can be invested in the market has been poured in, and liquidity can no longer increase, potential and fundamentals all become ineffective, especially when a certain trigger appears. Unless you can come up with real money to take the company private at any time. The story of 2000 is still vivid in our minds."
datetime: "2026-03-05T10:16:39.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39080189.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39080189.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39080189.md)
author: "[輸棟樓的韭菜](https://longbridge.com/en/profiles/10647684.md)"
---

# Giving a big shout-out to @lyhalfway Uncle. When a…


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## Comments (10)

- **来做股东的 · 2026-03-08T02:44:10.000Z**: If oil prices continue to rise and inflation returns, will the Federal Reserve still have room to cut interest rates? I don't understand Trump's moves.
  - **輸棟樓的韭菜** (2026-03-08T04:59:27.000Z): He thinks that once it's settled and American companies move in, the oil price will come down.
  - **来做股东的** (2026-03-08T05:10:15.000Z): But I feel like I might have messed up. It's hard without the ground forces getting involved. I can only say let's wait and see.
- **长崎素世的交易员 · 2026-03-05T12:23:42.000Z**: The liquidity narrative is unfolding in the Hang Seng Tech Index.
- **跟顾神反着买 · 2026-03-05T10:41:09.000Z · 👍 2**: Realizing that buying the wrong thing is a death sentence.
- **lyhalfway · 2026-03-05T10:27:01.000Z · 👍 12**: Now global fund managers' cash positions are at historical lows, everyone is almost fully invested. How to chase hot spots? They can only sell one to chase another. Sector rotation will become more like a zero-sum game.
  - **Owhathappen** (2026-03-05T11:18:18.000Z): On the other hand, Buffett's cash holdings are at a record high, which makes people scratch their chins.
  - **xx是为了回本** (2026-03-05T11:35:31.000Z): Buying Berkshire shouldn't be a problem, right?
  - **买什么多看三天** (2026-03-05T13:41:38.000Z): Buying Berkshire because you're afraid of a bubble crash is a logical bug; it also fell during the last crisis. If you want to buy the dip, just do the same as Berkshire: hold cash and wait. Cash is a