Open-ended thinking today 🤔

The lifting of the strait blockade and the shift of liquidity from the virtual to the real economy might actually be bearish for the overall market, after all, monopoly owners influence supply and demand by controlling the circulation of monopoly production factors.

Space X's listing represents a peak in the proportion of private debt. After making phased concessions, the growth rate of government debt will eventually return.

Warsh appears hawkish but is dovish in reality; interest rate cuts will continue, and the market will miss Mr. Powell.

If the Mag7 giants burn through their Capex cash flow, will they have to borrow money to fund their operations next? This is truly a question worth pondering 🤔