CaptainJack_sMacroStr

Due to the recent valuation of first-tier market
hard technology being too fantastical
also known as "hard sci-fi" investment 😅😅

In the billion-dollar private equity circle of 2025, most institutions are making huge profits, except for Lin Yuan Investment, which has become the "sole loss-maker." Recently, the ranking from Jiemian's statistics shows: out of 57 billion-dollar private equity firms included in the statistics, 56 achieved profits, and only Lin Yuan Investment recorded a negative return.

Top 10 Stocks with the Largest Increase in the Past 100 Years
1. Coca-Cola 500,000x (15%)
2. Altria 170,000x (12%)
3. PepsiCo 80,000x (14%)
4. Berkshire Hathaway 60,000x (20%)
5. IBM 40,000x (11%)
6. Walmart 20,000x (15%)
7. Disney 13,000x (10%)
8. Johnson & Johnson 10,000x (11%)
9. McDonald's 9,000x (15%)
10. Procter & Gamble 7,000x (10%)

Warren Buffett is 95 years old, holding 380 billion and still not daring to invest.
Using a 30-year U.S. Treasury yield of 5%, a DCF valuation, and Walmart’s 42x PE, it could be slashed in half 2 more times.
Old Buffett is stuck inside his own system, but he’s still quite pure—no time for U.S. stocks, or else his later years won’t be secure if he goes long on gold 😃

An old and ugly panda and a 35-year-old Taurus fund manager both contracted a rare deadly virus. There is only one vaccine available on site. Who should be vaccinated first?
Final answer: vaccinate the 35-year-old Taurus fund manager.
Reason: He is at his creative peak, and his societal contribution far exceeds that of an old panda with no reproductive value; if the question is reversed (young giant panda vs underperforming old fund manager), the answer might be different. 😃

French philosopher Rene Girard "Imitative Desire"
People's desires are not innate; they are imitated from others.
What you want may not be genuinely desired by you; it’s what you see others wanting.
Anti-imitation—what is something you firmly believe in that most people do not believe?

BlockBeats News, May 1st, according to Caixin, citing multiple independent sources, Chongqing Jing Sheng Law Firm founding partner and director Peng Jing was recently taken away for investigation by relevant authorities. The outside world speculates that there is a connection between this case and the previous downfall of Chongqing Mayor Hu Henghua and Chongqing Municipal Party Standing Committee member and Liangjiang New Area Party Secretary Luo Lin.
Chongqing business and political circles report that both Hu Henghua and Luo Lin's falls involved bribery and money laundering through stablec

After the quarterly report of the first quarter, I realized there are way too many oddballs in this year’s A-shares.
There are people smuggling military-industry graphite to the United States.
There are people who falsified accounts—6 tons of inventory gold disappeared out of thin air.
There are people who lost 240 million yuan in silver futures trading.
There are people who went through a divorce and split 10 billion yuan.
There are also people who lost 500 million yuan in their main business because the renminbi appreciated—and ended up making more, but still losing even more.
An

The outgoing leader, in order to meet operational targets, pushed inventory onto distributors.
When the new leader took over and saw this, they thought, "You've already pushed inventory to distributors, now the goods can't be shipped out, and revenue and profits are plummeting. What should I do?"
Then they refused to acknowledge it and reversed the previous inventory push.

【Bank Indonesia Announces Interoperability of QR Code Payments with China】
On April 30, the Bank of Indonesia (Indonesia’s central bank) announced that Indonesia’s QRIS-standard payment system has achieved interoperability with China’s QR code payment system. Consumers in both countries can complete payments by scanning QR codes through the payment platforms they commonly use in most cross-border retail scenarios.
On the same day, Bank Indonesia Governor Perry Warjiyo said that QR code payment interoperability is an important achievement in financial cooperation between Indonesia and China

The market trends for the entire month of April can be summarized in three sentences:
Standing in the light
With lithium, travel the world
Being brothers within the core

DeepSeek is already China National Petroleum Corporation, a state-owned enterprise AI.

A few months ago, "The Middle Eastern Little Prince Falls in Love with You Who Went Through Menopause from Excessive Losses at Hengke," because you were once a wealthy and beautiful woman, now the Middle Eastern Little Prince, finds that you have been drained by a massive IPO, bleeding until menopause, and there are over 500 other companies lining up with syringes... The Middle Eastern Little Prince ran away crawling and rolling 😃

The bullet that didn't hit Trump will hit the big A🤔