CaptainJack_sMacroStr

Today’s meeting:
No matter how strong the fundamentals are, they can't compare to overcapacity.
No matter how awesome the assets are, they can't compare to the expected returns of a Ponzi scheme😃

Saw a few videos (unconfirmed)
Two Black Hawk helicopters and one C130 were destroyed during the rescue operation of the F-15 pilot.

There’s a theory: In an Iran 🇮🇷 war, countries will, deindustrialize, adopt mercantilism, and re-militarize.
Mercantilism = a trade system where the state drives it, trade surplus is the means, and gold, silver (resources) is the goal.
The conclusion leans toward: some country wins big again 😂😂

"The Simpsons" predicts 2026...

The United States, private credit bubble, AI bubble too
America's biggest enemy isn't China, but US banks vs. US AI, just like Indian real estate and technology
Recently, the US has been copying India's national strategy wildly, with a 99% chance of private credit default, AI making a full comeback 😃

Trump warns A-shares:
48 hours, pre-market, take further action
I've scared myself to pee~

Since the outbreak of the Iran war on February 28, American drivers have paid an additional $8.4 billion in fuel costs.
This is equivalent to $8.4 billion in war reparations for one month, $100 billion a year—winning big 😃

"The Future of the Strait of Hormuz"❤️

The U.S. Department of the Treasury just repurchased $15 billion in U.S. Treasuries, the largest treasury buyback in American history.
Debt monetization (referencing the Gold Circle Bonds)
This week, Buffett sold 210 billion yen of Japanese bonds, maintaining a consistent pace😃

People thought A-shares were the lowest return among major global capital markets over the past 15 years.
I checked the data, and A-shares are second to last; the top is Hong Kong stocks😅.

A-shares have successfully achieved institutionalization😅

Maduro roars in court: I am still the President of Venezuela.
Judge: Yes, Mr. President, you came to the United States, it was your own request.
Maduro: No.
Judge (video): King, come catch me.