Elon Musk: Stocks go up and down, but what really matters is delivering great products. “The stocks go up and down, but what really matters is: are we making and delivering great products? The Tesla products are outstanding. Last year, the Tesla Model Y was the best-selling car of any kind in the world. About 1.2 million units. It was the best-selling car, despite being, I think, around 50% more expensive than the next best-selling vehicle. I think that's a testament to the incredible work of the Tesla team.” Interview with Don Lemon, March 18, 2024

Globally, tuna stocks are heavily over fished, but using the pole and line method benefits the ocean habitat being more sustainable vs other, more aggressive, fishing methods. This is how pole and line tuna fishing is made. https://t.co/3YJJg3BlTL

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民意调查：本周末的走势，对未来两周美国股市是利好还是利空？ 请在下方发表你的理由和看法。 POLL: Are this weekend’s developments bullish or bearish for U.S. stocks over the next two weeks? Comment your reasoning below.

IT / Textile /Auto / Real Estate /Consumer/small Pvt banks , Nbfc’s / commodity / Cyclical companies will underperform 1000’s of penny stocks peaked out Market getting narrower Only a select 200 cos can massively outperform in this bear / consolidation phase Select T & D power / Defence cos shall have mega growth

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专业投资者，在近期美股下跌前减持仓位的做法是正确的。融资利差(用于衡量期货、期权和掉期交易的长期需求)仍接近2024年5月以来的最低水平。该指标目前表明，标普500指数近期的反弹可能只是昙花一现。Professional investors were right to reduce their positioning ahead of the recent drop in U.S. stocks. Funding spreads—used to gauge long demand via futures, options, and swaps—remain near their lowest levels since May 2024. This indicator now suggests that the S&P 500’s recent bounce may be short-lived.

交易信号：对冲基金连续两周以史上最快速度抛售欧洲股票。这恰恰标志着所谓“追赶性交易”的终结。几十年来，欧洲一直不是长期资本的理想投资目的地。二流科技、过度监管以及持续的政策瘫痪，使其在结构上缺乏竞争力。与此同时，欧洲继续敲响对俄罗斯的战鼓，进一步加剧了该地区的不稳定。此外，资本百科(@Capitalpedia)的消息，自特朗普发起关税战以来，对冲基金7周来首次买入美股。 Hedge funds have been selling European stocks at the fastest pace on record for two consecutive weeks. This simply signals the end of the so-called "catch-up trade." Europe hasn’t been a favorable destination for long-term capital in decades. With second-rate tech, excessive regulation, and persistent policy paralysis, it remains structurally uncompetitive.Meanwhile, Europe continues to beat the drums of war against Russia, further adding to the region’s instability. According to Capitalpedia, since Trump launched the tariff war, hedge funds have bought U.S. stocks for the first time in 7 weeks.

Tariffs are dumb. We’re not going back to making toasters in Toledo. But if they crush yields and we refi $30T of debt just 100bps cheaper, that’s $300B+ a year in savings. Corporates have largely extended their debt maturity profile and maybe it’s time for Bessent to do the same. Stocks? They can be juiced anytime with a surprise cut or QE. So maybe it’s not totally dumb. How am I wrong?