Express my personal opinion:

1. In the first half of the year, there were bloody chips everywhere. Now, starting from the second half of the year, the bloody chips will continue until the interest rate cut this year. Please note that the ETF passing is not the biggest positive. The real positive is the interest rate cut and large-scale water release!

2. The Federal Reserve has raised interest rates for more than 2 years. It originally planned to pull the whole world to harvest. Unexpectedly, the whole world is de-dollarizing, and it has been backfired by long-term high interest rates. Now the Federal Reserve holds a huge amount of US dollars. It cannot harvest others, so the US dollars in its hands are waste paper! Only after expanding the balance sheet + cutting interest rates and releasing water, the "waste paper dollars" in hand will flow into the capital market (such as the stock market, futures, gold and silver, oil, and currency circles) to turn the huge amount of "waste paper dollars" into capital!

3. Now everyone is holding their urine, let's see who can't hold it first. Personally, I assert: Starting from the second half of this year, the Federal Reserve must cut interest rates, and once the interest rate cut is started, it will continue to cut interest rates!

Summary: Everyone is holding their urine, and we who play with coins are also holding our urine. If you can’t hold it, just cut your losses. If you can hold it, you will pee very comfortably later. When the tide recedes, the bloody chips will smell very sweet.