There was quite a lot of news yesterday, I will simply summarize and comment on it

1. Federal Reserve Board member Bowman said that he is willing to raise interest rates if inflation stagnates or reverses. Inflation will continue to remain high for a period of time, and the rebalancing process of the labor market has slowed down. (Basically equivalent to not saying anything, retail investors should not pay too much attention to small opinions, and it is more meaningful to continue to look at the financial reports of giants. Energy has continued to be high recently, and it is not easy to ease inflation)

2. Apple plans to launch a thinner iPhone in 2025, which may be priced higher than Pro Max. (It is said that the code name is SLIM, but the problem is that it still comes with a mobile phone case in China... I can only say that it will break if it is dropped without a case. Increase the frequency of changing phones? Anyway, I am not optimistic about Apple. There is basically no eye-catching consumer-level improvement after the m chip)

3. Fitch raised ASML's rating to A+, with a stable outlook. We have talked about this company a lot. It has a lot of attention among chip stocks. If there is a strategy for call options, you can do it appropriately. Forget about put options. I especially like to open higher with a gap. The dog market is very strong.

4. The three major U.S. stock indexes closed with mixed gains and losses. The Dow Jones Industrial Average rose 0.35% to stand above 40,000 points, and rose 1.24% this week; the Nasdaq fell 0.07%, and rose 2.11% this week; the S&P 500 rose 0.12%, and rose 1.54% this week. Most of the popular Chinese stocks rose, and the Nasdaq China Golden Dragon Index rose 0.38%, and rose 6.53% this week. (Note that copper has a huge premium in July, which is more expensive than August. There may be a strange, huge, epic forced liquidation here. If you are interested, you can study it yourself. I dare not talk too much)

5. COMEX gold futures closed up 1.44% at $2419.8/ounce; COMEX silver futures closed up 6.36% at $31.775/ounce; spot silver closed up 6.24% at $31.39/ounce, setting a new high in 11 years. (Refer to the big cake, we took advantage of a wave of precious metals, and you know why the second cake is useless. Although it also moved with the real second brother Solana yesterday)

6. The settlement price of WTI crude oil futures rose 1.05% to $80.06/ (I continue to increase my positions in uso and xle)

7 Starbucks We used the RR spread strategy in my new video on YouTube and made a rebound long reserve. The effect is not bad. It may be slowly closed when opportunities arise. Overall, it is not a big problem to return to 80. But the core problem of Starbucks is the problem of all coffee shops. The turnover rate is not good... One cup of coffee for a whole day, and it will be summer soon and you can go in and use the air conditioning. This capitalist really can't stand it

8 BTC, the price moved, but VEGA and premium did not move. It can only be said that the brothers who use CALL naked long are too miserable... If they do not close their positions in an instant, they can spit out their profits. . .

For US stocks, I made a ladder spread of MSTR, 1600 BUY  1800 SELL 1950 SELL, and the expiration date is mid-June. Interested friends can FO one lot. But the premise is that you at least have MSTR itself or ETF and other spot as support, so as not to be completely penetrated by the last leg.

Finally, I will post a picture of the current RV curve of signalplus for everyone to continue to look at. Although the current RV is no longer plummeting, it is still sideways at a low level. The trend of this position is still not moving. If you really want to do call options, you may have to buy pure plus DDH to withstand the wear and tear of theta.

Thank you for watching, there is quite a lot of content. It is not easy to write when you are away from home. Remember to like it