The A-share market has been going crazy these past two days. The last time it was so hot was during the A-share bull market in 2015. Here are two screenshots for you to see:
More than 5,000 stocks have risen in a row, and there are more than 5,000 stocks in the A-share market. This situation has been going on for three days.
In the past two years, the new energy sector fell so much that even my mother couldn’t recognize it. All kinds of blue chips and white horses plummeted, almost by more than 80%. In the past two days, they have all been pulled up.
The alcohol and drug-taking market, which had not risen for two years, has also returned. The sector index has risen by more than 10%, and the ChiNext has risen even more.
The reason is that the day before yesterday, the central bank said it would boost the stock market and the property market, open the floodgates and speed up the overall economy. Although many people say that this is just a temporary solution, the economy is sometimes like this. Expectations are important, and confidence is important.
Looking back at the economic cycles in human history, we often see recovery, prosperity, recession, and depression, which repeat over and over again.
In a recession, bond returns are maximized. In a recovery, stock returns are maximized. This is indeed the case with the current stock market, with many stocks falling below their net worth.
And we, without a doubt, have experienced a recession.
Looking back at the past few cycles, they were all golden periods for different industries. In other words, if you are in the right place, even pigs can fly. The wealthy tycoons at that time were all leaders in their respective industries.
This period is the early stage of the new technology industry. Technology is developing rapidly, and the conditions for implementing and improving productivity are maturing.
From the Fed to the central bank, and Europe to the Fed, let's take a look at the situation of commodities:
Gold, a natural safe-haven commodity, is constantly breaking new historical highs. Rubber and coking coal, which are just industrial products, are at historical lows.
It is the process of an asset bubble forming, which means you need to own assets and make profits during the bubble, otherwise your wealth will shrink. That is, your hard-earned savings will be swallowed up by the rise in assets. For example, the rise in real estate that you have seen in the past has led to a decline in the purchasing power of money.
Assuming that this round of cycle comes from AGI technology, and assuming that the rigid demand products in the past have spread from historical commodities such as food, spices, real estate, and equity to commodities such as Bitcoin, I think you can enjoy the help brought by the cycle instead of sweat!
You need asset allocation to take advantage of cyclical dividends.
I believe that those who do not recognize Bitcoin simply do not understand Bitcoin, just as they did not understand AGI or the financial significance of the Internet and real estate 20 years ago.
Without further ado, here's your chance!
