A-shares and Hong Kong stocks soared this week, but things were not going well outside. On Friday, Japanese index futures plunged by more than 5% at one point, triggering the circuit breaker mechanism.

The reason for the plunge was that the newly elected Japanese Prime Minister Shigeru Ishiba supported the normalization of Japan's monetary policy and the end of ultra-low interest rates, so Japanese stock futures plummeted and the exchange rate soared 1.84%.

Tomorrow, Japanese stocks will surely fall to the ground.

Today I dare to make another prediction that will subvert your imagination:

Not only will the Japanese stock market collapse, but also the U.S. stock market, the European stock market, the British stock market, the Canadian stock market, the Korean stock market, India, Australia, Mexico, including the Taiwanese stock market, most of them will collapse at the earliest this year and at the latest next year!

The reason why I make this judgment is very simple. These are essentially the Americans and their friends.

In the first half of the battle between high blood pressure and low blood sugar, high blood pressure won decisively, and our American friends followed suit and ate meat and drank soup. We with low blood sugar looked like we were dying, as if we were going to die at any moment.

The US announced a 50 basis point interest rate cut in September, which marked the beginning of the second half of this confrontation. Now it is their turn to have to eat coarse food.

You can see that just one week after the U.S. cut interest rates, we introduced a series of super strong policies, including lowering the reserve requirement ratio and interest rates, significantly increasing fiscal efforts, boosting the stock market, and supporting the housing market. Hypoglycemia was instantly replenished with energy, and we had this week's epic surge.

On the other hand, the downward trend of the US economy has become increasingly clear. Once this trend begins, it is difficult to reverse it unless there is a decisive external force. Our economy and stock market in the past few years have fully proved this.

Data released on Friday showed that U.S. inflation was falling more than expected, as was personal consumption expenditure. The market now expects the U.S. to cut interest rates by another 50 basis points in November.

Europe, Canada, the UK, and Australia all clearly acknowledged that their economies were slowing down, with CPI falling more than expected, unemployment rising, and consumer confidence falling rapidly. For example, the Governor of the Bank of Canada believes that Canada's GDP in the third quarter has downside risks, which is actually a euphemism. The third quarter is already coming to an end, and as senior officials, they must have received the data long ago.

Therefore, the biggest risk now is the US and Japanese stocks, not the A-shares and Hong Kong stocks. The US economy has been declining. If the US stocks plummet in the future, the A-shares and Hong Kong stocks will also be suppressed in the short term. But just talking about tomorrow, I think the impact of the Japanese stock market crash is relatively limited. When it fell before, we said that the core was internal factors, and external factors were secondary. Now that it has started to rebound violently, we still have to focus on the internal factors, and the external factors are secondary. Of course, if the Japanese stock market crash triggers panic in the global capital market, the A-shares and Hong Kong stocks will definitely be affected. At that time, we will have to look at it based on tomorrow's market.

I understand that after three days of general rise, it seems unrealistic to continue to surge across the board, but the market cannot last only one week, and the optimism accumulated in the past few days has not been fully digested by Friday. Even if there will be a fall later, the possibility of falling back to the previous low is very, very low.

Therefore, those who missed out on opportunities last week, or those who sold off their positions on Wednesday, really don’t need to be too anxious. There will be many opportunities after the stock market stabilizes. But don’t be too greedy and wait until it falls to the previous low before entering the market, otherwise you may miss the good times in the next two to three years. In terms of specific direction, my views have not changed much. A-shares are a typical policy market. Every strong policy shift will bring about a huge style switch. The sectors that benefit from the policy will usher in huge opportunities for two to three years, and the previous outlets will become headwinds.