1. Sweden is sending out 5.2 million booklets to households on how to prepare in case of crisis or war, teaching people to stockpile food and water. Finland has also initiated similar preparations as both countries have strengthened their defenses after joining NATO in response to Russia's 2022 invasion of Ukraine.
2. A poll found that 63% of Americans believe that freedom of speech is very important in the 2024 election, trailing only behind the inflation rate at 68%.
3. At the NetEase Economist Annual Summit, top figures in the economics field discussed the way forward, with Liu Shijin widely regarded as the person proposing a stimulus plan exceeding 10 trillion, but he still believes more stimulus measures are needed to reset expectations and rebuild confidence.
4. Chinese scientists have launched a 12-kilogram device aimed at capturing Martian rock samples in orbit. The system will capture containers launched from the Martian surface and fix them for transfer to storage containers for return to Earth.
5. Global central bank gold #Gold reserves have reached 13%, the highest level in 3 years, while foreign holdings of U.S. government bonds have fallen to around 24%. The world is embracing gold at the expense of government bonds (Figure 1).
6. Since the U.S. presidential election, the market has surged significantly, raising prices across a range of assets from tech and manufacturing giants to cryptocurrencies, with many investors betting there is still room for further increases.
7. In the past five weeks, capital outflows from Chinese stocks reached $21 billion. #Trump is preparing to take a tough stance against China, decoupling from Russia and increasing reform efforts (Figure 2).
8. Large speculators and hedge funds still hold #标普500 net long positions in index futures, although they have reduced their positions over the past week.
The S&P 500 index has surged significantly in recent months, but its short-term momentum has weakened, with the proportion of component stocks trading above the 20-day moving average hitting a new low.
9. Bitcoin $BTC #BTC☀️ had the worst 4-year (bear market) compound annual growth rate of 24%, currently at 50%, so is Bitcoin a solid investment? (Figure 3)
10. Genius Group launched #Bitcoin❗ Treasury and spent $10 million to purchase 110 Bitcoins, with more countries and companies expected to join in buying Bitcoin.
11. Short-term market trends may be affected by short-term declines in U.S. stocks or tech stocks, such as Nvidia's earnings report, but the #STN money market fund has also been growing, so a proper pullback will drive higher gains. We are currently in a bull market because the #FederalReserve has unlimited cash.
Additionally, the S&P 500 ETF #SPY has seen inflows for 9 consecutive days, the longest streak of inflows since 2014.
With the momentum of purchases increasing after the election, investors poured $18 billion into SPY during this period.
In the past 13 months, the market capitalization of the S&P 500 index has increased by over $15 trillion (Figure 4).
12. Bloomberg News reports: In the artificial intelligence #AI gold rush, everyone has space.