re <<if ur not willing to wade through it, you should be in cash and not worry and try to be happy.>>
... in continuing effort to better understand in objective fashion that is devoid of bias, I asked DeepSeek, and not ChatGPT, because DeepSeek is free and open-source, and good-enough for spending all of 38 seconds
what would be the narrative that explains the simultaneous (1) decline of US bonds, (2) decline of US equities, (3) decline of USD, (4) rise of gold, and (5) rise of HK-listed China tech shares Synthesis: A Perfect Storm of Policy and SentimentThe interplay of aggressive US tariffs, fading confidence in US economic stability, and China’s tech-driven growth created a self-reinforcing cycle. Investors pivoted from USD-denominated assets to gold and non-US equities, while rising yields and inflation fears accelerated the bond sell-off. This narrative underscores how geopolitical and policy shifts can rapidly reshape global capital flows, privileging diversification and alternative havens like gold and innovation-driven markets.
For further details, refer to the sources cited in each section. 
|
