陳威廉|Jan 20, 2026 04:51
Just read Cathie Wood's latest letter to investors, here’s a quick summary:
Key point: The high interest rates over the past few years have been compressing the market like a spring. Once rates are cut, it’ll bounce back like a spring—Boom!
Views:
1\ GDP could explode to as high as 8%, driven by policy easing, tax cuts, and interest rate adjustments.
2\ AI will bring a productivity explosion. At the same time, the cost of AI itself will plummet.
3\ Bullish on gold and Bitcoin, bullish on a stronger USD. Bullish on U.S. companies with significant profit growth.
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