pepper 花椒 (中产版)
pepper 花椒 (中产版)|Oct 07, 2026 04:40
If you've been watching my livestreams, then you know I've been saying since October: stay cautious, cautious, and more cautious. AI + bio got capped, BTC got capped. The high-to-low rotation in U.S. stocks is about to get capped too. Indexes are hitting new highs, individual stocks are lying at the bottom, US10Y keeps surging, FOMC tomorrow, and 30 days until the midterm elections. Huajiao, that's right.
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