【突發】2024年美國緊急大力降息！把錢放在這三個地方，收錢收到手軟？美元資產瘋狂貶值，一切都按劇本走，繼08年後的暴富機會？全球資金開始撤離美國，衰退只是引爆股市的藉口？回顧我降息前的投資成果

Summary

The speaker, known as the Sweeping Monk, discusses the panic caused by the Federal Reserve's interest rate cut and its impact on the US economy and global markets. He delves into the potential depreciation of the US dollar and the selling of US assets, suggesting that capitalists are seeking to prevent funds from leaving the US. The Monk outlines strategies for investors, emphasizing the importance of exchange rates and advocating for systematic investment. He shares his personal investment shifts, including a move towards Hong Kong and Taiwan stocks and gold, as a hedge against the dollar's depreciation.

Takeaways

• 📉 The fear of the Fed lowering interest rates has sparked panic among investors, potentially affecting their ability to make money.
• 🌐 American capitalists are concerned about the outflow of money from the U.S. due to interest rate cuts, which could lead to a depreciation of the dollar and a fire sale of U.S. assets.
• 💸 The strategy of borrowing cheap money in China to invest in high-interest-rate U.S. assets is under threat due to changing interest rate dynamics.
• 📈 Historically, the Fed has two main approaches to interest rate adjustments: cautious 25bp cuts or more drastic 50bp emergency cuts, signaling different economic scenarios.
• 🚫 Despite reassurances from the Fed, there are doubts about the U.S. economy's health, with some suggesting a recession is imminent or already underway.
• 💵 The U.S. is facing a borrowing crisis as countries that once purchased U.S. bonds are now reluctant to do so, prompting rate cuts to attract investment.
• 🌍 Capitalists are moving their money out of the U.S., betting on depreciation of the dollar and looking for better opportunities in other currencies like the yen and the euro.
• 📚 The speaker emphasizes the importance of systematic investment strategies, especially in times of economic uncertainty.
• 💼 The speaker has shifted focus to Hong Kong and Taiwan stocks, seeing potential in markets that have been underperforming and are now entering a bull market phase.
• 🏦 The depreciation of the U.S. dollar against other currencies means that returns on U.S. investments must outpace this depreciation to avoid losses.

Q & A

Why did the Federal Reserve's decision to lower interest rates cause panic among some investors?

The panic was due to the potential reversal of wealth-harvesting strategies that capitalists had been using during the period of higher interest rates. A rate cut could signal economic weakness and lead to a depreciation of the dollar, affecting investments.

What is the sweeping monk's view on the impact of U.S. interest rate cuts on global capital flows?

The sweeping monk believes that interest rate cuts could lead to a mass exodus of capital from the U.S., causing the dollar to depreciate and U.S. assets to be sold at a discount, which could trigger a sell-off by global investors.

Why are some investors borrowing in China to invest in the U.S.?

Investors are borrowing in China to invest in the U.S. to capitalize on the interest rate differential and potential exchange rate gains due to the U.S. raising interest rates while China cuts them.

What is the sweeping monk's opinion on the Federal Reserve's strategy regarding the U.S. dollar?

The sweeping monk suggests that the Federal Reserve's rate cuts might not be effective in preventing the dollar's depreciation and that the real solution to the U.S. economic issues might be expanding the balance sheet and printing money.

How does the sweeping monk perceive the current state of the U.S. economy after the emergency interest rate cut?

Despite the emergency rate cut, the sweeping monk does not believe the U.S. economy has collapsed yet, and he questions the Federal Reserve's claims about the health of the economy and their future intentions with interest rates.

What is the sweeping monk's investment strategy in response to the changing interest rate environment?

The sweeping monk advocates for a systematic investment approach, focusing on currencies like the yen and euro, and being cautious with U.S. assets due to the dollar's depreciation.

Why is the sweeping monk bearish on long-term U.S. debt despite the current high interest rates?

The sweeping monk is bearish on long-term U.S. debt because he believes that the interest rate cuts are a temporary measure and do not address the fundamental issue of capital outflow from the U.S., which could lead to further depreciation of the dollar.

What is the sweeping monk's stance on the current investment opportunities in Hong Kong and Taiwan stocks?

The sweeping monk sees potential in Hong Kong and Taiwan stocks, especially as the U.S. dollar depreciates, and he has recently invested in these markets, achieving positive returns.

Why did the sweeping monk choose to invest in gold instead of U.S. Treasuries?

Gold has provided a significant return this year, and the sweeping monk sees it as a strong asset in the current market environment. He believes that the upward trend in gold prices indicates a continued bull market.

What advice does the sweeping monk give to investors regarding the U.S. stock market?

The sweeping monk advises investors to be cautious with U.S. stocks due to the depreciation of the dollar and the potential for a market downturn. He suggests holding cash and focusing on investments with lower risk and higher potential returns.

Outlines

00:00

📉 Economic Panic and Interest Rate Cuts

The speaker, referred to as the sweeping monk, discusses the panic caused by the Federal Reserve's decision to lower interest rates. This panic is due to the potential for economic shifts where those who profited from high-interest environments may now struggle, and those who didn't may continue to struggle if they miss out on the new opportunities presented by lower rates. The sweeping monk highlights the concern of American capitalists regarding the outflow of money from the U.S. due to interest rate cuts, which could lead to a devaluation of the dollar and a fire sale of U.S. assets. He contrasts the situation with China's approach of lowering interest rates while the U.S. raises them, attracting investors to borrow in China and invest in the U.S., a strategy that could backfire if the U.S. cuts rates. The sweeping monk also mentions the potential for a recession, the historical options for interest rate adjustments, and the impact of such decisions on the economy and investors.

05:02

💵 The Illusion of Economic Stability

This paragraph delves into the potential insincerity of the Federal Reserve's claims about the health of the U.S. economy. The sweeping monk questions the necessity of the interest rate cut if the economy is truly robust, suggesting that it might be a sign of a looming recession. He challenges the audience to consider the motives behind the rate cut and whether it is a strategic move to keep investors from withdrawing their funds. The paragraph also discusses the U.S. government's reliance on borrowing, the difficulty in selling U.S. bonds, and the strategy of lowering interest rates to attract foreign investment. The sweeping monk argues that the true solution to the U.S. economic issues is not interest rate cuts but rather the expansion of the Federal Reserve's balance sheet through money printing.

10:02

🌐 Capital Flight and Currency Shifts

The sweeping monk explains how American capitalists are using interest rate cuts to deceive overseas retail investors into buying U.S. bonds, thereby temporarily alleviating the U.S. debt situation. He discusses the depreciation of the U.S. dollar as capitalists sell dollars and buy other currencies, particularly the Japanese yen, which has appreciated significantly. The paragraph highlights the strategy of investing in currencies that are strengthening while avoiding those that are weakening, such as the U.S. dollar. The sweeping monk also shares his personal investment strategy, which includes holding a mix of U.S. dollars, Japanese yen, and euros, and shorting the yen when appropriate.

15:04

📉 The Devaluation Risk of the Dollar

Here, the sweeping monk emphasizes the risks associated with the devaluation of the U.S. dollar and how it affects investments in U.S. assets. He explains that even profitable investments in U.S. stocks can result in no real gain due to currency exchange losses. The paragraph discusses the importance of considering exchange rates when investing in foreign assets and the need for systematic and rule-based investing. The sweeping monk also touches on the potential for a market collapse as a pretext for the Federal Reserve to print money and expand its balance sheet, suggesting that such a move would be a repeat of past crises.

20:04

🚀 Capitalists' Strategies and Investment Opportunities

In this paragraph, the sweeping monk speculates on the strategies of American capitalists in the face of a potential economic downturn and the devaluation of the dollar. He suggests that capitalists are likely to sell off their assets in anticipation of further devaluation and that this could lead to a market crash. The paragraph discusses the potential for the Federal Reserve to print money to save the market, as has happened in past crises, and the opportunities this presents for savvy investors. The sweeping monk also shares his recent investment focus on Hong Kong and Taiwan stocks, and gold, as a hedge against the dollar's devaluation.

25:06

💼 Investment Strategies and Market Observations

The final paragraph focuses on the sweeping monk's investment strategies, particularly his approach to gold trading. He outlines his method of buying low and selling high, based on market trends and technical analysis. The paragraph also emphasizes the importance of having a systematic approach to investing, rather than relying on emotions or predictions. The sweeping monk invites viewers to join his free stock investment class to learn more about these strategies and how to apply them for long-term financial success.

Keywords

💡Interest Rates

Interest rates are the cost of borrowing money and the return on saving money. In the video, the speaker discusses how the Federal Reserve's decision to lower interest rates can impact investors' wealth and the economy. Lower interest rates can encourage borrowing and investing, but they can also lead to a depreciation of the currency, as mentioned when discussing the potential for the US dollar to lose value.

💡Capitalists

Capitalists are individuals or entities that possess and apply capital towards economic activities, aiming to generate a profit. The video discusses how capitalists might react to interest rate changes, with the suggestion that they may sell off assets or change investment strategies to protect their wealth when interest rates are lowered.

💡Depreciation

Depreciation refers to a decrease in the value of an asset. In the context of the video, it is used to describe the potential fall in value of the US dollar and US assets, which could occur if interest rates are lowered. The speaker explains that depreciation can lead to a 'fire sale' of assets as investors rush to sell before their value decreases further.

💡Federal Reserve

The Federal Reserve, often referred to as the Fed, is the central banking system of the United States. It plays a crucial role in setting monetary policy, including interest rates. The video discusses the Fed's potential actions regarding interest rates and the broader economic implications, such as stimulating the economy or causing a recession.

💡Economic Recession

An economic recession is a period of negative economic growth that lasts for at least two consecutive quarters. The video implies that a recession could be on the horizon, especially if the Fed cuts interest rates by 50 basis points, which historically has been a predictor of economic downturns.

💡Currency Exchange Rates

Currency exchange rates are the value of one country's currency relative to another's. The speaker discusses how changes in exchange rates, particularly a weakening US dollar, can impact the value of international investments. For example, if the US dollar depreciates against the Japanese yen, then assets purchased with yen would become cheaper.

💡Inflation

Inflation is the rate at which the general level of prices for goods and services is rising, and subsequently, the purchasing power of currency is falling. The video mentions that the Fed aims to suppress inflation as a reason for raising interest rates, but there's skepticism expressed about the Fed's commitment to this goal.

💡Investment Strategy

An investment strategy is a plan or approach for making investment decisions. The video provides insights into the speaker's investment strategy in response to changing economic conditions, such as diversifying currency holdings and focusing on certain geographical markets that offer potential for higher returns or stability.

💡US Stocks

US stocks refer to shares in companies that are traded on US stock exchanges. The video discusses the potential risks of investing in US stocks, especially in light of a depreciating dollar and the possibility of an economic recession, which could lead to a significant drop in stock prices.

💡Hong Kong Stocks

Hong Kong stocks are shares in companies that are listed on the Hong Kong Stock Exchange. The speaker mentions that despite a downturn in recent years, Hong Kong stocks may offer investment opportunities due to a potential influx of capital and a depreciation of the US dollar, which could make Hong Kong dollar-denominated assets more attractive.

💡Gold

Gold is a precious metal that is often seen as a store of value and a hedge against inflation and economic instability. The video highlights gold as a strong-performing asset and a preferred choice over US Treasuries for the speaker due to its price appreciation and its role as a safe-haven investment in times of economic uncertainty.

Highlights

The Federal Reserve's decision to lower interest rates has caused panic among investors.

There's a fear that the money which flowed into the U.S. due to higher interest rates will now leave, causing the dollar to depreciate.

The sweeping monk suggests that U.S. assets may now be sold at a discount due to the potential depreciation of the dollar.

Investors worldwide may sell U.S. assets to avoid depreciation, which could lead to a collapse of the U.S. economy.

Famous economists are concerned about the impact of interest rate changes on the RMB and Japanese yen.

The sweeping monk reveals his investment strategy in response to the changing interest rates and economic outlook.

The Federal Reserve's emergency interest rate cut of 50 basis points does not necessarily indicate a recession.

The sweeping monk questions the Federal Reserve's credibility regarding interest rate policies and economic data.

Cutting interest rates is one of the methods used to attract global funds to U.S. debt.

The sweeping monk predicts that expanding the balance sheet and printing money will lead to further depreciation of the U.S. dollar.

American capitalists are selling dollars and converting them into other currencies to avoid depreciation.

The Japanese yen has appreciated significantly, suggesting that funds are moving from the U.S. to Japan.

The sweeping monk discusses the strategy of holding cash and the importance of investing systematically.

Investing in foreign assets requires careful consideration of exchange rates and their impact on profits.

The sweeping monk shares his recent investment success in Hong Kong stocks and his strategy for gold investments.

The video offers a free stock investment class for subscribers to learn about the sweeping monk's investment rules and methods.

The sweeping monk emphasizes the importance of watching what capitalists do rather than listening to what they say.

Transcripts

People who have made or failed to make money in the past few years

have become so panicked recently

that some even peeed. Why?

Because the Fed finally lowered interest rates!

In other words, people who made money before

may no longer make money! And those who cannot make money

may continue to be unable to make money

if they miss this initial opportunity to cut interest rates

! Because when interest rates are raised, capitalists’ logic of harvesting wealth

will be reversed when interest rates are lowered!

Is this really the case?

Hello everyone, I am the sweeping monk!

Do you know what American capitalists

are most worried about right now?

That is, when the United States cuts interest rates,

the money that the world had flowed into the United States because of the interest rate hikes

will immediately leave the United States!

Then the U.S. dollar will depreciate. When the U.S. dollar depreciates,

U.S. land that could only be purchased with 1 billion yen before

can now be purchased with 900 million yen

, which means U.S. assets begin to be sold at a discount!

Then investors all over the world

will sell crazily in order to avoid the depreciation of the US assets and the US dollar in their hands

!

And in the end, the U.S. economy will collapse!

These words are not just what I said before.

Recently, many famous economists also said

that they just said that I am concerned about the Japanese yen

and they are concerned about the RMB!

Because while the United States is raising interest rates,

China is cutting interest rates! So many investors

borrow money in China and invest in the United States!

If the U.S. cuts interest rates

, not only will we not be able to earn money from the interest difference and exchange rate difference,

we will even lose it!

So many investors will return

their money to China! It is also because of this that

the US dollar has really been depreciating crazily recently,

while the RMB and the Japanese yen have really been appreciating!

So many people think

that the current task of the capitalists in the Federal Reserve

should be to rack their brains

to prevent the depreciation of the US dollar!

But you will find that

not only did they cut interest rates in an emergency this month

, but they also cut interest rates a lot

. Is this because they want to accelerate the depreciation of the US dollar?

What does it mean? How much does the Fed cut interest rates?

In fact, throughout history, there have been two options!

The first is to drop 25 bp! The market will still believe that this kind of interest rate cut

is a precautionary interest rate cut!

That is to say, in the past, because the U.S. economy was doing so well

, it needed to raise interest rates to cool down the situation!

Otherwise there will be severe inflation!

Then when the economy cools down,

in order to prevent the economy from entering a recession

, the Federal Reserve can slowly

lower interest rates to stimulate the economy again!

But they are afraid that raising interest rates before

the economy is quickly stimulated will be ineffective

, so when the Fed cuts interest rates,

they won’t lower interest rates by much! Just lower it by 25bp each time and

slowly lower it! The second option

is to remain as we are now, regardless of whether inflation

is suppressed to 2% or not!

But we must also cut interest rates by 50 bp in an emergency!

Why? Because the employment data was found to be falsified,

there are far more

unemployed people in the United States than the data!

In recent years, every sudden 50bp cut in interest rates

will trigger an economic collapse like that

in 2000, 2008 , and 20 years ago!

Therefore, the United States may enter a recession

or even already enter a recession!

Is this really the case? I tell you!

What does it mean that interest rate cuts depreciate the dollar, and that economic recession

is just an illusion created by capitalists

? Will the assets we deployed in advance

make money or lose money

now that interest rates are cut

? And most importantly, I will reveal

the details and direction of my current layout later in the video!

I have endured it for a long time, and now I can finally talk about it!

There may be some people who don’t agree with me

or my colleagues may continue to imitate me

and it doesn’t matter!

As long as one or two sentences are useful to my subscribers

and can help you live a better life,

then I will be satisfied!

And if you are afraid that you

will not be able to perform after listening to it

today , you can like this video

so that the video will automatically be stored in your playlist

so that you can follow it at any time!

First of all, although there is an emergency interest rate cut of 50bp this time

, the US economy has not collapsed yet!

Even Mr. Bao of the Federal Reserve said that

he has seen no signs of economic recession in the United States

and does not believe that an economic recession will come!

His interest rate cut this time

does not mean that the United States has entered an interest rate cutting cycle!

So according to what he said, some people will think that

this interest rate cut in the United States is just a special case!

It is not ruled out that the Federal Reserve

may raise interest rates again in the future!

It just went down and then went up again, right?

So I just want to ask,

should we use our ears to listen to what he said

or should we use our hearts to see the facts?

Is it true that U.S. employment data is fraudulent?

Is it true that the Fed is now cutting interest rates by 50bp in an emergency?

But is there any truth to what Mr. Bao of the Federal Reserve

has been saying?

When interest rates are raised,

say it is to suppress inflation!

It is said that if inflation cannot be brought down to 2%

, interest rates will never be cut!

Then he said that it is impossible to cut interest rates in 2024 this year!

Next, there is no need to wait until inflation drops to 2% before cutting interest rates!

And now? While making an emergency interest rate cut of 50 bp

, they said there was no rush to cut interest rates!

And surprisingly, many people believed it from beginning to end!

All I can say is, it’s too simple!

Everyone, if the U.S. economy

is really as hot as he says,

why is it cutting interest rates?

You don’t have to surrender at all!

You should even raise interest rates

to continue to bring down inflation!

At least not to cut interest rates, right?

And we did not force him to cut interest rates.

From the perspective of our investors,

when the United States raised interest rates in the past few years,

funds from all over the world flowed into the United States

. Our U.S. stocks and U.S. dollars have skyrocketed!

Very cool! Right? And even if you now say

that the interest rate cut is to prevent a possible economic recession in the future

, then you can just cut it by 25bp!

Why are you going down so fast?

Is this still under your control?

So after hearing this, many people will understand

what I want to say is that the United States has entered a recession!

Actually it’s not! It doesn’t really matter

whether the United States is in recession or not ! The U.S. recession

is just bad news for capitalists

! What we care about

is where the U.S. funds will flow to in the future!

Because where the money flows

is where we, businessmen and investors, make money!

So listen up! If you think about it

, are the American capitalists currently trying to find ways

to prevent dollars from flowing out of the United States?

Or should we find a way to get dollars out of the United States?

What is the biggest problem in the United States right now?

I've already explained the cause and effect in the last two episodes

. I can't borrow money!

If you can't borrow money, you have no money to spend!

If there is no money to spend, then the capitalists cannot make money!

Simply put,

American politics has always served capital!

If I help you elect the president,

you have to use the country's money to serve me ten times

. This is no longer news in the United States!

And where does the country’s money come from? Taxes!

But U.S. taxes have long been insufficient for the U.S. government to spend!

What to do? So most of the money

is borrowed, that is, borrowed from U.S. debt!

So what's the problem now?

It’s just that U.S. bonds can’t be sold!

Countries that were previously willing to lend money to the United States

are now unwilling to do so! What to do?

There are only two ways! First, cut interest rates!

Tell the world, if you lend me money now,

I will give you 3-5% interest!

If you don't lend me money now

, I'm going to cut the interest rate!

At that time, if you want to lend me money again,

you will only receive 1% interest!

Can you understand? In other words,

one of the purposes of cutting interest rates is

It is to attract the world's funds not to withdraw from the United States

but to lock them in U.S. debt!

For example, if you go to buy a bag now

and they tell you that the price is about to increase,

if you don’t buy it now,

you will have to buy it at a more expensive price later!

If you buy now

, the price increase in the future has nothing to do with you!

You might even make money by selling it by then!

The same goes for U.S. debt. He told you that interest rates have been cut,

but the interest rates are still very high now.

So if you lend me money now

for ten years, it is equivalent to your ten years. You have locked in the current high interest rates

and the interest rate cuts in the future have nothing to do with you!

Then you will find that

many people went to buy U.S. debt at the bottom some time ago, and

the price of U.S. debt rose sharply!

But now, the price of U.S. debt has fallen back.

Why? Because it’s all retail investors who take over the orders!

It's all retail investors who lend money to the United States.

Most other countries don't come in to lend money!

In other words,

U.S. debt has not skyrocketed due to interest rate cuts!

This is why

I say that U.S. bonds can be speculated in the short term

but cannot be held in the long term

. I will not touch it myself! So

didn’t the American capitalists think of

this outcome ?

Impossible! In other words,

cutting interest rates will not solve the problem of no one lending money to the United States at all!

Because of this, interest rate cuts are actually not important!

What can really solve the problem in the United States

is to expand the balance sheet, that is, to print money!

Lend the newly printed money to yourself!

It has always been the case that

the Federal Reserve is the largest creditor of the United States!

Because the Federal Reserve is responsible for expanding its balance sheet

, printing money, and then lending the money to the U.S. government!

And what are the consequences of printing money?

When the Fed printed money in 2020,

the U.S. dollar index plummeted 15%!

In other words, the U.S. dollar and U.S. assets

will depreciate crazily! Do you agree with this?

So since expanding the balance sheet and printing money

and devaluing the US dollar are bound to happen,

what will you do if

you are an American capitalist ? Very simple!

Since money will eventually flow away,

and since the money in hand will depreciate

, of course, you should spend the money as quickly as possible

and spend as much as you can!

So what's the conclusion?

What do American capitalists want to do?

It's very simple. They use the interest rate cut

to deceive overseas retail investors

and trick them into transferring their money to buy U.S. bonds!

In this way, someone will temporarily take over the U.S. debt

, and someone will lend money to the United States

in order to lock in the current high interest rates

! And when someone takes over the U.S. debt,

they can delay time for U.S. capital!

Let them have more time to

transfer funds to currencies and assets of other countries!

After hearing this, many people still feel dubious!

Then let’s take a look at the real U.S. dollar index. You can find that

the U.S. dollar has depreciated 13% from its high level!

What does this mean?

It means that capitalists are already frantically selling their dollars

and converting them into currencies of other countries!

This is a fact that cannot be faked!

That is, if you are worth $1 billion today

and you convert all your dollars

into currencies of other countries,

what do you think will happen to the U.S. dollar index?

I tell you!

The U.S. dollar index won’t even move!

Why? Because 1 billion funds

cannot shake the US dollar index!

In other words, billionaires

are just retail investors! Therefore, the U.S. dollar index can depreciate by 13%

only if large investors, that is, capitalists,

sell a large amount of U.S. dollars at the same time

! This is why

my videos in the past few months have been focusing on the Japanese yen!

Because you will find that

the Japanese yen has broken through the purple downward trend line

and the green pressure line, and has rebounded by 16%!

In other words, a large amount of funds are already buying Japanese yen!

So where does this funding come from?

Most likely they are from the United States!

In other words, American capitalists may have

transferred money from the United States to Japan!

Well everyone, everyone knows that when the yen is cheap,

convert your money into yen and then spend it traveling to Japan! But how many people now will

convert their money into Japanese yen to make a profit on the exchange rate difference

when the Japanese yen appreciates ?

So many people like me who held a lot of US dollars

because of buying US stocks

are asking me what should I do if the value depreciates?

Pay attention and listen! For example, if you are Japanese

, do most Japanese people

only have yen? It’s simple because

I live in Japan, so I just use Japanese yen!

But

when the United States raises interest rates, the world borrows money from Japan and sells yen. When buying U.S. dollars,

the U.S. dollar appreciates crazily, and the yen depreciates crazily!

So can you

convert the Japanese yen you have into US dollars? Because today it doesn’t mean that

if you are Taiwanese,

you can only hold Taiwan dollars!

If you are Japanese, you can only take yen!

When we see the depreciation of our own currency,

can we allocate the currencies of other countries?

So I started shorting the Japanese yen two years ago!

In other words, they are selling yen!

You can watch my previous videos!

No more to say! So now when

funds flow into Japan again,

can we hold yen in our hands?

In other words, it's easy!

When we know that the U.S. dollar will depreciate,

do

I have to exchange part of the U.S. dollars I hold

into other currencies?

Most countries have followed the United States in cutting interest rates. In

other words, the currencies of most countries

may depreciate along with the US dollar ,

so relatively speaking, they may not necessarily appreciate very much!

Japan alone

has just begun to enter the stage of raising interest

rates. Although the rate increase will not be very strong ,

most investors have borrowed money from Japan

and used leverage to invest in the United States

in recent years !

Now if the US dollar is to depreciate,

most of the funds will be paid back to Japan!

So I will buy the yen back!

It is also because of this that the Japanese yen we have planned in the past few months

has appreciated so quickly!

So let me be more specific.

I hold about 50% of the U.S. dollars

, and for other currencies, I allocate the Japanese yen and the euro!

Why is there an extra euro now?

Because this time the U.S. raises interest rates,

in addition to Japan, it will reap benefits from Europe!

You can understand it by watching the video from 3 months ago in detail!

So what's the point? Today the U.S. dollar has depreciated by 16% against the Japanese yen

. This means that if you invest in U.S. assets

, you must make at least a 16% profit before you lose money!

What does it mean? Just assume that

1 million U.S. dollars could be exchanged for 140 million yen before!

Now you use this $1 million to invest in U.S. stocks

and U.S. real estate, and you earn 16%.

In other words, do you have $1.16 million on hand now?

Do you feel like you made $160,000?

But in fact, because the U.S. dollar has depreciated by 16%

, when you exchange the 1.16 million U.S. dollars

back to Japanese yen, you can still only exchange 140 million yen!

Can you understand? That is to say,

although you made 16% by investing in U.S. assets

, you actually made no profit! Because you lost 16% on the exchange rate!

So no one has been talking about the reason

why I have recently reduced my investment in US stocks

or other US assets!

Because the dollar has depreciated! Another example is that

you are Taiwanese! You go invest in US stocks!

But now the US dollar has depreciated 4% against the Taiwan dollar!

In other words, if you make less than 4% on U.S. stocks

, you are losing money!

And this 4% may continue to rise

if the US dollar depreciates by 10% against the Taiwan dollar.

On U.S. assets,

you must earn at least 10% to avoid losing money!

And there are also handling fees and other costs, which

I haven’t even told you! Many people say that I

reduced my position because I was short on U.S. stocks! Actually I have never been bearish

I just hold cash! Can you understand this difference?

Buffett said, when we hesitate to invest,

we hold cash! But does this mean I’m not optimistic about U.S. stocks?

No! I am still trading US stocks during this time!

My disciples can testify! It just means that the position has been reduced!

Because the risks have become greater

and the requirements for stock selection have become higher,

it is not so easy to make money,

so why should you still stick to it?

Most importantly, how much money I make

may end up being in vain due to the depreciation of the dollar!

So why do you work so hard?

No one has ever told you this

because what most people see

is that the U.S. stock market seems to be doing well and has not plummeted. They

are still obsessed with whether I am an air force or a multi-military person

. In fact, these are really not important!

Because even if the U.S. stock market rises by 10% and the exchange rate falls by 20%,

you will lose money! What many people don’t know is

that the moment you convert your home currency into U.S. dollars

, you don’t have to do anything, and your wealth is shrinking!

Remember! If we invest in foreign assets,

the first thing we should always consider

is the exchange rate! So we have to invest,

but we must invest systematically and with rules!

We must learn to invest step by step and

only invest in the simplest bull market and skyrocketing trend!

Then make the lowest risk stop loss

when you look at the wrong direction and trend

! And we not only have to play games with a high probability of going up,

but most importantly, we have to play games with high odds!

To put it simply, we took a bet on whether it would rain

but I saw dark clouds!

So not only do I know that there is a 6-70% probability of raining

, but if I guess it is correct,

I will earn you 100 yuan!

But if there is a 3-40% chance that I guess wrong,

I will only lose 1 yuan to you!

It looks like I'm gambling, but actually I'm investing!

Can you understand?

So if you want to learn this set of rules and methods,

I will give you a benefit.

As long as you are my fan,

you can

sign up for free for my 2024 latest stock investment class that is about to be removed from the shelves through the first link in the video description column. Got it!

What I'm saying is

you have to know what's going on right now?

Countries all over the world are competing

to attract the funds that previously flowed into the United States

to invest in their own countries!

So you will find that most currencies around the world

have begun to rebound and appreciate!

The US dollar is plummeting in value!

This is the first reason why I invest less in US stocks!

And the second reason

is because I see the risk getting closer!

Before the storm, everything was quiet

, just like it is now! But that doesn’t mean the problem won’t exist!

As I said just now, the Fed’s expansion of its balance sheet and money printing

will definitely come! In other words,

the dollar will continue to depreciate in the future

!

So since there is no way to stop the flow of dollars out of the United States

, why not just pick up the sickle and harvest it yourself?

For example, if you are raising chickens today

, you want these chickens to help you lay eggs

and then you can make money by selling the eggs!

But now the plague is coming

and all your chickens will eventually die!

So what would you do? Of course the chickens were sold

or eaten in advance, right? The same goes for the stock market.

Since funds will leave the United States

, why don't I detonate the U.S. stock market in advance

and make money by shorting it? You have to know that

the high interest rates in the United States in the past two years

have attracted money from all over the world, and all of it has flowed into American assets!

And the stock market is the most obvious!

So once the United States no longer has high interest rates

and the dollar continues to depreciate,

will investors from other countries definitely withdraw?

So since these people can run away

, why don't I kill them in advance?

Can you understand this?

So now that the dollar is depreciating, who is running away?

In fact, they are all American capitalists!

But many investors in other countries

have not yet run away! Because many people still

have hope for interest rate cuts on U.S. assets!

So before they evacuate

, they can harvest all their money in the US stock market!

After hearing this, you may think that I am alarmist again!

But hasn’t this been true of

every crisis in the past ?

If the Fed wants to expand its balance sheet and print money, what is the best way?

That is, when American assets collapsed across the board

, he justifiably printed money to save the market!

In fact, it’s bargain hunting! For example, during the 2008 financial crisis,

countless capitals went crazy!

U.S. stocks plummeted 23%! Then soon after,

the Federal Reserve justifiably printed money and expanded its balance sheet,

releasing a huge amount of US dollars, and then lent these US dollars

to the American plutocrats at nearly 0 interest!

That is, you don’t have to pay back interest when you borrow money!

Then these chaebols are nominally using their own money

to take the lead in rescuing the market! It's a patriotic act!

In fact,

they sold out of their stocks long before the crash!

Then after the crash, buy U.S. stocks at the bottom!

Buffett is the most successful example!

For another example, during the epidemic in 2020,

were the U.S. stocks also smashed?

It plummeted directly to the meltdown! Circuit breaker means

to directly stop your trading and prohibit you from selling stocks anymore!

After the circuit breaker,

the Fed justifiably printed money and expanded its balance sheet

to release huge amounts of U.S. dollars, and then lent these huge amounts of U.S. dollars

to capitalists to hunt for bargains at an interest rate close to 0!

But now this time, the previous script is exactly the same as before!

When the Federal Reserve must expand its balance sheet

and release watermarked money,

do you think it will do the same as before

, or will it release water slowly?

You have to know that the excuse to detonate the U.S. stock market

is that the bad news is ready

: the U.S. economy has entered a recession

or there are problems with U.S. commercial real estate!

So it depends on whether he wants to use this card!

And I personally would not gamble!

Because money doesn’t have to be earned in the United States!

And I have to say again that

the current depreciation of the US dollar

is the biggest risk to me!

That sweeper, why do you still hold 50% of the US dollars?

In fact, strictly speaking, I converted part of

the 50% US dollars into Hong Kong dollars and Taiwan dollars!

Because US dollars, Hong Kong dollars, and Taiwan dollars

are the currencies I usually use to spend money,

such as my business and my investments!

As for Hong Kong dollars and Taiwan dollars,

I now spend more on investment! right!

You heard it right! My disciples all know

that our recent investment focus is on Taiwan and Hong Kong stocks!

My video half a year ago also said that

if the US dollar depreciates, I will invest part of my funds

in Hong Kong and Taiwan stocks!

Especially Hong Kong stocks, why?

At that time, my video was laughed at by many people

because there was a saying circulating on the Internet:

Cherish life and stay away from Hong Kong stocks!

Because many foreign investors in Hong Kong have withdrawn

and announced that they will no longer enter the Hong Kong market!

In other words, Hong Kong has been shorted!

So Hong Kong’s stock market has plummeted for 4 years!

And this September,

I converted some US dollars into Hong Kong dollars

and then entered the market to test the water temperature

. This picture is my result this month!

I bought several stocks, and the average

return was about 17.8%! The highest is more than 20%!

But it’s not much money either!

Because I mainly want you to read on and you will find

that Hong Kong’s Hang Seng Index has risen by nearly 16% this month!

Outperformed US stocks, Taiwan stocks, and Japanese stocks!

That’s why I changed my US dollars into Hong Kong dollars!

Because I saw that Hong Kong stocks have just begun to enter the bull market!

What are the characteristics of a bull market that has just entered?

Even if you buy with your eyes closed, most stocks will rise!

In other words,

Hong Kong stocks may have entered the easiest time for us to make money!

So why are Hong Kong stocks rising?

Let’s review this video!

What I want to say is that we should never listen to what capitalists say

but watch what they do! Countless foreign capital

is now flowing into Hong Kong! Why?

Because we businessmen are always profit-seeking!

The Hong Kong stock market has been crashing for four years,

and many very profitable companies are selling at low prices!

Are you not moved? The most important thing is that

the dollar is depreciating! At the same time,

mainland China has released a message

that they are going to release money and pour money into the stock market, and the housing market

will also cut interest rates!

So if you know that these companies that are selling at low prices are going to rebound and

your money is worthless, then do you want to enter the market and buy them?

Because of this,

what is the most disgusting scene you have seen now?

Foreign capital is optimistic about Hong Kong again!

The same goes for Taiwan stocks.

After you sign up for the free stock investment class

in detail , we will share our latest layout with you via email!

And then there's gold!

Gold is the asset that has helped me make the most money this year,

which is also the reason why I have exchanged a large portion of my U.S. dollars

for gold instead of U.S. Treasuries!

Many people say that U.S. bonds have interest, but gold does not!

But why is it that U.S. debt cannot be sold now

but gold continues to hit new highs?

You can look at this picture

and you can clearly see our buying and selling points this year!

They are all proven by videos and cannot be faked!

We bought it at $2,000 at the beginning of the year

and sold it four months later when it reached $2,400!

The profit without leverage

is 15%! Why should we sell at 2400?

Because gold enters uncertainty!

He had a very heavy pressure line at 2400,

which is the red one! It can’t go up!

So we sell and walk away with the profit!

Prevent him from falling if he turns around!

But leaving the market does not mean we are short on gold!

Because in the current period,

when the gold price leaves the horizontal development

and breaks through the red pressure line

, which is 2400,

we will buy in large quantities! And this time

gold has risen by 10% so far!

Why? Because it is back in an upward trend!

In other words, gold is the most powerful asset this year

because it is still in the second stage,

which is the bull market! If

you don’t know how to judge a bull market

, if you buy and sell assets entirely based on your feelings

without reason, rules, or system

, then you must join my free stock investment class!

Because if you have 10,000 to 20,000 US dollars in spare money,

you hope to make long-term and stable money!

When you make money, you can sleep peacefully!

You don’t mean to learn how to predict the future!

This is definitely a lie!

Because none of us have a crystal ball that can predict the future!

But the chart

reveals many clues about the buying and selling of goods by large households

. This cannot be deceived! Whether an asset rises or falls

does not depend on how good its fundamentals are and

how undervalued it is!

It’s about how many people are buying and selling in the market,

which is supply and demand!

We only need to determine the trend of big traders buying and selling goods

and follow them, and we can make money!

Although our method cannot be known in advance

, it is the fairest!

Even though I don’t know if it will rain tomorrow

, we can prepare an umbrella

by observing whether there are dark clouds in the sky

! We can open our umbrellas

when it rains ! Even if it doesn’t rain, for us it’s just an extra umbrella!

Most people lose money in the stock market

because they don't know whether there are dark clouds in the sky

or what the dark clouds represent!

So if you want to learn this set of rules and methods

, come in quickly and sign up to learn for free below!

alright! We still have a lot of problems to solve

in the next few videos !

For example, if there are big changes in the U.S. president

, what assets will skyrocket in the future

and how should we plan for them?

What do you expect the answer to all of this to be?

Many people are waiting for this sentence every week and it will be the top priority!

Okay, the time when my videos will be put on the shelves will be changed next. I will

continue to share free information about becoming rich, entrepreneurs, investors and

achieving financial freedom

every Sunday at 8:30.

If you don’t want to miss it

, I still call. You subscribe to my channel and turn on the little bell!

Then share the video selflessly!

I sincerely wish the brothers and sisters who liked this video

to achieve financial freedom as soon as possible!

If you have any questions, please leave me a message!

As long as you can find one or two sentences in what I said today that are useful and

can help you live a better life, I will be satisfied~

Well, we will see you next week, Bye!