自去年十月開始,聯儲局和財政部似乎暗中協調,一邊進行量化寬松,一邊提高利率,力圖在不影響百姓的情況下將通貨膨脹壓至3%以下。聯儲局缩表减持抵押基金,而財政部則頻發短期国債并提高政府預算開支。同時國會又順利提高債務上限。這種聯儲局與財政部的緊密配合,使美國避免了高失業和工資下降等后果,可以視為一場典雅的雙人舞,但通脹的長期影響仍需拭目以待。

Word is China's been banning iPhones everywhere - nuclear power plants, hospitals in Inner Mongolia, you name it. Employees are saying it's to stop U.S. spying through iOS security holes. These informal bans go back years for some agencies. It's Beijing's way of telling $AAPL and other American companies that tech restrictions are getting real intense real fast amid the sour relations with Washington. For Apple, it's gotta be pretty concerning given China's like 15% of their revenue. With how things are going between the superpowers, $AAPL's gonna have a heck of a time thriving in that vital market. As tensions rise, the iPhone maker faces new hurdles to keep growing in China. What's next?

Here's a 560 character tweet incorporating $AAPL and more conversational language: Word is China's been banning iPhones everywhere - nuclear power plants, hospitals in Inner Mongolia, you name it. Employees are saying it's to stop U.S. spying through iOS security holes. These informal bans go back years for some agencies. It's Beijing's way of telling $AAPL and other American companies that tech restrictions are getting real intense real fast amid the sour relations with Washington. For Apple, it's gotta be pretty concerning given China's like 15% of their revenue. With how things are going between the superpowers, $AAPL's gonna have a heck of a time thriving in that vital market. As tensions rise, the iPhone maker faces new hurdles to keep growing in China. What's next?

Rate cuts alone can't fix the supply problems. Don't expect miracles from the Fed lowering rates. It won't grow more crops and faster. However, inflation will surely chip away real purchasing power despite higher nominal incomes. #wage #monetarypolicy #foodprice #foodcrisis

Crisis to Innovation: My First AI Trading Strategy Addresses Food Costs Flextiger / 摺叠虎 In the vast universe of investing, the initial step often poses a significant challenge. As one might hesitate before writing the first sentence of an email, designing an investment strategy can be daunting. While many may relate, especially when using tools like Composer, there’s good news. I leveraged my economic and investment knowledge to design an algorithmic strategy with AI help. The Collaboration: Our journey began by coaching the AI through examples and feedback to grasp nuances of Composer’s coding language. My core thesis was to benefit from rising food prices in late 2023–2024. The strategy pivoted investments to food stocks when they outperformed QQQ, an ETF tracking the tech-heavy Nasdaq-100. If QQQ performed better, it reverted investments there. The initial generated code had errors. Rigorous backtesting revealed flaws, so the AI and I refined the strategy. Subsequent backtests were promising. The Final Strategy: A Dynamic Food vs. Tech Approach With global food costs rising, this strategy capitalizes on anticipated price surges. It compares food-related assets to the Nasdaq-100 index (QQQ ETF) and allocates funds accordingly. When food stocks show strength, it seizes the opportunity. Underperformance triggers a pivot back to QQQ for broader resilience. Key Backtest Results: Annualized Return: 56.4% Max Drawdown: 7.2% Sharpe Ratio: 2.73 (Generated via simulation. Not indicative of actual performance.) Reflections on Human vs. AI Collaboration: In algorithmic strategy design, AI like Composer offers undeniable efficiency. However, human expertise remains irreplaceable. A strategy stems from understanding economics, portfolio theory, and risk preferences — insights an AI alone cannot replicate. The AI acts as an able driver to efficiently translate our vision into rigorously tested code. But human knowledge provides the strategic roadmap and navigation. Together, we accomplish more than either could alone. This proves investing still requires human intuition. As AI capabilities grow, remembering the value of human intellect will be critical. For now, and likely the future, investment strategies will thrive on human guidance and knowledge. If you are interested in trying my Food Price vs. QQQ Strategy, here is the link to it (

Strategy Not Found · Composer

Strategy does not exist or is private.

). Here is the logic behind the strategy. If this glimpse into creating an AI-assisted trading strategy was intriguing, I encourage you to try Composer using my referral code zpxGrUX-TRADE to register and trade. By signing up and trading through this link, you can help support my work in writing more fascinating articles like this one. Composer makes it easy for anyone to develop algorithms — whether you’re an experienced quant or just starting out. The intuitive interface translates ideas into profitable automated strategies. An AI can even learn the ropes with some guidance! My LN Address: flextiger@getalby.com My Nostr: npub1gu5m9syh529vkw4ncq688cevd8ye3ux5ke70lv30w0dywcr5kj5smavf6c LinkedIn: https://www.linkedin.com/in/flex-tiger-23b930229/ Medium: Flextiger Twitter: FlextigerA Composer Algorithmic Trading Ai Trading Stock Trading Chatgpt Trading

$AAPL and Orange #Deflationary #inflation

You are better off buying Orange Juice than Chips.

Israel Ministry of Health orders all hospitals to conduct PCR Covid tests for all admitted patients. $TDOC $ZM Let's see.

Huawei's New 7nm Chip Raises Eyebrows Industry insiders are scratching their heads over Huawei's new Mate 60 smartphone featuring advanced 7nm chips seemingly built by Chinese firm SMIC. Here's the twist: US sanctions strictly prohibit SMIC from providing these leading-edge semiconductors to Huawei. So how did Huawei obtain these chips? Some theorize SMIC may be covertly violating US export controls. Others float wild conspiracies wondering if China secretly acquired advanced Dutch lithography equipment. In reality, Huawei likely customized the Mate 60's chip design to avoid issues holding back SMIC's 7nm production. While flashy, the phone's limited launch suggests more hype than genuine progress, as China still lacks key semiconductor ingredients. But with national pride at stake, might Beijing turn a blind eye to sanctions skirting? For now, the Mate 60's murky origins remain a perplexing mystery. This latest twist will further escalate tensions in the US-China chip war. Semiconductors are the “oil of the 21st century,” and the stakes couldn't be higher. If China can somehow access advanced chips despite US sanctions, Silicon Valley giants like Nvidia, Qualcomm and Intel would seem vulnerable. Apple’s iPhone sales in China may also take a hit if Huawei regains its edge in 5G and mobile processor technology. $NDVA $TSM $APPL $QCOM

Dig into countries' Gold Reserves and notice the major changes started after the GFC, the start of the Fourth Turning.