CaptainJack_sMacroStr

Lujiazui Macro All-Star Team
Fu Peng: Return to bonds and cash-like assets
Zhang Yu: Not the end of risk, but the beginning of risk
Chen Guo: Always been optimistic, got panicked during yesterday's conference call
Hong Hao: Avoid all risks
Dongwu Chen Gang: Comprehensive shift to bonds and cash is inevitable

12:03 PM: Trump hopes for ceasefire with Iran
12:05 PM: Trump announces victory
12:07 PM: Trump to deploy Marines into Iran
12:08 PM: Trump has no boots on the ground
12:11 PM: Trump does not want ceasefire
12:12 PM: Trump says Iran has no people left
12:16 PM: Trump announces victory
12:17 PM: Trump demands ceasefire with Iran
12:18 PM: Trump seeks help against Iran
12:23 PM: Trump calls NATO a s**t face
12:29 PM: Trump says Iran begging for ceasefire
12:31 PM: Trump says everything is perfect
12:36 PM: Trump says $500 oil is a good thing
12:37 PM: Trump demands Iran open Hormuz
12:39 PM: Tru

Liusha River(Top trader): On March 16, released "Human Traders' Letter of Surrender to Quantitative Trading," openly admitting defeat, stating that human market intuition/experience has been dimensionally reduced by algorithms.
N Tuesday
Huabai Brother: Followed up with a post admitting defeat.
Beijing Trader: Private fund net value plummeted.
Lucky2008: Rare admission of defeat with reflection.
Zhang Alliance Leader: Star Ring Technology took a 20CM loss.
Xiaofang Shen: Lost 80 million in half a month.
Chen Xiaoqun: Regular seats disappeared from the Dragon Tiger List.

Hong Kong stocks rise
For European and American capital, it's a Taleb black swan 🦢
While others create the cesspool, you are the one stuck in it 💩

According to Bloomberg, citing sources familiar with the matter, Stellantis Group executives have been in negotiations with Xiaomi Group and XPeng for several months. The core topics of discussion include:
♦Equity cooperation: Chinese automakers investing in Maserati or other European brands under Stellantis (such as Opel, Fiat, and Peugeot). ♦Capacity sharing: Utilizing Stellantis's excess production capacity in Europe to help Chinese automakers achieve localized production. ♦Technology complementarity: Stellantis obtaining electrification and intelligentization technology support from the Ch

# "US Counterterrorism Center Director vs. Chinese National Soccer Team"
Trump staged a sudden attack on Iran for Israel, and it looks like he lost the midterm election gambit.
Trump needs an attack to gain justification for war, in exchange for a midterm election victory.
Israel needs an attack to get America back to the Middle East, in exchange for Netanyahu escaping arrest.
Iran doesn't need to do anything and can achieve an apparent major victory over American infidel homeland.
A three-way win. The only loser is Joe Kent. Joe Kent, as the director of the US National Counterterrorism Center

# "US Counterterrorism Center Director vs. Chinese National Soccer Team"
Trump staged a sudden attack on Iran for Israel, and it looks like he lost the midterm election gambit.
Trump needs an attack to gain justification for war, in exchange for a midterm election victory.
Israel needs an attack to get America back to the Middle East, in exchange for Netanyahu escaping arrest.
Iran doesn't need to do anything and can achieve an apparent major victory over American infidel homeland.
A three-way win. The only loser is Joe Kent. Joe Kent, as the director of the US National Counterterrorism Center

Big shrimp war... explodes one year later [allows sadness]
1. Tencent WorkBuddy
2. Tencent QClaw
3. Tencent Lobster Manager
4. Tencent Cloud Security Guard
5. Tencent Lexiang Knowledge Base · Lobster Edition
6. ByteDance ArkClaw
7. Zhipu AutoClaw
8. Moonshot Kimi Claw
9. Alibaba Cloud CoPaw
10. Alibaba Cloud JVSClaw
11. Alibaba Cloud QoderWork
12. Baidu Red Hand Operator
13. Baidu DuClaw
14. iFLYTEK AstronClaw
15. MiniMax MaxClaw
16. NetEase Youdao LobsterAI
17. Dangbei Molili
18. Zhima ChatClaw
19. Xisu PicoClaw
20. Boyun BocLaw
21. ZeroClaw
22. Wind Windclaw
23. Xiaomi MiClaw
24. Cheetah Eas

Insurance, cemetery, private equity, and quantitative trading respectively released statements clarifying they weren't the ones dumping.
So the case is solved, retail investors dumped 😅

Jingyang's query data shows that over the past 20 years, the A-share market has experienced extreme market conditions with over 4,500 stocks declining on only 12 trading days, with half of them occurring during the bear markets in 2023 and 2024. After entering the bull market, last year saw only one instance of widespread decline on April 7 during the US-China trade war. However, this year March saw 4 instances, and 3 of them were concentrated in this week alone! This is truly rare to witness! 😅😅

According to The Times, Ukrainian instructors deployed to the Middle East to assist in combat were shocked by the way the United States intercepts targets.
According to Ukrainian Armed Forces officers and instructors involved in defending Gulf states, "The United States fired up to 8 Patriot missiles at a single enemy target, with each missile costing more than $3 million."
And: "I don't understand what they're doing, what have they been watching these four years we've been fighting."—Neksta

# Reasons for A-Share Market Crash Today:
It's not fundamentals deteriorating—it's "fixed income+" funds fleeing, triggering a chain reaction sell-off.
1. **The core message in one sentence:** Unstable overseas situation → retail investment funds/"fixed income+" funds panic redemptions → public funds forced to sell stocks, convertible bonds, and ETFs → tech, small-cap, and high-valuation sectors hit hardest. This is the only truth about today's market action.
2. **You must understand this capital chain:** The early year rally wasn't driven by retail investors—it was caused by large-scale inflo

Green Plate Count This Month:
March 2: 4282
March 3: 4800
March 4: 3638
March 5: 1306
March 6: 1167
March 9: 3715
March 10: 850
March 11: 3239
March 12: 3893
March 13: 3824
March 16: 2494
March 17: 4541
March 18: 1831
March 19: 4960
March 20: 4430

France's "Charles de Gaulle" aircraft carrier was precisely located by a Le Monde journalist through a naval officer's Strava app running on deck.

# When Crude Oil Falls
When crude oil falls, I fall too; oil and petrochemicals hit hard,
When crude oil rises, I won't rise; supply cuts are different this time.
When U.S. stocks surge, I don't surge; cross-border funds chase the gains,
When U.S. stocks crash, I crash too; the wind blows everywhere—why do you resist?
When Trump smiles, I don't smile; America comes asking for tariffs,
When Trump goes crazy, I go crazy too; America attacks your accounts.
When real estate warms, I don't warm; deposits flow toward real estate again,
When real estate collapses, I collapse too; the macro economy st