Daily commentary-每日见闻-2024.3.13 Global environment:Politics:US:internally Democrats and GOP is fighting for next election. So it would be harder for Democrats to pass new bills to support economy. Also Biden promise to raise tax, which would affect the interest of further invesment in US.Major Markets:

Daily commentary-每日见闻-2024.3.12 Global environment:Politics:US:Big events:Ukraine-Russia war: Trends:1.Migration to silicon base: as people expand their exploration, people are migrating daily life to silicon bases. So the silicons which would be highly demanded in the future would have the greatest potential. 2.Higher productivities:people are still chasing for higher productivities. So anything could raise productivities would be wildly adopted.3.More efficient: all ways to contribute higher efficiency would be highly appreciated. Including all materials, all energy, all techs.4.Digitization: digitization have many advantages, such as efficiency, productive and such. So we are still on our way to fully digitized.5.Space exploration: as limited by resources on earth, we are determined to explore spaces to find new land and new techs. So we are focusing on space exploration.Cycles:War:we are entering into more dangerous period for wars. There has been no world war for about 60 yrs which is close to maximum peace period of 100 yrs. So we are facing bigger risk of war than before.Pandemic:we just finished the covid-pandemic, there would be no major pandemic in next 20-30yrs.Climate:we are still in the war period. So the agricultural products would be enough for now.Politics:world is entering into more segemented situation for now and this trend would continue for about next 10 yrs. The difference between countries or parties are widen and conflicts are more serious.Economy: we are still in the recovering stage of the economy since covid. We experienced hug setbacks on economy in 2020. We could expect economy keep growing in next 9-10 years.Culture:globally people are gettig more agressive on culture. Also nationalism is also increasing. Potential of conflicts are increasing.Tech: we are still in the expansion stage of tech innovation.Religion: the power of religion is decreasing.Major markets:Equity:Developed market equity:Developed market equiy is on the rise due to strong economy and good company earnings.Emergying market equity:The world is in several dimension. Each dimension is closely connected. Changes in each dimension would seriously affects other dimension.

Daily commentary-每日见闻-2024.3.10 Global environment:Big events: Major trends:Cycles:Major markets:

Daily commentary-每日见闻-2024.3.8 Global environments:Politics:Big events:Ukraine-Russia war:Trends:1.Migrant to silicon base:Human being are still on the track of migrant to silicon base. The process is accelerating. This stage would be very long and maybe it would be 100 yrs. So investment on silicon chip related industry is still on the trend.2.High productivity:  Human beings are still working around clock to increase the productivities. 3.Efficiency: Human being are still working to sought for more efficient way to work and live.4.Longevity: Human are still seeking for the secret for longevity and would extend the life span to over 100yrs.Cycles:Politics:US:US is entering into the Major markets:Fixed income:Everything made by human is influenced by human.

Dailly commentary-每日见闻-2024.3.7 Global environments:Politics:US:China:EU:Economy:US: US economy keep strong due to strong consumer spending and government spending. As long as government spending and individual spending continue, the economy would be continue to be strong. Until the bubble burst.China: Chinese economy is mainly driven by investments. Chinese consumers' consumption only account for 37% of the total GDP. While investments accounts for about 44% of the GDP. Given slow down on Chinese investment, it is need to wait for signal that investment would rebound.EU: Culture:Education:Medicare:Technology:Big events:Ukraine-Russia war:the war lasted for more than 2 yrs and costed more than 200 billion USD. It is hard to say who will win the war, since Ukraine is decided to fight till the last minutes and NATO is determined to support UkraineIsrael-Hamas war:Energy crisis:Food crisis:Climate change:AI boom:Major Trends:Cycles:Markets: