To The Moon

After multiple delays since late last year, the long-awaited Fed rate-cut drama is finally nearing its conclusion. Based on the latest FedWatch data, the FOMC decision in the early hours of Thursday Beijing time will cut rates by 25 bps to a 4.00%–4.25% range, with no other variables likely. In parallel, given Powell’s relatively steady past playbook, there is good reason to believe the Fed will not deploy any big or unusual actions that could disrupt the market structure. This implies that the market’s post-announcement move will most directly reflect investors’ true positioning.From the perspective of major market trends, last week’s anticipated divergence ended with Nvidia’s swift rebound. While the indexes also rose, the actual progress was limited; the convergence between the two shou

Investing and trading has always been more than just a way to grow my money—it’s a hobby, a challenge, and, in many ways, a mirror reflecting how I handle life. Sure, wins feel amazing. But it’s the lessons I’ve learned along the way—the missteps, the surprises, and the moments of clarity that have stayed with me the most. Lesson 1: Don’t Be Overconfident I remember the first time I really believed I had it all figured out: TLT. I was convinced the price was too low to ignore. “If the Fed lowers interest rates, this will skyrocket,” I told myself. I bought in, thinking patience was all I needed. TLT is still my largest holding today, and I’m confident in its potential but I’ve learned patience has limits. The price didn’t move as fast as I expected, and many days I’d watch it linger below

$SoFi Technologies Inc.(SOFI)$ SoFi Technologies (NASDAQ: SOFI) has staged one of the most remarkable comebacks in the fintech sector. After languishing for much of 2022 and 2023, weighed down by rising interest rates and concerns about profitability, SoFi has now surged nearly 270% over the past 12 months. The company has pivoted from being a growth story with uncertain fundamentals into a more balanced player showing real profitability, improved margins, and a steadily expanding financial services ecosystem. Now, with the Federal Reserve poised to begin a rate-cut cycle, SoFi finds itself at the center of investor excitement. The stock is trading within reach of its 2021 all-time high of $28.26, raising the question: Will it finally break out th