No matter how excited the market is, don't overlook one key date: August 1st, the resumption of tariff negotiations.
This marks not only the return of macro risks but may also become a watershed moment for market sentiment. Will it extend the bull market, or trigger a correction? It's hard to say, but managing expectations is crucial.
As July comes to a close, the variables of August are approaching. Those with a strong sense of timing may have already begun to position themselves. If you are still hesitating and watching, it might be worthwhile to listen to Lao Mo's insights; it could be enlightening.
