Currently, the long-short game is very serious at #美股 . After a reduction of 911,000 people at #非农 , there are significant divergences in the market.

Is it a recession trade or a bullish interest rate cut? The entire market is making a choice. Currently, the recession trade is slightly dominant, and actually, I can give everyone a simple method to judge.

When Chinese concept stocks rise and US tech stocks fall, it indicates a recession trade (the most intuitive hedging of east rising and west falling). At the end of September, I bought Alibaba at a cost of 120 on mystonk, which is both a hedge against the recession trade and a bet on AI. Secondly, the probability of the Federal Reserve cutting interest rates by 50 basis points in September has not changed.