#美国加征关税 The core contradiction of the United States is that there is too much national debt, and the interest alone each year is more than their defense budget. They can only keep raising the debt ceiling to borrow new debt to pay the interest.

The Biden administration's solution is to keep raising interest rates, hoping to blow up the Eastern economy, and then start the Russia-Ukraine war to plunder resources. Currently, from the results, the Eastern economy has not exploded; they themselves can't stand it first, and the Russia-Ukraine war has not gained too many benefits.

The Trump administration's solution to the problem was a trade war! The trade war is, on one hand, to bring back American manufacturing, trying to ensure that the U.S. can produce and sell domestically, reducing the trade deficit.

In simple terms, if manufacturing can return, then they can work hard to repay their debts. However, from tonight's unemployment rate and non-farm payrolls, this vision seems unattainable. On the other hand, the trade war aims to devalue the dollar, thus indirectly reducing their own debt.

For example, if you originally owe 100 dollars and could buy a cow, now that the dollar has devalued, you still owe 100 dollars, but this 100 dollars can only buy a pound of beef.

Because the U.S. is a deficit country, the reciprocal tariffs from the trade war will make it unbearable for many countries with a large proportion of exports, so it is highly likely that most countries will devalue together. If everyone devalues, the global status of the dollar will effectively not decline.

This can reduce their own debt while maintaining the status of the dollar. Therefore, this time, the debt of the United States is likely to be paid for by all the citizens around the world who like to save money.

These details can be reflected in the continuous rise of gold prices, as global risk-averse funds are mindlessly buying gold in anticipation of global inflation ahead.

Based on the above judgments, import and export enterprises directly or indirectly affected by the trade war may suffer greatly, and the financial market will initially be in despair. However, in the subsequent era of global devaluation and inflation, assets similar to gold and BTC will continue to set new historical highs.

While the financial market is in despair, do not keep your money in the bank; instead, seize the opportunity to buy truly valuable assets. The likely timing for the rise is 1-2 months before the next U.S. interest rate cut, and there should be a period of decline before that. Original thoughts, please judge rationally.