To The Moon

At the start of the new year, the drama keeps coming. Over the weekend, the United States launched an operation, directly apprehending Venezuela’s president and bringing him to the U.S. for trial; the speed of the action and the precision of the intelligence once again demonstrated America’s military capabilities. Although there are rumors that the operation went so smoothly because there was an insider, being able to secure an insider is itself a reflection of military strength. Since the incident both occurred and concluded over the weekend (many recent military operations share this style: short duration, clear objectives, and no sustained escalation in responses from either side), for financial markets it would likely be digested within the few hours from Monday’s open through the Asia

The recent US stock market has shownObvious style rotation。 Investors can see a wave of small and mid-cap stocks and growth stocksPhased pull-up, more funds flocked to emerging sectors and theme stocks, pushing the small-cap stock index to rebound rapidly. In contrast, large-cap leading stocks, especially tech giants in the Nasdaq 100, have gained significantlySlowing down or even weakening。 These stocks have driven the index to rise sharply in the past few years, but at the current stage, most leading stocks lack momentum to rise, trading volume has shrunk, and the technical aspect shows high volatility and pressure.On the other hand, from the perspective of interest rate expectations, according to the latest data from the CME "Fed Watch" tool (as of January 7, 2026), the market believes

The biggest holiday topic is America's move against Maduro, with most analyses covering directly affected assets. This piece focuses on the hidden agenda: dollar dominance.​Common views hold that the US (under Trump) seeks Venezuela's rich oil and commodity resources. Compared to the 1980s oil wars' brute force, today's tactics lack "martial virtue" but prove more effective.​Yet, as ancient wisdom states, subduing the enemy without fighting is the ultimate strategy—direct intervention signals a loss of control.​(Dollar index performance over the past 60 years)​Latin America's Dollar DependenceFor decades, South America and even Canada's North America have fallen fully under US influence. Through debt and the dollar—the two financial weapons—Latin countries have played the role of beasts of