Thank you for the sharing by @MaverickWealthBuilder
In terms of the impact on assets, before the market is expected to be too fierce, this time the interest rate cut is expected to drop, the assets will pull back, the short term can wait for new opportunities, the medium term to strengthen the pro-cyclical direction.
U.S. bonds: interest rate lows over, the bottom will rise, combined with the neutral rate calculation, the long end of the U.S. bond reasonable pivot is 3.9-4.1%, the current level of 4.7% is obviously limited high, there may be trading opportunities.The rise in the long end is mainly due to supply and growth expectations, with a large contribution from the term premium and a small impact from rate hikes and inflation expectations. $iShares 20+ Year Treasury Bond ETF(TLT)$
U.S. stocks: short-term valuations are high, expectations are high, be on the lookout for changes in sentiment when data and policy are not as expected, after the pullback mid-January policy and performance period is a key node to intervene, the index is now at a key support level. $iShares Russell 2000 ETF(IWM)$ $.SPX(.SPX)$ $.IXIC(.IXIC)$ $.DJI(.DJI)$ $SPDR S&P 500 ETF Trust(SPY)$
US Dollar: natural economic fixes and post-election policies have supported it, short-term expectations have dropped the dollar has risen instead, and while too much short-term rise may not be good, it's still strong overall unless there's policy intervention. $Invesco DB US Dollar Index Bullish Fund(UUP)$
Gold has already exceeded the support level c