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Edgerunner

Politics / Wealth / Wisdom / Check the pinned article "Community Access Guide" to join Discord. 政治 / 财富 / 智慧 / 查看置顶文章“社区访问指南”以加入Discord

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Edgerunner Weekly: W32 Aug.17-21, 2026 / 美股市场分析2026第32周8月17-21日

Trading Updates, Market Forecast, thoughts on Memory Stocks, Gold and potential risks / 交易动态、市场预测、对存储股、黄金及潜在风险的看法

When Does the Iran War Restart? /伊朗战争何时重启?

The ceasefire is a reload. Four restart paths, ranked, and the three signals I am watching / 停火只是装填弹药的间歇。四个重新开战的情形及可能性排名,以及我正在关注的三个信号。

Edgerunner Weekly: W31 Aug.10-14, 2026 / 美股市场分析2026第31周8月10-14日

Trading Updates, Market Forecast, Iran analysis, thoughts on SPX after new all-time-high and Gold & Silver / 交易动态、市场预测、伊朗分析、标普创历史新高后的分析以及黄金和白银

How long will the bull market run, and are we on a major top, like Michael Burry warned? / 牛市会持续多久?我们是否正处于大空头警告的顶部?

Michael Burry said we are at a major market top, and the 1987 crash is happening again. Let's analyze it / 大空头说我们处于市场顶部,1987年40%的暴跌将重演。我们用图表来分析一下。

Edgerunner Weekly: W30 Aug.3-7, 2026 / 美股市场分析2026第30周8月3-7日

Trading Updates, Market Forecast, And thoughts on Microsoft, Apple, and Iran peace talks / 交易动态、市场预测以及对微软、苹果和伊朗和平谈判的看法

"Dual Mandate": The Two Words Kevin Warsh Didn’t Say / 美联储的“双重使命”在7.29凯文·沃什的声明中没有出现

That silence is the biggest U.S. monetary-policy signal in years — and it could set the rules of your money for the next decade / “双重使命”的缺席是近年来美国货币政策发出的最大信号——它可能决定未来十年你的财富走向。

Read This Before Tuesday: How to Decode the Trump–Netanyahu Meeting / 周二前必读:如何解读特朗普-内塔尼亚胡会晤

The U.S.–Iran war is not winding down — it is scaling up, and the money, the manpower rules, the law, and the bond market all say the same thing / 美伊战争并未结束,反而愈演愈烈,资金、人力、法律和债券市场都表明了这一点。

Hedging Guide: Use Put Options to Protect Your Shares / 对冲指南:用看跌期权给你的股票上一道保险

A step-by-step tutorial for: how to buy puts before risky times, which contracts to choose, what they cost, and when to skip the insurance entirely / 一步一步教你如何在风险时期到来之前买入看跌期权,选择哪些合约,成本是多少,以及何时可以完全放弃保险。

Chips Flow East, Models Flow West / 美芯东进,中模西渐

How the US and China quietly built an AI arms-trade truce — and why the real danger is political, not technological / 美中如何悄然达成人工智能武器贸易休战协议——以及真正的危险为何在于政治而非技术

IBM's Worst Day Ever Is a Preview of the Next Bailout / 下一次金融危机的救市早已安排好

IBM's worst day in 115 years is the first live test of Washington's new market machine. Here's how the "rescue" will work / IBM 115年来最糟糕的一天,是华盛顿新市场机制的首次实战考验。以下是救市计划的运作方式