Accessible version 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 The Flow Show Midterms, Bidterms, Skidterms Scores on the Doors: oil 58.5%, US stocks 13.4%, global stocks 10.6%, US$ 3.9%, cash 2.8%, HY bonds -0.5%, IG -3.2%, govt bonds -4.4%, gold -4.8%, bitcoin -6.7% YTD. Zeitgeist: "Under President Trump, the United States has made its choice. We choose the unapologetic pursuit of national power, to take back control of our critical supply chains, to reindustrialize our economy, to rebuild our defense, to fight for domin ...