The data has changed, but human nature remains the same

Even as core CPI declines, the market's human script has never been updated: when prices rise, people fear missing out; when prices fall, they fear bottom fishing. Many believe macro factors determine everything, but in reality, macro mainly influences the rhythm. What truly amplifies gains and losses are trading habits. During periods of inflation slowdown, liquidity expectations improve, but assets won't be evenly distributed; differentiation is the norm.

At this stage, it's not about courage but about screening ability and patience. Focus more on the quality of profits, cash flow, and genuine demand support, and less on purely emotional themes. For example, a cooling inflation is like weather turning cooler—not everyone needs to change to a down jacket, but those who know to bring a coat are more at ease. Investing has never been about who gets news faster, but about who can stay steady.

While others frequently change positions due to emotions, you are slowly accumulating advantages with the rhythm—this "boredom" is often the starting point for long-term compound growth.
#美国核心CPI创四年新低