Wall Street's "Iron Shirt Kung Fu" has been pierced into a sieve by reality!

Damn! A few months ago, those guys in suits and ties were still bragging, saying that the U.S. economy had become indestructible and that Trump's tariffs would leave no marks at all. That guy from BlackRock, Larry Fink, was the loudest, shouting that America is the "most resilient economy in the world." Now hearing this is really embarrassing! Last Friday, a non-farm payroll data surprise hit hard, and the stock market performed a high dive on the spot—what a slap in the face! Wall Street's "bulletproof" facade has completely collapsed!

Wake up, bro! The economic alarm has been screaming for six months, and it's you guys who have been blocking your ears tightly!

Ocean Park's Aobin has a clear understanding: a group of people treats "economic resilience" like an aphrodisiac, and they’ve hallucinated! Valuations are inflated to the sky, risk pricing is as cheap as rotten cabbage, and credit spreads are as thin as a razor blade—this isn't called investment; this is called blindfolded dancing on the edge of a cliff! They even grandly name it "bulletproof fiber economy," pfft! If this thing really blows up, there won't be a whole corpse to find!

Two lumps of poop on the face and you think it's chocolate?
The Federal Reserve is becoming a house slave for the White House! Trump's gang has been pressuring them to cut interest rates like it's a matter of life and death for months, even daring to say things like "the headquarters renovation budget exceeded and we need to remove Powell"! Political dirty hands are directly inserting themselves into the central bank's affairs, independence of monetary policy? It has long been fed to the dogs!

Is the tariff impact just a "little cold"? You’ve already coughed out your lungs! Those guys in the stock market are still dreaming big, thinking that tax cuts and AI bubbles can offset the tariff nuclear bomb? Obin is right: this impact is not evenly distributed at all! Some industries have already been chopped into minced meat, and Wall Street is still there with their eyes closed shouting "it’s not a big problem"!

"Superstitious about being tough? Then the punches you take are all for nothing!" Aobin's words may sound rough, but they carry truth. When risks are sold at the price of cabbage, it's not a question of "if" a crash will happen, but rather "when" it will happen and how disastrous it will be—will the bomb on the roof explode first, or will some black swan fly out from a corner and peck your eggs?"

The sores under the prosperous facade have all oozed!
Yes, the interest rate hike whirlwind of 2022 has been endured, and inflation has also cooled down. But the "resilient" persona beneath this has long been rotten:

Service consumption is collapsing: the coffin lid can't hold it down anymore! Wells Fargo has dug up a deadly figure: service consumption dropped by 0.3% year-on-year in May. Don't underestimate this 0.3%! Flip through the sixty-year-old almanac—if this number keeps slipping down, it's definitely the eve of recession! The gym is ghost town, video membership renewals are shaky, spending on transportation dropped by 1.1%, flying? Just fell flat on its face—plummeting by 4.7%! What kind of data is this? This is the blood and tears account of the common people whose pockets have been hollowed out by inflation! Car repairs? Wait until it's falling apart! Taking a taxi? Better off walking! Traveling? Everything is in dreams!

Real estate is lifeless: the interest rate meat grinder is running at full power! Citigroup dug up an old saying and slammed the table: houses are the harbingers of a cooled-down economy! The new data sends chills down the spine: a 1.3% decrease in residential investment in the first quarter is just the prelude, while the second quarter directly collapsed by 4.6%! In June, the construction hammer for new houses has stopped, and the site for single-family homes is so deserted that wild dogs could run around! A 7% mortgage rate paired with outrageously high house prices? This isn’t buying a house, it’s customizing a guillotine for yourself! Citigroup has made a tough statement: "Once interest rates hit 7%, it’s like nailing the coffin lid for economic expansion!"

Those clueless fools on Wall Street! Before the non-farm payrolls bombshell, Citigroup had already noticed something was off in the labor market: the labor participation rate has wilted, masking the unemployment rate as if nothing's wrong—this isn't Trump blocking immigration; it's just that employers are retracting and not hiring! Last Friday's data was just the final reveal of the truth!

When the sixty-year-old service consumption monster reflects its decay, when the real estate mourning bird screams at the top of its lungs, when tariffs truly chop down to the bone, when the Federal Reserve becomes a toy for politicians—who can Wall Street's "Iron Vest Economic Magic" still fool with just a few broken PPTs?

Those grandpas lying in the "resilience" dream counting money, really didn't hear the floor beams creaking beneath them? Didn't smell the rotting odor coming up from the foundation?

The final question hits hard: When all the alarms are blaring, and historical experiences are slapping you in the face—are you still planning to huddle down and deceive yourself that this wave of lightning won't kill you? When the strike comes, is it the one who runs fast who survives, or will the ones adorned in gold and silver be the first targeted by the lightning?