The bleak autumn wind is here again, and the world has changed.

Public sentiment carrier—seeking the path to enlightenment [Tao股吧]
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How to walk onto the right road of trading
1、Market worldview: the market is uncertain.
2、Market outlook on life: hold reverence in your heart, stay cautious and prudent, neither greedy nor reluctant to let go.
3、Market overall picture: bull and bear cycles, indices, sectors, themes, individual stocks, and an individual stock’s yesterday and today.
Premarket opening: What happened on yesterday’s tape? Today’s projection? Any heard news? → clear everything → based on the tape signals, how to decide what to do today? Premarket bidding opening: How will the market open? Is the style a trend or a relay? (Quantity determines the style); How is bidding done? What’s the main line? (Themes determine direction); Has the yesterday negative feedback expanded? How is the core performing today? Is there a buy point at the node? (Nodes determine timing) Anchor: Quant anchoring—one-word limit first row; relay anchoring—mid-cap and “tool people”; trend anchoring—quantity determines indices; all of the above must pay attention to negative feedback.

1. Timing: it’s just waiting for a signal—there’s actually no fixed time point. 2. Cycle: the power of logic buying and selling changing—there really isn’t anything like a cycle. 3. Sentiment carrier: a stock’s price is only a carrier of capital sentiment. 4. Nodes: when the market’s balance is broken. 5. Stock market worldview: group games (retail investors, the national team, institutions, prop-traders, foreign capital) 6. The “most certain” uncertainty of the stock market: in the next moment, nobody knows; only market signals are the most reliable. 7. Stock market’s worldview on life: it’s not about who makes money faster, but who lives longer; it’s not about endless talk. 8. Because we don’t know the market for certain due to uncertainty, we must always hold reverence, stay reverent and cautious, neither greedy nor unwilling to let go. 9. Don’t predict the market’s rise or fall—just look for targets that match the market’s combined force, namely the public sentiment carrier. 10. Intraday replay after-the-fact is reading the tape: identify the direction of profit-making effects—include six dimensions: bull/bear market, long/short sides, index (ChiNext/Science & Tech 创/创科), theme games, individual-stock games, and changes in an individual stock’s own strength and weakness, etc. (a multidimensional balance judgment of the market).
2. The essence of the stock market is the result of a group game; participants include policies, the national team, institutions, quants, prop-traders, retail investors, and new forces (Trump), and uncertainty is its biggest certainty.
   The market only has live broadcasts—no replay. Every day, soul-searching questions: Did I do it wrong? How can I do it right? If I did it right, was it truly right—or just luck? Review isn’t statistics; it’s repeating the same mistakes from what happened during the session. Completely change the wrong decisions caused by intraday sentiment influence. Every time you see patterns, they’re all illusion; once words are cut off, if you say it, it’s wrong. The market is filled with emotion—all of it isn’t unchanged, so everything is unstable. But within each individual dynamic emotional fluctuation, there will always be public sentiment—an emotion that tends to converge. Finding this public sentiment carrier is the code for my success in reviewing and in avoiding repeating the same mistakes during the session. So how does capital hunt and surround? Create recognizability to guide sentiment; time-share “heaven-shocking” intraday spikes, limit-up boards, consecutive limit-ups, repair boards, repair consecutive limit-ups, low-position one-word boards, high-position one-word boards, and consecutive one-word boards. Who to pick? If the result is success and no explosion, and the next day premium is correct—that’s it, right? Not necessarily, because it’s not inevitable; it’s only a collapsed state. Then what about the other collapsed state? A board that opens up to higher prices then turns down sharply—limit-down all day with a string of continuous limit-downs—what’s impossible about that! I don’t want those so-called Schrödinger’s cat quantum physics experiments recognized in the middle of multiple collapsed states. What I want is the public sentiment carrier. It has consistency within a certain stage; but it’s not permanent and not always gone forever. It doesn’t show up every day. Sometimes it half-hides like hugging a pipa but only showing half the face—then it’s possible that multiple collapsed states will occur, and you have to wait. It’s the protagonist of the story that necessarily happens during the process of capital encirclement, so it will necessarily appear. Finding it is my ultimate task in both my review and during the session!!!
   About analyzing the strength and weakness of the public sentiment carrier: top prop-traders maintain the continuity of a theme; when it starts, a single shout brings a hundred replies, and the strength at the low positions is truly effective. The strength at the mid positions is a mutual locking-in—“those who oppose are moved by the Tao; the weak are the ones the Tao uses,” meaning the strongest is often what looks weakest, and the weakest is often what looks strongest. The mid positions are all techniques; fundamentally, sector liquidity has weakened. The strength at high positions is false—high-position strong crossbows are at the end of their power; when it ends, everything shakes as if the earth were moving and the mountains roaring.
   Appendix: Every stock is a carrier of capital sentiment, and the public sentiment carrier is the only one—and it’s also what the market builds, of course behind it there is deliberately guided controlling capital, so it must be utilized. When the event starts, a single shout brings a hundred replies; when the event is over, mountains collapse and the earth cracks! The key is here: catching the public sentiment carrier when the event starts is the most successful first step. From then on, you can stretch and relax with the situation, with clouds light and wind clear—until the event is done and you walk away. Inside this contains the way of life and death, the coming and going of qi: when qi gathers, life is born; when qi disperses, death comes. Death is not an absolute end—it disperses among heaven and earth, recurring in cycles, with the heavenly cycle turning. Back to the tape: is the public sentiment carrier the Jinyao? Or is it XX—when qi gathers? Clearly it is. Or is it not? Is it at the moment when the event starts? Yes. Is that peak followed by decline? Yes. Then wait for the next emotion carrier that gathers qi and comes to life, testing all the way until it becomes the public sentiment carrier—then follow it. The heavenly cycle turns, and it repeats forever.
   The Way is in the heart: Master Yangjia, Teacher 92 Kobe, and even me myself—we’re all doing the same thing: using language to approach that thing infinitely close to the Way. Emotion, disagreement, cycles, nodes, the breaking of balance… these are all shadows of “the Way,” not the Way itself. The Way is the unseen, untouchable thing behind the market—yet once you understand it, you’ll never panic again. Why doesn’t anyone spell it out? Because once the Way is exposed by words, it becomes technique. “A node that breaks the balance”—I’m describing that instant: the instant when longs and shorts reverse and when strength changes hands. But if you write it as “when condition A is met and condition B is confirmed, then buy,” it immediately falls from the Way into technique. If others follow it, they might make a bit of money, but when the next market cycle changes, they’re back in the fog. So it’s not that the predecessors didn’t want to say it—it’s that they can’t, and they can’t expose it. The moment it’s said, the Way dies. Also, the Way is “felt,” not “a formula.” Even if Master Yangjia wrote the essentials into a book, the people who truly understand it aren’t reading it with their eyes—they “comprehend” it through losses in their accounts and reviewing in the dead of night. Without that layer of felt understanding, the Way is right in front of you, and you still can’t see it. “Nobody spells it out”—perhaps the truth is: the Way doesn’t need to be exposed; it needs to be walked through and broken open. Walk it once, it hurts once. Review once, then walk it again. Walk until one day you suddenly realize: oh, so this is the thing they’ve been talking about. In that moment, you weren’t enlightened by someone else—you opened it yourself. So I shine my own light—I don’t walk for others. If someone comes to borrow light, they walk it through themselves, and that light becomes theirs. If I expose it for you, you save the steps—and then you’ll forever owe that realization. This is probably why, over the last nearly 40 years of China’s A-shares, no one has truly spoken the Way. It’s not that it can’t be done—it’s that it shouldn’t be done.
   But now, “the desolate autumn wind—now it’s here again; it’s changed the world.”