Core Viewpoint - The article discusses the concept of "TACO" (Trump Always Chickens Out) in relation to market behavior and investor strategies, emphasizing the cyclical nature of Trump's actions and their impact on financial markets [9][12][19]. Group 1: Market Reactions to Trump's Statements - On March 10, 2025, Trump claimed that the war was nearly over, leading to a significant drop in oil prices, with WTI crude oil falling over 31% from its daily high and Brent crude down 4.67% [5]. - Following Trump's statements, U.S. stock indices rebounded strongly, particularly the Nasdaq, which recovered losses incurred during the U.S.-Iran conflict [5]. - The initial military actions by the U.S. and Israel against Iran led to heightened tensions, with Iran retaliating through drone and missile strikes, causing concerns over oil supply disruptions [6]. Group 2: Understanding TACO - TACO refers to Trump's pattern of making aggressive statements followed by a retreat when markets react negatively, creating a cycle of fear and recovery in financial markets [9][10]. - This behavior has been observed multiple times since 2025, with notable instances including the escalation of trade tariffs against China, which initially caused market turmoil but later led to a recovery as Trump softened his stance [12][13]. - The TACO strategy suggests that investors can capitalize on market dips caused by Trump's rhetoric by buying during downturns and selling during recoveries [12]. Group 3: Philosophical Insights from Dao De Jing - The article draws parallels between Trump's behavior and the teachings of Laozi in Dao De Jing, particularly the idea that extreme actions (like storms) are not sustainable, and that natural order tends to return to equilibrium [17][18]. - Laozi's philosophy suggests that understanding the cyclical nature of events can help investors avoid panic selling and recognize opportunities for profit during market corrections [18]. - The article concludes that effective governance and management should align with natural laws, implying that Trump's approach, driven by calculation rather than principle, is ultimately unsustainable [19].
从《道德经》看TACO:天地尚不能久,而况人乎|财富非常道
重阳投资·2026-03-10 07:03