（来源：贩财局） 今天，2月24号，长和发了个公告，说巴拿马政府强行把他们两个港口的运营权给接管了。 巴拿马时间2月23号，政府直接闯进巴尔博亚和克里斯托瓦尔这两个港口，把控制权拿走，还不让长和的人进去。长和那边当然反对这种做法，说他们强 行拿走了资产和员工，还停了公司的运营。 前天李嘉诚还带着长子李泽鉅等人来到慈山寺迎财神，首富也得拜财神，但财神还不一定能保佑。 这事我去年也预判到了，因为美国发布的《最新版国家安全战略》，真的是打明牌按照这个来做的，巴拿马港口确实是保不住的。 还有，这事表面上李嘉诚亏得最多，但其实真正损失大的是我们。李嘉诚在巴拿马的港口租约被收走了，这意思就是以后所有经过巴拿马的船，都可能被 美国那边直接掐断。他那个港口是个能安全加油的地方，现在没了，等于整个巴拿马的港口都不在我们能影响的范围里了。 哪天要是贸易战真打起来，巴拿马运河不让咱们的船停靠，那咱们跟南美的生意就麻烦大了。 春节期间桥水基金的老板达利欧最近发了篇长文，说了一个很重磅的判断：从1945年二战结束后建立起来的那套世界秩序，现在已经正式玩完了。我们进 入了一个他称之为"大周期第六阶段"的时期。 这个阶段特点就是没规矩，国 ...

Core Viewpoint - The world has entered the sixth stage of a "big cycle," characterized by chaos, lack of rules, and power as the primary principle, marking the end of the post-World War II order established in 1945 [1][10][12]. Group 1: Global Order and Geopolitical Dynamics - Major global leaders have reached a rare consensus on the "end of the old order," with significant figures like German Chancellor Friedrich Merz and French President Emmanuel Macron acknowledging the failure of the previous security architecture [1][2]. - The international relations will now follow the "law of the jungle," where conflicts between major powers will not seek legal resolutions but will escalate through threats or warfare [1][12]. Group 2: Capital Markets and Economic Warfare - The current phase signifies a period of extreme uncertainty for capital markets, with historical evidence suggesting that military parity between opposing powers increases the risk of war [2][5]. - Economic tools will be weaponized, and traditional safe-haven strategies may fail, leading to significant transfers of wealth and power [2][9]. Group 3: Types of Warfare and Power Struggles - There are five primary forms of warfare: trade/economic war, technology war, geopolitical war, capital war, and military war, with the first four often escalating before military conflict occurs [3][13]. - The current global situation reflects a "prisoner's dilemma," where opposing sides are trapped in a cycle of escalation due to mutual distrust [3][21]. Group 4: Historical Context and Lessons - The article draws parallels with the 1930s, where economic turmoil led to the rise of populism and authoritarianism, ultimately culminating in World War II [5][27]. - Historical examples illustrate that economic warfare often precedes military conflict, as seen in the lead-up to World War II, where nations engaged in trade wars and sanctions before open hostilities [39][40]. Group 5: Capital Warfare Strategies - Capital warfare strategies include asset freezes, market access restrictions, and trade embargoes, which can severely impact financial security during conflicts [6][8][40]. - The use of these strategies is expected to increase, posing significant risks to traditional financial assets [8][9]. Group 6: Economic Policies During War - During wartime, governments typically impose strict controls over the economy, including rationing, price controls, and capital controls, often leading to significant debt issuance and currency devaluation [9][46]. - Historical evidence suggests that gold remains a preferred asset for wealth preservation during war, as credit often becomes unreliable [9].