tiezhu

Will there be rate cuts this year? The decision-making power is no longer with the Federal Reserve, but with Iran. The war is entering a critical phase.
The FOMC meeting in the early hours and Powell's remarks were widely interpreted by the market as dovish leaning. But objectively speaking, it's nothing more than the economy being acceptable, employment still having hidden concerns; on inflation, worry that the Iran war will cause expectations to lose their anchor; on interest rates, the level is at a slightly restrictive level.
If we look at it comprehensively and translate it into more plai

The problem with connecting too many MCPs is that tokens get burned through way too fast. If I use CLI, the workflow feels too complicated - not suitable for a newbie like me.
One's expensive, the other's exhausting. Seriously asking: are there any secret techniques to reduce token consumption?

我用到現在，我沒看出來有什麼是Claude Code+Codex不能做，而OpenClaw能做的。

我很難相信川普是真的停止了戰爭，也更難相信伊朗有任何反擊的實力。有時候混亂也是策略的一部分。
只不過伊朗更複雜一些，後果可能遠超預期。這也許是川普如此肯定的宣布戰爭結束的原因。尤其是穆杰塔巴·哈梅內伊作為強硬派。从談判對象就不是好事。
只不過，從川普角度，儘管搖擺，但是作為消耗戰，尤其是中期選舉敏感期，單方面贏麻然後實質撤退可能就是最優選擇。

根據彭博社的披露，韓國KOSPI指數連續兩天暴跌，其中的一個主因還是韓國人炒股槓桿達到了歷史新高。
之前因為人工智能帶來的存儲晶片需求，韓國股市開始暴漲，但這個過程中，不僅因為交易擁擠，更大的問題是很多散戶都是貸款炒股，平均下來大概3倍左右的槓桿。
連續的暴跌，已經開始引發了清算。如果明天繼續下跌，很可能要加速的爆。
事實上，李在明上台以後，執政的其中一個大目標就是把股市拉起來。鼓勵韓國的民眾從房地產和海外股票中回到國內，甚至如果你投資海外的所得轉投韓國股票的化，還能免掉資本利得稅。
政策驅動的槓桿牛，可能會導致很流暢的技術性暴跌，那麼相應的反彈也會很快。