The clouds are light and the breeze is gentle near noon, passing by the front river with flowers and willows.

History always repeats itself. Four years ago, Russia suddenly launched a war against Ukraine, also at the end of February. That year, our country’s TWO conference was held on March 4th, [Taogu Bar].

Looking back at the market trend at that time, on February 24th, Russia and Ukraine officially went to war. Corresponding to the Shanghai Composite Index, the market maintained a stable fluctuation between 3,300 and 3,451 during the two sessions. On the day the war started, the index briefly dropped to 3,400 points, then over the next seven trading days, it struggled to stay above 3,000 points. As the Russia-Ukraine conflict intensified, external markets also declined, with the Myanmar A market continuing to fall, breaking below 3,000… then below 2,900… On April 27th, the Shanghai Index stabilized at 2,863.65, then rebounded to 3,424.84 in early July.

On February 28th, Israel and the United States jointly launched an attack on Iran. The first wave of strikes caused explosions near the office of Ayatollah Khamenei. At that time, Khamenei was holding a meeting with senior aides.

This morning, Iranian state media confirmed that Iran’s Supreme Leader Khamenei was assassinated. He died during the attack on his office. As the victor of the 1979 Islamic Revolution, and the successor to Imam Khomeini. After Khomeini’s death, through constitutional amendments and a national referendum, Khamenei became the second Supreme Leader.

One of the key features of Khamenei’s foreign policy is expanding Iran’s influence in the Middle East by supporting non-state armed proxies, known as the “Export of Revolution Strategy.”

Under his leadership, Iran not only supported Hezbollah in Lebanon and the Houthi rebels in Yemen but also established close ties with Iraqi Shia militias, the Bashar regime in Syria, and the Palestinian Islamic Resistance Movement (Hamas). These relationships have played important roles in regional conflicts, making Tehran a significant strategic power in the Middle East.

The logic behind Iran’s export of revolution strategy is to weaken opponents (Israel and Saudi Arabia) and strengthen its own strategic depth. These proxy organizations have achieved tactical gains on various battlegrounds, but also touched on Jewish interests. Due to long-term international sanctions, economic structural flaws, and mismanagement of national policies, Iran’s people face rising living costs, leading to widespread hardship and social discontent.

Long-term economic stagnation is another harsh reality under Khamenei’s rule—since 1979, Iran’s economic growth has remained well below pre-revolution levels. Ongoing nuclear programs and support for regional proxies have led to international isolation and sanctions, with high unemployment and declining public happiness.

In this context, Khamenei and conservative forces have chosen repression and social control as responses. This strategy has temporarily stabilized the regime but has also deepened social divisions and increased public dissatisfaction.

Fortresses are always breached from within. Previously, Quds Force commander Qasem Soleimani was targeted and eliminated by internal traitors. Several nuclear facility engineers have been assassinated, indicating internal conflicts within Iran that threaten regime stability.

In the future, Iran will face critical decisions affecting the country’s destiny for decades under immense pressure from military attacks.

Returning to the Myanmar A market, next week… military funding is unavoidable; it all depends on the Yulin Army’s actions.

As for the short-term traders on Taogu Bar, there should be no harm. The veteran traders are all in when prices rise, and vanish when prices fall—some go all-in in a second, others go completely out.

Actually… since the beginning of the year, I’ve set three main directions for the first half of the year—neither celebrating gains nor mourning losses. These three directions are still held in reserve, becoming the main lines in the eyes of short-term traders.

Short-term trading. When selecting stocks, I’ve been hesitant. The stocks I like have already surged significantly. The sectors and stocks that haven’t moved remain stagnant. It’s a good opportunity to let the external transmission lead the domestic decline, bringing stock prices back to a personally acceptable range.

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I post on Taogu Bar purely for entertainment. It does not constitute investment advice. Since it’s a stock forum, we should talk about stocks—no need to discuss pig postpartum care or entropy increase laws. If you talk too much about stocks, you might be labeled as a “pump and dump” by rookie investors. Newcomers to the market who lack independent judgment, please be cautious and consider staying away!

As a professional investor, I only share my views on certain stocks in my posts. Uninformed investors, please do not use your hard-earned money to copy my ideas. Do not use your blood and sweat to copy here. Thank you all. Wishing everyone good luck in the stock market.