#美联储降息 Legendary investor Rogers suddenly clears all his US stocks, leaving even tech giants behind. This veteran investor, who co-founded Quantum Fund with Soros, is over eighty and still making such bold bets—what is he really thinking behind the scenes?

His logic is actually quite straightforward. Global debt has already expanded to $338 trillion, with the US adding $44 billion in new debt every day. Even more astonishing, the annual interest payments on US Treasury bonds have surpassed the defense budget. The Bank of Japan is in an even tougher spot, holding mountains of government bonds. Rogers’ judgment: "By 2026, an unprecedented financial crisis is coming."

It’s not just about debt. He also points out that the current stock market is exactly like the internet bubble of 1999—AI hype driving sky-high valuations everywhere. Zuckerberg is cashing out, Bezos is cashing out, and even those startup giants promoting the AI revolution are secretly harvesting gains. There was an AI project with a valuation soaring to the sky, only to later reveal it was just programmers manually operating, not real AI auto-generation.

In the face of this crisis, Rogers’ response is simple and blunt—cash and silver. But the most interesting thing is that, amid a global atmosphere of pessimism, he is the only one not retreating from the Chinese stock market. Since his first visit to China in 1984, he has been watching China for forty years. What he sees isn’t just surface numbers, but the deep-rooted savings habits, dedication to education, and resilience of the Chinese people. Coupled with recent solid industrial upgrades and infrastructure investments, he believes the stability of China’s overall economy might be the safest haven in the 2026 financial storm.

This raises a question: as global assets shrink and the crypto market and traditional assets are fiercely competing, what should ordinary investors do? Follow the trend of clearing US stocks, or preemptively position in markets with growth potential? Everyone’s risk appetite is different, but one thing is certain—the passive waiting is never as good as proactive action. What would you choose?