Ancient wisdom says that the true essence of Zhuge Liang borrowing arrows with straw boats is never about making arrows itself, but about borrowing—borrowing the wind direction, borrowing the terrain, borrowing the opponent's misjudgment. This logic, when applied to the trading market, is just as sharp.

In the vast ocean of the financial markets, those who make money are not the ones who clash head-on with the market. They are more like clever hunters, able to read the wind, leverage forces, and treat macro cycles, industry waves, technological iterations, and market cognition upgrades as weapons in their hands. From this perspective, the highest skill in trading is actually about "borrowing."

**Read the wind, step into the right market cycle**

The first hurdle in trading is to clearly see what kind of wind is blowing in this era. This breeze comes from macroeconomic fluctuations, the convergence of historical opportunities, and changes in global capital flows.

Warren Buffett once said—"When the tide goes out, you see who’s been swimming naked." Conversely, truly savvy traders see through the direction long before the tide rises.

Looking back at historical records makes this clear. During the Industrial Revolution, railroads and steel companies created a group of tycoons. In the Information Age, internet and mobile internet giants emerged suddenly. These did not appear out of nowhere; they were the result of riding the hurricane of the times.

What about those sharp traders? They can sniff out opportunities from subtle signals like interest rate fluctuations, policy shifts, and global capital flows. When quantitative easing floods the world with liquidity, holding onto core assets is like borrowing the arrow of liquidity. When "carbon neutrality" becomes a global trend, the pathway for new energy naturally opens.

This requires traders to have a broad macro perspective—don't always focus on minute-by-minute price movements; look at larger cycle fluctuations, understand long-term economic theories, and know at which nodes industry shifts occur.