SemiVoice

seekingalpha

01/13/2025, 12:00 PM UTC

从全球金融危机中我学到的经济衰退预警：我的投资策略Recession Alert: What I Learned From The Global Financial Crisis

1、作者保守的股票选择方法受到大衰退期间个人财务损失的影响；2、霍默·霍伊特发现的18年房地产周期表明，2025年底或2026年初可能发生轻微的经济衰退；3、作者建议关注具有定价能力的REIT部门，并减少对某些部门的敞口。

1. The author's conservative approach to stock-picking is influenced by personal financial losses during the Great Recession; 2. The 18-year real estate cycle suggests a potential mild recession in late 2025 or early 2026; 3. The author recommends focusing on REIT sectors with pricing power and reducing exposure in certain sectors.

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