11/17/2024, 02:53 PM UTC
特朗普胜利前卖出特朗普行情，利润泡沫即将破裂SPX: Sell The Trump Rally Before The Profit Bubble Bursts
1、特朗普的选举胜利对经济和股市是积极的，但市场忽视了收益率上升和利润率下降的风险。2、尽管美国储蓄率下降，企业利润仍在上升，但“美国优先”政策可能逆转这一动态。3、在不包括基于股票的补偿的30倍未调整收益和40倍自由现金流的情况下，市场对利润率下降的风险暴露极高。1. Trump's election victory is positive for the economy and stocks, but the market is overlooking risks of rising yields and declining profit margins. 2. Corporate profits have risen despite a collapse in US savings, but 'America First' policies threaten to reverse this dynamic. 3. At 30x unadjusted earnings and 40x free cash flow excluding stock-based compensation, markets are extremely exposed to a fall in profit margins.
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