11/12/2024, 02:40 PM UTC
特朗普行情的终结：标普500指数的卖空策略SP500: Sell The Trump Rally
1、2024年的宏观经济环境与2016年相比有显著差异，表明2016年特朗普的策略可能效果减弱。2、通胀更高，债务和赤字更大，全球经济处于衰退的边缘。3、标普500指数处于泡沫状态，席勒市盈率达到了有史以来第二高的水平。1. The macro environment in 2024 differs significantly from 2016, suggesting the effectiveness of the 2016 Trump playbook may be diminished. 2. Inflation is higher, debt and deficits are greater, and the global economy is on the brink of recession. 3. The S&P 500 is in a bubble, with the Shiller P/E ratio at a second-highest level ever.
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