There's a 90% probability that the stock market has already bottomed in 2022, according to Fundstrat's Tom Lee https://www.msn.com/en-us/money/markets/there-s-a-90-probability-that-the-stock-market-has-already-bottomed-in-2022-according-to-fundstrat-s-tom-lee/ar-AAVO2cE?ocid=msedgntp&cvid=02f0f834b59a40149df93b1ec6f0875f#:~:text=To%20take%20advantage,pro%2Dcommodity%20exposure. 他提到南美的股票因为与大宗商品关联度较高,这段时间巴西、阿根廷的股票表现的确可圈可点。
https://www.msn.com/en-us/money/markets/there-s-a-90-probability-that-the-stock-market-has-already-bottomed-in-2022-according-to-fundstrat-s-tom-lee/ar-AAVO2cE?ocid=msedgntp&cvid=02f0f834b59a40149df93b1ec6f0875f#:~:text=To%20take%20advantage,pro%2Dcommodity%20exposure.
他提到南美的股票因为与大宗商品关联度较高,这段时间巴西、阿根廷的股票表现的确可圈可点。
觉得在通胀的大环境下,现金不是好的选择,要么抢房子,要么买股票。这次物价上来后估计再也下不去了,和天朝的房子一样。