“To recap the last few weeks of news: 1. Data show that U.S. job growth has been almost non-existent over the last three months. 2. Inflation is up (the highest since February). 3. The dollar is down 11% this year (the biggest drop in 50 years). 4. Construction costs are up, especially due to tariffs on building materials. 5. GDP growth is being driven more by capital expenditures on data centers than by consumer spending.”
“US BUDGET DEFICIT SOARS New data show the deficit jumped 19% to $291B in July. This is despite $21B collected from Americans due to higher import taxes, which have led to higher costs on goods like furniture, footwear, and auto parts. The deficit for 2025 is already $1.63 trillion, up 7% from the same period last year.”
长期来看，人工智能的发展，减少了普通白领的就业机会，前些年提供了大量高薪工作机会的IT业，越来越无法吸收前几年制造的大批cs毕业生，这也包括所谓的数据科学专业。
一方面是印钱
另一方面是机构左手倒右手推高市值
真要解释，就看成random walk to extreme.
1. Data show that U.S. job growth has been almost non-existent over the last three months. 2. Inflation is up (the highest since February). 3. The dollar is down 11% this year (the biggest drop in 50 years). 4. Construction costs are up, especially due to tariffs on building materials. 5. GDP growth is being driven more by capital expenditures on data centers than by consumer spending.”
另外衡量美元和黄金比率的GLD同期涨了24%，说明长线来说全世界普遍押注美元会继续印钱贬值。
New data show the deficit jumped 19% to $291B in July. This is despite $21B collected from Americans due to higher import taxes, which have led to higher costs on goods like furniture, footwear, and auto parts.
The deficit for 2025 is already $1.63 trillion, up 7% from the same period last year.”
如果不去境外消费， 在美国本土的话， 投资收益率还是远高于通胀的， 总体还是大家更富有了
各种支出还是会慢慢涨，只不过不那么显眼，完全对内不涨那需要美国本身是个自给自足的国家
这个逻辑太通了！必须赞
确实如此，投什么都亏本，只有投股市才能发财
美元面临大幅贬值的压力和预期，实事求是的讲，美元必须贬值，特别是海外购买力这一块。
当机构（以及巨富阶层的资产）手里握着绝大部分筹码时候， 怎样才能利益最大化？ 当然是继续涨了
科技大厂普遍都好几个T 的时代， 没有哪个机构可以全部清仓， 宽且它们清仓后还要去别的股票当接盘韭菜？ 大家伙们不动， 股市就不会伤筋动骨
有钱人怎么生活的？ 资产放股市， 然后作为抵押，贷款出来花销， 用投资收益还贷款。 甚至可以注册公司， 专门负责生活开销 贷款的钱算债务， 不算收入， 投资收益15% 税率
它们根本不需要卖股票应付开支