不明白为什么这里鲜有讨论川普经济政策对股市长远表现影响的分析。这对大多数投资者应该是最重要的

w
whaled
楼主 (文学城)

大多数人毕竟是投资为主,而不是traders

川普经济政策值得研究是因为他的很多做法和以往历届政府背道而驰,比如反全球化,这对严重依赖全球市场的500强的投资回报会有不小影响。这种影响会反映到对他们高PE的重新调整,和世界其他市场converge。

这是Gemni给出的回应,感觉挺靠谱。答案是短牛长熊,不过现在已经放熊了

 

Analyzing the long-term impact of any president's economic policy on S&P 500 returns is complex, as numerous factors influence the stock market. However, we can highlight some key areas of potential impact based on past trends and current projections:
Key Policy Areas and Potential Impacts:
 * Trade Policies:
   * Tariffs and trade disputes can create significant market volatility. Past Trump-era tariffs led to periods of uncertainty and fluctuations in the S&P 500.
   * Long-term, these policies can disrupt global supply chains, affecting corporate earnings and, consequently, stock market performance.
 * Tax Policies:
   * Tax cuts, particularly for corporations, can boost short-term earnings and drive stock market gains.
   * However, the long-term effects, such as increased national debt, can create economic instability and potentially hinder future growth.
 * Regulatory Policies:
   * Deregulation can stimulate certain sectors, leading to increased investment and potential stock market gains.
   * However, it can also create risks, such as increased financial instability or environmental concerns, which can negatively impact the market.
 * Fiscal Spending:
   * Increased government spending can stimulate economic growth in the short term, leading to market gains.
   * However, if not managed carefully, it can lead to inflation and higher interest rates, which can negatively impact the stock market.
 * Market Volatility:
   * The policies of the Trump administration have shown to add to market volatility. Increased volatility can cause large swings in the S&P 500.
Considerations:
 * It's crucial to remember that the S&P 500 is influenced by global economic conditions, Federal Reserve policies, and various other factors beyond any single administration's control.
 * Predicting long-term impacts is inherently challenging, and economic forecasts are subject to change.
In summary:
 * Trump's economic policies could lead to both short-term gains and long-term risks for the S&P 500.
 * Trade policies and fiscal spending are areas that require close attention.
 * It is important to understand that economic forecasting is very difficult, and many factors can change the outcomes.
To get the most up to date information, it is always best to consult with qualified financial advisors.

 

T
Tianyazi
网上专家评论:choppy road ahead, SP 500: 5500 in the end of 2025!
辛民
长期投资闭眼定投就好。不需要讨论吧。 哈哈
m
mobius
宏观的东西看不懂啊。22年那么多Nobel都说没有通胀,经济一片大好,结果股市大亏。现在又说transitory, 怕了
d
dancingpig
不能把一个高维同时参数在不断调整的模型降维,同时还固定参数去分析
w
whaled
说得太深奥了。问题简单说是今后几年该怎么做资产分配
南京姑娘
川普的经济政策本来就不长期,没有办法分析。现在最大的问题是,川普put 好像没有了。
w
whaled
定投啥?我觉得定投SPY和QQQ的在未来五年里可能有问题。好几家大fund都这么讲了,还只是从估值角度说的
w
whaled
这倒不拍啥,怕的是2000年或者29年的情况出现,即使是轻微情况也够喝一壶的
M
Maui2021
讨论这个会对打的。连有人不喜欢elon,都被骂是走地鸡了。本来公众人物有人喜欢,有人不喜欢,很正常。但是有人不允许。
辛民
还是定投SPY/QQQ, 比其他funds还是安全一些。 回报多少就看老天了。
w
whaled
没关系,还有1/3的ID是可以讨论的 LOL
M
Maui2021
哈哈。好的。
枪迷球迷
呵呵, 问题是讨论川普很难不带偏见

而且经济政策从来是有人得利有人吃亏, 更难避免偏见。 

建议讨论时不要提及川普人名, 而对具体的政策讨论利弊,或许能有些建设性。 

玻璃坊
其实走地鸡挺好

地面踏实。

鸿鹄搞不好摔下来更麻烦

 
r
rossyyy
这是个口水话题,不如不谈,一起歌颂嘛噶