Steve Eisman of “The Big Short” fame believes the recent tech-led market pullback is driven by emotions instead of a fundamental deterioration. “Rotations are always violent. They always catch everybody unawares. And it’s not a fundamental correction. It’s like a psychological rotation,” Eisman said on CNBC’s “Fast Money.” The senior portfolio manager at Neuberger Berman said there hasn’t been anything alarming about the economy overal...
Phil Dunn
楼主
Salmon Klein
:
小型中型股公司和房地产投资信托基金通常有巨额债务,因此它们将从美联储的降息中受益匪浅。 微软、谷歌、英伟达等大型股公司... 它们的债务很少,现金余额巨大,因此他们无法从美联储降息中获得任何好处。 你可以阅读这篇文章了解更多细节。 降息预期会引发从大盘股向小盘股的转变吗?
Ultratech : 我可以在图表中看到,这种情况恰好发生在财报时间前后,间隔相同的距离。财报周前后的波动率。你们中的许多人缺乏耐心