Havealookatthischart,whichshowsastrikingsimilaritybetweentodayandthelate1990s:
The#Fedraised#ratesaggressivelyin1994,followedbysmallcutsin1995,andthenheldthemsteadythrough1998.InOctoberofthatyear,theFedeasedthreetimes,fearingtheLTCMcrisiswoulddragtheeconomyinto#recession.
Whatdidthestockmarketdobackthen?TheSP500dropped20%ontheLTCMcrisisinOctober1998,ralliedbackwithintwomonths,andthen...[
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华尔街日报专栏作家贾森兹威格(JasonZweig)提到过，在一次新闻发布会上，有人问，如何定义自己的工作。兹威格说：
我的工作是每年写50到100次完全相同的东西，用我的编辑和读者都不认为重复的方式写出来。
这是因为好的建议很少改变。而市场在不断变化，迎合的诱惑几乎无法抗拒。人们需要好的建议，但他们想要的是听起来好的建议。
短期内听起来最好的建议[
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买预期，卖事实原则
这是最根本的原因。金融市场具有前瞻性，而且非常有效率。当美联储正式宣布降息时，这一举动很可能已经被市场广泛预期了数周甚至数月。
消息已提前消化：随着降息的预期或传闻不断升温，投资者会买入那些预计将从低利率中受益的股票和其他资产。这会推高价格，在宣布之前就把好消息反映在了市场估值中。
美联储为何降息？
市场的[
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FindoutwhyTomthinkstheAIboomhasplentyofroom,whyfinancialstocksareabouttobecomecompletelytransformed,howhiscryptotreasurycoplanstoacquire5%ofalltheEtheronearthandwhathestellingparentsofcollegestudentsabouttheirfuture.
Ifyouonlylistentofortysixpodcaststhisweekend,makesurethisisoneofthem.
Spotify:https://lnkd.in/eZsZKFcw
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YouTube:https://lnkd.in/eZV4HTne
...[
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Eversincethereleaseoftheweaker-than-expectedJulyemploymentreportatthestartofthismonth,stockinvestorshavebeenbettingthattheFedPutisbackinplayandthatitwillprobablybeimplementedattheFOMCsmeetingonSeptember16-17.FedChairJeromePowellhadbeenpushingbackagainstthisnotionsinceearlythisyearbysayingthattheFedisinnorushtolowerinterestrates.However,hedidntdosoinhisJacksonHolespeechonFriday.Instead,hesaid,N...[
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AsteraLabs(NASDAQ:ALAB)wasinfocusonTuesdayasDeutscheBanksaidthecompanyisoptimisticonitspositioninginartificialintelligence.
Sharesfell3.7%inpremarkettrading.
AtarecentDeutscheBankconference,AsteraLabshighlighteditsimpressivecapexfromhyperscalersascontinuing,aswellasadiversificationofitscustomerbaseandproductofferings,analystRossSeymorewroteinanotetoclients.ThecontinuedexpansionofAIclustersiz...[
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TeslastockroseagainonTuesday,makingitsixconsecutivegains.Shareslookoverboughtaftertheirrecent,epicrun.
Teslastockrose2.8%,closingat$421.62,whiletheSP500andtheDowJonesIndustrialAveragefell0.1%and0.3%,respectively.
SharesshookoffnewsofaninvestigationthattheNationalHighwayTrafficSafetyAdministration,orNHTSA,islookingintodoorsfailingtoopenonsomeTeslaModelYs.
Thatsprobablycorrect.NHTSAinve...[
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Summary
Settlementsfollowseparate$243millionverdictagainstTeslainAugust
Trialsforbothcaseswerescheduledtostartnextmonth
Termsofthetwosettlementswerenotdisclosed
Tesla(TSLA.O)hasreachedconfidentialdealstoresolvetwolawsuitsoverdeathsintwoseparateCaliforniacrashesin2019involvingthecompanysAutopilotadvanced-driver-assistancesoftware,accordingtocourtdocuments.
Thesettlementscomeweeksafte...[
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在美联储本周关键利率决议前夕，两项人事变动为高度紧张的市场增添了戏剧性。
当地时间9月15日，美国哥伦比亚特区联邦上诉法院驳回了美国司法部的紧急申请，维持了下级法院暂时阻止特朗普撤换LisaCook的禁令。
这意味着Cook将能够参加本周的美联储会议。
几乎在同一时间，参议院以48票对47票的微弱优势，通过了对StephenMiran出任美联储理事会成员的提名。在共和党[
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Thefinancialmarketswhetherequities,commodities,orcryptomoveinrepeatingcycles.Overthelastfivedecades,historyhasshownusthatinvestorpsychology,liquidity,andmacroeconomicsdrivethesephases.Understandingthemcanhelpinvestorsavoidcostlymistakesandpositionearlyforbigopportunities.
Hereare7keylessonsfrommarketcyclesinthelast50years:
1.EveryBullMarketisBorninPessimism
??The1980sU.S.bullmarketbega...[
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