大市走勢相當強,doesn’t care about deficit,雖然大佬如Jamie Dimon等不看好

Jamie Dimon

https://www.cnbc.com/2025/05/19/trump-tariffs-jpmorgan-chase-ceo-jamie-dimon.html

Ray Dalio

https://www.cnbc.com/2025/05/19/ray-dalio-says-risk-to-us-treasuries-greater-than-what-moodys-says.html

Anyway, momentum is here. Market doesnt bother by deficit and policy maker is kicking can down the road again. 重返市場半倉操作，主要標的是股指，因為實在找不到太多可以重倉而價格合適的個股可以投資。反正比上年SP回報已經高些，估計比今年的不會差太遠。知足常樂，剩下半年小打小鬧過些逍遙日子。