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低质量的「独立博客」的判断方式、「独立博客」的判断、博客的分类、博客的特点(草稿)

> 一点关于博客的探究。

原本 (2022-07-01) 我们开始写这个东西,还专门找了些古老的书和资料。但是此后就一直咕咕咕。文档已经吃灰几个月啦!

文档里主要是当时我们的一些讨论记录(有趣的讨论都在 Q&A 里)。”什么是「独立」“ 这一章基本没有问题了,然后其他全是还需要扩写和考证的内容……咕咕咕中……

欢迎留言讨论。



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低质量的「独立博客」的判断方式、「独立博客」的判断、博客的分类、博客的特点(草稿)

> 一点关于博客的探究。

原本 (2022-07-01) 我们开始写这个东西,还专门找了些古老的书和资料。但是此后就一直咕咕咕。文档已经吃灰几个月啦!

文档里主要是当时我们的一些讨论记录(有趣的讨论都在 Q&A 里)。”什么是「独立」“ 这一章基本没有问题了,然后其他全是还需要扩写和考证的内容……咕咕咕中……

欢迎留言讨论。

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Spiking bond yields driving sharp losses in tech stocks

A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year. A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.

Start with a fresh view of investing strategy. The combination of risks and fads this quarter looks to be topping. That means the future is ready to move in.Likely, there will not be a wholesale shift. Company actions will aim to benefit from economic growth, inflationary pressures and a return of market-determined interest rates. In turn, all of that should drive the stock market and investment returns higher.

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