#每周一书
近半年，各种不得不做的繁杂事物缠身，“走出家门”这件一直在做的事情变得奢侈起来，以至于很多观点和情绪都在变得狭隘和封闭。屏幕上充满了别人的观点和观察，而我作为一名“消费者”则失去了那种肉眼观察的鲜活和喜悦。
是时候，阅读一些过去不曾涉足的书籍了。于是，我选了斯坦贝克这本《愤怒的葡萄》, 处在社会变迁中的每个人都值得被看见。人最基本的需求——肢体渴望劳动，心灵渴望创造，这就是人。
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https://book.douban.com/subject/1030312
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BY 每周一书 🎉
At a time when the Indian stock market is peaking and has rallied immensely compared to global markets, there are companies that have not performed in the last 10 years. These are definitely a minor portion of the market considering there are hundreds of stocks that have turned multibagger since 2020. What went wrong with these stocks? Reasons vary from corporate governance, sectoral weakness, company specific and so on. But the more important question is, are these stocks worth buying?
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.
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