seekinganythingbutalpha
@ivanalog_com
Focus on 1) Technology and Dividend Blended 2) Drawdown protection. Check highlights and articles. No investment advice.
Now building ModelDock
Joined October 2011
772 Following 17.2K Followers
@Areskapitalon 国债确实一直是定时炸弹。
不过现在美股的EPS不在消费上，其实消费股都已经进入熊市了。EPS都绑在CAPEX上，CAPEX都绑在白领替代上。
总之就是饿死人也不一定影响股市的局面。
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