发布于: 雪球转发:0回复:2喜欢:0

2020: Let's lend to the US government at 0.6% for ten years with no upside.

2021: Bond Massacre.

One-billion-dollar Question: Where does the bond money go?

SPY? QQQ? ARKK? JETS? TSLA? BTC? or Robinhood YOLO? Maybe Pet rock?

$美国国债20+年ETF-iShares(TLT)$ $美国25年+零息票国债指数ETF-PIMCO(ZROZ)$

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AS3122021-02-23 04:49

会先去Cash,然后回到股市里来,主要流向小盘股,价值股,周期股,新兴市场股。当然也有spillover要去大宗商品,黄金,比特币。

-地精-2021-02-23 04:40

股债轮动