Good morning. I dislike writing about politics, and doubt there is much geopolitical alpha to be had in markets, which are very good at discounting political information. But between what we learned last week about Biden’s mental capacity, and what we learned about France’s political transformation yesterday, I may have to write something about the repercussions of politics for markets before long. Send me a good angle: [email protected]
早上好。我不喜歡寫關於政治的文章，也懷疑市場中有很多地緣政治阿爾法，因爲市場非常善於忽略政治資訊。不過，從上週我們瞭解到的拜登的心智慧力，到昨天我們瞭解到的法國的政治轉型，我可能很快就不得不寫一些關於政治對市場的影響的文章了。給我一個好的角度：[email protected]
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