Good morning. Friday was another bad day for both stocks and bonds, after the jobs report suggested the Fed had more work to do to bring inflation down. Overreaction to single data points will be the norm until all the little bits of information line up to send a single message — that the Fed has done enough. A few reflections on investing in such a world below. Email me: [email protected].
早上好。週五是股市和債市的又一個糟糕日子，先前就業報告顯示，美聯準在壓低通膨方面還有更多工作要做。對單個數據點的過度反應將成爲常態，直到所有的小資訊彙集起來發出一個單一的資訊——美聯準已經做得足夠了。以下是對在這樣一個世界中投資的幾點思考。給我發郵件：[email protected]。
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