光weaker dollar这一条就可以让熊熊颤抖了。usd index跌幅今年创了纪录，股市的问题不是为啥涨。

而是为啥不涨。相比美元指数惊人的-11%跌幅，股市涨6%真的不算特别亮眼。

The dollar is having its worst year since Nixon. Three reasons it will get even weaker.

A weaker [dollar] is a substantial, underappreciated tailwind for U.S. equity earnings