same 30 yr downward trend in int rate driving all assets...

来源: njrookie 2023-11-17 21:33:12 [] [博客] [旧帖] [给我悄悄话] 本文已被阅读: 次 (196 bytes)
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回答: 也谈房产投资和股票投资jenning2023-11-17 14:24:33

stocks also have positive leverage effect when earning yield is higher than financing rate.

right now that is not the case. equity is THE most over-valued asset class right now.

所有跟帖: 

股市要跌? -mobius- 给 mobius 发送悄悄话 (0 bytes) () 11/17/2023 postreply 21:46:52

谢谢补充和高见。 -jenning- 给 jenning 发送悄悄话 jenning 的博客首页 (0 bytes) () 11/18/2023 postreply 04:14:21

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