美银：The Flow Show-From Goldilocks to Gold-i-Lots
美银·2025-04-21 03:00
The Flow Show From Goldilocks to Gold-i-Lots Scores on the Doors: gold 25.3%, government bonds 5.8%, IG 3.9%, HY 1.7%, cash 1.3%, commodities -1.3%, stocks -5.2%, US dollar -8.4%, oil -9.8%, crypto -34.0% YTD. The Price is Right: "If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time" – Charlie Munger…S&P 500 200-week MA currently 4685, 50-week MA is 5685…that's the range. Tale of the Tape: Fed cut 50bps in Sept when stock mark ...