Treasury yield is not attractive compare to

來源: 2023-09-28 16:40:07 [博客] [舊帖] [給我悄悄話] 本文已被閱讀:

Government balance sheet.

Stick to T bill only, 4-13weeks. 


雖然股市最近不太好,但是這是買AI相關股很好的時機:MSFT, Google, Adobe, NVDA, etc.

AI的應用開發剛剛開始。So many people roll their money to treasury, 再好也就是混個一般人兒,和大夥兒都一樣做個平均值。

嗬嗬