不明白為什麽這裏鮮有討論川普經濟政策對股市長遠表現影響的分析。這對大多數投資者應該是最重要的

本帖於 2025-03-26 11:54:13 時間, 由普通用戶 whaled 編輯

大多數人畢竟是投資為主,而不是traders

川普經濟政策值得研究是因為他的很多做法和以往曆屆政府背道而馳,比如反全球化,這對嚴重依賴全球市場的500強的投資回報會有不小影響。這種影響會反映到對他們高PE的重新調整,和世界其他市場converge。

這是Gemni給出的回應,感覺挺靠譜。答案是短牛長熊,不過現在已經放熊了

 

Analyzing the long-term impact of any president's economic policy on S&P 500 returns is complex, as numerous factors influence the stock market. However, we can highlight some key areas of potential impact based on past trends and current projections:
Key Policy Areas and Potential Impacts:
 * Trade Policies:
   * Tariffs and trade disputes can create significant market volatility. Past Trump-era tariffs led to periods of uncertainty and fluctuations in the S&P 500.
   * Long-term, these policies can disrupt global supply chains, affecting corporate earnings and, consequently, stock market performance.
 * Tax Policies:
   * Tax cuts, particularly for corporations, can boost short-term earnings and drive stock market gains.
   * However, the long-term effects, such as increased national debt, can create economic instability and potentially hinder future growth.
 * Regulatory Policies:
   * Deregulation can stimulate certain sectors, leading to increased investment and potential stock market gains.
   * However, it can also create risks, such as increased financial instability or environmental concerns, which can negatively impact the market.
 * Fiscal Spending:
   * Increased government spending can stimulate economic growth in the short term, leading to market gains.
   * However, if not managed carefully, it can lead to inflation and higher interest rates, which can negatively impact the stock market.
 * Market Volatility:
   * The policies of the Trump administration have shown to add to market volatility. Increased volatility can cause large swings in the S&P 500.
Considerations:
 * It's crucial to remember that the S&P 500 is influenced by global economic conditions, Federal Reserve policies, and various other factors beyond any single administration's control.
 * Predicting long-term impacts is inherently challenging, and economic forecasts are subject to change.
In summary:
 * Trump's economic policies could lead to both short-term gains and long-term risks for the S&P 500.
 * Trade policies and fiscal spending are areas that require close attention.
 * It is important to understand that economic forecasting is very difficult, and many factors can change the outcomes.
To get the most up to date information, it is always best to consult with qualified financial advisors.

 

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網上專家評論:choppy road ahead, SP 500: 5500 in the end of 2025! -Tianyazi- 給 Tianyazi 發送悄悄話 Tianyazi 的博客首頁 (0 bytes) () 03/26/2025 postreply 11:57:41

這倒不拍啥,怕的是2000年或者29年的情況出現,即使是輕微情況也夠喝一壺的 -whaled- 給 whaled 發送悄悄話 (0 bytes) () 03/26/2025 postreply 12:09:18

長期投資閉眼定投就好。不需要討論吧。 哈哈 -辛民- 給 辛民 發送悄悄話 (0 bytes) () 03/26/2025 postreply 11:59:55

定投啥?我覺得定投SPY和QQQ的在未來五年裏可能有問題。好幾家大fund都這麽講了,還隻是從估值角度說的 -whaled- 給 whaled 發送悄悄話 (0 bytes) () 03/26/2025 postreply 12:06:11

還是定投SPY/QQQ, 比其他funds還是安全一些。 回報多少就看老天了。 -辛民- 給 辛民 發送悄悄話 (0 bytes) () 03/26/2025 postreply 12:13:07

宏觀的東西看不懂啊。22年那麽多Nobel都說沒有通脹,經濟一片大好,結果股市大虧。現在又說transitory, 怕了 -mobius- 給 mobius 發送悄悄話 (0 bytes) () 03/26/2025 postreply 11:59:59

不能把一個高維同時參數在不斷調整的模型降維,同時還固定參數去分析 -dancingpig- 給 dancingpig 發送悄悄話 (0 bytes) () 03/26/2025 postreply 12:00:42

說得太深奧了。問題簡單說是今後幾年該怎麽做資產分配 -whaled- 給 whaled 發送悄悄話 (0 bytes) () 03/26/2025 postreply 12:03:48

川普的經濟政策本來就不長期,沒有辦法分析。現在最大的問題是,川普put 好像沒有了。 -南京姑娘- 給 南京姑娘 發送悄悄話 (0 bytes) () 03/26/2025 postreply 12:06:04

討論這個會對打的。連有人不喜歡elon,都被罵是走地雞了。本來公眾人物有人喜歡,有人不喜歡,很正常。但是有人不允許。 -Maui2021- 給 Maui2021 發送悄悄話 (0 bytes) () 03/26/2025 postreply 12:12:28

沒關係,還有1/3的ID是可以討論的 LOL -whaled- 給 whaled 發送悄悄話 (0 bytes) () 03/26/2025 postreply 12:14:08

哈哈。好的。 -Maui2021- 給 Maui2021 發送悄悄話 (0 bytes) () 03/26/2025 postreply 12:21:12

其實走地雞挺好 -玻璃坊- 給 玻璃坊 發送悄悄話 玻璃坊 的博客首頁 (595 bytes) () 03/26/2025 postreply 12:53:48

嗬嗬, 問題是討論川普很難不帶偏見 -槍迷球迷- 給 槍迷球迷 發送悄悄話 槍迷球迷 的博客首頁 (214 bytes) () 03/26/2025 postreply 12:35:29

這是個口水話題,不如不談,一起歌頌嘛噶 -rossyyy- 給 rossyyy 發送悄悄話 (0 bytes) () 03/26/2025 postreply 14:13:58

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