$20 年期以上美国国债 3 倍做多 ETF - Direxion(TMF.US)给大家做个心理按摩,从理论上来说如果川普上来,会很快,力度很大的降息。也就意味着 TMF 会以非常快的速度上去,川普是反对联储在他任前降息,不是反对在他上任的时候降息,事实川普是最爱货币宽松的。这段时间很难熬,但是其实是建仓的绝好时机,我一直在做 T 来增加仓位。我知道这段时间挺难熬的,大家尽量不要融资杠杆太多,不然会拿不住,要记得,这是国债不是股。这是有底,有趋势的,是最有确定性的资产。哪怕是华尔街现在认知的中性利率那也是 3.5% 可不是现在的 4.75% 只不过他们希望慢慢降息,但是你要知道,慢慢降息,那也是要降息。
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