福利彩票开奖结果查询

见证|李迅雷: 在确定性强的公司里寻找机会

来自证券市场红周刊的雪球原创专栏

福利彩票开奖结果查询LAIYUAN:XUEQIUApp,ZUOZHE: ZHENGQUANSHICHANGHONGZHOUKAN,(http://hz1070.cn/2994748381/144747739)


作者:李健

现在看起来确定性强的公司,未来肯定还会有更好的增长。现在看起来不确定性强的公司,未来可能会被市场淘汰。

相比于2008年时的金融危机,我认为现在形势更加严峻。因为2008年金融危机是在高利率环境下爆发的,之后各国政府通过降息和量化宽松政策,带动全球经济慢慢复苏。另外,2008年时,去杠杆其实是转杠杆,将次贷危机带来的居民高杠杆转移给了政府部门,金融部门受政府财力支持,相当于最后由政府买单。在转杠杆之后,美国政府的杠杆率从2007年的47%提高到如今100%以上。

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