活在珍贵的人间活在这珍贵的人间
太阳强烈
水波温柔
一层层白云覆盖着
我踩在青草上
感到自己是彻底干净的黑土块
活在这珍贵的人间
泥土高溅
扑打面颊
活在这珍贵的人间
人类和植物一样幸福
爱情和雨水一样幸福
——海子
BY 浮光掠影
A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year. A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.
浮光掠影 from tw