Kudlow: 儘管暴跌, 股市依然良好 - 股票

https://www.newsmax.com/newsfront/kudlow-stock-market/2018/02/10/id/842596/

https://youtu.be/Uif-lmnzpp0

By Sandy Fitzgerald | Saturday, 10 Feb 2018 09:43 AM

The nation's economy is very strong, and the tax cut bill is energizing
business, so the stock markets will be "just fine," despite record drops this
past week, economic analyst Larry Kudlow told Newsmax TV Friday, and he'd buy
and hold stocks as they grow cheaper.

Larry Kudlow: 美國經濟十分強壯, 減稅法案促進企業投資, 股市依然良好

Kudlow 會逢低進場並持有股票

"Investment profits are very strong," Kudlow, the Reagan administration
economist who also advised President Donald Trump's campaign, told "Newsmax
Now" guest host Kirsten Haglund.

Investment 應該接在上一段的 business 後
Kudlow: (企業)獲利讚

There is some interest rate turbulence as well, he continued, but "people
shouldn't panic."

Kudlow: 有些因利率問題引起的震盪, 大家嘸免驚

"Stocks are gonna be cheaper and I'd buy them as they go down," said Kudlow.
"I'd buy them and I'd hold them. Stocks for the long run, that's always been
my philosophy."

Kudlow: 股價跌, 我撿便宜, 我買進並持有, 長期投資魂是我一以貫之的哲學
(2008 巴菲特名言粗乃坦 again)

Many of the algorithmic changes that have occurred are driven by computers,
not humans, Kudlow also said Friday.

Meanwhile, the boundaries on the CBOE Volatility Index (VIX), often referred
to as the "fear index" were exceeded, said Kudlow, pushing the index up to
almost 50 at one point, which triggered a lot of selling.

"That's what happened today," he said. "It's not humans. It is computers.
It's the world in which we live. These things happen."

(主持人請 Kudlow 多說些程式交易的事)
Kudlow: VIX, 債券或是啥的震盪超過算法區間觸發程式單拋售, 非人為

Ironically, good news for the economy can also be bad news for the stock
market, said Kudlow.

Kudlow: 諷刺的是, 經濟面的好消息對於股市可能是壞消息

"Real interest rates go up, investment returns are rising in the economy, so
the stock market requires a higher real investment rate," he said. "It's
inflation, that's what spooked the stock market."

(扣除通膨影響)實質利率上升, 投資報酬上升, 所以股市需要更高實質投資率

那就是通膨, 嚇壞了股市的東西

Meanwhile, Kudlow said he also agrees with the president's call for more
defense and military spending, but he's still sorry that the new spending
bill did not include cuts to domestic spending.

Kudlow 支持川普增加國防預費, 也很遺憾這不包含民生預算

"The Democrats insisted that whatever we spent on military had to be also
spent on domestic," he said. "It's a lousy deal. I think there's a lot of
reforms that need to be done. I don't think it's a catastrophe but I think
you've got to have a stronger budget outlook."

Kudlow: 民主黨堅持國防民生並重, 爛爆了
有很多要改革, 要更深入考量預算規劃(社會保險之類der別浪費錢惹)

心得:

聽完士氣大振, 果然經濟顧問說的力道就是不一樣

全力作多過年

年後數錢
※ 編輯: PUTOUCHANG (36.225.187.213), 02/11/2018 03:11:05