Workflow
Uncertainty
icon
搜索文档
Record gold prices due to 'a general uncertainty in all categories', says Sprott's Ryan McIntyre
Youtube· 2025-09-16 19:35
Gold prices hitting another high yesterday and trading up once again this morning. You're now looking at gold at $3,730 an ounce. It's all coming as we were looking at a softer dollar and interest rates in focus ahead of the Fed meeting that starts today.Joining us right now is Ryan McIntyre, Sprat senior managing partner. And and Ryan, we're looking at gold prices up by more than 40% for the year to date. There are so many reasons that have been listed for these gains, but I don't want to lead the witness. ...
黄金霸权下的暗流:谁将成为下一个“乱世硬通货”?
搜狐财经· 2025-05-15 09:10
黄金市场动态 - 黄金价格突破每盎司3200美元大关 品牌金店足金报价冲破千元/克门槛 [1] - 黄金ETF单日跌幅近2% 暴露传统避险资产对政策转向的脆弱性 [1] - 全球央行连续17个月增持黄金 反映对美元信用体系的结构性焦虑 [1] 新避险资产候选 - 比特币展现惊人韧性 2100万枚恒定总量与去中心化特性吸引机构资金 [2] - 中国核心资产显露避险属性 外资持续增配银行、电力设备、医药生物板块 [2] - 日元与瑞士法郎避险逻辑进化 日元汇率与VIX恐慌指数联动性增强 瑞士法郎黄金储备占比达40% [2] 市场关键变量 - 美联储货币政策转向倒计时 首次降息后3个月内铜、白银等工业属性贵金属平均涨幅达18% [3] - 中美贸易协议落地可能催生新主线 新能源汽车、跨境支付、生物科技板块受益 [3] - 做多波动率指数(VIX)衍生品可能成为黑天鹅保险 [3] 投资策略演变 - 资本寻找更具进攻性的安全边际 需构建动态平衡组合 [4] - 美债对冲衰退风险 数字货币捕捉制度变迁红利 东方核心资产分享确定性增长 [4] - 旧秩序瓦解孕育新机会 历史案例包括1929年大萧条催生道琼斯指数 1971年布雷顿森林体系崩溃孕育纳斯达克 [4]
More Dividends, Less Drama: 3 Of My Favorite Dividend Stocks (5-7% Yield)
Seeking Alpha· 2025-03-20 19:30
文章核心观点 - 市场充满不确定性,投资者明显感到紧张,近期文章核心可用“不确定性”概括 [1] 投资服务相关 - 加入iREIT on Alpha可获取包括REITs、mREITs、优先股、BDCs、MLPs、ETFs等的深入研究,有438条推荐且大多为5星评价,还有免费2周试用 [1]