价投大佬Seth Klarman：美联储在“温水煮青蛙”

华尔街见闻2021-01-21

对冲基金Baupost Group的创始人、价值投资大佬Seth Klarman向客户表示，美国的货币和财政刺激政策，令投资者相信，风险“已经消失”。但实际上，市场无法承受，市场作为价格发现机制的作用已经失灵。Klarman批评美联储自疫情大流行之初就降低了利率，并给金融体系注入了资金。他认为，美联储的措施使其难以评估美国经济的健康状况：当时有非常多的手段可以刺激经济，同时也能够评估经济是否处在...

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精彩评论

铁韭谨慎观望
2021-01-21
铁韭谨慎观望
只要还有一人在质疑，那么就涨到他怀疑人生。
铁韭谨慎观望
2021-01-21
铁韭谨慎观望
只要还有一人在质疑，那么就涨到他怀疑人生。
椒图
2021-01-21
椒图
看来这个大佬也没好过[笑哭]

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