你是只看表面现象不知探究根源
美国政府的赤字为什么那么高？为什么发行那么多国债？还不是一次又一次的经融危机经济危机救那些贪婪的过度消费者？
中文媒体上盛传的海湖庄园协议
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#42 Re: 中文媒体上盛传的海湖庄园协议
广场协议结果是日本股市暴涨，这次该轮到我大A了吧，中概也是好的入手时机rtyu 写了： 2025年 3月 9日 04:34 Had one foreseen the Plaza Accord before its implementation in 1985, the optimal investment strategy would have been to reposition away from dollar-denominated assets and toward investments poised to benefit from a sharp depreciation of the U.S. dollar. Key components of such a strategy might have included:
Shorting the U.S. Dollar:
Use futures, options, or forward contracts to hedge against or profit from the expected decline in the dollar’s value.
Investing in Foreign Currency Assets:
Increase exposure to currencies like the Japanese yen or the Deutsche mark, which were expected to appreciate relative to the dollar.
Shifting to Foreign Equities and Bonds:
Allocate capital to Japanese stocks or European bonds that would gain from the currency revaluation, thereby benefiting from both the appreciation of the foreign currency and potentially stronger economic fundamentals.
Focusing on U.S. Exporters:
Consider investing in U.S. companies with significant export exposure, as a weaker dollar tends to boost their competitiveness and earnings in foreign markets.
This diversified approach—hedging currency risk while strategically reallocating investments—would have been well positioned to capture the benefits of the realignment that the Plaza Accord brought about.
