弗格森定律

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黄金大涨的幕后推手,美债会不会爆掉?
Sou Hu Cai Jing· 2025-10-09 14:58
*此图由AI生成 作者| 史大郎&猫哥 来源| 是史大郎&大猫财经Pro 说个扎心的事,现在每天跳广场舞、四处组团旅游的中国大妈,挣得可能比你多多了,这说的还不是退 休金,12年前,金价200元的时候,中国大妈强势抢筹,合力买下400吨黄金,然后金价大跌16%,她们 成了群嘲对象。 咱们先说原因。 黄金是一个避险资产,美元计价,所以和美元指数的走势相反,美元加息黄金基本完蛋,降息时往往表 现惊人。 但这一轮完全不一样,打破了常识,美元从2022年3月进入加息周期,结果黄金跌了7个月之后开始疯狂 上攻,出现了美元和黄金同步上涨的奇观,黄金从那时开始,从1636美元一路干到4000美元,很少回 头。 那这是为什么呢? 这里面有战争、冲突的原因,但最主要的,还是大家对于美债、美元的信心动摇了。 现在才发现,原来小丑是自己。 黄金走出了疯狂走势,现货价格突破4000美元/盎司,1盎司黄金大概31.1克,所以按咱们的习惯,就是 916元/克,大妈们相当于买了一个年化13%多的理财产品,已经赚翻。 关于金价,猫哥强烈推荐过几次,2018年11月底推的黄金,那一波挣了60%+,之后是2024年3月,当 时金价2100美元, ...
弗格森定律
Hu Xiu· 2025-04-28 00:20
Group 1 - The core observation by historian Neil Ferguson suggests that when an empire's debt interest payments exceed its defense spending, it often marks the beginning of its decline and instability in the global geopolitical order [1][2] - Ferguson's theory can be applied to the current situation of the United States, where rising debt interest payments may threaten its ability to maintain global leadership [2][3] - The implications of Ferguson's law indicate that high debt burdens can lead to currency devaluation and hidden defaults, affecting individual purchasing power and increasing inflation [3][4] Group 2 - The article discusses the role of technology in resolving economic crises in the U.S., highlighting that past crises were mitigated by technological advancements such as the internet and mobile technology [6][8] - It emphasizes that while technology is crucial, it is not the sole factor in economic recovery; other elements like monetary policy, capital market flexibility, and globalization also play significant roles [9][10] - The historical context shows that each major crisis in the U.S. has been followed by a technological revolution that has spurred economic growth [12][13] Group 3 - The article outlines the current economic challenges facing the U.S., stating that AI cannot directly resolve these issues in the short term, as it does not address inflation, national debt, or social inequality [14][15][16] - However, AI has the potential to drive a productivity revolution in the medium term, which could indirectly alleviate economic difficulties by enhancing output across various sectors [18][21] - Long-term prospects for AI are mixed, with the potential for both revitalization and exacerbation of existing crises, depending on how it is managed and integrated into the economy [23][25] Group 4 - The article suggests that AI's impact on the economy will depend on various factors, including inflation pressures, high interest rates, fiscal deficits, and social divisions [25][26] - It highlights the importance of adapting to changes brought by AI, including the need for education and training systems to evolve alongside technological advancements [33][34] - The conclusion emphasizes that while AI may not automatically resolve economic crises, it could be a significant factor in restoring U.S. economic vitality if properly guided [27][36]