The S&P 500 is now up around 100% since its pre-COVID peak, delivering 115% returns when dividend payments are included. Having been bearish to varying degrees over this period, either in absolute or relative terms, it's time to reflect onI am a full-time investor and owner of Icon Economics - a macro research company focussed on providing contrarian investment ideas across FX, Equities, and Fixed Income based on Austrian economic theory. Formerly Head of Financial Markets at Fitch Solutions, I have 15 year ...

行业观点 - 长期国债的避险需求可能因股市波动而重新升温 重点关注iShares 20+年期国债ETF(TLT) [1] 分析师背景 - 分析师拥有15年亚洲及全球市场投资分析经验 曾担任惠誉解决方案金融市场主管 [1] - 目前运营宏观研究公司Icon Economics 专注于基于奥地利经济学理论的外汇、股票及固定收益领域的逆向投资策略 [1] 持仓披露 - 分析师通过股票、期权或其他衍生品持有TLT的多头头寸 [2]