11月8日
本周不可为不精彩，作为吃瓜群众我看到了比复仇者联盟更精彩的大选大戏。
无论如何，特朗普自选票门后，欧洲各国迅速发来贺电庆祝拜登当选后基本奠定特朗普的败局，尽管就绪他还会殊死挣扎但大势已去，没有了势就好比霸王项羽四面楚歌无法再闹起什么风浪。
那后续拜登政府上台后第一次讲话的重点就是控制疫情，跟上文一样的观点。疫情控制住后通胀上行，明显就是黄金跟原油利多。，如果美股崩盘那么黄金多头仓位可能是纸面富贵投资者需要留意中线多头头寸的恐慌性变现风险。另外一个就是拜登政府经济回归后中期美元走强下，长期投资逻辑的转折。
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