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Nvidia juggernaut upends markets
庞大的英伟达是如何颠覆市场的?

In an era of stickier inflation, perceptions of the relative risk of different assets are changing
在一个通胀更加顽固的时代,人们对不同资产相对风险的看法正在发生变化。

Back in the day, I had a mild obsession with Mario Draghi’s ties. At the time, the Italian was president of the European Central Bank and the internet was fun in a way that is hard to imagine now. Very online people, including me but also including supposedly busy bankers and fund managers, spent a decent amount of time on Twitter guessing what colour tie Draghi would wear to his post-rate-announcement press conference and what symbolism it would convey. (Answer: none, but it was good clean fun, and that electric blue tie did seem to come out a lot at key moments.)

很久以前,我对马里奥•德拉吉(Mario Draghi)的领带有一种轻微的痴迷。当时,这位意大利人担任欧洲央行(European Central Bank)行长,而互联网的乐趣如今很难想象。包括我在内的很多网民,甚至包括那些忙碌的银行家和基金经理,都花了相当多的时间在推特上猜测德拉吉在利率公告后的新闻发布会上会戴什么颜色的领带,以及它会传达什么象征意义。

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