Good morning. I dislike writing about politics, and doubt there is much geopolitical alpha to be had in markets, which are very good at discounting political information. But between what we learned last week about Biden’s mental capacity, and what we learned about France’s political transformation yesterday, I may have to write something about the repercussions of politics for markets before long. Send me a good angle: robert.armstrong@ft.com
早上好。我不喜欢写关于政治的文章，也怀疑市场中有很多地缘政治阿尔法，因为市场非常善于忽略政治信息。不过，从上周我们了解到的拜登的心智能力，到昨天我们了解到的法国的政治转型，我可能很快就不得不写一些关于政治对市场的影响的文章了。给我一个好的角度：robert.armstrong@ft.com
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