FT商学院

The Taco trade has eaten itself
“塔可”交易已自我吞噬

Tracking the Donald Trump show has become pointless for investors in the short term
在短期内,追“特朗普秀”对投资者已毫无意义。

One of the reasons this moment in history is such a headfake for investors is that it demands they do opposite things at the same time. They need to shut out the noise but also listen to it carefully, ignore it but also take some pretty radical action.

当下这一历史时刻之所以对投资者具有强烈的迷惑性,其中一个原因在于它要求他们同时做彼此相反的事:既要屏蔽噪音,又要仔细倾听;既要忽略它,又要采取相当激进的行动。

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