市场重置：6%的无风险利率可能意味着市场市盈率15倍
· seekingalpha.com
货币错位和地缘政治冲击推高收益率，给长期限股票以及缺乏定价权或净现金的行业带来压力。立即阅读完整分析。
The equity market should reset valuations, whether it's in slow motion, i.e., stagnation, or in a sharp correction; it's anyone's guess. But what seems clear is...