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儘管股票——尤其是長期、零利潤的科技股——近幾個月一直在艱難掙扎（現在比去年 2 月的歷史高點下跌了 50%），因為實際利率的急劇上升給長期投資的口袋帶來了壓力。 市場上，以石油為首的大宗商品繼續上漲。 （見上圖） 但是，從我們對布蘭特原油歷史價格上看，油價不僅與股票背離，而且與美國 10 年盈虧平衡通脹背離。 很多投资者还是不太了解原油是什么？原油作為一個投資品受到政治的影響最為顯著。 從當下的局勢上看，隨著中東和烏克蘭地區地緣政治陷入動盪，國際兩大原油價格日內持續攀升，並雙雙觸及七年高點！ …
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