从2024美国选举到2025 Trump 的Tariff， 市面上的NOISE is a bit overwelming.
According to FactSet and as of last week:
- The S&P has reported earnings growth of 12.9% on average
- 78% of S&P 500 companies have beaten EPS estimates
- Only 8 companies have withdrawn estimates or are not updating for FY 2025
They make a good chunk of change by constantly cycling hype-driven, sensationalist loaded stories because they want to – and get paid for – attracting your eyeballs.
The sooner you learn to stay focused on great companies putting up great numbers, the sooner your portfolio can thank you.
And I know：
明天的我会感谢今天的我， 哪怕我还是小白一个。
“The most important thing is to know where we are in a cycle and to act accordingly"-Howard Marks.
