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US Equity Beta

Posts reflecting US Equity Beta

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The Two-Speed US Market - AI-Driven Growth Masks Underlying Pressures from Soaring Talent and Capital Costs - 双速运行的美股市场：AI驱动的增长掩盖了人才与资本成本飙升的潜在压力 post image
US Equity Beta Macro Topics

The Two-Speed US Market - AI-Driven Growth Masks Underlying Pressures from Soaring Talent and Capital Costs - 双速运行的美股市场：AI驱动的增长掩盖了人才与资本成本飙升的潜在压力

by Jason & Jarvis
US Economy and Markets Under Strain - Data Reliability Challenges, Tariff-Induced Inflation, and Divergent Equity Returns with Extreme Quality Valuations - 美国经济与市场承压：数据可靠性挑战、关税引发的通胀及股票回报分化与极端高质量估值 post image
Macro Topics US Equity Beta

US Economy and Markets Under Strain - Data Reliability Challenges, Tariff-Induced Inflation, and Divergent Equity Returns with Extreme Quality Valuations - 美国经济与市场承压：数据可靠性挑战、关税引发的通胀及股票回报分化与极端高质量估值

by Jason & Jarvis
AQR's Objective vs. Subjective Return Expectations - US Equity Outperformance and Guiding Long-Term Investment Strategy - AQR关于客观与主观回报预期的系列研究：解构美股超额表现与长期投资策略的启示 post image
US Equity Beta

AQR's Objective vs. Subjective Return Expectations - US Equity Outperformance and Guiding Long-Term Investment Strategy - AQR关于客观与主观回报预期的系列研究：解构美股超额表现与长期投资策略的启示

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by Jason & Jarvis
2025 W31 - S&P 500's Strong 2Q 2025 Earnings Driven by Low Expectations and Tariff Mitigation, Alongside AI-Fueled Structural Shifts and Persistent Magnificent 7 Leadership - 低预期与关税应对策略驱动，兼论AI赋能的结构性转变与“七巨头”的持续领先 post image
US Equity Beta

2025 W31 - S&P 500's Strong 2Q 2025 Earnings Driven by Low Expectations and Tariff Mitigation, Alongside AI-Fueled Structural Shifts and Persistent Magnificent 7 Leadership - 低预期与关税应对策略驱动，兼论AI赋能的结构性转变与“七巨头”的持续领先

by Jason & Jarvis
2025 W30 - Retail-Driven Speculative Frenzy Reignites S&P 500 Index Inclusion Effect - 散户驱动的投机热潮重燃标普500指数纳入效应 post image
US Equity Beta

2025 W30 - Retail-Driven Speculative Frenzy Reignites S&P 500 Index Inclusion Effect - 散户驱动的投机热潮重燃标普500指数纳入效应

by Jason & Jarvis