<p><img src="https://imageproxy.pbkrs.com/https://cdn.pixabay.com/photo/2014/08/01/17/56/ipad-407799_960_720.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cdn.pixabay.com/photo/2014/08/01/17/56/ipad-407799_960_720.jpg"/></p>
<p><em>图片来源：Pixabay</em></p>
<p>市场已经在区间内徘徊了几个月。</p>
<p>它是否已经见顶并即将回落，就像我们在 2022 年初看到的那样？</p>
<p>还是说它正在整合，并即将向上突破？</p>
<p>投资组合经理 Lance Roberts 和我讨论了这种可能性，以及资本从价值股回流到成长股的可能轮动，比特币的抛售及其影响，私人信贷日益严重的问题，以及 Lance 所在公司的最新交易。</p>
<p><em>视频时长：01:52:52</em></p>
<hr/>
<p><em>更多来自此作者的内容：</em></p>
<p>昨天的赢家股票会变成明天的输家吗？反之亦然？</p>
<p>随着富人开始挣扎，他们会拖累经济吗？</p>
<p>信用市场和美元走弱，股票将面临 “糟糕” 的惊喜？</p>

COIN

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<p>市场在几个月内一直处于区间震荡，令人质疑它是否已经见顶或即将突破。投资组合经理 Lance Roberts 在一段时长为 01:52:52 的视频讨论中，探讨了从价值股到成长股的潜在资金轮动、比特币抛售的影响、私人信贷的问题，以及他公司最近的交易</p>

<p><img src="https://imageproxy.pbkrs.com/https://cdn.pixabay.com/photo/2014/08/01/17/56/ipad-407799_960_720.jpg" alt="" original-src="https://cdn.pixabay.com/photo/2014/08/01/17/56/ipad-407799_960_720.jpg"/></p>
<p><em>Image Source: Pixabay</em></p>
<div class="lb-trans"><p><em>图片来源：Pixabay</em></p>
</div><p>The market has been range-bound for months.</p>
<div class="lb-trans"><p>市场已经在区间内徘徊了几个月。</p>
</div><p>Has it topped out and about to roll over, as we saw at the start of 2022?</p>
<div class="lb-trans"><p>它是否已经见顶并即将回落，就像我们在 2022 年初看到的那样？</p>
</div><p>Or, is it consolidating and poised for a breakout higher soon?</p>
<div class="lb-trans"><p>还是说它正在整合，并即将向上突破？</p>
</div><p>Portfolio manager Lance Roberts and I discuss the odds, as well as the likely rotation of capital back into Growth from Value, the sell-off in Bitcoin and its repercussions, the growing trouble in private credit, and Lance's firm's latest trades.</p>
<div class="lb-trans"><p>投资组合经理 Lance Roberts 和我讨论了这种可能性，以及资本从价值股回流到成长股的可能轮动，比特币的抛售及其影响，私人信贷日益严重的问题，以及 Lance 所在公司的最新交易。</p>
</div><p><em>Video Length: 01:52:52</em></p>
<div class="lb-trans"><p><em>视频时长：01:52:52</em></p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p><em>More By This Author:</em></p>
<div class="lb-trans"><p><em>更多来自此作者的内容：</em></p>
</div><p>Yesterday's Winning Stocks Becoming Tomorrow's Losers? And Vice-Versa?</p>
<div class="lb-trans"><p>昨天的赢家股票会变成明天的输家吗？反之亦然？</p>
</div><p>As The Rich Start To Struggle, Will They Pull Down The Economy?</p>
<div class="lb-trans"><p>随着富人开始挣扎，他们会拖累经济吗？</p>
</div><p>&#34;Nasty&#34; Surprise In Store For Stocks As Credit Markets &amp; Dollar Weaken?</p>
<div class="lb-trans"><p>信用市场和美元走弱，股票将面临 “糟糕” 的惊喜？</p>
</div>

Is The Market Topped Out? Or Is It Poised To Bounce From Here?

- 市场已在区间波动数月，面临是否顶部的讨论。  
- 利率变动可能导致资本从价值股回流至成长股。  
- 文章还提及比特币的抛售及私人信贷的日益问题。

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市场是否已经触顶？或者是否准备从当前水平反弹？