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等權重標普500指數正在發動——坦白說,這傳達的訊息與傳統的市值加權指數不同。
重點在於:等權重基金反映了實際的廣度。當它們突破向上時,你不僅僅是在觀察價格的變動,而是在見證整個經濟的實質參與,而不僅僅是巨型股的主導。
廣度才是真正的情緒指標。它是表面之下實際發生事情的心跳。
不過,時機?那才是關鍵。布局的時機與信號本身一樣重要。