中文翻译
黄金在跌。白银在跌。股票在跌。原油在涨。 那钱都流到哪里去了？ 我有答案： -> 牛。 牛群指数的表现已经跑赢了大盘。 硅谷和 Peter Thiel 已经往养牛相关初创公司里投了几十亿美元。 市场正在把“牛”当成对冲不确定性的最大避风港。 因为你不确定特朗普会怎么回应新局势， 但你知道牛会怎么做： 它们会“哞”一声，然后吃草。 市场也许在告诉我们，牛才是对冲不确定性的终极资产。
· 杂谈
用“牛”来调侃市场资金流向和避险主题。
英文原文
Gold is crashing. Silver is crashing. Stocks are crashing. Crude Oil is rising. So where is the money flowing? I have the answer to that: -> Cows. The cattle index has outperformed the broader market. Silicon Valley and Peter Thiel have poured billions into cow-related startups. Markets are rotating to Cows as the biggest hedge against uncertainty. Because while you don't know how Trump will react to new situations? You know how cows do: They say Moo and Eat Grass. Markets might be telling us, that Cows are the greatest hedge against uncertainty.