Sublime
An inspiration engine for ideas
Fourteen years ago, David Tepper went on Squawk Box and shared how he made $7bn in a single year and laid out his worldview and a strategy that worked for the coming decade.
Last week, almost fourteen years to the day, David returned to Squawk Box to discuss China, stimulus, AI, and more. He starts by discussing whether... See more
《回顾本次A股见底场景》
1，美国降息，Ackman站Trump
2，证监会主席态度180度转变
3，PB历史最低没有之一
4，股市，楼市，车市，资金全断
5，洗脚妹，都知道买国债
6，投行，妈妈喊他别干了
7，李蓓股票研究员转做家政
8，帝国动员最后的预备队进场
9，史诗级大QE+放宽监管 https://t.co/esOX0ax8IU
如果9月24，还不能判断是底部
孩砸，这里不适合你
找份稳定工作，找个老实人
你也就只配买点美股，每天在无趣的上涨中煎熬😅 https://t.co/2kQGwQESdk
Private Equity Titan: Thoma Bravo
Thoma Bravo is one of the world’s leading private equity firms, with $138 billion under Management.
The Secret Sauce of Thoma Bravo: https://t.co/n3ZXtmN0CA
我2023年1月5原创，风靡全网的，AH股黑暗森林——《三体投资法》
1，传言即真相
2，发现即猛干
3，证实即跑路 https://t.co/jN01VdIZJi
Felix Zulauf's big market calls for 2024 & beyond:
- S&P 500 makes minor new highs in Q1 2024 (4900) but this will be a "trap" that will suck in too much capital at the wrong price & cause a "big" decline. Oct 2022 lows (<3600) very much in play
- Bond rally likely to continue - for now. But... See more
Jack Farleyx.com
Bruce Kovner borrowed his initial $20,000 trade stake.
And turned it into a $6B fortune.
He generated a 90% CAGR during his 10YR run at Commodities Corp.
Kovner is simply one of the best traders to ever live.
Here's how he thought... See more