Sublime
An inspiration engine for ideas
美股剔除通胀之后，一直在上升通道中，每次远离上升通道就跌60%
A股跟经济规律，通胀，周期，成长弱相关，跟老大想法正相关😄
两种制度淋漓尽致，两种玩法。 https://t.co/uogm5vxi3W
In Stunning Speech, Peter Thiel Blasts Buffett, Dimon, & Fink As "Finance Gerontocracy"; Sees Bitcoin Rising 100-Fold
ZeroHedgezerohedge.com
Convinced that the act of writing his diary had contributed to his performance, Soros joked that his profit represented the highest honorarium ever received by an author.32 When the diary was published two years later, as part of Soros’s book The Alchemy of Finance, reviewers mocked its dense prose. But as one commentator said, financial alchemy ce
... See moreSebastian Mallaby • More Money Than God
Is he irreplaceable? Is he the Steve Jobs of JPMorgan Chase?
Duff McDonald • Last Man Standing: The Ascent of Jamie Dimon and JPMorgan Chase
Business Council and the Economic Club of New York,
Brad Jacobs • How to Make a Few Billion Dollars
从7月15日的高位下跌以来，美股市场已经在交易并消化“萨姆法则”预期了，个人判断今晚美股的大跌应该算是“尾部风险”
无论衰退与否，美国都是全世界需求的总龙头，它衰退全球其他地方也不可能好过。值得注意的是，昨晚在全球股市和大宗都下跌的情况下，只有美债是涨的，这就是它的价值…
昨天，扔掉《失去30年》
今天，宏观研究员展开公开市场操作，《失去30年》隔夜逆回购，简称SQ30Y Overnight Repurchase😅 https://t.co/NpTABUQlsd