Sublime

Trillions of TradFi money is still trying to get into crypto. Fear of breaking regulation is slowing them down. Bullish for crypto asset.

《2024海外券商投资美股最简单最详细教程！》 在我发布上一期支付宝投资教程之后，很多朋友们对于海外券商投资美股也很感兴趣。今天我就再统一出一次教程，一次性把海外券商投资美股的事情说清楚。 你不需要缴纳开户费用，不需要存量投资者证明，不需要去线下办理。你只需要有一台手机以及持有耐心，全程在家就可以完成。 提前声明： 1. 建议看完海外券商优缺点后，拉到最后查看风险提示篇，再决定是否要开通海外券商。 2. 由于一条推文最多只能放 4 张图片，而全篇教程有接近 50 张... See more

【降息后的首轮考验——现在经济处在什么状态】 如引文所述，历史规律表明降息周期初期常在衰退和二次通胀之间摇摆，先来看看首次降息后的经济数据如何（摆向哪边）。但先要明确的是，很多行业都并非利率敏感性行业，利率变化传导到实体经济复苏需要“传导周期“，加息的副作用可能还未显现完全，首月数据仅能作为短期参考。 【1. 过去1个月的经济数据】 ⭐零售销售月率：0.1%，超预期-0.2% ⭐当周初请失业金人数：跟预期数据差不多，未见到明显提升 ⭐JOLTs职位空缺：804万人，超预期扩张 ⭐ISM制造业PMI... See more

Symphony’s challenge currently is squeezing revenue out of its customers. It overtook Bloomberg’s 332,000 user count in 2018. But it charges US$24,000 for up to 100 seats, rather than the US$24,000 Bloomberg charges for one. Also, its network tends to be more internal than Bloomberg’s, with as many banks on it but fewer of their clients. Last year ... See more

建仓 AJG ，原因如下： 1、AJG 每股收益在过去五年翻了一番，年化回报率27％，远超标普12％ 2、保险是所有文明发达国家的刚需 3、抗风险能力强，受益于通膨，轻资产模式（图1至3） 4、保险经纪行业依赖并购扩张，AJG是行业中最激进的那个 5、历次月线回落都系机构调仓所致，无关业绩（上车机会） https://t.co/fAtfigRbmV

I got rich with ONE strategy. It worked during every recession for me. 2000, 2008, and 2020. We are probably in a recession now. This strategy has worked for thousands of successful businesses and I have research to prove it. Thread �... See more