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券商的自营部门和保险的投资部门，把手里持有的股票抵押给央行，央行给你同等价值的国债。而券商拿到国债后，第一时间不是继续持有而是立刻抛售，然后买入绩优高股息大蓝筹 因为国债年利率回报只有2.3％，而买一只股息率回报超过2.3％的股票都是白赚的，置换便利，故只利好能赚到真钱的高股息绩优蓝筹

We want to place several uncorrelated bets with a positive EV, and avoid staking our fortunes on any one of them, no matter how big the payoff might be. So now we have all the questions we need to ask in evaluating an investment opportunity: How efficient is the market? Do we have an exploitable edge? Is there a large or unbounded upside (+EV)? Is

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Typically venture funds won’t invest in direct competitors to a portfolio company to avoid conflicts of interest (this decouples at the latest stages of private investment, but typically not series A/B/C). This means that venture firms will invest in only one company within a competitive space, even if the space is big enough for multiple successfu... See more

美股期指持续走强，纳斯达克100指数期货涨超2%，标普500指数期货涨1.5%，道指期货涨超1% 美联储的任何政策都不会以牺牲经济为代价，这也是A股一辈子追不上美股的地方 想投资美股的可以进群，长桥专人帮开OCBC银行账户，之后可选盈透或长桥券商，大家会在里面及时分享和讨论，我也会定期分析一些研报 https://t.co/R6Z04fsfDG