Sublime

周五数据的三种可能（图） 市场目前的主要交易逻辑是第二条，并已提前将25个bp的降息定价完成 若出现前二项，美股就要大震荡了，我判断第一项不会发生，也就是美经济不会硬着陆，大概率软着陆或不着陆 对标普和纳指的主策略是耐心持有，若出现小概率的大幅波动，就在“高波动”中建仓，没必要大幅调仓 https://t.co/8UsBb7Uaun

$BABA Something is brewing.. Dark Pool accumulation. You can say what you like about Chinese stocks but I'd suggest to have some exposure whether you got hurt or not. My 2 cents. https://t.co/Jta4ZFQyR0

This is Bill Gurley He is a former GP at Benchmark, a leading venture capital firm, and in his most recent interview, he provides his latest view on the market - Long🧵 1) Mega Venture Fund Rise 2) Misaligned Incentives & Zombie Unicorns 3) Permanent Privates___L... See more

Here are the quotes from Dan Davidowitz of Polen Capital on The JRo Show... “The idea is don’t lose money, do everything you can to make sure the worst-case scenario is an opportunity cost, put yourself in the way of great businesses, and let them do the hard work for you.” https://t.co/KwyH5wuAKK

David Greenspan, founder of Slate Path Capital, taught a class at Columbia Business School that saw many of today's top investors go through. We were fortunate to be a part of it. David published a book called BEETS that has become the unofficial handbook that all today's top l/s investors have read. Should be made required reading on par with Marg... See more