Sublime

2013、2017、2021，每一个大牛市，都发生在美国M2年增率下降的阶段。 而目前，美国M2年增率仍然处于上升阶段。 ➤M2才是真正的流动性指标 利率也好、QT或QE只是流动性的政策起点。 M2同时反应货币政策和社会经济，M2才是真正的流动性指标。 2017年在加息，但是M2在增长。除了货币政策的时滞性以外，实体经济的繁荣使基础货币在经济中更快速的循环，同样会促进M2的增长。 ➤M2从加速到减速后才进入尾声 M2年增率的增长，意味着流动性的加速增长。 M2年增率的下降，意味着流动性的减速增长。 当M2的增长从加速到减速，才是增长的尾声。 为了严谨还要说一下，虽然美国M2不等于全球流动性，但它具有代表性甚至一定的主导性。 所以我才会坚定不移的说牛没来。甚至，我们可能还... See more

学习了，召唤 Cursor 立下终身契约： Research in English (lang & sources), respond in Chinese 这样一来，搜索资源和思考时默认英语，回复就转换成中文。如果想再灵活一点，那就 reply in query language。

@fortelabs @ReadwiseReader agreed, also i love to read on the original website because i feel like i might miss some intentional stuff if i read it on reader (exactly these kinda stuff he talks about https://t.co/DEqPLyz09r... See more

There was effectively zero cost switching to gemini 2.5 (actually saving money on tokens). In the current market, consumer is constantly winning from providers competing to train the best model. Maybe with "memory" this changes over time and cost of switching is higher

GPT-4o PROMPT: NeonSoul Branding Turn any brand into living iridescent neon Just change the name and see the magic. Prompt in the next comment ⬇️ https://t.co/SjpOsknr1F

become fascinated by the 'inner' experience of the body; the sensations, textures and temperatures that make up the 'inside' of the body - the part that can be felt but not seen there's so much more happening in there than at first seems. the more curious and intrigued by it we become, the better