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股市趋势投资之道: Daily Summaries Delivered
by 半目红
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- Jan 2, 20266 min
2025投资展望全球宏观配置10月号复盘总结
- Sep 28, 202427 min
日本旅行观感3
- Sep 24, 202417 min
日本旅行观感2
- Sep 23, 202413 min
日本旅行观感1
- Jun 24, 20249 min
美股趋势投资新解精华解读82
美股大跌背后，少数股逆袭的秘密！如何在绿海中寻找那抹红？今天解析的不仅是一只经典股票——美商存储的技术图表，更是揭秘在市场普跌中，为何有的股票能逆流而上，跑赢大市。记住，学习辨识这类强势股的能力，才是关键！7月投资风向标即将出炉，比特币、以太坊等加密货币，它们的7月机遇何在？别错过那些能在熊市中闪光的投资信号。美股趋势投资新解，带你洞悉市场，一起探寻下一个潜力股！02:03 A股投资展望七月号近期即将更新！特别是BECOIN和EETH的前景04:06 美商存储：引领计算机数据存储设备的创新者与盈利增速的奇迹06:07 股票投资风险警示：不要盲目持有长期表现不佳的股票！08:10 美商存储：经典图表解读，历史不断重演的高度相似性
- Jun 22, 202412 min
逃不开的经济周期精华解读34资本投资、投资过度和消费不足
经济周期背后的秘密：从心理到资本投资的加速逻辑。加速理论如何触发市场暴涨暴跌？凯恩斯与经济学界的精彩纷争，为何真正的周期大师是丹尼斯·罗伯逊？投资过度与消费不足，经济学大师的不同见解，谁揭露了经济波动的深层原因？而货币学派的先驱霍特里，又将在经济舞台扮演何种角色？揭秘经济学专业的魅力，以兴趣为师，探索智慧的无尽宝藏。让我们在经济波澜中，寻找稳定航向。02:03 经济不稳定性的根本原因：对资本的投资与货币供给的影响04:07 经济周期理论的缺失：坎蒂隆、萨伊和维克塞尔的遗漏循环过程06:07 经济学家的分歧与投资过度与消费不足：一个更为复杂而连贯的整体08:08 自学成才之路：兴趣引领下的围棋人生之旅10:10 意外的棋局挑战：同等级别的棋力竟然相遇！12:10 第三十五集：情感暗流涌动，爱与背叛的较量！
- Jun 21, 202410 min
财富与战争精华解读7
揭秘财富与战争密码，休整归来！在历史转折点，大众总是错的？但别忽视群众智慧，资本市场如何预见冲突？本书深挖两大主题：市场对战争的预见及乱世中财富守恒。从1934到1940年股市沉浮，透视全球经济大萧条与市场微妙复苏，再谈二战前夕的绥靖谜云。为何大战争间隔短让厌战情绪弥漫？跟随第七集，搭上时间列车，一起探秘历史人物抉择背后的全球经济脉络，解锁资本市场不言的秘密。准备好，下一集我们将深入第二章，揭晓答案！02:03 股市的紧张与低迷：一九三六年之前的全球金融景象04:05 全球经济衰退与二战的起源：探究英美绥靖主义的影响06:05 第二次世界大战的背景与特征：张伯伦、温斯顿丘吉尔与全球厌战情绪08:09 国民党的崩盘：经济与军事战场的失败，四八年后的显著趋势10:10 解析二战与一战的联系：战争的延续与影响
- May 15, 20248 min
逃不开的经济周期精华解读33干预主义理论鼻祖约翰梅纳德凯恩斯
本书由中信出版社出版，董裕平翻译揭示经济周期的秘密：从心理驱动到政策干预。阿瑟·塞西尔·庇古，30岁即闪耀剑桥，强调情绪如何掀起市场波澜。他的《工业波动》连接真实世界与心理预期，指出现代经济周期的微妙平衡。面对悲观与乐观的交替错误，价格僵化如何阻碍复苏？而凯恩斯，这位干预经济学巨擘，其理论至今影响全球政策。是让市场自由呼吸，还是政府之手引导前行？干预与自由放任，百年交锋未息，历史已见证两种极端的得与失。后续章节，我们将深入凯恩斯的思想深处，探索经济管理的智慧与界限。02:01 约翰梅纳德凯恩斯：干预主义的鼻祖和市场价格的观察者04:02 约翰梅纳德凯恩斯的干预主义理论及其影响分析06:03 干预与不干预：历史的比较与思考08:03 管不住的手：人类历史中强烈的干预与几乎不干预的结果
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