Leveraged ETF 討論區 (53)

Outliers 2022-12-2 10:52:16 咁樣睇嚟去到2023年3月，Core PCE、PCE很可能仍然喺4%以上，而Core CPI, CPI 5%仍然喺5%以上。
要到2023年6月先會有比較明顯的下降。

我係雞蛋 2022-12-2 10:53:12 此回覆已被刪除

Outliers 2022-12-2 10:57:31 Cooper, T. (2010). Alpha Generation and Risk Smoothing Using Managed Volatility. SSRN Electronic Journal. doi:10.2139/ssrn.1664823
https://sci-hub.se/http://dx.doi.org/10.2139/ssrn.1664823

依個optimal leverage係計硬食哂期間所有股災

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另外我都計過唔同年份嘅optimal leverage
有興趣可以睇返Google Doc Section 7.6
https://outliersecon.page.link/LETF

Nasdaq 100唔同年份的Optimal leverage
Leveraged ETF 討論區 (18)
https://lih.kg/vLMDDmX

Outliers 2022-12-2 11:12:33 其實講美股EPS會唔會下降好啲嘅。
股價 = EPS * P/E multiple
衰退嗰陣多數EPS跌，市場氣氛差P/E multiple又會跌

YouTube 視野環球財經2022-10-18嗰條片有講機構點睇2023年EPS。當然未必準，但可以由依個角度去分析。

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投資Talk君最近有條片回顧過去幾次股災係EPS見底先，定係multiple見底先，都可以睇一睇

夜子若+ 2022-12-2 11:14:18 熊完未

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Schwab 2022-12-2 11:37:21 lm

應作如是觀 2022-12-2 11:40:48 Outliers 巴仲有冇YouTube channel 介紹？

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ENPH戰士韭留美 2022-12-2 11:45:45 ni225係咩事

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Outliers 2022-12-2 11:52:41 財經類聽開以下幾個。但講真聽咁多真係好累，而家講個股嗰啲我會skip。

- 股乾爹 (知識類)
- C&K GO! (知識類)
- 視野環球財經 (佢嘅資訊、睇法都OK)
- 投資Talk君 (資訊OK、不過啲睇法有時怪怪地)
- 美投侃新闻 (讀吓新聞)
- 美投讲美股 (最近越嚟越廢，每個星期都有驚天動地新發現咁)

Outliers 2022-12-2 12:11:58 FX戰士變咗儲收息股
https://twitter.com/demk0814/status/1598515776189005824

唔係咁易㗎 2022-12-2 15:00:34 而家收息股根本太平賣
定期一減息就乜都冇，拎cash 輸通漲
但收息股就派息keep 住再加hopefully 價會回升

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Outliers 2022-12-2 15:06:43

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https://www.ecb.europa.eu/pub/financial-stability/fsr/focus/2022/html/ecb.fsrbox202211_02~7abb48e333.en.html

Outliers 2022-12-2 18:02:00 OpenAI 推出超神 ChatGPT 聊天機器人！輸入問題就能幫你解答，還可以幫你寫文案
https://www.kocpc.com.tw/archives/471992

OpenAI推出聊天機器人服務ChatGPT：說中文也通半夜睡不著覺就找來聊天
https://www.cool3c.com/article/186079

Outliers 2022-12-2 18:03:55

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明治朱古力 2022-12-2 18:07:35 通脹越高股債correlation 越高？

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ENPH戰士韭留美 2022-12-2 18:34:47 屌

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呢排儲緊JEPI/Q

芽吹殺手くるみ 2022-12-2 18:50:48 IBKR出左PTP notice但係冇話要ban果d產品

- Options and other derivative transactions with a PTP as the underlying security are not subject to withholding. However, if the option or derivative is converted into a PTP interest, a subsequent sale of such PTP interest will be subject to withholding.

- 金銀油氣vix etf中曬
- gaz冇事
- vxx冇事

津路茶 2022-12-2 18:55:36 有好多收息etf好正
可惜美國會收三成稅

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津路茶 2022-12-2 19:01:37 https://github.com/BlinkDL/AI-Writer
https://github.com/BlinkDL/RWKV-LM
個原理應該類似上面兩條LINK

IU我嘅 2022-12-2 19:03:18 除淨前賣咗佢，之後再買返

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Outliers 2022-12-2 19:15:48

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你冇腦就彈開啦 2022-12-2 19:44:51 GDPnow咩數據

你冇腦就彈開啦 2022-12-2 19:47:13 驚左美國地產股
stag 果類
有無咩推介?唔會係港股?

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應作如是觀 2022-12-2 19:47:32 https://fred.stlouisfed.org/series/GDPNOW 呢個?

你冇腦就彈開啦 2022-12-2 19:48:15

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