LIHKG 全市場指數投資/因子投資討論區 (2)
GOGL 2023-10-8 15:42:54 https://twitter.com/dailychartbook/status/1710723413915099206?s=19

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idiot

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津路茶 2023-10-9 11:32:29
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GOGL 2023-10-9 11:52:45
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我覺得今日要做呢個call好撚大勇氣, 未說服到我自己
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大撚過我call long commodity, short index, short long duration treasury


me 覺得 em, value, commodity 容錯率更加高
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GOGL 2023-10-9 11:54:29
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我近十幾年睇過嘅書/資訊
每一個都同我講on long run, don't short US
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本質上你去long EU outperform US
基本上即係short US, 同時間long EU

fucking difficult
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津路茶 2023-10-9 13:10:06 why not 買晒全球?
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話唔定EM 既印度爆升
GOGL 2023-10-9 13:25:06
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呢個世界有一條好難過嘅boundary叫做中等收入陷阱

如果你唔信耶教嘅話
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伽藍之洞 2023-10-10 15:30:53 US vs MSCI
近十年個performance差距大到
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d 連登仔成日話睇十年
但十年只不過係一個相對較短既週期
津路茶 2023-10-11 20:10:55 https://vocus.cc/article/6524d168fd89780001bcdd56
清流君的文章
有時間可以望望
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GOGL 2023-10-11 21:28:56 https://twitter.com/jimcolquitt/status/1443898965427163137?s=19
GOGL 2023-10-11 21:29:57 https://twitter.com/SoberLook/status/1453293448522616842?s=19
伽藍之洞 2023-10-11 21:38:50 清流君最近好執著於屌柒買0056班財演
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津路茶 2023-10-11 22:09:44 https://youtu.be/r7EH4D0HZGY?si=QFI_j3gUalV9hCb5
主要係屌呢個KOL教人用TA買入作長期投資策略
同埋其他KOL推高收息股長期投資
我哋食下花生
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津路茶 2023-10-11 22:11:04 Mean Reversion
即Cycle
或者Sea change
or Paradigm shift
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GOGL 2023-10-11 22:22:05 me 最鍾意包拗頸行對面
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GOGL 2023-10-12 08:02:20 em, commodity, value
no bullshit
https://twitter.com/Barchart/status/1711954388623753284?s=19
GOGL 2023-10-12 08:03:39
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https://twitter.com/bennyjohnson/status/1712161824034984345?s=19
JovianJulia 2023-10-14 01:29:04 多謝樓主整合
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津路茶 2023-10-15 11:45:02 https://youtu.be/c70JrNk1x_8?si=xxbpllfI-t7_oELO
清流君新片
津路茶 2023-11-28 11:08:54
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GOGL 2023-12-3 08:41:55 ec, ypf, pbr, I have a position
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千祈唔好買 2023-12-16 19:35:29 我既Avuv總報酬超越左Vti
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津路茶 2023-12-16 20:06:14 我既AVGV 包埋AVUV
都升唔少
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千祈唔好買 2023-12-16 20:13:39 不過國際股市今年都係比唔上美帝
下個月rebalance就要賣美國入國際
有啲唔啥得
津路茶 2023-12-16 20:32:47 美市或者國際市場都會均值回歸
要克服近因效應
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GOGL 2023-12-16 21:33:34 stonks only go up