心随笔动
有时间就写点吧
博文
(2010-09-03 17:44:14)
Seculartrendscaninfluencehowdifferentsectorsperformduringaneconomiccycle.Forexample,ifyoubelieveenergyhasapowerfulandsustainablesecularforcebehinditandarecorrect,energyasasectorwilloutperformthroughouttheeconomiccycle.Butthiswillnotchangethefactthatthemostsubstantialgainswillbemadebythesector,duringitstraditionalfavorableperiodinthecycle.Sectorsfollowacycle;broadly,Financialswillleadaneconomyoutof...[阅读全文]
(2010-09-02 19:32:23)
SectorleadershiprotationsnearinflectionpointsSectorperformancepatterns
Ahistoricalanalysisofthecyclessince1963showstherelativeperformanceofequitymarketsectorshastendedtorotatenearturningpointsintheeconomy,withdifferentsectorsassumingperformanceleadershipindifferentmarketphases.Whileitwasrarethatanyonesectoroutperformed100%ofthetimeduringanyoneparticularphase,therearecertainlysomepatternsoflead...[阅读全文]
Ahistoricalanalysisofthecyclessince1963showstherelativeperformanceofequitymarketsectorshastendedtorotatenearturningpointsintheeconomy,withdifferentsectorsassumingperformanceleadershipindifferentmarketphases.Whileitwasrarethatanyonesectoroutperformed100%ofthetimeduringanyoneparticularphase,therearecertainlysomepatternsoflead...[阅读全文]
(2010-08-30 20:44:47)
（一）那是午阳永远的记忆，那个晚上，纯白的房间里，他拉着妈妈冰凉的手。林芳躲在午阳细细的背后问‘你的妈妈为什么还不睡醒？’
‘不，我的妈妈死了’，恐惧和无助吓得午阳不敢哭出来，爸爸还在飞机上没来得及赶回来，身边是林芳，和她妈妈不停地哭泣，只有可怜的一点点温热从林芳幼小的手上传给午阳。那年午阳六岁，林芳还不到五岁。
窗外月光清冷如[阅读全文]
‘不，我的妈妈死了’，恐惧和无助吓得午阳不敢哭出来，爸爸还在飞机上没来得及赶回来，身边是林芳，和她妈妈不停地哭泣，只有可怜的一点点温热从林芳幼小的手上传给午阳。那年午阳六岁，林芳还不到五岁。
窗外月光清冷如[阅读全文]
