https://mp.weixin.qq.com/s/Ipg3q5VQOfU2GUpYGTF2Ig 与巴菲特，芒格，彼得林奇，达里奥，霍华德马克思等星光闪耀的投资者相比，游牧人投资（NomadInvestment）的NickSleep和他的搭档QaisZakaria在投资界算的上神秘的人物。他们在2001年成立游牧人投资。在之后的13年间（2001年至2014年）获得921%的惊人投资回报，年化收益20.8%（费前）。 能够在此期间获得如此回报并不容易。游牧人基金的起[阅读全文]
狮山巡礼
投资杂谈
博文
(2025-07-29 03:07:26)
https://mp.weixin.qq.com/s/Ipg3q5VQOfU2GUpYGTF2Ig 与巴菲特，芒格，彼得林奇，达里奥，霍华德马克思等星光闪耀的投资者相比，游牧人投资（NomadInvestment）的NickSleep和他的搭档QaisZakaria在投资界算的上神秘的人物。他们在2001年成立游牧人投资。在之后的13年间（2001年至2014年）获得921%的惊人投资回报，年化收益20.8%（费前）。 能够在此期间获得如此回报并不容易。游牧人基金的起[阅读全文]
(2025-07-29 02:44:39)
Summary
Ordersrepresentswitchfromplantojustdrawfromstockpile,sourcesays
Newordersaddtoinventoryof600,00-700,000H20s,sourcessay
TrumpadministrationreversedanAprilbanonH20salesthismonth
U.S.CommerceDepartmenthasyettoapproveexportlicenses,sourcessay
Nvidia(NVDA.O)placedordersfor300,000H20chipsetswithcontractmanufacturerTSMC(2330.TW)lastweek,twosourcessaid,withoneofthemaddingthatstrongC...[阅读全文]
(2025-07-29 02:38:37)
NvidiaCEOJensenHuangsayshescreatedmorebillionairesthananyCEOintheworld:Dontfeelsadforanybodyatmylayer
NvidiaCEOJensenHuangisworth$151billionandhesbringinghisteamalongtothebillionairesclubwithhim.TheAIbosssaidthathesmintedmorebillionairesonhismanagementteamthananyCEOintheworld.ThecultureatNvidiaisintense,butbyshellingoutforstaffers,Huangreasons:Youtakecareofpeople,everythingelsetakescareofit...[阅读全文]
(2025-07-29 00:50:51)
https://mp.weixin.qq.com/s/AWSvZzdcD-2Dnt3lvFxGKA
往回看20年，投资者处在重组的流动性，平稳的国际形势，低利率环境以及全球化带来的高效率及高收益的环境中。投资者只要投资到美股基本就能躺赢，尤其是成长型投资者。这也让很多投资者错误的似乎这是自己能力的体现，而不是外部环境。
但是，最近的几年，所有这些适合投资者成长的温室都逐渐打破。对于成长型企业来说，[阅读全文]
(2025-07-28 19:29:07)
? 比特币（BTC）当前价格约为117,924美元，市场总市值约为2.37万亿美元，位居加密货币市场第一。近期价格在98,000美元至123,000美元区间波动，显示出高波动性。2025年比特币已上涨约23.77%（年至今），并在5月创下122,946美元的历史新高。 近期走势分析 1.?短期趋势（4小时和日线图）： ?????4小时图：50日均线向上倾斜，显示短期看涨趋势，但200日均线自7月25日起略有下[阅读全文]
(2025-07-28 07:00:57)
Thestudy"BeyondtheStatusQuo:ACriticalAssessmentofLifecycleInvestmentAdvice"?
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4590406?challengestraditionalbeliefsinlifecycleinvestingstrategies,offeringcompellinginsights: **RejectionofTraditionalLifecycleStrategies:**
-Challengingtheconventionalwisdomofdiversifyingacrossstocksandbondsandreducingequityallocationsasinvestorsag...[阅读全文]
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4590406?challengestraditionalbeliefsinlifecycleinvestingstrategies,offeringcompellinginsights: **RejectionofTraditionalLifecycleStrategies:**
-Challengingtheconventionalwisdomofdiversifyingacrossstocksandbondsandreducingequityallocationsasinvestorsag...[阅读全文]
(2025-07-28 05:22:06)
市场短期是投票机，长期才是称重机。
[阅读全文]
(2025-07-27 19:29:42)
https://view.inews.qq.com/a/20250727A074DS00?devid=4C3CC693-B6D7-49E8-946C-856D5CA8F7B5qimei=c151ef6bf95dad2ab3471de500001f814804
[阅读全文]
(2025-07-27 08:25:10)
TelisDemos:Heyeverybody,ImTelisDemosbackwithanotherepisodeofWSJsTakeOntheWeek.
GunjanBanerji:AndImGunjanBanerji.
TelisDemos:WevegotagreatconversationcomingupwithabiginvestorintechnologytotalkaboutobviouslythemassiveAItechtradethatcontinuestoeatthemarket,thecompaniesthatdominatetheSP500.Butbeforewegettothat,wehaveanaction-packedweekcomingup.WevegotMag7earnings,Fedmeeting,jobsreportandGunjanri...[阅读全文]
(2025-07-26 04:31:59)
IstheUSequityrallyreallyjustaboutAI?????Oraretherecracksformingunderthesurface?AfewthingsQiiswatching:
1/Inflationexpectationscreepinghigher????
-5ybreakevensarebackabove2.5%.Realyieldsfalling.Equitiesstillclimbing.
-30yyieldsback5%,butcreditspreadsremainnearrecordtights.
?Equitiesbelievehighercostscanbepassedtoconsumers?Forhowlong?QuantInsightsriskmodelshowshigherinflationason...[阅读全文]
