2016 (1)
2017 (154)
2018 (57)
2019 (119)
2020 (118)
2021 (107)
有网友问我加国大选会对加拿大股市有什么影响。
我的个人回答是二句话:
1. 我不知道,当然会有人知道,但是我不知道。
2. 我是投资者!
川普当选之前,大多数人的观点是民主党当选股市涨,共和党当选股市跌。事实是川普胜出,股市暴涨,一路暴涨,今天美股在历史最高水平。
卡尔-伊坎在大选之夜,从川普的庆功会上半途退席,回到办公室投入十几亿美金全力抄底股市。这是我学习的榜样。
2011年,老巴印度之行的谈话
“If you look at the typical stock on the New York Stock Exchange, its high will be, perhaps, for the last 12 months will be 150 percent of its low so they’re bobbing all over the place. All you have to do is sit there and wait until something is really attractive that you understand.”
“There’s almost nothing where the game is stacked more in your favor like the stock market”
“What happens is people start listening to everybody talk on television or whatever it may be or read the paper, and they take what is a fundamental advantage and turn it into a disadvantage. There’s no easier game than stocks. You have to be sure you don’t play it too often”
在我回国前一天,我特意去提前投了票,只要是合法的选举,我接受和尊重选举的结果。
从巴菲特的谈话中,可以看出股市里的重大机会基本上是股市自己的波动产生的。
2016年DRG-UN的投资机会是由于石油价格波动产生的,今年黑石集团高价收购DRG,谁是加拿大的总理应该不在投资决策报告之中。