心隨筆動
有時間就寫點吧
博文
(2010-09-03 17:44:14)
Seculartrendscaninfluencehowdifferentsectorsperformduringaneconomiccycle.Forexample,ifyoubelieveenergyhasapowerfulandsustainablesecularforcebehinditandarecorrect,energyasasectorwilloutperformthroughouttheeconomiccycle.Butthiswillnotchangethefactthatthemostsubstantialgainswillbemadebythesector,duringitstraditionalfavorableperiodinthecycle.Sectorsfollowacycle;broadly,Financialswillleadaneconomyoutof...[閱讀全文]
(2010-09-02 19:32:23)
SectorleadershiprotationsnearinflectionpointsSectorperformancepatterns
Ahistoricalanalysisofthecyclessince1963showstherelativeperformanceofequitymarketsectorshastendedtorotatenearturningpointsintheeconomy,withdifferentsectorsassumingperformanceleadershipindifferentmarketphases.Whileitwasrarethatanyonesectoroutperformed100%ofthetimeduringanyoneparticularphase,therearecertainlysomepatternsoflead...[閱讀全文]
Ahistoricalanalysisofthecyclessince1963showstherelativeperformanceofequitymarketsectorshastendedtorotatenearturningpointsintheeconomy,withdifferentsectorsassumingperformanceleadershipindifferentmarketphases.Whileitwasrarethatanyonesectoroutperformed100%ofthetimeduringanyoneparticularphase,therearecertainlysomepatternsoflead...[閱讀全文]
(2010-08-30 20:44:47)
（一）那是午陽永遠的記憶，那個晚上，純白的房間裏，他拉著媽媽冰涼的手。林芳躲在午陽細細的背後問‘你的媽媽為什麽還不睡醒？’
‘不，我的媽媽死了’，恐懼和無助嚇得午陽不敢哭出來，爸爸還在飛機上沒來得及趕回來，身邊是林芳，和她媽媽不停地哭泣，隻有可憐的一點點溫熱從林芳幼小的手上傳給午陽。那年午陽六歲，林芳還不到五歲。
窗外月光清冷如[閱讀全文]
‘不，我的媽媽死了’，恐懼和無助嚇得午陽不敢哭出來，爸爸還在飛機上沒來得及趕回來，身邊是林芳，和她媽媽不停地哭泣，隻有可憐的一點點溫熱從林芳幼小的手上傳給午陽。那年午陽六歲，林芳還不到五歲。
窗外月光清冷如[閱讀全文]
