獅山巡禮
投資雜談
申學季結束女兒也即將高中畢業. 這幾年收獲不少也得到不少壇友的關心，鼓勵和幫助，在這把我去年以來寫的一些關於教育和人生
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My Call on GDX Buy around 77 looked solid
(0/) 2026-03-31 08:22:39
明星公司失去邊界：OpenAI 與 Anthropic 的分野，正在重寫 AI 投資邏輯
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最重要的變化？美債“脫鉤”，市場嗅到了“全球財政刺激”的味道
(0/) 2026-03-31 02:05:43
Index Futures Jump big after new Trump TACO
(0/) 2026-03-30 18:57:07
S&P 500 forward returns at the 3-, 6-, and 12-month marks
(0/) 2026-03-30 18:50:16
US tech stocks cheapest relative to the broader market in 7
(0/) 2026-03-30 18:35:42
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存儲，芯片和光電股這些強勢sector最近補跌表明市場已經非常接近底部
(0/) 2026-03-30 13:09:22
今天寫的：Why "Thinking Clearly" is a Muscle, Not a Gift
(0/) 2026-03-30 07:58:08
鴿派帶頭“轉鷹”，美聯儲高官暗示“降息或已結束”，但“加息概率不大”
(0/) 2026-03-30 02:00:16
美銀Hartnett：還沒看到“抄底信號”，如何理解黃金在內的“抄底交易”？
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JD Vance Says US-Iran War Will Be Short-Term, Exit 'Soon'
(0/) 2026-03-29 06:57:12
Tech Premium Cheapest Since 2019
(0/) 2026-03-29 04:56:40
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(0/) 2026-03-28 23:12:06
We've been betting on the productivity-led Roaring 2020s.
(0/) 2026-03-28 13:14:18
今早寫的：From the "Trump Call" to the "Iran Call": Re-pricing th
(0/) 2026-03-28 05:04:38
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加息定價過頭了！高盛：市場用“2022年的劇本”交易，卻低估了衰退風險
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How stablecoin yield restrictions could affect Circle, Coin
(0/) 2026-03-27 10:32:27
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(0/) 2026-03-26 13:42:43
今天寫的：The Capitulation Paradox: Why "Buying the Dip" is Delay
(0/) 2026-03-26 12:39:18
VIX去年4月最高到60，今天還不到30, 市場需要wash out但現在慢刀割肉，需要capitulation
(0/) 2026-03-26 11:24:19
Citrini made a famous call about AI. The new bet is that the
(0/) 2026-03-26 08:03:21
CNBC: Oil prices rise 3% as Iran rejects direct U.S. talks
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(3/) 2026-03-26 01:42:54
時隔70年之後，“蘇伊士運河事件”或再次在中東上演！伊朗尋求霍爾木茲海峽征收通行費，達利歐曾警告“帝國”終結可能即將到來
(0/) 2026-03-26 01:40:47
White House Hints Iran War Will End by China Summit
(0/) 2026-03-25 11:50:04
Iran won’t accept U.S. effort at ceasefire in war, state med
(0/) 2026-03-25 07:14:53
穀歌近期推出的新算法（如 Gemini 3 Flash、Deep Think 模式）對存儲股的影響
(0/) 2026-03-25 07:02:45
押注中東戰爭爆發的Polymarket交易員：下周達成停火協議！
(0/) 2026-03-25 02:40:08
GDX在大嘴Taco宣布後立即買入的GDX由77漲到今早88，接近15%
(0/) 2026-03-25 02:38:11
“新債王”Gundlach：現在是抄底黃金好時機，美股尚未觸底，今年降息預期已破滅
(0/) 2026-03-25 02:32:40
Gold jumps 2% as oil slump eases inflation fears amid Trump
(0/) 2026-03-25 02:28:57
穩定幣之後再盯上AI支付 Circle要給資本市場講一個新故事，此方發表於今天大跌前
(0/) 2026-03-24 22:20:04
我對今天有關Clarity Bill 會Ban reward on Stablecoin balance的看法
(0/) 2026-03-24 18:32:45
我對今天有關Clarity Bill 會Ban reward on Stablecoin balance的看法
(0/) 2026-03-24 18:19:58
Barron:Circle Internet Group Tumbles.Why the Clarity Act Is
(0/) 2026-03-24 10:32:18
(0/) 2026-03-24 01:04:15
信口雌黃、反複無常？特朗普告訴“華爾街空頭”：撒謊可恥但有用！
(0/) 2026-03-24 00:34:20
黃仁勳深度訪談：“Token經濟”爆發，AI計算占GDP比重將翻百倍，英偉達10萬億是必然
(0/) 2026-03-24 00:30:23
X Money Card 的推出對 Circle 穩定幣的影響
(0/) 2026-03-24 00:01:32
Micron CEO drops a bombshell after Micron’s huge earnings
(0/) 2026-03-23 18:12:12
Palantir's Maven becomes 'program of record' after another
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Dow futures jump 1,000 points after Trump says U.S. and Iran
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剛剛，美國把天眼交給Palantir！絕密信件曝光: AI拿到美軍正式編製
(0/) 2026-03-23 02:17:10