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Verified Person
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几个逻辑,我一直在强调: 1、Fed货币紧缩预期峰值是否已过? 2、9月Fed全速缩表达到上限级别950亿/月(450的给国债和300的MBS)对市场流动性影响几何? 3、市场资金做空金银,有没有对手盘了? 4、通胀预期有没有见顶? 5、大漂亮08年次贷危机后超十年的经济扩张周期结束了吗? 多思考……不要人云亦云,周期拉长点,短线波动我选择忽略。 有人说,钱多,进这个市场,肯定赢钱?确定吗?理论上可以实现,实际操作中你忽略了一个重要的因素,那就是人性……尤其是这种高杠杆市场。 研究宏观不是没用,而是你本身没用或者说能力有问题,别无其他。 宏观研究的好也不一定就能赚钱,要不然那些基金经理不都身价过千亿万亿了? 所以最终还是人性的问题以及敌人是你自己的问题。

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