Post
· Views 270
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。

Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.

FOLLOWME Trading Community Website: https://www.followme.com

avatar
warning Only the subscribers can comment on the posts.

Hot

No comment on record. Start new comment.