美林云
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A股新纪元:八个已经失效的投资历史经验及意义
百年未有之变局明显加速,传统的基于历史经验总结然后推演未来表现的投资方法论受到严峻挑战,失效的经验越来越多,演绎重要性大于历史总结归纳。本篇报告我们总结了可能已经失效的八个经验,以及经验失效可能的影响。 核心观点 ⚑失效的经验越来越多,演绎重要性大于历史总结。在做投资时,我们会总结历史经验指导未来的投资,在经济环境和世界秩序稳定时,历史经验对未来投资通常能够有较大的指导意义。2022年后百年未有之变局明显加速,俄乌冲突爆发,地缘政治恶化,美元信用加速扩张导致美元体系不稳定性大幅增加。传统的基于历史经验总结然后推演未来表现的投资方法论受到严峻挑战,失效的经验越来越多,演绎重要性大于历史总结归纳。
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GOLD PRICE HOLDS STEADY BELOW RECORD HIGH AS TRADERS AWAIT MORE CUES ON FED’S RATE-CUT PATH
Gold price struggles to capitalize on the overnight gains and oscillates in a range on Thursday.The uncertainty over the Fed’s rate-cut path is seen as a key factor capping the precious metal.Subdued USD demand and geopolitical tensions continue to act as a tailwind for the XAU/USD. Gold price (XAU/
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AUD/USD EDGES HIGHER AS TRADERS EYE AUSSIE’S CPI, US GDP
AUD/USD makes modest recovery, up 0.05%, as markets eye upcoming Australian CPI and US GDP data releases.US Durable Goods Orders contract more than expected; Home Prices surge, fueling mixed sentiment on Wall Street.Reserve Bank of New Zealand's policy decision and Federal Reserve officials' remarks
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Eastpring Indonesia Gandeng Cermati Invest Pasarkan 12 Produk Reksa Dana
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Pengumuman Peringkat Bulanan Kedua Kontes S13 | Masa Pendaftaran Kontes Memasuki Minggu Terakhir
Trader yang masih menyaksikan kontes trading, ingatkan kembali: Kontes Trading FOLLOWME S13 telah memasuki bulan terakhir kontes, dan hanya tersisa 7 hari sebelum batas waktu pendaftaran pada pukul 06:00 tanggal 25 Desember 2023. Trader yang belum mendaftar harus segera! ! Peringkat Bulanan S
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Indeks Dolar Stabil Tersengat Lemahnya Data Pekerjaan AS
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