When I was in the first year of research, I read the book Principles written by the founder of Bridgewater. When I read this book, I felt that the overall writing was okay, but there were always various checklists, listing a bunch of things, and then every time I went to check them one by one , I was very puzzled at the time, am I not enough brains, are these lists just to make up the word count, but as time goes by, two years later, when I look at it today, I suddenly find that things like checklists are very stupid. But it works well. This article, on the other hand, is a checklist on the content of the transaction.This article is only a record of personal investment thinking, does not constitute any investment advice, the pattern is different, the position is different, for reference on

Halfway through 2022, U.S. stocks have fallen by almost one-third. The typical Nasdaq index, for example, was around 16,000 at the beginning of the year, and is now 10,800, a drop of 32.5%. The decline is not very big, but the personal trend is terrible. There are countless stocks that have been cut in half, and only a few heavyweight stocks are still relatively strong, but typical ones, such as Nvidia, have fallen by about 45%. Falling to this position, have you changed the bottom?This article is only a record of personal investment thinking, does not constitute any investment advice, the pattern is different, the position is different, for reference onlyBefore, I made a list of the top ten stocks in the U.S. stock market and named it big. Today, I made a list of these stocks in terms of

Unexpectedly, the fund that Munger used to buy the bottom of Ali actually halved Ali's stock position and stepped down as the chairman of the daily journal. In the previous February, Munger also said that he was optimistic about the Chinese market, which has only been more than a monthFirst of all, I declare that I don’t hold any Alibaba-related positions, and I don’t discriminate against Munger or those who follow the homework. I just want to explain that the right person must be selected for copying the homework. When talking about marriage, we should pay attention to the right match, and the same is true for investment.This article is only a record of personal investment thinking, does not constitute any investment advice, the pattern is different, the position is different, for referen

The recent rebound in U.S. stocks has made many people stunned. Even if I am a trend, I can’t understand such a violent rebound, and I don’t want to talk about a reversal, because I know that the U.S. stock market has only just reached the 20-week line. To talk about the reversal, I think we have to wait and see.Recently, the yield of 10-year U.S. Treasury bonds has continued to soar, almost in the form of a major uptrend, and the yield of two-year Treasury bonds has risen even more. Both patterns are major uptrends.For the yield of government bonds and the price of government bonds, the relationship between the two is negatively correlated. As the price of government bonds falls, the yield of government bonds will continue to rise. On the contrary, if the price of government bonds continu

Last night, the US stock market rose very bright, Tesla rose nearly 14%, the stock price again reached 1200 DOLLARS, one step away from the new high, it is inevitable to continue to set a new high. More surprising is that last night ten thousand TSMC unexpectedly surged 7%, while there are investment Banks in the blow, but the gains can be basically last year's gains, but from the point of TSMC graphics, really quick consolidation in place, is now the market characteristics, someone will jump start, you rob I did to everybody together, share price went to heaven. And there's no doubt that Apple has hit $30 billion. I think we're gonna hold that price tonight. Now the United States is very simple, embrace semiconductor, grasp the large science and technology stocks, make money as simple as

Nio Day was successfully opened on December 18th, and the new car ET5 continues to shine this time. It is an upgraded version of the small ET7. This car is as competitive as the ET7. Starting at 32.8W, I always thought it was a 20W car, but I was still wrong. Nio's product has absolute confidence. I don't want to talk about the configuration of the car. If you follow NIO, you probably already know all of this. I think it is meaningful to talk about the development of the company. Wrote a post about wei to before, and draw a wei to the future of the continued, wei to this year's share price is very weak, last year's surge is on the one hand, on the other hand, this year is really no big breakthrough, to put it bluntly, is in the science of uniting the internal strength, issued et7 in early

Hong Kong stock liquidity now awkward to dig a hole to put yourself in. Although it was not very high in the past, at least it rose a lot last year, which was acceptable. Now, on the contrary, the market has been tightened and tightened, with funds from inside reluctant to come out and those from outside trying to come in but afraid to come in. Hong Kong stocks can also have a look, I wrote a post before, the game within the United States and Kuaishou new low, results today kuaishou has been very close to a new low, the United States is almost. How bad is the liquidity of Hong Kong stocks? Today's trading volume is 90 billion Hong Kong dollars, which is not more than tesla's overnight trading volume. It is absurd that the volume of a single stock in a single market is smaller than that of