Lively Anna
Lively Anna
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Establish a correct investment perspective for yourself

Don't use the money that belongs to you and you need to earn money that doesn't belong to you and you don't need. It's stupid, and it's unreasonable to risk something that is important to you to win something that is not important to you, even if your success and failure ratio is 100 to 1, or 1000 to 1.
Establish a correct investment perspective for yourself
avatarLively Anna
07-02 04:24

Financial News

Apple (AAPL) closed up 2.91% at $216.75, surpassing the all-time closing high of $216.67 set on June 17 and approaching the all-time intraday high of $220.20 set on June 12. Tesla (TSLA) closed up 6.05%, Microsoft rose 2.19%, Amazon rose 2.04%, Nvidia rose 0.62%, Google A rose 0.46%, and Meta rose 0.09%. In addition, Eli Lilly and Company rose 0.99%, setting a record closing high after one trading day; Berkshire Hathaway Class B shares closed down 0.4%, TSMC ADR fell more than 0.8%, and AMD fell 2.79%.
Financial News

Do you understand?

Think for yourself: Rebellion is as foolish as herd behavior. We need thinking, not voting. Unfortunately, Bertrand Russell's observation about ordinary life has come true in finance: "Most people would rather die than think. And many do."
Do you understand?

The "Seven Sisters" of the U.S. Stock Market | Nvidia's market value evaporated by more than $220 billion in two days, ending its eight-week rise, while Microsoft and Google hit record closing highs

On Friday (June 21), Nvidia (NVDA) closed down 3.22% at $126.57, with a closing market value of $3.113622 trillion. In the last two trading days, it has fallen back 6.7%, with a market value of $222 billion evaporated; this week, it has fallen 4.03% - ending the previous eight-week upward trend. Apple (AAPL) closed down 1.04% at $207.49, with a closing market value of $3.18165166 trillion, and the decline widened rapidly near the close. Microsoft (MSFT) closed up 0.92% at $449.78, with a closing market value of $3.34276496 trillion, and this week it rose 1.63%, rising for three consecutive weeks. Google's parent company Alphabet (GOOGL) closed up 1.89% at $179.63, setting a record closing high, and this week it rose 1.61%. Tesla closed up 0.79%, up 2.81% this week; Amazon rose 1.60%, appro
The "Seven Sisters" of the U.S. Stock Market | Nvidia's market value evaporated by more than $220 billion in two days, ending its eight-week rise, while Microsoft and Google hit record closing highs

"On the one hand, stocks are a form of ownership, but on the other hand, they are also a tradable security that can be bought and sold at any time."

There are always people bidding in the capital market, but even in the primary market, prices often fluctuate. It does not mean that the valuations of the company's A, B, and C rounds will definitely rise steadily. So how to understand this phenomenon? In the eyes of value investors, the existence of the market is only to serve you. When you need money, you can transfer stocks to cash, and when you don't need money, you can turn cash into stocks. The market can't tell you what the real value is? The market only tells you the price. For example, the A-share price in 2015 was like a roller coaster at the beginning, middle, and end of the year. 99% of people made money in the first half of the year, and 99% lost money in the second half of the year. In fact, the target company you invested in
"On the one hand, stocks are a form of ownership, but on the other hand, they are also a tradable security that can be bought and sold at any time."

U.S. Stocks "Seven Sisters" | Nvidia closed down more than 3.5%, and its closing market value fell back to between Microsoft and Apple

On Thursday (June 20), Nvidia closed down 3.54% at $130.78, with a closing market value of $3.217188 trillion. Apple closed down 2.15% at $209.68, with a closing market value of $3.21523312 trillion. Microsoft closed down 0.14% at $445.70, with a closing market value of $3.3124424 trillion. Tesla closed down 1.78%, Microsoft fell 0.14%, Meta rose 0.44%, Google A rose 0.69%, and Amazon rose 1.80%. Outside of the "Seven Sisters", TSMC ADR closed down 2.4%, Eli Lilly fell 0.61%, Berkshire Hathaway Class B shares rose 0.29%, and AMD rose 4.62%.
U.S. Stocks "Seven Sisters" | Nvidia closed down more than 3.5%, and its closing market value fell back to between Microsoft and Apple
avatarLively Anna
07-01 08:18

Overview of important overnight developments on July 1

21:00-7:00 Keywords: ether.fi, CRV, Hong Kong 1. ether.fi: 25 million ETHFI will be distributed in the third quarter; 2. A victim lost $2.41 million due to a phishing scam; 3. The US Bitcoin spot ETF has accumulated a net inflow of $14.525 billion since its launch; 4. NFT whale Christian: CRV was not sold, and 400,000 USDT was used to buy locked CVX; 5. Open Dollar: US dollar stablecoins account for 90% of crypto transactions, which is 70 times that of similar stablecoins in the European Union; 6. Hong Kong securities industry: Hope to issue related derivatives for cryptocurrency spot ETFs and launch related leveraged options; 7. Coinbase software engineer: If the Democratic Party wants to get enough votes, it must quickly change its attitude towards cryptocurrencies.
Overview of important overnight developments on July 1

Do you understand?

If everyone here trades their portfolios with each other every day, everyone will eventually go bankrupt, and all the money will eventually go into the pockets of the middlemen. If you all hold a portfolio of average companies and do nothing for 50 years, you will all be rich in the end, and your broker will go bankrupt. The broker is like a doctor. The more times he asks you to change medicine, the more he makes. If he gives you a medicine that cures your disease, he can only make a sale, a transaction, and then it's gone. If he can make you believe that changing medicine every day is good for your health, it will be good for him and the seller of medicine, and you will lose a lot of money. Your health will not be improved, and you will lose money.
Do you understand?

Do you understand?

Suppose you hand me a gun with 1,000 or 1 million magazines, and only one of them has a bullet. You say, "Point the gun at your temple and pull the trigger. How much do you want?" I won't do it. No matter how much money you give me, I won't do it. If I win, I don't need the money; if I lose, the result is obvious. I don't want to do such a thing at all, but in the financial field, people often do such things without thinking.
Do you understand?

The CSRC spokesperson answered questions from reporters on securities lending and securities lending transfers

Next week, tokens such as ID, PIXEL, and APE will be unlocked at one time, with a total release value of over US$88 million. Among them: ApeCoin (APE) will unlock about 15.6 million tokens at 8:00 am Beijing time on June 17, which is 2.48% of the current circulation and worth about 15.8 million US dollars; Nym (NYM) will unlock about 2.96 million tokens at 8:00 am Beijing time on June 17, which is 0.37% of the current circulation and worth about 400,000 US dollars; Manta Network (MANTA) will unlock about 6.67 million tokens at 5:30 pm Beijing time on June 18, which is 2.05% of the current circulation and worth about 8.3 million US dollars; Pixels (PIXEL) will unlock about 54.38 million tokens at 6:00 pm Beijing time on June 19, which is 7.05% of the current circulation and worth about 20 m
The CSRC spokesperson answered questions from reporters on securities lending and securities lending transfers

Core Scientific Signs New Contract with CoreWeave

Core Scientific announced a new contract with CoreWeave to deliver approximately 70 megawatts of additional infrastructure to host high performance computing operations. Site modifications are expected to begin in the second half of 2024, with expected commissioning in the second half of 2025. This new 12-year HPC hosting contract will further increase Core Scientific’s exposure to dollar-denominated revenues over the multi-year term of the contract. From revenue to gross margin, the new contract with CoreWeave is expected to enhance profitability and drive shareholder value, with an estimated cumulative revenue increase of $1.225 billion over the 12-year contract term, compared to the previously announced contract with CoreWeave which was expected to generate more than $3.5 billion in cum
Core Scientific Signs New Contract with CoreWeave

Do you understand?

I don't like easy business. Easy business will attract competitors. I like business with moats. I hope to have a castle worth a fortune, and the duke who guards the castle is both virtuous and talented, and there is a wide moat around the castle. I often tell the managers of Berkshire's subsidiaries to widen the moat. Throw crocodiles and sharks into the moat to keep competitors out. This depends on service, product quality, cost, and sometimes patents or business locations. I am looking for such a business. Where can I find such a business? I look for good businesses from those simple products. It is actually easy to understand. The current economic situation is good, and the management is both virtuous and talented. For such businesses, I can roughly see what they will be like in ten yea
Do you understand?
As a market participant, I care about market values, that is, the pursuit of profit maximization; as a citizen, I care about social values, that is, human peace, freedom of thought and social justice.

Today's financial calendar event reminder

Economic data focus: 16:00: German Ifo business confidence index in June (estimated to be 89.6, previous value was 89.3) 22:30: U.S. Dallas Fed manufacturing index in June (estimated to be -15.0, previous value was -19.4) Global central bank and government dynamics focus: 07:50: Summary of Bank of Japan’s views 09:10: Bank of Japan’s bond purchase operations 15:00: Speech by Fed Governor Waller 18:10: Speech by ECB Governing Council member and German Central Bank President Nagel 20:30: Speech by ECB Governing Council member and Bank of France Governor Villeroy 20:30: Speech by Chicago Fed President Goolsbee 23:30: Speech by ECB Executive Board member Schnabel 25th 01:30: Speech by Bank of Canada Governor Macklem 25th 02:00: Speech by San Francisco Fed President Daly 25th 03:00: Canadian ce
Today's financial calendar event reminder

Macro

While investors may overlook S&P’s decision to downgrade France’s credit rating late Friday, the development is a reminder of the changing economic landscape across Europe. Compared to the situation before the pandemic, growth in peripheral countries (such as Spain and Greece) is now outpacing that in core countries (such as France and Germany). Beyond credit ratings, sovereign bond yields also tell the story, with Greek 10-year bond yields lower than Italian and Portuguese 10-year bond yields lower than Spanish. This apparent shift could also lead to some core countries (such as France and Belgium) being included in the European Commission’s Excessive Deficit Procedure this year. However, the EDP provides countries with greater discretion in addressing their debt levels. Nevertheless,
Macro

Dynamic Overview

Golden Morning News | June 19 Overnight Important Dynamics 21:00-7:00 Keywords: Ronin, Hashdex, Bitwise, Spot Ethereum 1. Ronin is about to launch Ronin zkEVM; 2. Brazilian tax authorities will collect information on foreign crypto exchanges; 3. Hashdex submits application for dual ETFs for Ethereum and Bitcoin; 4. Circle has increased its headcount by 15% this year, adding about 137 new employees; 5. Coinbase executives: Canadian lawmakers lack engagement in cryptocurrencies; 6. Bitwise submits revised S-1 filing for its spot Ethereum ETF to the US SEC; 7. BITWISE: PANTERA intends to purchase $100 million worth of spot Ethereum ETF; 8. The issuer of the spot Ethereum ETF is responding to the US SEC's comments and is expected to submit a response this week; 9. CleanSpark acquires Georgia's
Dynamic Overview
Nick Timiraos, the "Fed mouthpiece," wrote that forecasters expect the Fed's preferred inflation measure to show a modest rise in May after the Labor Department's CPI data showed that price pressures eased last month. The Fed's preferred PCE data is scheduled to be released later this month, but people can make estimates based on the CPI and the upcoming PPI data. Several components that caused the CPI reading to be lower than expected in May, such as air tickets and health care, are not included in the PCE. Despite this, Wall Street forecasters still expect the core PCE to rise by 0.11%~0.15% in May, which would be the mildest monthly increase so far this year. At the same time, this would reduce the core PCE annual rate in May from 2.8% in April to 2.6%.

Do you know how to invest correctly?

The best way to think about investing is to be alone in a room and think. If that doesn't work, nothing else will.
Do you know how to invest correctly?

Do you understand?

Investors must remember that your investment performance is not scored like the Olympic diving competition. The level of difficulty is not important. The return you get from correctly investing in a simple, easy-to-understand and continuously competitive business is comparable to the return you get from hard work analyzing a complex and difficult to understand business with constantly changing variables.
Do you understand?

Buffett

For many people, the best approach is through long-term investing in index funds. Or it can be done through dispassionate analysis of the business within the investor's capabilities evaluate. According to this thinking, the important risk is not beta or volatility, but the possibility of loss or injury to investors
Buffett

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