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霍华德·马克斯最新分享:现在,我们正在经历第三次巨变

橡树资本Oaktree Capital2022-12-14

巨变(sea change)(习语):指态度、目标方向上彻底的、急剧的转变…… (Grammarist语法学)在我53年的投资生涯中,我经历过许多经济周期、钟摆效应、狂热与恐慌、泡沫和崩盘,但当中只有两次真正巨变在我脑海中挥之不去。而现在,我认为我们或许正在经历第三次。正如我在备忘录中多次提及的,当我于1969年进入投资管理行业时,许多银行(比如我当时任职的那家)纷纷将其股票投资组合集中于所谓的"...

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  • lydlhzj
    ·2022-12-15
    受教
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  • Fattkhong
    ·2022-12-14
    [惊讶] 
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    • Fattkhong
      [惊讶]
      2022-12-14
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  • 利率多高、這個應該取決於GDP有多高,而GDP又取決於新經濟佔比的增加速度有多塊和淘汰的經濟淘汰有多塊並且兩者不要脫節太大,只要主街高、那麼副街也會高,
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