狮山巡礼
投资杂谈
申学季结束女儿也即将高中毕业. 这几年收获不少也得到不少坛友的关心，鼓励和帮助，在这把我去年以来写的一些关于教育和人生
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My Call on GDX Buy around 77 looked solid
(0/) 2026-03-31 08:22:39
明星公司失去边界：OpenAI 与 Anthropic 的分野，正在重写 AI 投资逻辑
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最重要的变化？美债“脱钩”，市场嗅到了“全球财政刺激”的味道
(0/) 2026-03-31 02:05:43
Index Futures Jump big after new Trump TACO
(0/) 2026-03-30 18:57:07
S&P 500 forward returns at the 3-, 6-, and 12-month marks
(0/) 2026-03-30 18:50:16
US tech stocks cheapest relative to the broader market in 7
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存储，芯片和光电股这些强势sector最近补跌表明市场已经非常接近底部
(0/) 2026-03-30 13:09:22
今天写的：Why "Thinking Clearly" is a Muscle, Not a Gift
(0/) 2026-03-30 07:58:08
鸽派带头“转鹰”，美联储高官暗示“降息或已结束”，但“加息概率不大”
(0/) 2026-03-30 02:00:16
美银Hartnett：还没看到“抄底信号”，如何理解黄金在内的“抄底交易”？
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JD Vance Says US-Iran War Will Be Short-Term, Exit 'Soon'
(0/) 2026-03-29 06:57:12
Tech Premium Cheapest Since 2019
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We've been betting on the productivity-led Roaring 2020s.
(0/) 2026-03-28 13:14:18
今早写的：From the "Trump Call" to the "Iran Call": Re-pricing th
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加息定价过头了！高盛：市场用“2022年的剧本”交易，却低估了衰退风险
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How stablecoin yield restrictions could affect Circle, Coin
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(0/) 2026-03-26 13:42:43
今天写的：The Capitulation Paradox: Why "Buying the Dip" is Delay
(0/) 2026-03-26 12:39:18
VIX去年4月最高到60，今天还不到30, 市场需要wash out但现在慢刀割肉，需要capitulation
(0/) 2026-03-26 11:24:19
Citrini made a famous call about AI. The new bet is that the
(0/) 2026-03-26 08:03:21
CNBC: Oil prices rise 3% as Iran rejects direct U.S. talks
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(3/) 2026-03-26 01:42:54
时隔70年之后，“苏伊士运河事件”或再次在中东上演！伊朗寻求霍尔木兹海峡征收通行费，达利欧曾警告“帝国”终结可能即将到来
(0/) 2026-03-26 01:40:47
White House Hints Iran War Will End by China Summit
(0/) 2026-03-25 11:50:04
Iran won’t accept U.S. effort at ceasefire in war, state med
(0/) 2026-03-25 07:14:53
谷歌近期推出的新算法（如 Gemini 3 Flash、Deep Think 模式）对存储股的影响
(0/) 2026-03-25 07:02:45
押注中东战争爆发的Polymarket交易员：下周达成停火协议！
(0/) 2026-03-25 02:40:08
GDX在大嘴Taco宣布后立即买入的GDX由77涨到今早88，接近15%
(0/) 2026-03-25 02:38:11
“新债王”Gundlach：现在是抄底黄金好时机，美股尚未触底，今年降息预期已破灭
(0/) 2026-03-25 02:32:40
Gold jumps 2% as oil slump eases inflation fears amid Trump
(0/) 2026-03-25 02:28:57
稳定币之后再盯上AI支付 Circle要给资本市场讲一个新故事，此方发表于今天大跌前
(0/) 2026-03-24 22:20:04
我对今天有关Clarity Bill 会Ban reward on Stablecoin balance的看法
(0/) 2026-03-24 18:32:45
我对今天有关Clarity Bill 会Ban reward on Stablecoin balance的看法
(0/) 2026-03-24 18:19:58
Barron:Circle Internet Group Tumbles.Why the Clarity Act Is
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信口雌黄、反复无常？特朗普告诉“华尔街空头”：撒谎可耻但有用！
(0/) 2026-03-24 00:34:20
黄仁勋深度访谈：“Token经济”爆发，AI计算占GDP比重将翻百倍，英伟达10万亿是必然
(0/) 2026-03-24 00:30:23
X Money Card 的推出对 Circle 稳定币的影响
(0/) 2026-03-24 00:01:32
Micron CEO drops a bombshell after Micron’s huge earnings
(0/) 2026-03-23 18:12:12
Palantir's Maven becomes 'program of record' after another
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Dow futures jump 1,000 points after Trump says U.S. and Iran
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刚刚，美国把天眼交给Palantir！绝密信件曝光: AI拿到美军正式编制
(0/) 2026-03-23 02:17:10
