Bits of Thoughts

墻外:博 - nkbit.com;推 - @xuyihua

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In Texas Hold'em, you don't listen to tips by others, you don't care what people are chitchatting, you simply look at the cards in hand & turned up on table, do your homework, calculate the odds & make your independent decisions - same in stock investments.

如果過去十年是投資房產的掙得盆滿鉢滿,
則下一十年就是投資實體經濟的最好時光。

世上沒有永遠只漲不跌的好事,當那些連基本投資概念風險管控都一無所知的大媽們也開始蜂擁而上炒股炒樓炒黃金之時,基本就是 smart money 套現離場、交班 stupid money 高位站崗之日。

在高風險資產上行過程中「搏」到第一桶金的人,遲早會因為缺乏良好的風控意識、充分的避險歷練、穩健的操作習慣,而在「搏」下一次高風險資產時補上可致傾家蕩產的昂貴學費。

靠 cheap money 撐起來的中國經濟「廣廈」能否扛過美國量寬退出繼而加息的抽梁換柱?勞資糾紛為此大背景下「調結構」時所發出的吱啞作響,在樓體穩住且能如願「促增長」之前,它將只增不減。