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Showing posts from November, 2016

央行行長美國大選後的投資策略(唔好太認真)

央行行長兒子返學時,同學問他:為什麼你最近又喜歡那間迪士尼樂園?我們全班7歲後都沒興趣再去啦⋯⋯他沒望一下,只看著自己那本已發黃的漫畫說:我也不知道呢,只是聽母親整天跟唐老鴨和米奇老鼠玩Whatsapp⋯

央行行長與兒子的"bad" times story

央行行長兒子在上文學課,老師問各人對美國總統大選的感想:他想也不想便站起來說:母親自從2008年每天講巜狼來了》給我們聽。大選前她講的都一樣,次次狼都未來,上週三午夜後她突然說:故事完了。

THIS TIME IS DIFFERENT...

A no brainer...There is a season for everything...a time for low interest rate, a time for rate hike; a time for bubbles, a time for crashes...it will come...it will come...it will...just a matter of TIME... THIS TIME IS INDEED DIFFERENT...the TIMING per se...and other things aren't so different though https://www.biblegateway.com/passage/?search=Ecclesiastes+3&version=ESV Ecclesiastes 3 English Standard Version (ESV) A Time for Everything 3 For everything there is a season, and a time for every matter under heaven: 2 a time to be born, and a time to die; a time to plant, and a time to pluck up what is planted; 3 a time to kill, and a time to heal; a time to break down, and a time to build up; 4 a time to weep, and a time to laugh; a time to mourn, and a time to dance; 5 a time to cast away stones, and a time to gather stones together; a time to embrace, and a time to refrain from embracing; 6 a time to seek, and a time to lose; a time to keep, and a time to

小心唔似黑天鵝既黑天鵝

當過去近年10年大家已習以為常的事已令大家麻木時,會唔會已開始轉向? 全球樓價狂升 低息環境無了期 科技股長期跑贏 自由市場大晒 人係應該理性做順民,任人宰割 英國脫歐,特朗普當選⋯⋯ 當你看看蘋果、亞馬遜、 Facebook的股價,你會不會覺得係時候重新諗下呢喲趨勢仲work唔work