船长每日观察
2024-05-20
两个月前的顺口溜,差不多涨过一圈了,现在重新开始新一圈。
@船长每日观察:
资源会涨上天吗?
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flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/be25e383a486b227b6a107a0be5d985e\" tg-width=\"1080\" tg-height=\"687\"><span></span></p>\n<p>其实黄金有个很有趣的锚定物,就是<b><i>美国蓝领工人的一个月工资可以购买存储一克黄金,</i></b>起码最近100多年都是如此。<b><i>美元金价缓慢增长的90-00年代,其实也是美国蓝领工人工资实际停止增长甚至相对倒退的年代。</i></b>那问题来了,现在美国蓝领的月工资是多少?3000美金?6000美金?还是8000美金?</p>\n<p><a href=\"https://laohu8.com/S/01929\">$周大福(01929)$ </a> </p>\n<p>真正的世界通用资源,就算是<b><i>敌人也愿意付出极大代价换取的真正财富</i></b>,其实只有四样:<b><i>粮食、能源、矿产、知识。</i></b>而这四样放在A股的具象化,可以用一句顺口溜来总结:<b><i>金银铜铁铝,水电油气煤,化肥农药种,芯药风光储。</i></b></p></body></html>","htmlText":"<html><head></head><body><p>600年前,得国之最正的老朱说:广积粮、高筑墙。70年代滞胀乱世,巴菲特买入了保险,索罗斯和罗杰斯买入了化肥、军工,达利欧买入了黄金和农产品。</p>\n<p><a href=\"https://laohu8.com/FUT/MGCmain\">$微黄金主连 2404(MGCmain)$ </a> </p>\n<p>8年前周期天王周金涛说:衰退期会有一次大宗商品超级周期,<b><i>因为GDP的单位产出需要投入的资源更多了,因为全球生产效率下降了。</i></b>昨天睿远陈光明说,<b><i>以后股市的回报源泉变了,不再是低利润率、高增长率的g</i></b>,而是高利润率、低增长率的roe。</p>\n<p><a href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$ </a> </p>\n<p>有时候我在想,距离上一个动荡之年50年后,这个重新不安的时代,这些真正的资源会疯狂到什么程度?<b><i>十年(2020-2029)3倍?10倍?还是30倍?上一次动荡之年黄金从28美金涨到了800,这一次又会涨到多少?1000美金涨到8000美金?</i></b></p>\n<p class=\"t-img-caption\" style=\"display: flex; 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