且听风吟云起
2021-02-20
在牛市中,市场的反应功能(价格对新闻和事件的反应方式)完全不同。熊市不会考虑经济影响。
约翰邓普顿说:“牛市生于极度悲观,成长于怀疑论,死于狂热。”
由经济复苏带动的牛市通常不会很快结束。
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且听风吟云起
2021-02-20
且听风吟云起
Lazlo Birinyi把牛市分为四个阶段,勉强,巩固,接受和繁荣。其中,第一阶段勉强(从熊市低点反转)和最后阶段繁荣(狂热开始)提供最佳回报。
且听风吟云起
2021-02-20
且听风吟云起
在自然灾害发生期间和之后,经济表现与正常衰退不同。经济遭遇的冲击是突然的、剧烈的和极端的,随后的复苏也是如此
且听风吟云起
2021-02-20
且听风吟云起
Bill Miller 的Miller Opportunity Equity基金,曾准确的从2000年时刻脱离市场。
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