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chuonwei
2021-10-13
[无语]
抱歉,原内容已删除
chuonwei
2021-10-07
[捂脸]
科技股集体爆发!芒格大举增持阿里巴巴
chuonwei
2021-09-29
[呆住]
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chuonwei
2021-10-05
狼又来了
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chuonwei
2021-10-14
[冷漠] [冷漠]
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chuonwei
2021-10-09
[流泪] [喷血] [喷血] [喷血] [喷血] [捂脸] [捂脸]
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chuonwei
2021-10-08
[得意] [得意]
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chuonwei
2021-09-07
[笑哭] [吃瓜]
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chuonwei
2021-07-26
真的变海底捞
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chuonwei
2021-12-06
[微笑]
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chuonwei
2021-10-09
[笑哭]
@Ivan_甘灿荣:通胀将持续上行,机会聚焦在农产品
chuonwei
2021-07-26
支持huawei
抱歉,原内容已删除
chuonwei
2021-09-28
[财迷]
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chuonwei
2021-09-28
讲100次终有一次中
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chuonwei
2021-08-21
以后叫腾爸
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chuonwei
2021-08-09
太过分了吧
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chuonwei
2021-07-19
T
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chuonwei
2021-06-24
[财迷]
抱歉,原内容已删除
chuonwei
2021-06-16
[财迷]
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","text":"[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821211091","repostId":"867291087","repostType":1,"repost":{"id":867291087,"gmtCreate":1633267900748,"gmtModify":1634526697141,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3534312224764596","idStr":"3534312224764596"},"themes":[],"title":"通胀将持续上行,机会聚焦在农产品","htmlText":"国庆期间最引人关注的消息就是美国债务上限的问题,最新的情况是,该问题需要在10月18日前解决。究竟美国是否会出现债务违约?咱们拭目以待。 最近翻看了下今年来的经济学理论,其中最火的莫过于现代货币理论(MMT),经济学家讨论也比较多。为何那么火?因为很多大咖认为美国可能逐步实行该理论来代替现行的凯恩斯主义。咱不是经济学家,没法解释清楚个中逻辑,总的来说,该理论的结果就是,目前社会所关注的美国天量债务问题,并不是问题,而且设置债务上限并无必要。有兴趣的朋友可以研究研究该理论,反正网上也有不少科普文。所以美财长说的“设置债务上限”并无必要,是有理论基础的,债务发行的多寡全看就业率和通胀水平。 总的来说,印出去的钞就没想着收回来,至于通胀嘛,只要数据还能忍受,那就继续印。 那对通胀有影响吗?当然有,涨得慢和涨得快的区别(上周的文章说过)。所以虽然并不清楚最终结果如何,但通胀预期是一直存在的,对于投资来说选择有机会的商品做多,就是对抗通胀的选择。 农产品强势 前两周的文章跟大家提过农产品进入上涨周期,而周五的USDA季度库存数据则进一步引发行情,美小麦又一次接近近期新高,这是要注意的信号。 根据最近很多商品的行情,一般突破前高后均有快速向上的走势,因此如果美小麦最近的走势需要更多地关注。 既然作为农产品之王的小麦有行情,那么其它农产品也不见得会很弱,一旦小麦突破,替代效应也会对其它农产品价格带来提振,尽管基本面、技术形态和涨幅没有小麦来得明确,但仍是可考虑布局的品种,至于参考涨幅,可参看9月13日的帖子。 当然了,农产品的投资大概率都是投机操作,行情来得快去得也快,赚到合适的利润就跑准没错。所以策略上,能做期权尽量做期权,这是对大部分新手来说最好的选择,毕竟买入期权最大的损失就是期权金。做期货的话一定要控制好杠杆,不宜快速满仓跟进,否则一个回撤您就会亏损甚大,离场出局,而后面的行情再","listText":"国庆期间最引人关注的消息就是美国债务上限的问题,最新的情况是,该问题需要在10月18日前解决。究竟美国是否会出现债务违约?咱们拭目以待。 最近翻看了下今年来的经济学理论,其中最火的莫过于现代货币理论(MMT),经济学家讨论也比较多。为何那么火?因为很多大咖认为美国可能逐步实行该理论来代替现行的凯恩斯主义。咱不是经济学家,没法解释清楚个中逻辑,总的来说,该理论的结果就是,目前社会所关注的美国天量债务问题,并不是问题,而且设置债务上限并无必要。有兴趣的朋友可以研究研究该理论,反正网上也有不少科普文。所以美财长说的“设置债务上限”并无必要,是有理论基础的,债务发行的多寡全看就业率和通胀水平。 总的来说,印出去的钞就没想着收回来,至于通胀嘛,只要数据还能忍受,那就继续印。 那对通胀有影响吗?当然有,涨得慢和涨得快的区别(上周的文章说过)。所以虽然并不清楚最终结果如何,但通胀预期是一直存在的,对于投资来说选择有机会的商品做多,就是对抗通胀的选择。 农产品强势 前两周的文章跟大家提过农产品进入上涨周期,而周五的USDA季度库存数据则进一步引发行情,美小麦又一次接近近期新高,这是要注意的信号。 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[喷血] [喷血] [喷血] [喷血] [捂脸] [捂脸] ","listText":"[流泪] [喷血] [喷血] [喷血] [喷血] [捂脸] [捂脸] ","text":"[流泪] [喷血] [喷血] [喷血] [喷血] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821213801","repostId":"1153133539","repostType":4,"isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823466924,"gmtCreate":1633655321250,"gmtModify":1633655321352,"author":{"id":"3581503338736225","authorId":"3581503338736225","name":"chuonwei","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581503338736225","idStr":"3581503338736225"},"themes":[],"htmlText":"[得意] [得意] ","listText":"[得意] [得意] ","text":"[得意] 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