美國內部的對立與分裂：深度解析川普和他的關稅政策（1）幾個對沖基金大佬都成功預測並押注了川普的當選， 比如說城堡資本的Ken Griffin以及Taleb一類。 這些基金經理人和我的觀點類似，我們支持/押注川普的勝選並不代表我們認同川普所有的經濟政策。1d ago1d ago
Inflation, Deflation, and Reflation: Understanding the Economic Phenomena and Their Impact on the U.Economic cycles are marked by the interplay of inflation, deflation, and reflation, which reflect changes in the general price levels of…3d ago3d ago
Global Macro Trading: Concepts, Methodologies, and Legendary InvestorsGlobal macro trading is an investment strategy focusing on macroeconomic trends, such as interest rates, inflation, currency fluctuations…Nov 8Nov 8
如我預測川普成為美國新總統懸念終於落地，川普旋風回歸。 馬斯克重倉ALLIN大獲全勝。 身為投資人，我們要思考的往往是現實世界真實運作的邏輯。 而非基於民調，基於冰冷數字模型所得的結論。Nov 6Nov 6
Everything You Need to Know About U.S. Bonds: The Ultimate Bond Trading GuideThe United States bond market, often referred to as the Treasury market, plays a critical role in the global financial system. U.S. bonds…Oct 31Oct 31
Top 10 Python Libraries for Quant TradersPython has become the go-to programming language for algorithmic trading and quantitative finance due to its simplicity and the wealth of…Oct 27Oct 27
