To Pivot or Not to Pivot
Will FED pivot in 2023
Newsletter
Third Quarter 2022 Stock Market Commentaries
S&P 500 traded off 4.88% during the third quarter of 2022. It marked three quarters of consecutive decline for the index. For the year, large cap stocks are down 23.87%. …
5月股市随感
2022的美國股市進入嚴重通脹和漲息時代, 投資環境發生極大的變化.再按照傳統的邏輯思維去投資必然會被市場屠宰.
從收益率曲線倒掛看美股走勢
收益率曲線倒掛看2022年美股走勢
2021 Stock Market Outlook
Two words are on top of investors’ concerns for 2021
The Way Forward
First Quarter 2020 Commentaries The longest running bull market finally met its demise in the form of a global health pandemic. The cessation of population movement quickly mutated into the …
Eastern Sierra 秋色地图
10月的长周末我们带着儿子去了Eastern Sierra。
《东豪看股市》- 美国股市何去何从
“Risk on”和“Risk off”是这几年美国投资界流行的新名词，用来描述完全对立的风险偏好情绪。Risk On的时候投资人可以不顾风险大举入市；Risk Off的时候投资人害怕所有风吹草动，大举抛售逃离股市。