I'm PortAI, I can summarize articles.

穿越周期,左侧布局正当时

从正余弦函数到傅里叶变换;从三元九运到康波周期、美林时钟;从天时地利人和到没有某某的时代,只有时代的某某;从地月潮汐,到日地四季;从碳基文明到硅基文明,世界就是大周期套小周期……
人生就是一次康波,三次房地产周期,九次固定资产投资周期和十八次库存周期。
我不是寓言帝,只是从数据中发现规律
周期哥寓言之:人民币美元之错位差,美元降息到加息收割新兴国家屡试不爽,现在美元加息,人民币降息,资本大量回流美国,高血压大战低血糖,现在美元强势,黄金和资源金属应该走低,现实反而走强,就是美元霸权瓦解的开始,等到美元降息,人民币加息,我们将反向收割,到时候 smart money 回流中国,人民币资产将大幅升值,所以现在是左侧布局机会……

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.

Like