業績: VZ & Google + FRC turnaround 失敗之迷
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每星期定期更新
特別OT update: Banking New ETF/ 業績: AT&T + Netflix
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Market update: 美國消費者情況依舊強/業績: JPM/C/WFC
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Market update: 美國消費者情況依舊強/業績: JPM/C/WFC Read More »
Market – Fed 點解會overdone? 又點解唔夠independent ? 最後講下Rivian 發CB
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Market – Fed 點解會overdone? 又點解唔夠independent ? 最後講下Rivian 發CB Read More »
Market: REITs 開始出事/ 比較: Costco vs Kroger vs Walmart
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Market update/ 股市有幾貴? / 業績： Waste Management + Home Depot
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通漲唔易解決/講下巴菲特個倉/KO 幾錢買好?
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通漲唔易解決/講下巴菲特個倉/KO 幾錢買好? Read More »
CPI revise up, 有咩唔同左? / 講下中銀個聯匯賭博 (Short Strangle) / 短講ChatGPT 同有咩公司可以留意
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CPI revise up, 有咩唔同左? / 講下中銀個聯匯賭博 (Short Strangle) / 短講ChatGPT 同有咩公司可以留意 Read More »
6.2 update : market / Amazon / Google/ 美國一手IT 業情況
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