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 »
每星期定期更新
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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Market update/ 股市有幾貴? / 業績： Waste Management + Home Depot Read More »
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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( audio only) Market 衰退論/ MSFT, ISRG & Netflix
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Market 衰退論/ 業績: MSFT , ISRG, Netflix
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市場: Yen 大升又大跌/ PPI 又跌, 息口又跌. 業績: GS/UNH
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市場: Yen 大升又大跌/ PPI 又跌, 息口又跌. 業績: GS/UNH Read More »
搬屋後update: 深入講解美國勞工市場／息口風險／如何用ERP + VIX 去尋個長線底
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搬屋後update: 深入講解美國勞工市場／息口風險／如何用ERP + VIX 去尋個長線底 Read More »