zero coupon bond / ASML & TSM
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每星期定期更新
會員限定 – 5月送出Post Card + 抽獎
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呢幾日就係時候執下倉 – Don’t panic sell but sell the hype
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4.6 SP500 用PE 點計先叫合理? 關稅會點影響物價?
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239 Market update: 驚失業 / 股票: Lulu, Kenvue, WOLF
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Level 2-US Macro update + stock update
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3.3 Update: Dell/On/KR + EU defense stocks
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Market update: Hims/NVO/UNH/RCL
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2.13 update ( 幾間公司, 加NVO vs HIMS)
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