N*****d
发帖数: 9872 | |
g*********9
发帖数: 1285 | 2 这个是信贷周期，和股市周期不一定重合。
【在 N*****d 的大作中提到】
: — Ray Dalio
: 翻译过来就是牛市末期吧
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N*****d
发帖数: 9872 | 3 “We know that we are in the ‘late-cycle’ part of the short-term debt/
business cycle with the conditions I described at the beginning now existing
, but we don’t know precisely where we are,” Dalio wrote.
He added that he had thought the market had reached its top about ten days
ago. However, “recent spurts in stimulations, growth and wage numbers”
signaled to Dalio that the market is in a different position than he
initially thought. |
g*********9
发帖数: 1285 | 4 他说他觉得到顶了，现在又改变看法了。Never trust what those guys said.
existing
【在 N*****d 的大作中提到】
: “We know that we are in the ‘late-cycle’ part of the short-term debt/
: business cycle with the conditions I described at the beginning now existing
: , but we don’t know precisely where we are,” Dalio wrote.
: He added that he had thought the market had reached its top about ten days
: ago. However, “recent spurts in stimulations, growth and wage numbers”
: signaled to Dalio that the market is in a different position than he
: initially thought.
|
N*****d
发帖数: 9872 | |
s***o
发帖数: 272 | 6 这厮上个月才说hold cash is stupid
现在说转就转啦？
【在 N*****d 的大作中提到】
: — Ray Dalio
: 翻译过来就是牛市末期吧
|
g*********9
发帖数: 1285 | 7 没人能准确预测市场。guard the market. That is what we can do. Only
speculators try to make profit from timing the market, like what nonregret
did this morning.
【在 s***o 的大作中提到】
: 这厮上个月才说hold cash is stupid
: 现在说转就转啦？
|
m********o
发帖数: 2088 | 8 不要迷信Dalio, 过去五年没有一年超过SP500，而且差不少 |
m********o
发帖数: 2088 | 9
【在 m********o 的大作中提到】
: 不要迷信Dalio, 过去五年没有一年超过SP500，而且差不少
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g*********9
发帖数: 1285 | 10 这些人只有在市场振荡暴跌的时候才显出本色。单调递增的市场只有speculator能beat.
【在 m********o 的大作中提到】
: 不要迷信Dalio, 过去五年没有一年超过SP500，而且差不少
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