多謝分享😊 I agree with your view that US market will continue to go up over time “as long as” US dollars remain as the reserve currency for “store of value” as you mentioned in the past videos. Thanks again for sharing high quality analysis 🧐
Welcome to the real world! Life is always unpredictable and that make it unboring and interesting. There were always optimists and pessimists in world, and people invested/gambled in their own belief, but the ratio swing widely from time to time. Very few can get it correct all the time. Hard landing meant a recession, in which living standard overall goes down so it is very unwelcomed. Soft landing meant the FED successfully dodged the recession bullet, keeping the economy in low growth until the next growth period. However, the stock market trend, which is not what the FED focus on, might not deviate from the economy time to time.
The US economy is in a bubble mode, with positive wealth effect keeping its economy going smoothly. Yet, for long-term health the bubble must be deflated every 5 years. Yet because the fundamentals of the economy is so bad in this cycle, the government is too scared to let the bubble deflat. They seemed to be willing to keep kicking the can down the road. You can close your position now and get out of the market, but you are also scared that you will have to wait for years, before you can get back in, hopefully, with pennies for a dollar, assuming that you don't get enticed back into the market at a higher price you got out of it.
@@wanggok Ray dalio係金融財經界最強洗腦大師，佢講好多野都好有道理，但其實係錯，尤其係講債務既理論，叫中國減債，好多大陸財金界既官員都信佢果套，估計主要係佢扮到好親中，但其實係害死中國，當年日本就係過度減債才陷入長期通縮，美國卻選擇QE才是正確，寧願加債換通漲，也不要減債換通縮，通縮才是經濟最極惡既敵人，係萬仗深淵，但宜家共產黨班高官都係導緊習大向減債既方向走，我都好肯定中國係會方向一條死路
I was a HK guy now is a Canadian. I worked in vary investment banks in my whole career. I and my local colleagues always mixed Cantonese & English in our social & formal speakings also in the meetings. I can say I have no issue at all, even talking with my Singaporean & Malaysian friends and colleagues. However, this guy using too many English words in his Cantonese channel, right? Also, most people will use English nouns & names & labels in our Cantonese, but this guy always use Eng on verbs and professional or special names. And his speaking pattern makes those Eng words sound not like in the same speaking, which like an alien codes added in his speaking. I wish he can use less Eng words and provide explanation/translation to the special terms & name for some audiences who are not good in English.
Fully agreed. I was a HK guy, now is a Canadian. I also feel not good listening his videos. I can tell that I was working in very International banks in my whole career life. I and my local colleagues always mix Cantonese & English in our social & formal speaking, also in the meetings. Well, the same with my Singaporean and Malaysian colleagues and friends. I believe most people will use Eng on nouns, names, labels, etc. but not on verbs and professional/special names. However, he used too much Eng in his Cantonese channel,. Also his speaking pattern makes those Eng words not a part in the speaking but sounds like alien codes. I wish he can use less so-called Eng words in his channel. When using Eng names, missions, projects, acts, reports, index, etc., please follow up with translation and explaination. Please note that not all Cantonese speaking people are good in English. Thanks
每次都有啟發性的資訊和分析，謝謝
非常好的分析，不是結果主導過程，好持平
真 好多評論員 有結果再推論番個過程 自圓其說。
@@3cp790絕對係，如果之後真係升又另一個講法了😂😂😂
分析精湛、獨到、持平！
分析精彩，多謝❤😊
一向客觀有邏輯，多謝呢集 好有用有前瞻性
其實未來一年美股升定跌都唔係重點，重點係貨幣未來只會不斷貶值
貨幣貶值、全球人口下降、在九運下缺乏金融和實體經濟發展和增長下，沽空全世界必然
只要定投買黃金、白銀和bitcoin下，未來一至兩年必定有增長
全球人口無下降
哪里来的人口下降？
你自己可以上Elon musk 的x 分享，不是現在人口立馬下降，是未來10至20年下降是趨勢
多謝分享😊 I agree with your view that US market will continue to go up over time “as long as” US dollars remain as the reserve currency for “store of value” as you mentioned in the past videos. Thanks again for sharing high quality analysis 🧐
我們都聽說過，人們可以透過深入了解某些股票而很快致富。這主要是一個神話。 身為一名擁有認證財務規劃背景的退休前銀行家，我對投資人的建議是不要掌握市場時機(time the market)。 相反，學習並建立一個投資目標，並將其作為中長期的投資目標。 我並不是說總是進行長期投資，因為有很多變數。 只是不要貪婪，長遠來看通常可以變得更富有
解釋得好清楚，亦講中重點。最古惑人的不是謊言而是用事實的部分去解讀來誤導人
其實好多macro都係Sample size 太細(搵1,2百年Data都係得幾十個data point),統計誤差大既問題
1990開始，北美以:至之死地而後生，已有固定目標，通限猛於虎，必打擊。90年前，利息，通漲常在10以上，實際蠶食人民收入，生活質素。當時會計，投資界都非常讚賞美聯儲的做法，都對未來有信心。S&P那時約300点。
分析客觀 適時加入經濟學理論 感覺像聽以前的Econ教授 實時分析市場 好多其他的頻道為了吸引眼球 加入大量主觀意見 這個頻道 對於有critical thinking的人來講 恰到好處 不會太多 不會太少
U have a very kind ❤.Moments of truth😊
Thanks
Good analysis
Very informative!!
Good point! I still think investors in the stock market is showing too much of optimistic.
其實有冇人諗過，hard landing 又好，soft landing 也罷，都喺 landing， 經濟都唔會好到哪裡去，咁FED 又話經濟“數據”好強， 又話 soft landing， 我好亂。。。
而我剩喺睇到啲大人物喺度狂賣股票，巴菲特同埋佢副手，黃仁勛，等等。。。
經濟越衰，股市越好
Welcome to the real world!
Life is always unpredictable and that make it unboring and interesting.
There were always optimists and pessimists in world, and people invested/gambled in their own belief, but the ratio swing widely from time to time. Very few can get it correct all the time.
Hard landing meant a recession, in which living standard overall goes down so it is very unwelcomed.
Soft landing meant the FED successfully dodged the recession bullet, keeping the economy in low growth until the next growth period.
However, the stock market trend, which is not what the FED focus on, might not deviate from the economy time to time.
散戶基本上睇住週期買長線就夠,其他基本上都係賭運氣
The US economy is in a bubble mode, with positive wealth effect keeping its economy going smoothly. Yet, for long-term health the bubble must be deflated every 5 years. Yet because the fundamentals of the economy is so bad in this cycle, the government is too scared to let the bubble deflat. They seemed to be willing to keep kicking the can down the road. You can close your position now and get out of the market, but you are also scared that you will have to wait for years, before you can get back in, hopefully, with pennies for a dollar, assuming that you don't get enticed back into the market at a higher price you got out of it.
可唔可以做個瑞士央行嘅解釋？ mandate ,monetary policies, philosophy etc.
其實睇吓美股七雄走勢，大約預視會點......
❤
美股會爆破！
其實唔冼自己想d資金自然會答你，8月5日，日本股災大跌1成當晚美股跳空大跌開市，但所有股票有大量資金抄底跟著唔冼講升到破頂，現在破左頂咪離場等跌，當回調後再跳空下跌，睇下資金係不停賣還是不停買，第2日再買都未遲，有資金不今買咪跟，如果第2日轉身不停賣咪跌穿第1日底部止損，你跟我這樣做長期操作輸錢返來搵我，
寧可加債換通漲，也千萬不要減債換通縮，日本就係行左減債既路才衰落20年，直到安倍上台重推QE(安倍三支箭)好不容易花左十年直到近年日本經濟才有點起色。。。而中國正正係向減債道路走，即係行返日本舊路，所以我好肯定中國會走向最差既通縮之路，因為呢屆既大陸領導人係最志大才疏既，唔死都難
錯，我做中資，係中央最大個幾間，習大大係發左好多債，但無風險管理，所以令到d 恒大諗住too big to fail 但現係傷到社保基金，所以要斬d 債項
分析洗腦害死人
好多人相信Ray Dalio的
@@wanggok Ray dalio係金融財經界最強洗腦大師，佢講好多野都好有道理，但其實係錯，尤其係講債務既理論，叫中國減債，好多大陸財金界既官員都信佢果套，估計主要係佢扮到好親中，但其實係害死中國，當年日本就係過度減債才陷入長期通縮，美國卻選擇QE才是正確，寧願加債換通漲，也不要減債換通縮，通縮才是經濟最極惡既敵人，係萬仗深淵，但宜家共產黨班高官都係導緊習大向減債既方向走，我都好肯定中國係會方向一條死路
只要分析越大聲。你就買佢對家就必勝
曰经上次42000點狂跌25百分之，今次輪到美股😂😂🎉
日經跌完25%，唔洗2個月宜家已經收窄到跌10%，唔洗一年隨時創新高
我次次都係諗住等美股跌25%就All in，但無一次做到，相反我同事每兩個月入一注，回報高過我捉timing，美股長升就係定律，定期買入係最穩陣策略
因為佢qe左 所以用美元計價既野 所有野都會升😂 大騙局黎
美股已超買也在泡沫顶！还㑹升幾升点，还是跌一万点看机㑹率吧！美元信用及债息是决定点！
美市是資金炒出來的，資金是印出來的，QE一出，股市狂升
今日見万九，造淡输死
It’s only your misconception. Not ours
All in 美股不會死嫁 最多跌25%
美市是資金炒出來的，資金是印出來的，QE一出，股市狂升
係呀，坐多2年就返家鄉，坐5年翻一翻
只要佢仲玩qe 全世界又畀佢咁玩 就一定不死
我不是聽不懂英語，只是難消化，做頻道你初心都是希望大眾化多些人看，多些人俾拉，多関注，是否有改善空間
Listen more times, then you can digest more easily.
I was a HK guy now is a Canadian. I worked in vary investment banks in my whole career.
I and my local colleagues always mixed Cantonese & English in our social & formal speakings also in the meetings. I can say I have no issue at all, even talking with my Singaporean & Malaysian friends and colleagues.
However, this guy using too many English words in his Cantonese channel, right?
Also, most people will use English nouns & names & labels in our Cantonese, but this guy always use Eng on verbs and professional or special names. And his speaking pattern makes those Eng words sound not like in the same speaking, which like an alien codes added in his speaking.
I wish he can use less Eng words and provide explanation/translation to the special terms & name for some audiences who are not good in English.
Fully agreed. I was a HK guy, now is a Canadian. I also feel not good listening his videos. I can tell that I was working in very International banks in my whole career life. I and my local colleagues always mix Cantonese & English in our social & formal speaking, also in the meetings. Well, the same with my Singaporean and Malaysian colleagues and friends. I believe most people will use Eng on nouns, names, labels, etc. but not on verbs and professional/special names. However, he used too much Eng in his Cantonese channel,. Also his speaking pattern makes those Eng words not a part in the speaking but sounds like alien codes. I wish he can use less so-called Eng words in his channel. When using Eng names, missions, projects, acts, reports, index, etc., please follow up with translation and explaination. Please note that not all Cantonese speaking people are good in English. Thanks
我都發現呢樣嘢，而且好耐，不過費事講，估唔到有人終於開口講。中英夾雜，我完全聽得明，只係覺得有時未免用得無謂無必要。一句話廿個字，Cantonese English 咁樣講：CCECEECCEECECECCCCE。其實講者係咪真係覺得咁樣表達一句話好恰當？我就寧願聽全英喇，而如果定位係畀Cantonese 聽，咁就顯然處理好有問題
專有名詞或只有英文能表達嘅用語句法，用英語無可厚非。但situation 情況、volatility 波幅，等呢類，有對等相應語彙，而且中比英音節更短，講者卻係要取英棄中，再慢條斯理師爺式般讀出四個音節，好似在教英文咁。其實真係可以改善囉
我聽得好舒服，沒問題。