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人到洛阳花似锦,偏我来时不逢春
Ge Long Hui· 2025-12-20 17:19
最后再分享一个方法论。网上值得学习的牛人很多,小红书,视频号,抖音也时不时刷到一些大神。你首先要分类,这是卖方还是买方。卖方尽量说对了, 准了才能被记住。买方总想着怎么才能不犯错,一旦错的话,净值掉下来,就回不去了。卖方不怕错,怕没影响力,而影响力来自"惊喜"。要有些惊世骇俗 的预言。错的话,反正他自己也没买没套牢,不碍事。过两天大家也忘了。如果预测特别夸张还准了,大家会牢记。买方,做对的不会被记住,做错的话, 月底的净值就体现出来。就像画家毕加索说过:"当艺术评论家聚在一起的时候,他们会讨论范式、架构和涵义。而艺术家聚在一起的时候,他们会聊在哪 儿能买到便宜的松节油。"总结是卖方用来做参谋,重点看分析过程。买方用来当将军,重点参考结论。刘邦可以用萧何统筹粮饷,用张良运筹帷幄,但排 兵布阵,他独信韩信。 聊胜于无。笔者不像一些大牛能拿到国配,在公开组晃悠,打错了或错过了都没啥感觉了。所以当我说Pass是真懒得看了。 轻松健康乙头与顶头平权了,资金超纲的同学有点浪费。新的这几只如何?第一感是全怼一支,英汐智能。题材好,基石好,顶头需要1.1亿,大部分人往 顶头走的路上就耗尽了。一手金额1.2万,也算是地道。那其 ...
做白银曾一夜亏3000万,如今已实现财富自由!
Sou Hu Cai Jing· 2025-08-30 04:46
Core Insights - The article highlights the investment philosophy and experiences of Le Fengjie, a seasoned asset manager and investor in China, emphasizing the importance of understanding market psychology and personal behavior in trading [1][3][18]. Investment Philosophy - Le Fengjie summarizes his investment philosophy with three key sayings: "Act without thinking is blind," "Thinking without acting is cowardice," and "Endless pursuit leads to greed," which encapsulate common cognitive and behavioral pitfalls faced by investors [2][3]. - The first saying warns against impulsive trading without a clear plan, while the second addresses the fear of execution despite having a solid strategy, and the third cautions against holding onto positions out of greed, risking potential losses [3]. Investment Journey - Le Fengjie began his investment career in 1992 with a modest capital of 7,000 yuan, quickly achieving significant returns, but faced major setbacks, including a loss of 30 million yuan in a single night due to market volatility [6][8]. - His experiences, particularly during the "327 National Debt" incident in 1995, shaped his understanding of market unpredictability and the necessity of a disciplined trading mindset [6][7]. Investment Methodology - Le Fengjie has developed a comprehensive investment methodology that includes trend analysis, technical analysis, and strategic selection of trading instruments [9][11]. - He emphasizes the importance of trend judgment based on wave theory and technical indicators, advocating for a dynamic approach to analysis that adapts to market changes [12][13]. Key Trading Principles - In terms of trading principles, Le Fengjie focuses on selecting instruments with clear trends and sufficient liquidity, managing positions with precision, and avoiding over-leveraging [14]. - He advises against frequent trading and emphasizes the need for a disciplined approach to stop-loss strategies and emotional control during trading [15][20]. Common Causes of Losses - Le Fengjie identifies five primary reasons for investor losses, including reverse operations after missing opportunities, stubbornness against market trends, and the reluctance to cut losses [15][16]. - He suggests establishing a mental stop-loss threshold to prevent emotional trading and encourages maintaining a practical trading routine to enhance decision-making [17]. Human Psychology in Trading - The article underscores the significance of overcoming human psychological barriers, such as greed and fear, which can lead to poor trading decisions [18][19]. - Le Fengjie believes that successful trading relies more on emotional control and understanding human behavior than on complex trading strategies [18].
银行的金市和理财,到底是干嘛的?
表舅是养基大户· 2025-07-12 13:29
Group 1 - The article discusses the rapid growth of a knowledge-sharing platform, which has attracted 5,900 members in just one year, marking it as one of the fastest-growing financial knowledge communities [2] - The platform publishes 80-100 posts weekly, with a total word count exceeding 100,000 words in a single week, indicating a high level of engagement and content generation [4] - A weekly selection of 10-15 posts is compiled into a PDF, emphasizing content that has long-term relevance and educational value [7] Group 2 - The article highlights the importance of understanding the roles within the banking financial market and asset management departments for career transitions, particularly for employees in traditional banking roles [21] - It provides a detailed overview of the banking financial market, including asset-liability management, liquidity support, and trading strategies [25][26] - The article outlines various job functions within the banking financial market, such as funding operations, fixed income trading, foreign exchange trading, and risk management [28][29][30][32] Group 3 - The asset management section discusses product design, investment operations, and the importance of risk management and compliance in managing client funds [33][38][39] - It emphasizes the need for candidates to focus on specific areas of knowledge depending on the job they are applying for, such as macroeconomics for financial market roles and portfolio management for asset management positions [42][43] - The article suggests that obtaining a CFA can significantly enhance understanding and skills relevant to both financial markets and asset management [46][47]