FOMO研究院電子報
KP@FOMOSoc如果你在找「明牌」代號，只想問漲跌，那這裡不適合你。 但如果你想建立自己的投資決策系統，在噪音中找到穿越週期的訊號，歡迎上船。
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 90 | Subscribers | Read | fomosoc.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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2024 年 9 月，三哩島（Three Mile Island）核電廠，Constellation Energy 的執行長Joe Dominguez站在這個曾經因為 1979 年美國史上最嚴重核災而舉世聞名、甚至帶有幾分禁忌色彩的地方，向全世界宣布了一項重要的決定：
Nvidia為何投資Marvell？Google準備破解加密貨幣？Intel最壞時刻已過？- KP思考筆記(第36期)
大家好，我是 KP，歡迎來到第 36 期的《週末思考筆記》。
KP商周專欄(第1997/1998，1999期)
歡迎來到 FOMO研究院的特別內容。這幾篇文章是我受邀於《商業周刊》發表的獨家專欄。根據協議，專欄文章在刊登滿一個月後，我會將完整內容解禁，專屬分享給研究院的付費會員。
滯脹，加息，還是只是回調？VIX衝破30就無腦買？6大指標決定入場與否？ - 深入分析第41期：美伊戰爭投資指南
(抱歉，電力下篇會再延後一期，這篇的重要性和及時性比較高)
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Authors
The writers behind this newsletter.
我是KP，在金融界打滾多年，負責投資。 分享對市場的深度想法，不一定對，但保證有邏輯。 免責聲明: 本人為香港證監會持牌人士。所有內容僅屬意見分享用途，並不構成投資建議。
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