
在瘋狂世界,做個清醒的長期主義者。每週提煉華爾街頂級 Podcast 與好書精華,同步升級「財富 x 認知」
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 156 | Founded | a year ago | Last Issue | 9 days ago |
| Active | Language | ||||

Q3利潤率34.6%藏著支出時差,Q4指引回落至26%。當管理層坦承對觀看時數不滿,現價是否已過早透支加速預期?
Netflix 剛公佈的 2026 年第三季財報,數據大致符合或微幅高於內部預期,全球覆蓋受眾亦接近 10 億人:
當 AI 巨頭狂砸資本,80 億美元基金看見了什麼隱形裂痕?
在 AI 狂潮頂部撤退:跑贏全球大盤的 80億美元 「逆向操盤手」
明天開盤能落地的實體防護欄。達利歐不修人性弱點,只用規則造機器:開槍後,如何不被自己的手毀掉?
創辦人退了,機器還在轉
Howard Marks memo《Part III》。財政部加大買回後,30年期收益率仍升。同一筆成本,未必由企業盈利買單。
市場情緒與財政部的無效干預
指數基金買了一籃,仍可能跟手上的股票一起動。達利歐用八年畫出:同一類裡,一千檔也可以像五檔。
上一集我們談過:即使聽對了人,單筆交易仍可能虧損。這一集我們要探討的是另一個層次:就算手上每一檔股票你都挑對了,把它們放進同一個帳戶之後,仍可能一起漲、一起跌。你以為自己已經做到了分散,其實並沒有。
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你的知識提煉者。將厚重的華爾街頂級訪談、經典硬書與深度財報,還原成你自己也能上手的實戰工具。在瘋狂的市場裡,陪你過濾 99% 雜訊,做個清醒的長期主義者。
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