MJFinance’s Newsletter
MJFinanceWeekly analysis on global politcal/econ affairs
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 156 | Subscribers | Read | mjfinance.substack.com |
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五仁随笔241112——全控等于失控
川普赢了。我在此前的很多博文中也分析过，民主党换将不仅是险着，更可能使其国会双输。没曾想，民主党的“阴兵”未降，反倒是让共和党狂扫摇摆州。川普不仅是“复辟”了，他的回归意味着民主党既得利益集团要被彻底整肃，有道是天道轮回，对待自己的敌人有多狠，敌人若拿回权柄之后的报复强度就会有多大。然而，川普真的如人们臆想中那样，“全控”美国吗？他的运动式改造美国，就真的能再造辉煌吗？在我看来，川普不仅仅没法全控，而是彻底葬送美国的全球霸权。
五仁随笔241021——金环蚀
尽管四周闪耀着金色的光辉，可是中央已经全被侵蚀，一团漆黑。
五仁随笔241012——他们急了，你急什么？
我知道，有些人又被套了。我知道，有些人巴不得股市上到4000点解套。我知道，有些势力急了，没有波动性大的资产可做了，自己的实体经济已经不堪入目了。外媒坑人，外资机构坑人，专业机构没有定力坑人。那么多问题，那么多坑，好像牛市已经结束了。
五仁随笔241002——阳线改变不了基本面
在央行的巴祖卡和大鸣大放之后，过去唉声叹气乃至恨国的群体组织开始亢奋起来，特别是从24号以来一波暴力单边牛市，彻底振奋了自2022疫情以来早已颓靡的资本市场激情。有一句耳熟能详的圈内短语，叫“三根阳线改变信仰”。的确，如果没有这波巴祖卡牛市，中国资本市场可以持续颓靡很长一段时间，但牛市实实在在地发生了，那一切过去的讨论似乎也就失去了意义。问题是，这根阳线能持续多久？基本面是否有改善呢？
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MJ说财经，每周财经大事盘点
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