資本週期
Marcus Jin以週期視角理解金融市場，透過地緣政治、宏觀政策與流動性框架定位週期階段，結合技術分析解析美股、加密貨幣與大宗商品，提供可操作的投資洞察。
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 11 | Subscribers | Read | capitalcycle.substack.com |
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停火之後的三條路：伊朗、美國還有你的資產配置將何去何從
長期關注我的讀者應該會察覺到一個有意思的現象：在不到二十四小時內連續發布兩篇文章。這並不是我一貫的節奏。一直以來，我都認為真正有價值的分析，就像一部優秀的影集，需要時間沉澱與醞釀，才能在適當的時機呈現。過於倉促地將想法寫下，只會稀釋其深度與力量。這並非對每日高頻輸出的作者有所批評——事實上，Substack 上有許多極具才華的創作者，能夠以驚人的穩定性維持高產且高品質的內容。但我很清楚，這並不是我擅長的方式。
伊斯蘭堡陷阱
在我原本準備撰寫以 Kevin Warsh 為主題的文章時，本週市場出現了一個相當不尋常的變化，迫使我暫時放下這個題目。
Trump 的大棋：伊朗戰爭背後的真實邏輯
距離我上一篇談當前地緣衝突、Trump 對期中選舉的盤算，以及我對今年整體市場看法的文章，已經過了兩週。這段時間，市場的波動與美伊兩方的消息面來回拉扯，但沒有偏離我先前提出的主軸，反而一步步驗證了我當時的框架。
2026：金融市場的關鍵轉折點
在今天這篇文章中，我想和大家解釋幾個目前市場中非常關鍵、但很多人還沒有真正看清楚的問題：
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以週期視角理解金融市場，透過地緣政治、宏觀政策與流動性框架定位週期階段，結合技術分析解析美股、加密貨幣與大宗商品，提供可操作的投資洞察。
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