tag:blogger.com,1999:blog-6819677764981712111.post6902184635512602909..comments2024-03-07T18:30:21.175+08:00Comments on Starman 投資世界 : 美聯儲加息啟示錄 - 實際負利率的影響Starman 投資世界http://www.blogger.com/profile/09024792862799384723noreply@blogger.comBlogger21125tag:blogger.com,1999:blog-6819677764981712111.post-22705334668307632692016-02-04T18:59:20.779+08:002016-02-04T18:59:20.779+08:00Starman兄,thanks for sharing and very impressed by ...Starman兄,thanks for sharing and very impressed by your analysis. Would be grateful if you can also share your brokers details (bond investment). My email is hellringar@gmail.com<br />Anonymoushttps://www.blogger.com/profile/04748078824276193387noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-42186419883530162052016-02-04T18:56:59.086+08:002016-02-04T18:56:59.086+08:00Starman兄,thanks for sharing and very impressed by ...Starman兄,thanks for sharing and very impressed by your analysis. Would be grateful if you can also share your brokers details (bond investment). My email is hellringar@gmail.comAnonymoushttps://www.blogger.com/profile/04748078824276193387noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-49864402708780400402016-02-04T18:54:33.534+08:002016-02-04T18:54:33.534+08:00Starman兄,very impressed by your analysis and thank...Starman兄,very impressed by your analysis and thank you for your sharing. Would be grateful if you can share your broker's details (bond investment). My email is hellringar@gmail.com<br />Tks, <br />HRAnonymoushttps://www.blogger.com/profile/04748078824276193387noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-14962770667087674652016-01-12T17:30:28.271+08:002016-01-12T17:30:28.271+08:00過度QE, 加劇貧富懸殊, 引致需求不足, 經濟下行.過度QE, 加劇貧富懸殊, 引致需求不足, 經濟下行.Anonymoushttps://www.blogger.com/profile/08983818495912774820noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-32643044969283079342015-12-28T11:22:04.267+08:002015-12-28T11:22:04.267+08:00REITs 指房地產信託基金,於香港交易所可買賣。REITs 指房地產信託基金,於香港交易所可買賣。Starman 投資世界https://www.blogger.com/profile/09024792862799384723noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-45417320530650344562015-12-25T14:01:57.206+08:002015-12-25T14:01:57.206+08:00多謝Star兄分享,上文所指的REITs係股市中的?還是其他?多謝Star兄分享,上文所指的REITs係股市中的?還是其他?Anonymoushttps://www.blogger.com/profile/04218374000948057292noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-23375013245709544972015-12-17T12:54:46.933+08:002015-12-17T12:54:46.933+08:00任何市況都有投資機會,關鍵在於你能否發掘出來。任何市況都有投資機會,關鍵在於你能否發掘出來。Starman 投資世界https://www.blogger.com/profile/09024792862799384723noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-41700355038314495632015-12-17T11:41:20.795+08:002015-12-17T11:41:20.795+08:00禍兮福所倚,福兮禍所伏,努力發掘投資機會禍兮福所倚,福兮禍所伏,努力發掘投資機會醉心https://www.blogger.com/profile/16746971299824304724noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-10045864050930174882015-12-17T10:54:42.252+08:002015-12-17T10:54:42.252+08:00我都有看池兄寫的文章,有空大家多點交流。我都有看池兄寫的文章,有空大家多點交流。Starman 投資世界https://www.blogger.com/profile/09024792862799384723noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-51824431159952611692015-12-16T15:40:56.146+08:002015-12-16T15:40:56.146+08:00噢,不是啦。那兩句是鄭板橋的詩,並非出自池某手筆。噢,不是啦。那兩句是鄭板橋的詩,並非出自池某手筆。池裡漁https://www.blogger.com/profile/11162570051240423987noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-85058966362332046842015-12-16T11:43:19.145+08:002015-12-16T11:43:19.145+08:00謝謝Tang King 兄﹗謝謝Tang King 兄﹗Starman 投資世界https://www.blogger.com/profile/09024792862799384723noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-13563580470859816942015-12-16T11:43:01.628+08:002015-12-16T11:43:01.628+08:00就筆者個人的部署,本人年中之前已傾向將資產配置於防守性較高的資產,市場有不確定性是好事,靜侯機會的來...就筆者個人的部署,本人年中之前已傾向將資產配置於防守性較高的資產,市場有不確定性是好事,靜侯機會的來臨吧。Starman 投資世界https://www.blogger.com/profile/09024792862799384723noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-67724755966808000192015-12-16T11:32:39.268+08:002015-12-16T11:32:39.268+08:00謝謝塘人兄﹗謝謝塘人兄﹗Starman 投資世界https://www.blogger.com/profile/09024792862799384723noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-89164512871210449492015-12-16T11:32:19.213+08:002015-12-16T11:32:19.213+08:00池裡漁兄:
謝謝﹗很欣賞池兄的文筆。池兄有時間請多來交流心得。
恐懼是因為他們不了解市場,真正了解市...池裡漁兄:<br />謝謝﹗很欣賞池兄的文筆。池兄有時間請多來交流心得。<br />恐懼是因為他們不了解市場,真正了解市場的投資者只會因應市場變化做好風險管理,靜侯機會的來臨。Starman 投資世界https://www.blogger.com/profile/09024792862799384723noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-14891325025009790162015-12-16T11:17:09.504+08:002015-12-16T11:17:09.504+08:00資產流動性對投資者來說,在任何市況都重要。在資金氾濫的年代,持有現金的成本太高,而持有某些隨時可提現...資產流動性對投資者來說,在任何市況都重要。在資金氾濫的年代,持有現金的成本太高,而持有某些隨時可提現又同時具定期收益的資產較為明智,有高LV的REITs是不錯的選擇。當然,一定的現金水平是必須的。Starman 投資世界https://www.blogger.com/profile/09024792862799384723noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-78230891459729237132015-12-16T10:43:34.191+08:002015-12-16T10:43:34.191+08:00謝謝,很好的文章。謝謝,很好的文章。今晚食杯麵https://www.blogger.com/profile/17790537916746593390noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-66591145626822810982015-12-16T08:26:19.817+08:002015-12-16T08:26:19.817+08:00認為現在應否轉向,採防守策略?提高警覺性?認為現在應否轉向,採防守策略?提高警覺性?價值投資者https://www.blogger.com/profile/01682303752755879971noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-34527838290438094932015-12-15T21:46:44.001+08:002015-12-15T21:46:44.001+08:00感謝Starman兄的詳盡分析感謝Starman兄的詳盡分析塘人https://www.blogger.com/profile/04230180142137179194noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-83534514104762425042015-12-15T19:54:24.260+08:002015-12-15T19:54:24.260+08:00分析得好。一句「掌握好重點就夠」一錘定音,大勢明瞭,坐定粒六。千磨萬擊還堅勁,任爾東西南北風。「模糊...分析得好。一句「掌握好重點就夠」一錘定音,大勢明瞭,坐定粒六。千磨萬擊還堅勁,任爾東西南北風。「模糊的正確」已經很夠用。<br />有啲投資人成話驚加息,又講唔出驚啲乜,自己嚇自己,得啖笑。池裡漁https://www.blogger.com/profile/11162570051240423987noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-1042741868811432172015-12-15T18:28:35.874+08:002015-12-15T18:28:35.874+08:00謝謝分享!身為散户,在跌市更應留意資產及流動現金的平衡,持有資產是可抗QE,但leverage太大亦...謝謝分享!身為散户,在跌市更應留意資產及流動現金的平衡,持有資產是可抗QE,但leverage太大亦購成財務風險。分散投資之餘,都要keep定應急基金去offset動蕩市的影響。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.comtag:blogger.com,1999:blog-6819677764981712111.post-24213619915875087672015-12-15T18:27:50.849+08:002015-12-15T18:27:50.849+08:00作者已經移除這則留言。Cherryhttps://www.blogger.com/profile/03659033270799186631noreply@blogger.com