Macro_Lin 宏观交易 @LinQingV
find value & secular trend. RT just for records, not endorsing. 全球宏观交易&加密数字资产，观点不是投资建议。微博永久禁言知名财经博主，Portfolio Manager. Frankfurt on the Main, Germany Joined February 2019-
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中金公司地产组发的《如何看待中国住房的租售比》报告很好，过去研究租售比囿于数据来源都是简单的横纵向对比，中金这次增加了中介截面数据，引入了结构性视角，包括中外租客收入阶层结构、租售比相对利差、几次主要海外危机前后的租售比变化等等，对于研究地产大有裨益。 回帖列主要观点和重要图表：
高博主要着眼于供给端。但是需求端在人口和去金融化的驱动下还是发生了比较明显的变化。泡沫的确不是很大，需求端的问题怎么解，未来投资回报率也就那样了。
高博主要着眼于供给端。但是需求端在人口和去金融化的驱动下还是发生了比较明显的变化。泡沫的确不是很大，需求端的问题怎么解，未来投资回报率也就那样了。
不工作干嘛？ 不工作才是去了人的意义，只是需要快乐的工作，也可以不是传统意义的工作，但是得有“利他”的事情干
不工作干嘛？ 不工作才是去了人的意义，只是需要快乐的工作，也可以不是传统意义的工作，但是得有“利他”的事情干
China with Japanese characteristics: Japan’s deflation lasted for nearly 19 years, while China’s has just started. A sign of more to come? wsj.com/world/china/ch…
平安信托产品爆雷，江苏盐城响水县定融爆雷，以地产为代表的资产价格一日不起，这些非银的爆雷还会继续。 银行体系的确有防火墙，但在现在的环境下，风险从非银向银行的传导就像一直上涨的洪水和无人加固的堤坝一样，洪水冲过堤坝只是时间问题，日本非银到银行花了五年时间，中国需要多久拭目以待。
Iran launched a wave of over 200 drones and cruise and ballistic missiles toward Israel. Dozens of drones and the vast majority of missiles were shot down before reaching Israeli territory. on.wsj.com/3PYajo4 Follow live coverage. on.wsj.com/49Rge5H
美国前财政部长，喊加息😄 美联储跟A股，楼市，爱情都一样 早信吃肉 晚信喝汤 真信接盘
做多黄金，其实你就是在站队以中国、俄罗斯、中东等国家资本
信书法 信中医 信因果 都是最好的韭菜😂 MBTI至少还知道4x4矩阵…
YouTube 里有个数学功底很棒的人，3Blue1Brown 印象里他的视频一向很深刻，no bullshit, full of inspiring essence 他近些天在讲 AI 底层，如这个 youtu.be/eMlx5fFNoYc 我先 mark 上，过段时间再看
How to make $1M, $5M, or $10M+ in Silicon Valley. I've seen many friends "make it" in Silicon Valley over the last 15 years. None got top tier jobs out of college, so they usually started at mediocre Seed or Series A companies with OK founders and OK investors. From there, they…
40%的首套房购买者的年龄处于25~34岁的年龄组，而这个年龄组的人口总数恰好在2017年触顶，和大扛鼎力度基本上同频共振，此后一路显著下降，2030年将从峰值卸掉30%。
How is this not the biggest political talking point right now: since October 2019, native-born US workers have lost 1.4 million jobs; over the same period foreign-born workers have gained 3 million jobs.
Oil vs stonks
⚡JUST IN #China March official #PMI Manufacturing PMI 50.8 [Est.50.1 Prev.49.1] Non-Manufacturing PMI 53.0 [Est.51.5 Prev.51.4] Composite PMI 52.7 [Prev.50.9] Thread 1/n #manufacturing #EconTwitter 🇨🇳
看看nvidia，全人类的希望都在这家公司上，AGI每迟到一天，都有数以万计的人因为癌症和各种现有技术无法解决的问题而死去。 而这家公司居然坚持牟利不降价大量提供GPU，也就美国才会有这种土壤。。 在国内早就被人民日报发文批评，被物价局约谈，被中央直接下令开足生产线了。
什么都是起了个大早，赶了个晚集。当年最有希望在人工智能方面突围，结果现在自己的员工余凯出来搞的地平线都要上市了
什么都是起了个大早，赶了个晚集。当年最有希望在人工智能方面突围，结果现在自己的员工余凯出来搞的地平线都要上市了
SUN XIAOCHUAN(Emperor.. @sun_xinjin
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20 Followers 755 Following Nice to meet you. My hobbies are reading, food and sports. I like cats😘 I like to meet new friends while traveling🎉🎉🎉
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BTCdayu @BTCdayu
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Mindao @mindaoyang
51K Followers 1K Following Crypto for All | Perpetual Optimism| dForce @dforcenet | #investing, social movement, my opinion is mine (乱弹琴）
SUN XIAOCHUAN(Emperor.. @sun_xinjin
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qinbafrank @qinbafrank
52K Followers 969 Following Investor in TMT、Crypto&web3 ,#bitcoin #eth #AI ，跟踪最前沿科技趋势，致力于成为野生的宏观政经观察者、资深的产业研究者、一流的基本面趋势投资者。记录个人学习和思考，经常出错常态掉坑爬坑。Runner🏃
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Dahuzi.eth @Dahuzi_eth
100K Followers 731 Following 胡子，光头，不借钱，不借钱，不借钱。 介绍看这里 https://t.co/Mf8G1XzZcd 乐于分享，单纯无求
Rebecca Feng @RebeccaYFeng
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Koyfin @KoyfinCharts
47K Followers 461 Following Koyfin is a financial data and analytics platform for researching global stocks, ETFs, Mutual Funds, macro trends, and portfolios. Sign up for free.
中国政经事实Chi.. @ChinaMacroFacts
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Jeff Dean (@🏡) @JeffDean
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PyTorch @PyTorch
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AI at Meta @AIatMeta
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进财 @JFinance8
128 Followers 0 Following 寻找事实，剥离噪音, 一个有经验的海外基金经理的视野。CFA证照持有者。不是市场建议，据此操作后果自负。读懂需要具有一定程度幽默感。AI人工智能实践者。头像为AI合成，如有雷同请告知 YouTube: 进财经 J Finance
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傑克船長®宏观�.. @yanbojack
42K Followers 113 Following 美港A股宏观研究员&基金经理，做宏观对冲多空，趋势量化。清华五道口EMBA。前国内公募基金、香港新加坡证券。八卦坊间传闻别杠，以官宣和统计局为准。骂人拉黑，爆料发私信～
The Spectator Index @spectatorindex
2.9M Followers 0 Following News, media and data from around the globe. Covering politics, economics, science, tech and sport.
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Blue Check Balding �.. @BaldingsWorld
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193K Followers 582 Following Data-driven Investment Research | Follow to learn about #markets & the global #economy | Get your free 7-day trial at https://t.co/ij9EDOXEgD
Liquidity Goblin @liquiditygoblin
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#Tesla #TSLA I'm not sure I'd push too hard ahead of tomorrow's earnings. But technically, unless we can get back above $152.50 on a weekly close and ideally $163.50 then it's $112-113 and as I said this weekend, the gaps at $75-80.
On Friday, #tesla closed the chart gap @ $146, which I'd flagged in Jan. However, this weekend Elon slashed the price of everything. Hence, I wonder if this is the better chart? A perfect H&S top, which is breaking key support. PS the next gaps on the daily chart are $75-80?
How to make $1M, $5M, or $10M+ in Silicon Valley. I've seen many friends "make it" in Silicon Valley over the last 15 years. None got top tier jobs out of college, so they usually started at mediocre Seed or Series A companies with OK founders and OK investors. From there, they…
🟠 ALIBABA $BABA STOCK IS REALLY UNDERVALUED FOR THE NEXT 5 REASONS: 1) Revenue is growing in the range of 6-10% with a bad Chinese macro environment (during the first months of 2024 it's improving). 2) The business is incredibly diversified as you can see in the pictures, the…
BOWMAN: REMAN WILLING TO HIKE IF INFLATION PROGRESS SALLS%(如果通胀下行停滞, 仍然会考虑加息.) BONMAN: STILL SOME MAYS TO GO UNTIL BANK RESERVES ARE AMPLE(仍然需要继续缩表, 以促使银行储备金降至充裕水平.)
Wind 数据源为中原。中原根据实际二手房成交价，统计了包括北上广深在内部分热点城市2004年之后的所有二手房成交价和租房价格数据。自2021年以来，一线城市房价先后见顶下跌。从下跌的时长、跌幅、下跌的绝对值看，这一波调整期都是空前的，远超2008年全球金融危机😱
终于读完了《万历十五年》，叹为观止。我觉得给我的启发类似于当年阅读《人类简史》，意识到历史可以用这样的视角去看。《万历十五年》讲述了中国历史上看似平平无奇的一五八七年。在这一年并没有什么大的历史事件发生，但这本书的视角却深入到这一年相关的六个明朝人物，在各种事件和分析中，几乎是直…
又来林芝了。 上次过来正好是21年的大顶，让我们看看这次会是什么情况。
我反而同情那些原生家庭好的人，比如我的邻居，作为红二代，以他的出身在国内少说政治局委员级别的，就是因为当年成绩太好，出国留学留在了纽约，现在就是个糟老头，还扣得要死，草坪都不剪
真罗翔：“别人爬上山顶很厉害，但是你从山谷一直爬到地面，一样很厉害。”🥹
@zerohedge Investment bankers are probably not the best place to get opinions on coding.
《整个英国都洋溢着乐观向上的氛围》 当一个国家正在走下坡路时 得有人坐在驾驶位上 往油门上踩一脚
《败家女如何从800万刀变成3刀》 所以，从中你学到什么了吗？ 但，她还能下海回本，而我，只能送外卖😭😭😭
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