I wrote an in-depth article where I reverse-engineered how I became a profitable trader I included every major problem I encountered as well as the solution that I had to use for each problem to level up Enjoy x.com/spicyofc/statu…

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彭博：中国“国家队”中央汇金将几只关键ETF持仓比例降至20%披露门槛以下，主动给过热行情降温、挤压投机泡沫，尤其针对炒作明显的科技板块，和以往只 “托市救市” 的操作思路不同。

🇨🇳 #China’s #housing market is showing clearer signs of stabilization as a fresh wave of local policy easing has lifted buyer sentiment and started to unwind years of excess inventory, according to a report in the Economic Information Daily. *The report points to a “small spring”

Anthropic 的哲学家Amanda Askell 最近参加了一个访谈，在访谈中她分享了自己探索好奇领域的一个方法。 提示词大概是：

Well done JPM. It is just math.

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Good news. The new book will be out a little earlier: 1st December - in time for Christmas! And I can now see it listed on the US Amazon site amazon.com/Art-Science-Tr…

公众号热文《荣鼎：官方的人口预估可能偏乐观》 我们估计，未来十年中国将减少近6000万人口，规模相当于一个法国。对居民消费的冲击显而易见，更大的问题是对社保基金的压力。 去年财政对社保基金的补贴升至创纪录的2.9万亿元人民币，占一般公共预算支出的10.1%，而且还会继续上升… 全文备份如下。

Beach reading. Lyn Alden

11 Books that Bill Ackman recommends to everyone learning about investing

Ask better questions. Ask better questions. Ask better questions. Ask better questions. That’s how you think better.

一名作者近日在 shit期刊上上传了一篇论文研究：《开会废话学：组织领导发言中的语言膨胀，信息稀释与语义黑洞现象研究》

My guest today is Paul Tudor Jones (Paul Tudor Jones), one of the greatest macro traders of all time. He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100%

🔥 "Leverage for the Long Run" Ganador del Charles H. Dow Award 2016, este paper rompe todo lo que pensás sobre apalancamiento Analizan qué pasa si en lugar de hacer buy and hold del S&P 500 desde 1928, usás leverage SOLO cuando el mercado está arriba de la media móvil de 200

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Concerned about the wrong thing here by anchoring on a number like $375b because that’s not what determines whether this works or not. Let’s say $TSLA does “only” $300b instead. That sounds like a big miss on paper, but in reality it might not matter at all. If these businesses

非常深度一篇文章，从GPU架构进化的第一性原理出发，重点解答市场长期担忧的问题：为什么每个GPU的HBM内存需求必然是指数级增长？为什么HBM需求不会像传统DRAM那样停滞或周期性崩盘？记录个要点当做阅读笔记 1. AI推理时代的核心KPI已彻底改变 CPU时代：最高KPI是“performance /

Books I'm about to order: - Financial Shenanigans; how to detect fraud in financial statements. - Principles of Geology, Lyell; suspect it shaped modern geology. How the earth got to current state. - Titan, bio of Rockefeller; heard wonders. - Born to be Wired; bio of John

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