Sunday, February 21, 2016

The prediction for the returns of different asset classes in the next couple of years.

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Sorry for the absence from this blog for a long while. Was very occupied with many things, including investing. It was also because I have ...
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接下来一两年的预测

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好久没有再在 这个网址发我的评论了，因为过去这段时间我一直在使用微信通过微信朋友圈发中文的宏观投资评论。因为时间忙，所以就没有把中文的评论翻译成英文放到这里。 2/21/2015 写了一个关于接下来一两年宏 观投资的预测，觉得比较重要，所以把它放在这里，这次看看我是否跟过去一样...
Thursday, December 18, 2014

Looks like the markets take rate hikes in stride and would enjoy the holiday party for now

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So better to be back in so as not to miss the party.
Thursday, December 11, 2014

Time to underweight stocks and overweight cash; risk off

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I have done that a few days ago. The Fed seems to be eager to raise rates prematurely. China's greedy yet silly investors are near the p...
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Friday, November 7, 2014

我为什么3年多前预测中国经济大幅放缓？六张图表解释中国的根本经济问题和必要的改革。

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三年前，当我 预测 中国的 GDP 增 长 可能会在五年内（ 这 里 A 和 B 部分）放 缓 至低至 3 ％，几乎无人同意。即使今天越来越多的人开始接受中国 经济 放 缓 的 现实 ，大多数仍 预计 增 长 率在 7 ％左右。解 释为 什么我做了我的 预测 可能有助...