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猪肉,通胀,放水,房子和消费 | 宏观,风险管理

WaterWisdom · 微明宏观

Capitalism without financial failure is not capitalism at all;

but a kind of socialism for the rich.

—— James Grant

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China A Shares,

刘主席的Alpha和Beta

I focus my analysis on seeking to identify the factors that are strongly correlated to a stock’s price movement as opposed to looking at all the fundamentals.

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China A Shares,