牛魔王財經 King of Bulls

華人，在北美，金融圈裡人，用中文解讀北美財經新聞，偶爾提出投資建議，更新很頻繁。如果你在推特上沒關注過和我一樣的，那你需要關注我

[牛魔王財經 King of Bulls @KingofBull2]

資本如鯊人如牛，都是見著鮮血便奮不顧身往上衝的
然資本無情人有情，正是這情，可以讓人玩弄資本，亦可讓人萬劫不復

老牛每天分享第一手的北美金融咨詢，並作出專業範圍內的點評

為了保證新聞更新的及時，老牛只關注行業信息相關的賬戶。但真心感謝各位的關注！歡迎留言討論！

[牛魔王財經 King of Bulls @KingofBull2]

最近资金整体上是恐慌的，不确定性依然很强。而中国为了冬奥会和春节，暂时采取了非常严格的限制措施，无疑对资本市场是一个负面信号。老牛认为这个只是暂时的，冬奥会以后无论是旅行限制还是供应链都是得到较为快速的恢复。

[牛魔王財經 King of Bulls @KingofBull2]

Nancy Pelosi >>> Cathie Woods

[牛魔王財經 King of Bulls @KingofBull2]

@nMonster_Inc 特别逍遥……其实是在家看书打游戏，疫情这个鬼样子，不敢乱跑

[牛魔王財經 King of Bulls @KingofBull2]

老牛有预感，大麻要是真能治新冠，加拿大将会从一个单一能源出口国，进一步退化成一个单一毒品出口国。

[Bloomberg @business]

Cannabis compounds prevent the virus that causes Covid-19 from penetrating healthy human cells, according to a lab study https://t.co/wxgmTbQBEZ

[牛魔王財經 King of Bulls @KingofBull2]

美国没有几个为了国家��益的政客，都是为了个人利益。如果通胀没解决，个人资产还一个劲缩水，他们断然不能接受
华尔街真正希望美国做的，是跟中国做下来好好谈
把川普时期对中国的贸易限制全部取消
尤其在RCEP的大背景下，亚洲商品才是解决美国本土通胀的特效药
另外当然是美国释放产量把油价压下来

[牛魔王財經 King of Bulls @KingofBull2]

来个爽的
JPM的CEO：今年可能会加息6-7次。
老牛认为，这是华尔街的一次围魏救赵。
其实美国的通胀压根不是加息可以解决的，而是靠实体经济的供求关系解决的。
而美国所有政客的大部分钱都在资本市场。
华尔街这是在说，要加息行啊，你往死里加也解决不了通胀，到时候大家一起死好不好呀？（1/2）

[*Walter Bloomberg @DeItaone]

JPMORGAN CEO: COULD BE SIX OR SEVEN RATE HIKES THIS YEAR

[牛魔王財經 King of Bulls @KingofBull2]

供应链导致的通胀，加息解决个毛线

[*Walter Bloomberg @DeItaone]

WILLIAMS SAYS SOME SUPPLY CHAIN ISSUES ARE MORE PERSISTENT THAN HE INITIALLY THOUGHT

WILLIAMS SAYS THE DRIVERS OF INFLATION HAVE BEEN MORE PERSISTENT

[牛魔王財經 King of Bulls @KingofBull2]

把存款释放出来给消费，再引进廉价商品，就可以拯救通胀

[Financial Times @FinancialTimes]

BlackRock’s assets under management have surged past the $10tn mark for the first time https://t.co/HcoP3el1gh

[牛魔王財經 King of Bulls @KingofBull2]

大概是币圈给爷爬的意思

[*Walter Bloomberg @DeItaone]

*Williams: Cyber Risks Growing, Critical Issue for Financial Sector --WSJ

[牛魔王財經 King of Bulls @KingofBull2]

这是个positive sign

[*Walter Bloomberg @DeItaone]

PROSECUTORS RECOMMEND U.S. JUSTICE DEPARTMENT DROP CRIMINAL CASE AGAINST MIT PROFESSOR OVER CHINA TIES: SOURCE

[牛魔王財經 King of Bulls @KingofBull2]

马总和达利奥一样，不像华尔街或者国会里面那帮嘴上很抗拒身体很诚实，他们整体都很诚实。

[Reuters @Reuters]

Tesla will accept meme-based cryptocurrency dogecoin as payment for its merchandise such as the ‘Giga Texas’ belt buckle and mini models of electric vehicles, CEO Elon Musk said https://t.co/JY10yARBL0

[牛魔王財經 King of Bulls @KingofBull2]

一言以蔽之：谷歌把自己玩成了百度

[The Wall Street Journal @WSJ]

Google allegedly misled publishers and advertisers for years about the pricing and processes of its ad auctions, creating secret programs that deflated sales for some companies while increasing prices for buyers, a newly unredacted complaint says https://t.co/DM3hgoTjEu

[牛魔王財經 King of Bulls @KingofBull2]

@DeItaone Because their official just got COVID19, meaning cannot travel. So why not boycott.

[牛魔王財經 King of Bulls @KingofBull2]

希望立陶宛明白，欧盟不是为了立陶宛成立的。欧盟成立是为了更好的降低贸易成本以及增加谈判筹码，也就是为了做更多生意，赚更多钱，顺便抗衡美国……
立陶宛现在是在按照美国的指示砸欧盟的饭碗，这完全违背了欧盟的一切初衷。帮你个鬼。

[Bloomberg Economics @economics]

The EU is struggling to rally behind a unified message over accusations that China is economically targeting Lithuania due to a diplomatic feud between the two governments https://t.co/yiZgVP55ri

[牛魔王財經 King of Bulls @KingofBull2]

今天对拜登的疫苗强推进行的各种否决，基本是意料之中，拜登都未必真心想推，就是唱个白脸。美国将快步进入群体免疫，不测就是没感染的美丽新世界。

[MarketWatch @MarketWatch]

The Supreme Court has blocked a vaccine-or-test mandate for U.S. businesses https://t.co/ISEwYSDwkr

[牛魔王財經 King of Bulls @KingofBull2]

@daduduwu 华尔街老喜欢中国了，唱衰——买入——猛吹——卖出一条龙。不过在中国，可能卖出不如抓着。这么大的市场，赚快钱浪费了，容易卖飞。再说，上哪再去找过去十年几乎纹丝不动的市场啊，价值洼地了属于是。

[牛魔王財經 King of Bulls @KingofBull2]

市场2022年对于中国的预期相较于2021年更加bullish

[牛魔王財經 King of Bulls @KingofBull2]

木头姐真的不应该公开她的交易，太容易被狙

[牛魔王財經 King of Bulls @KingofBull2]

有时候看招人比看销售更能直观反映股价

[Willy_Li @WillyLi19]

Huge hiring expansion going on in Germany - $NIO

[牛魔王財經 King of Bulls @KingofBull2]

老牛觉得Portfolio Manager的日子一定只会原来越难过。好的投资习惯和执行力，远远好于穷尽脑汁的分析与选择。去年能跑赢大盘的Portfolio Manager有没有20%？
反正木头姐很坚强。

[Personal Finance @ftmoney]

Vanguard has fired the latest shot in a fee war at a time when cheap passive investing strategies are booming and active managers have come under pressure for their lacklustre performance. https://t.co/DAuCJHc25y

[牛魔王財經 King of Bulls @KingofBull2]

老牛前两天出了 $PLTR 换仓，木头姐这是要闹哪样

[Market Rebellion @MarketRebels]

Cathie Wood's @ARKInvest added 628k more shares of $PLTR today