小平の筆個fan

[小平の筆個fan @nongxiaodefa]

@wangwatchworld 现在裸泳都分不出是男是女了 哈哈

[小平の筆個fan @nongxiaodefa]

@WenshuangLi1 @LuBtc888 她这个是逼宮啊 是必须死的

[0x鸣人 @LuBtc888]

这绝对是刘强东职业生涯中最想花钱删掉的一段视频。

在央视镜头的全程注视下，身价百万的女副总裁竟然当众给老板挖坑，

试图借着怀孕的大喜事逼老板给个承诺。

结果不仅饭碗砸了，百万年薪也打了水漂。

今天我们就来扒一扒当年那场轰动全网的杯酒释兵权。

[李婧🇨🇳 @hezehua5]

安徽一大三男孩牵着视障的妈妈看病，被路人夸赞“又帅又孝顺”，妈妈一句“是不是真帅”让人泪目😭，妈妈从小失明从未见过儿子模样，却始终被儿子这双温暖的手牵着🌹#亲情

[小平の筆個fan @nongxiaodefa]

@BabybusFL 但是要跌那么多 需要的是哪一种叙事呢 看上去微软的财报硬是把硬件救活了

[小平の筆個fan @nongxiaodefa]

@BabybusFL 牛逼plus 能说那么清楚 你是真男人

[Herman Jin @ShanghaoJin]

@brycezwz 抄到底就好，没抄到不追

[AB Kuai.Dong @_FORAB]

随着交易的完成，收购 AI 股神 Leopold 剩下股票持仓，捡到便宜筹码的，被曝是 Citadel 城堡对冲基金，它由华尔街老油条 Kenneth Griffin 率领。

戏剧性的是，城堡对冲基金曾发表，7 月美联储意外加息，给市场带来恐慌，间接加速 AI 股票下跌，迫使 Leopold 的 4 倍杠杆基金在低点平仓。

这也让 Citadel 城堡对冲基金，能低价买入 AI 股神 Leopold 基金的剩余持仓，此时它们的基金，已缩水至约 100 亿美元的水平。

2026 年最狠的资本市场故事，年轻的 AI 股神，被华尔街老油条狠狠干了。

[華爾街分析猿 @WSTAnalystApe]

巴菲特：「查理蒙格和我都見過一些高智商的人——真的是非常聰明的人——被槓桿摧毀了。」

[小平の筆個fan @nongxiaodefa]

@ShanghaoJin 金大 洪灏说 半导体周期见顶了 😭

[小平の筆個fan @nongxiaodefa]

@_FORAB 海力士很贵吗 基本面很差吗 做空很好玩吗 无语

[卫斯理 @imwsl90]

花了几块美金申请了一张海外SIM
​
​等我的手机回来 我写的试一下
​
​这是目前成本最低的一种SIM了

名字就不讲了

[小平の筆個fan @nongxiaodefa]

@ShanghaoJin 金大 半导体会不会就定价而言真的到顶了啊 好担心

[本杰明乌萨奇 @Corsica267]

汰汰脑子。

@LizAnnSonders 宏观数据图、就业、通胀、市场广度和长期历史对照。最能明确分辨市场表面叙事和实际动作的账号。着重推荐。

@KevRGordon 广度、板块轮动、因子表现。判断指数质量。推荐。

@LJKawa dispersion、concentration、beta.

@FedGuy12 货币市场管道，联储资产负债表，财政部，债务关系。着重推荐。

@bondstrategist 国债曲线，拍卖，机构债券市场。长端供需和美联储路径的关系。

@ConvexityMaven：MBS凸性、久期、MOVE和利率波动。

@KathyJones 债市基本逻辑。

@CollinMartinCS 信用市场。推荐。

@lisaabramowicz1 企业债发行、信用利差、融资活动和债券市场主题。着重推荐。

@KeithMcCullough 趋势、Quad、价格纪律和跨资产相关性。推荐。

@DariusDale42 增长和通胀的rate of change、regime切换和资产配置。补充前者。

@MacroAlf 利率、美元、流动性和跨资产情景。主要价值是生成可以证伪的宏观假设。

@Callum_Thomas、@MacroCharts：看跨资产图表、长期趋势和极端位置，主要用于生成问题。

@BobEUnlimited：系统宏观、增长—通胀组合、仓位和市场共识与数据之间的偏离。

新闻就路透社一家就行。

[小平の筆個fan @nongxiaodefa]

@wangwatchworld 苏格拉底的狗

[Jukan @jukan05]

There’s a reason for the saying that, when it comes to memory semiconductors, you shouldn’t trust anyone but Korean analysts, lol.

KIS is a veteran in this field.

Not only KIS, but veteran analysts at Citi, Meritz, and elsewhere all lowered their earnings estimates for SK hynix.

[Black Edge @BlackEdgeFund]

Warren Buffett: "If we can't make a decision in five minutes, we can't make it in five months."

In a Q&A, a shareholder from Munich, Germany asks Buffett a specific question: how large is the universe of companies whose intrinsic value he carries in his head — the ones he could act on within a day or two if the market offered an attractive price?

Buffett doesn't give a number. He reframes the question entirely.

Speed, he explains, doesn't come from knowing more. It comes from refusing to think about most things at all.

"Our immediate decision is whether we can figure out what's being offered to us or not. I mean, there's a go no-go signal."

That signal fires almost immediately:

"Charlie and I are often thought to be rude when we think we're just being polite and not wasting the other person's time. So, as they start mid-sentence in their first conversation with us, we just say, 'Forget it.'"

He continues:

"We know very, very, very early in the conversation whether somebody's talking about something that there's any chance is actionable by us, and we don't worry about the ones we miss."

The filter isn't about the quality of the opportunity. It's about whether Buffett is equipped to judge it:

"We want to make sure that we don't waste any time thinking about things that, when we got all through thinking about them, we're not going to know enough to make the decision on. So we just rule those out, and that rules a lot of things out."

What survives that filter gets decided on immediately:

"So we make decisions—we can make a decision in five minutes very easily. I mean, it just is not that complicated."

Then comes the line that explains the whole system:

"If we can't make a decision in five minutes, we can't make it in five months. You know, there's—we're not going to learn enough in the following five months to make up for the fact that we went in deficient in the first place."

Deliberation doesn't fix a knowledge deficit. If you weren't already competent to judge the thing, five months of study won't close the gap — it will only manufacture the confidence to act badly.

So when the input arrives — a phone call about a business for sale, or a price in a newspaper, a magazine, an annual report, a 10-K — the only thing Buffett is looking for is a "significant differential between price and value." If it's there, "we move right then."

"And Charlie and I don't need to talk to each other about it; I mean, we both think the same way and we have generally similar spheres of knowledge."

Charlie Munger then names the mechanism directly:

"The answer to your question is we can make a lot of decisions about a lot of things very fast and very easily, and we're unusual in that respect. And the reason we're able to do that is there's such an enormous other lot of things that we won't allow ourselves to think about at all. It's just that simple."

He gives his own example:

"I have a little phrase when people make pitches to me, and about halfway through the first sentence I say, 'We don't do startups; they don't exist.' Well, if you blot out startups, there's a whole layer of complexity that goes out of your life."

And he confirms this is a system, not a one-off:

"And we've got other little 'blotter out' systems, and using those we finally find out that what remains is still a pretty large territory that we can handle."

Buffett closes with the part most people get backwards:

"We waste—I would say we waste a lot of time, but we waste it on things we want to waste our time on. And then we're very selective about that, and then we're good at it."

The five-minute decision is not actually made in five minutes.

Source: 2008 Berkshire Hathaway Annual Meeting

[小平の筆個fan @nongxiaodefa]

@kleihundjiadi @RYANHINGSHING @ShanghaoJin @whe3998 🤝

[New York Tank 🇺🇸纽约坦克 @Freeman01234567]

“发声却被捂着的嘴”
这才是中国动物保护的现状。

并非没有良知尚存的人发声，而是中共在用集中力量办恶事的姿态，
封杀、删帖、约谈、噤声。

[PETA亞洲善待動物組織 @PETAAsiaZH]

近日，在韓國舉行的旺旺悼念會上，有人特地帶來了一台玩具車，那是旺旺生前最喜歡的玩具。這個溫暖的細節，讓許多人為之動容😭

看著那輛小車，彷彿又看見她曾經快樂玩耍的模樣。即使她已離開這個世界，我們仍不會忘記，她曾是一個會玩玩具、會親近人、會帶給身邊人溫暖的小生命，本應擁有更長、更幸福的一生。

今天，是旺旺離開我們一個月的日子。願她在沒有恐懼與傷害的地方自由奔跑，永遠被愛，也永遠快樂🙏

感謝韓國動物權益團體 CARE @FromCareKorea

#旺旺 #揭陽 #打擊虐待動物