老厉害

感谢关注：YouTube @ 老厉害

[Financial Times @FT]

The Nobel Prize for economics has been awarded to Robert E Hall and Michael Woodford, for their work on the 'microeconomic foundations of macroeconomic stabilisation'. Follow our live blog for more: https://t.co/674FkjGGuO

[老厉害 @oldpowerful]

简单说两句房贷贴息，且不说总共至多5万块钱，就说一点，居民本来更倾向于用公积金贷款（特别是无房���庭），这个政策只贴商贷，谁会为了前5年的1个点贴息，去选择3.1%的商贷而不是2.6%的公积金呢，除非计划5年内就能把房贷还清的。当然能贴二手房是一个创新

[Barchart @Barchart]

JP Morgan's Trading Gameplan for tomorrow's rate decision 🚨 🚨

[老厉害 @oldpowerful]

偶然发现B站上坚持盗搬我视频的账号大概一周之前也被永封了。奉劝真的别再搬了，B站是永封身份证号的，别为了仨瓜俩枣把家人的身份证号都搭进去，以后想在B站发点东西都发不出来了，不值当的

[老厉害 @oldpowerful]

2012-2020安倍时期的的大水漫灌，换来了今天日本的雨过天晴

[Barchart @Barchart]

BREAKING 🚨: Japan

Japan's 30-Year Yield just ripped above 4.18%, the highest level in history 🤯 👀 Dear God!

[老厉害 @oldpowerful]

刚上传了一期YTB，聊了聊今天下午的房地产新政【现房销售】以及【40年房贷】。不过大家有空还是先看看R*最新的trailer，太期待了，5我还是在gamestop排队买的首发，这都13年过去了

[Rockstar Games @RockstarGames]

Watch Grand Theft Auto VI: An Extended Look.

Now available on YouTube and the Grand Theft Auto VI official site:
https://t.co/ePUmxB65kZ
https://t.co/9koqQnih7a

[老厉害 @oldpowerful]

炒美股真学不到东西🤣

[Peter Berezin @PeterBerezinBCA]

The “most hated bull market in history” also features the most optimistic long-term earnings growth expectations in history. The math ain’t mathing on that one.

[老厉害 @oldpowerful]

对比一季度通稿，今天央行货币政策委员会的��季度例会只有三点变化：1、“稳中有进”改为“向新向优”，意思是只有新经济部门表现尚可；2、经济运行问题中增加了“结构分化”，意思是看到了K型分化加剧；3、“综合运用多种工具，加强货币政策调控“改为”增强政策前瞻性灵活性针对性“，意思是别期待货币政策了。

[老厉害 @oldpowerful]

高博🕯️🕯️🕯️

[老厉害 @oldpowerful]

《求是》今天又发了一篇“充分挖掘和释放投资潜力”，凑齐了年初的房地产（“改善和稳定房地产市场预期”）、前段时间的消费（“以更大力度提振消费”），和今天的投资。仍然用的不是决策层的化名，而是引述评论员的观点，大概率口号>实际。

https://t.co/ChTHQWpR6X

[老厉害 @oldpowerful]

今年这个6月半年度考核，商业银行信贷冲量给的任务有点重啊，一天好几个电话问要不要贷款。潘行长陆家嘴论坛上才说的要逐步适应银行贷款的相应下降

[老厉害 @oldpowerful]

要不说大A能学到东西呢😂

[Jukan @jukan05]

Having recently traded China A shares myself, my impression was that the market is far too easily moved, and even manipulated, by absurd rumors.

At the time, I held a leading Chinese CCL stock. One day, a rumor circulated that Chinese securities regulators were investigating a fund for allegedly manipulating CCL related stocks. As a result, a stock that had been up nearly 7% intraday quickly gave back all its gains and fell back to around flat.

But after local Chinese media looked into the matter, the rumor was found to be false.

A shares are far too vulnerable to rumors. I no longer trade China A shares.

[老厉害 @oldpowerful]

不知不觉去年的剧本又上演了，今年一季度央行的三份调查报告还没发，眼看二季度都快结束了。

[老厉害 @oldpowerful]

@ValueRiseMacro 感谢建议，主要是没有时间精力一份一份��传😂

[老厉害 @oldpowerful]

4月消费崩了

[Shanghai Macro Strategist @ShanghaiMacro]

China’s retail sales — a nominal figure — grew just 0.2% in April, marking the weakest reading on record outside the Covid era.

Investor pessimism about consumption has become deeply entrenched: the underperformance of consumer-oriented sectors relative to the broader market has now widened to the largest gap in history.

“Nobody wants to touch anything tied to consumption.” That is, broadly speaking, the prevailing sentiment among onshore investors.

[老厉害 @oldpowerful]

非常值得一读的paper：以尼克松对时任美联储主席伯恩斯施加政治压力要求货币宽松为案例，分析发现美国总统对美联储主席的施压只会导致：1）市场通胀预期抬高导致强力且持久的高物价；2）促成之后十余年的多次通胀；3）未能对实体经济活动产生积极影响。https://t.co/R9UPcp0RSC

[老厉害 @oldpowerful]

@JavierR19950216 我昨晚买的bne，唯一优点是流量不过期，esim流量比梯子贵多了，只适合应急用

[老厉害 @oldpowerful]

最近国内机场查处力度倍增，越来越觉得必须得备一张流量esim了，不然随时可能断网……

[Ray Dalio @RayDalio]

https://t.co/WksCy869Th