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Seneca on anger Book 3

option888

I.***  WE will now, my Novatus, attempt to do that which you so especially long to do, that is, to drive out anger from our minds, or at all events to curb it and restrain its impulses. This may sometimes be do...

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The Enchiridion by Epictetus

option888

The Enchridion by Epictetus 1. Some things are in our control and others are not. Things in our control are opinion, pursuit, desire, aversion, and, in a word, whatever are our own actions. Things not in our control a...

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Seneca on anger Book I

option888

I. YOU have demanded of me, Novatus, that I should write how anger may be soothed, and it appears to me that you are right in feeling especial fear of this passion, which is above all others hideousand wild: for the othe...

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One of you is mispriced

lionhill

          * 107$ Oil* 5.00% US 10Y* S&P500 2.6% from ATH

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为什么我不持有Target Retirement Funds?(中)

理财猫

如果你的退休账户不提供Vanguard,而只有Fidelity。或者你拥有Fidelity的账户,也可以考虑Fidelity Freedom Index Funds (FIFs) (自由指数基金)。一共有11种选择。 Fidelity Freedom Index 2020 Fund Fidelit...

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Jim Simons on the moment he stopped trading on fundamentals

lionhill

Jim Simons on the moment he stopped trading on fundamentals and started building models. the models went on to return 66% a year before fees for 30 years:   Listen here https://www.linkedin.com/posts/oskargoyv...

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ZT 下一个交易日看什么 | 7600点保卫战,AI硬件能否止跌?

lionhill

北京时间9月15日凌晨,美股没有出现指数级崩盘,但内部已经发生了一次剧烈的资产重估。标普500指数下跌0.48%,收于7619.98点;纳指下跌0.56%,道指下跌0.29%。真正的杀伤集中在AI硬件:费城半导体指数重挫5.9%,英伟达下跌3.4%,美光跌超...

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我对周一市场的思考:高波动下的美股抉择:Gamma博弈、100日线攻防与“软硬轮动”下的应对法则

lionhill

 引言 美股市场正处于一个宏观压制、技术面分化与衍生品结构紧绷交织的极端敏感期。一方面,10年期美债收益率逼近5%的历史性高位,大宗商品震荡加剧,对高估值成长股构成宏观压制;另一方面,衍生品市场的 Gamma 头寸极度紧绷,...

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smh日线图分析

炒股怡性

周日传出消息,三大ai巨头一致同意需要放慢ai技术发展的步伐,同时加强对ai的监管,制定出健全的安全措施。受此言论的影响,周一半导体板块受重创,smh跌4.7%,tsm跌3.3%,nvda跌asml跌7.3%,amat跌7.1%。arm跌9.7%,dram跌7.2%,skhy跌7...

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ZT 布油突破108美元,伯恩斯坦警告:霍尔木兹与红海危机叠加,油价或将冲向150美元

lionhill

沙特东西输油管道遭袭关闭、伊朗与海湾国家外交谈判宣告推迟,两大冲击同步发酵,令全球能源市场面临数十年来最严峻的供应压力。伯恩斯坦分析师警告,布伦特原油价格可能在现有基础上进一步飙升至每桶120至150美元。布伦特原油期货隔夜一...

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Seneca on anger book 2

option888

I. MY first book, Novatus, had a more abundant subject: for carriages roll easily down hill:[1] now we must proceed to drier matters. The question before us is whether anger arises from deliberate choice or from i...

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Bitcoin tumbles 3% to $76,000 as hopes of CLARITY Act pass fade

lionhill

What happened: Bitcoin (BTC-USD) fell 3% on Tuesday. What's behind the move: The world's largest cryptocurrency lost ground ahead of a Fed decision this week and a key Senate procedural vote on the CLARITY...

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Jensen Huang Says Hyperscalers Get This Almost Always Wrong

lionhill

The biggest AI infrastructure players may have a planning problem. NVIDIA Corp's (NASDAQ:NVDA) CEO Jensen Huang says hyperscalers are "always almost wrong" because they plan capacity once a year while AI de...

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ZT 迟到六年的Roadster,能帮特斯拉找回增长叙事吗?

lionhill

9月12日,特斯拉在官网放出倒计时,并在X平台发布“Go for launch”海报。马斯克随后确认,新一代Roadster将在10月1日亮相。 该款车型早在2017年就已经展示,当时特斯拉给出的交付时间是2020年,此后项目多次延期。到了20...

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In 2008, Elon Musk was awkwardly standing in a Hollywood living

lionhill

In 2008, Elon Musk was awkwardly standing in a Hollywood living room, pitching a $108,000 car to people who thought he was joking Listen here:https://lnkd.in/p/g2fdh5B4 

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ZT 名场面!特朗普突袭连线老黄,发飙怒怼Dario「装小天使」

lionhill

就在今天,洛杉矶All-In峰会现场上演了名场面。正在穿着皮衣在台上侃侃而谈的老黄,忽然接到了一通来电。工作人员递上一部三星Galaxy Fold 8手机后,老黄看了一眼屏幕,接通了电话,还微笑着按下了免提键。当台下观众听清来电人是特朗普后...

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说实话OpenAI和Anthropic的CEO都缺乏真正的Vision, 长期看对公司的发展不是好事情

lionhill

从商业和技术演进的角度来看,Sam Altman (OpenAI) 和 Dario Amodei (Anthropic) 展示出了截然不同、却又各有瓶颈的领导风格:Sam Altman:极佳的资本运作手与“演说家”,但 Vision 更偏向商业扩张 优势:极强的资本号召...

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ZT 10年期美债突破5%!引爆金融危机or短暂见顶?

lionhill

美国10年期国债收益率作为全球数万亿美元资产的基准,受伊朗战争冲击飙升至5%,这被普遍认为是一个令人担忧的临界点。除了2023年短暂升至5%之外,上一次10年期国债收益率徘徊在5%以上,还是在全球金融危机爆发前夕。隔夜,10年期美债收益...

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