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The Chronicle of My Investment Journey
The Chronicle of My Investment Journey. This is my journey . through the endless time . reflected on World Wide Web . Thursday, March 01, 2007. Yesterday I experienced the worst global equity sell-off after September, 2001. STI index. But it was quite an expected event since the global equity markets were long been overdue for a correction. Stock markets across the globe were at their record highs after multiple years of bull-run. But what had ignited this sell-down? Whatever the reason is, one thing I c...
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myinvestmentlawyer.com - This website is for sale! - Investment Lawyer Resources and Information.
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我的投資長跑
過去一年，筆者所經歷的轉變都挺大的，由首次投資海外的農地、開始嘗試寫網誌、以至後來換了工作，管理更大的基金。得到的多了，同時健康亦比以前差了。每日光是投資相關的工作和閱讀，動輒就十二小時以上。工作以外的事，筆者已感到力有不逮。近來在網誌上較少更新，敬請大家見諒。 回顧2016年，能夠投資的資產確是不少。年初新興市場股票以低於兩個標準差的估值折讓大平賣，巴西是筆者於16年1月的Top Pick，最後它和俄羅斯都成為全年大贏家，儘管巴西當地經濟一如眾人預期般差，股市最終卻有均值回歸 (Mean Reversion)。而敢於在2月入市買環球股票和高息債的人，去年的投資回報都不會差。美股上升的幅度亦超乎筆者的預期，由年初升到年尾，由極度恐慌變回極度樂觀，過早的看淡，是筆者這一年犯的最大錯誤。不過，當下的極度亢奮的投資情緒，只會令牛市的剩餘壽命更短暫，我亦不擔心能再升多高...不過，香港的商業物業的確受惠人仔逃亡潮，愈來愈多單棟物業整棟出售，而價錢亦不合理地貴，香港被中資買起這個事實，雖然我不願意見到，但卻一步一步實現中&...免責聲明：本網誌屬個人網誌，一切言論純屬個人意見&...臨近年尾，...
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Your source for stock news, opinions and strategy. Verifone My Payments Play. May 13, 2015. Verifone Payments Growth I believe Verifone could be one of the major beneficiaries of the increase in consumer spending [.]. Morning Market: May.5th, 2015. May 5, 2015. What I’m watching this morning: Ira Sohn Stocks: Watching to see if any of the major ideas presented at the conference [.]. Companies I Wish Would Have An IPO. March 10, 2015. Morning Market: March.9th, 2015. March 9, 2015. March 4, 2015. Apple is...
My Investment Notes
MyInvestmentNotes.com is a personal website where I take notes of my investment and trading activities. Saturday, October 1, 2016. Weekly Trading Summary - 09/26/2016. 标签： weekly trading. Sunday, September 25, 2016. Weekly Trading Summary - 09/19/2016. 标签： weekly trading. Saturday, September 17, 2016. Weekly Trading Summary - 09/12/2016. Bought ORCL before earnings release. DB received a $14 B fine. 标签： weekly trading. Friday, September 2, 2016. Weekly Trading Summary - 08/29/2016. Sunday, August 28, 2016.
