To Geneviève, my dearest sister
You are the best thing that happened to me this past year. I finally understand what it feels like to have a sister as a best friend.
I love our bond, the trust, the support, I look forward to our weekly songwriting/chatting sessions, it’s crazy how we never run out of things to talk about, and It brings me so much joy and peace afterwards. It is so special. You are such a beautiful gift.
I love you very much.❤️
2024.5.4
You are the best thing that happened to me this past year. I finally understand what it feels like to have a sister as a best friend.
I love our bond, the trust, the support, I look forward to our weekly songwriting/chatting sessions, it’s crazy how we never run out of things to talk about, and It brings me so much joy and peace afterwards. It is so special. You are such a beautiful gift.
I love you very much.❤️
2024.5.4
德鲁肯米勒(Stan Druckenmiller)是历史上最有效的基金经理之一,从业期间年化收益超过30%,目前只管家族基金(其实就是他的钱),下图是他目前的持仓。
总结他的六条建议(翻译见图三):
1) Focus on the future.
"Never, ever invest in the present. It doesn’t matter what a company’s earning, what they have earned... you have to visualize the situation 18 months from now, and whatever that is, that’s where the price will be.”
2) Learn multiple asset classes.
“I was also lucky to travel across asset classes. I traded commodities, currencies, bonds, and equities, and it gave me the discipline, if I didn’t have a good idea in equities, I was happy to have no equities.”
3) Know when to participate.
“The mistake I’d say 98% of money managers and individuals make is they feel like they got to be playing in a bunch of stuff. And if you really see it, put all your eggs in one basket and then watch that basket very carefully."
4) Don't be afraid to bet big.
“If there’s one thing I’ve learned from him (George Soros), it’s that when you’re right, and you know something, you really feel it, you can’t have enough.”
5) Find a great mentor.
"If you’re early on in your career and they give you a choice between a great mentor or higher pay, take the mentor every time. It’s not even close."
6) If you actively invest, make sure it's your passion
"The problem with this business if you're not passionate, it is so invigorating to certain individuals, they're going to work 24/7, and you're competing against them."
总结他的六条建议(翻译见图三):
1) Focus on the future.
"Never, ever invest in the present. It doesn’t matter what a company’s earning, what they have earned... you have to visualize the situation 18 months from now, and whatever that is, that’s where the price will be.”
2) Learn multiple asset classes.
“I was also lucky to travel across asset classes. I traded commodities, currencies, bonds, and equities, and it gave me the discipline, if I didn’t have a good idea in equities, I was happy to have no equities.”
3) Know when to participate.
“The mistake I’d say 98% of money managers and individuals make is they feel like they got to be playing in a bunch of stuff. And if you really see it, put all your eggs in one basket and then watch that basket very carefully."
4) Don't be afraid to bet big.
“If there’s one thing I’ve learned from him (George Soros), it’s that when you’re right, and you know something, you really feel it, you can’t have enough.”
5) Find a great mentor.
"If you’re early on in your career and they give you a choice between a great mentor or higher pay, take the mentor every time. It’s not even close."
6) If you actively invest, make sure it's your passion
"The problem with this business if you're not passionate, it is so invigorating to certain individuals, they're going to work 24/7, and you're competing against them."
研究表明把汉字顺序打乱也不影响阅读,比如这段文字你阅读起来毫无压力,因为我根本没打乱不努力怎么对得起千疮百孔的自己把你的脸迎向阳光,那就不会有阴影By plucking her petals you do not gather the beauty of the flower.
采撷花瓣得不到花的美丽。
你们去征服世界吧,
我只想吃好吃的Live and let live
活着就是与万物共存专家称,眼睛千万不能连续对着手机太久,那样手机会没电生命有限,请浪费在更美好的事物上Flowers are so inconsistent! But I was too young to know how to love her.
花总是表里不一,而我太年轻了,不知道该怎样爱护她.这是盐的味道,山的味道,风的味道,阳光的味道,也是时间的味道,人情的味道✐ ᵕ̈ 爱自己 从一个人下厨房开始
采撷花瓣得不到花的美丽。
你们去征服世界吧,
我只想吃好吃的Live and let live
活着就是与万物共存专家称,眼睛千万不能连续对着手机太久,那样手机会没电生命有限,请浪费在更美好的事物上Flowers are so inconsistent! But I was too young to know how to love her.
花总是表里不一,而我太年轻了,不知道该怎样爱护她.这是盐的味道,山的味道,风的味道,阳光的味道,也是时间的味道,人情的味道✐ ᵕ̈ 爱自己 从一个人下厨房开始
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