PTJ在5月建議持有黃金,今日坦言認錯,並將未來風險指向通漲。
Jones, 65, is among the Wall Street heavyweights who voiced doubts about markets amid the Covid-19 pandemic. He told clients in early May he was a fan of gold and had put a small percentage of his firm’s assets in Bitcoin as he looked for havens.
But unprecedented government intervention and the unusual nature of the U.S.’s economic woes upended expectations, he said.
The reaction was “unlike any response that we’ve ever seen before, and so this is not your garden-variety recession,” Jones said. “Our citizenry has more cash now than they had going into what will be the shortest recession in the history of the United States.”
Asked what could bring the rosy picture to an end, Jones said “somewhere down the road” inflation will be an issue.
同時也有2部Youtube影片,追蹤數超過21萬的網紅Ghib Ojisan,也在其Youtube影片中提到,Welcome to Singapore's expat's town, Tanglin. It's an area that is near Orchard Road with lots of condos and nice-looking restaurants. But today I am ...
will tudor 在 貓的成長美股異想世界 Facebook 的最佳貼文
Steve Mandel, 這位創立Lone Pine Capital的對沖基金經理人, 於一月自Lone Pine Capital的portfolio manager退位.
他以擅長挑股聞名, Seth Klarman(卡拉曼), Paul Tudor Jones對他都相當推崇:
Seth Klarman: "Steve Mandel is the best industry analyst I've ever met, who became the best long-shot hedge fund manager of his generation."
Paul Tudor Jones(以預測到1987年的Black Monday而聞名): "Steve and Lone Pine were that line in the hedge fund monthly reports that I always cringed when reading....because I knew that he had just given me another caning(鞭刑)."
而Lone Capital當年因為投資高科技業而有相當好的績效. From Barron's: "In 2015, Lone Pine explained in a letter to investors that "internet disrupters" were increasingly capturing the economics of a number of verticals like advertising, media, travel, and retail."
Mr. Mandel相當致力於慈善事業, 但非常低調. 會培養人才, 也致力於創造一個良好的組織文化--很可喜在充滿利益與貪婪的金融事業, 還有人如Mr. Mandel, 能夠將夥伴放在利益之上.
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孤松資本始建於1997年,由斯蒂芬•曼德爾(Steve Mandel)創建,總部設在康涅狄格州的格林威治,在倫敦,香港,北京,紐約均設有辦事處。隆派恩資本是一家私人擁有的對沖基金,在世界各地的公共股權市場進行投資。從最初的800萬美元開始,直到該基金成為了打理自有資金的“超級基金”,為約56億美元的投資者和自有資金估計為150億美元的曼德爾先生服務。
孤松資本是一個典型的長/短倉股票對沖基金,採用基本面分析與自下而上的選股方法來制定其投資組合。不過,曼德爾先生的敏銳性和奇異的態度對基本面的分析。讓塞斯•卡拉曼(Seth Klarman)曾形容他為“夢幻分析師”。大多數人相信,曼德爾先生的成功可以歸咎於他的“自下而上”的投資。他的重點放在企業的基本面問題上。曼德爾先生認為,破譯業務進行深入的基本面分析,了解其做法,運營和未來的增長。這是重點,這影響到最後的選股和決定是否或長或短。不像大多數的對沖基金管理人,曼德爾先生巧妙地依靠他強烈的判斷和快速決策的位置和移動。孤松資本在花旗集團(花旗)和斯倫貝謝公司(Schlumberger)的增持是證明曼德爾先生靈巧之至最好的例子。
文章來源: https://zhuanlan.zhihu.com/p/21859700
From Forbes2014年的文章:
"He recently made a brilliant move in Tiffany’s, buying up more than 5% of the stock in the weeks prior to earnings. Tiffany’s reported better than expected earnings on improved margins resulting from lower gold and silver prices. And Mandel reaped a windfall in his TIF shares. This is the kind of fundamental catalyst-driven investment that Mandel looks for when he takes a large stake in a company’s stock."
will tudor 在 許文昌 Man-cheong Facebook 的最讚貼文
Paul Tudor Jones認為明年股市上下波動,但聯儲局或停止加息。
"I think in the next year it will be, from where we are today, ... at least 10 percent down and 10 percent up; maybe 15 percent either way from where we are right now," Jones said.
However, this potential decline could lead the Federal Reserve to hold off on raising interest rates in 2019, which could boost equity prices along with continuing corporate buyback programs, Jones adds. The Fed is expected to hike rates at a meeting next week. "The one thing I would say is there's a high probability that this hike, assuming they hike, will be the last one for a long time," said Jones.
will tudor 在 Ghib Ojisan Youtube 的精選貼文
Welcome to Singapore's expat's town, Tanglin. It's an area that is near Orchard Road with lots of condos and nice-looking restaurants. But today I am here to introduce you to a Japanese retail shop called Kurara. Here at Kurara, you can find rare Japanese jun maishu (quality sake using only rice and water), delicious ice creams and beautiful Japanese antiques. If you love authentic Japanese products, you will love this shop!
Details of Kurara(蔵楽)
- Address: 41 Tanglin Road Tudor Court, 247929 Singapore
- Hours: Everyday 12-8PM
- Facebook: https://www.facebook.com/kuraraSG/
- Instagram: https://www.instagram.com/kurara_sg/
- Order online: https://kurara.oddle.me/en_SG/
Thank you for watching. I'm really happy to work with a shop I really like! If you are unsure about which sake to get, ask the staffs and they will be happy to suggest you some. I tried 5 sakes and Shinkame Shuzou was my favorite. Huat!!
Sponsored by Kurara.
?Merch Links:
SE Asia | https://ghib-ojisan.secure-decoration.com/shop/category/T-Shirt?c=2731898
USA & EU | https://teespring.com/stores/ghib-ojisan
Japan | https://suzuri.jp/ghib-ojisan
?Subscribe: http://urx3.nu/HTUJ
?Watch - My Culture Shock in Japan:https://youtu.be/qlRuhmCzVm8
Follow me on social medias!
?Instagram https://www.instagram.com/ghibli_ojisan/
?Twitter https://twitter.com/ghibli_ojisan
Business Enquiries
✉️ghib.ojisan@gmail.com
You are welcome to send fan mails but I may not be able to respond to all of them. But I immensely appreciate your support. Thank you!
#Singapore #Tanglin
will tudor 在 Lilian Yuan Yin Youtube 的最讚貼文
Instagram: chen.yuan.yin
这是一篇不专业的旅游文但是超级诚实. 由于我是和旅行团去的, 所以不会有太多的攻略可言. 但是我会给你们更了解我去过的旅游景点的感受.
This is a unprofessional travel post with my super honest comments. This post does not have much travel tips because I traveled with travel agency. But I will let you all know more about the feelings when you at that specific tourist spots.
古芝地道历史遗迹区是去越南必去景点?
Cu Ci Tunnels is the must go tourist spot?
更多资料可以查看我的部落格
Check out more details at my blog
http://ylilliputian.blogspot.com/2017/12/43.html
Music:
1. Sistek - Pitfalls (feat. Tudor & Amy J. Pryce)
2. DEAMN - Rendezvous | ♫ Copyright Free Music
https://www.youtube.com/watch?v=BvcS1SWTiCI