Markets

111 pages

• 133.全球宏观和资本市场2025年中盘点：中国的三个温差和美国的三个预期差

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  2025-06-18
• 153.全球宏观和资本市场2026展望：大年之后，仍是大年？

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  2026-01-13
• 160.如何应对中国资产牛市的“调整期”｜新书分享会成都场实录

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  2026-03-23
• 161. 全球宏观和资本市场2026一季度复盘与展望

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  2026-03-31
• 170.《1929》的泡沫之夏：三个代表人物，和他们在当下周期的影子

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  2026-06-23
• 172.全球宏观和资本市场2026半年度复盘与展望：AI叙事的下一步

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  2026-07-07
• 1929 / 《1929》 (Andrew Ross Sorkin)

  entity Updated 2026-08-07
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• A-Share Bull Market History

  concept Updated 2026-08-08
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• A-Share Market Seasons / A股四季框架

  concept Updated 2026-08-08
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• A-Share Valuation Indicators

  concept Updated 2026-08-06
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• Advance News Trading Experiment

  concept Updated 2026-08-07
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• AI Storage Supercycle

  concept Updated 2026-07-12
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• Algorithmic Dispersed Knowledge / 算法分散知识聚合

  concept Updated 2026-08-06
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• All-In's 2026 Predictions

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  2026-01-10
• Alpha Decay

  concept Updated 2026-07-15
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• Anita Ramaswamy

  entity Updated 2026-08-07
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• Beef Grading As Market Infrastructure / 牛肉分级作为交易基础设施

  concept Updated 2026-08-16
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• Ben Schifrin

  entity Updated 2026-07-12
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• Blockchain Financial Innovation

  concept Updated 2026-08-08
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• Brokerage Research Reports

  concept Updated 2026-08-07
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• Bubble Necessary Conditions

  concept Updated 2026-08-05
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• Bubbles and Crashes

  entity Updated 2026-08-05
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• Changpeng Zhao / 赵长鹏

  entity Updated 2026-08-06
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• Charles E. Mitchell / 查理·米切尔

  entity Updated 2026-08-07
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• Commodity Futures Trading Commission

  entity Updated 2026-08-14
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• Contrarian Sentiment Indicators

  concept Updated 2026-07-12
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• Creator-Driven Financial Narrative / 创作者驱动的财经叙事

  concept Updated 2026-08-06
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• Crypto Leverage-Liquidity Cascade

  concept Updated 2026-08-06
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• Cryptocurrency Market Structure

  concept Updated 2026-08-18
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• Derivative Amplified Volatility

  concept Updated 2026-07-08
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• Digital Detox Economy

  concept Updated 2026-07-17
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• Dispersed Information Problem

  concept Updated 2026-08-06
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• Domestic AI Chip Order Validation

  concept Updated 2026-08-07
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• Dynamic Pricing Fairness

  concept Updated 2026-07-24
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• E145.上钟了！4000点之上的心理按摩

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  2026-02-09
• E159.港股的特殊之处与生存之道

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  2026-05-25
• Earnings Expectation Gap

  concept Updated 2026-07-09
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• EP38 风满楼！全球资本市场巨幅动荡，腥风血雨时刻近在咫尺

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  2024-08-08
• EP39 风满楼下集：全球衰退慢慢逼近，严防死守步步为营！漫聊下半年美股、美债、汇率

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  2024-08-12
• EP46 历次牛市众生相：措手不及的幸福能持续多久？

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  2024-10-07
• EP57 美股动荡，东升西降？这回是走是留

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  2025-03-10
• Eugene Fama

  entity Updated 2026-07-24
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• Externality Internalization

  concept Updated 2026-08-08
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• Fact/Future Asset Pricing

  concept Updated 2026-08-06
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• Far Crimea: war comes to Russia's door

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  2026-06-26
• Free Rider Problem

  concept Updated 2026-08-07
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• Free-Market Scientific Loop / 自由市场与现代科学闭环

  concept Updated 2026-08-06
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• Friedrich Hayek / 哈耶克

  entity Updated 2026-08-06
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• Good Company Vs Good Stock

  concept Updated 2026-07-09
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• Hong Kong Dollar Hot-Money Cycle / 港元热钱周期

  concept Updated 2026-08-08
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• Housing Stigma Discount

  concept Updated 2026-08-07
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• Investment Catalyst

  concept Updated 2026-07-09
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• Jia Yueting / 贾跃亭

  entity Updated 2026-08-07
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• LeEco / 乐视

  entity Updated 2026-08-07
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• Leverage-Driven Bull Market

  concept Updated 2026-08-07
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• Liquidity-Driven Volatility Cascade

  concept Updated 2026-08-06
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• Literary Agent Market Making

  concept Updated 2026-07-24
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• Market Breadth Narrowing / 市场广度收窄

  concept Updated 2026-08-08
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• Market Coordination

  concept Updated 2026-08-07
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• Market Efficiency

  concept Updated 2026-07-24
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• Market Expectation Gap

  concept Updated 2026-08-07
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• Market Freshness Culture

  concept Updated 2026-07-18
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• Market Pullback vs Trend End

  concept Updated 2026-08-07
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• Market Regime Shift

  concept Updated 2026-08-06
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• Market Speculation

  concept Updated 2026-08-08
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• Mega-Cap Concentration Risk

  concept Updated 2026-08-07
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• Menu Costs

  concept Updated 2026-08-12
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• Michael Burry

  entity Updated 2026-08-06
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• Modernization As Compound Growth / 复合增长式现代化

  concept Updated 2026-08-06
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• New York State

  entity Updated 2026-08-14
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• New York Stock Exchange / 纽约证券交易所

  entity Updated 2026-08-20
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• Old Masters Market Revival

  concept Updated 2026-07-24
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• Option Premium Pricing

  concept Updated 2026-07-08
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• Passive Investing Governance

  concept Updated 2026-07-23
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• Policy Announcement Trading Risk

  concept Updated 2026-08-16
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• Policy-Driven Market Rally

  concept Updated 2026-08-06
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• Political Information Latency

  concept Updated 2026-08-16
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• Political Meme Stock

  concept Updated 2026-07-07
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• Pollination Service Market

  concept Updated 2026-08-07
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• Polymarket

  entity Updated 2026-08-20
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• Prediction Market Ethics

  concept Updated 2026-08-14
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• Prediction Market History

  concept Updated 2026-07-24
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• Problem Industrialization

  concept Updated 2026-08-05
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• Publishing Auction Design

  concept Updated 2026-07-24
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• Random Market Narratives

  concept Updated 2026-08-06
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• Retail Bull Market Psychology

  concept Updated 2026-08-08
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• Retail Investor Crowding

  concept Updated 2026-08-08
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• Richard Whitney / 理查德·惠特尼

  entity Updated 2026-08-07
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• Robin Greenwood

  entity Updated 2026-07-24
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• Secondhand Game Economy

  concept Updated 2026-08-18
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• Sell-Side Research Incentives

  concept Updated 2026-08-06
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• Speculative Bubble Psychology

  concept Updated 2026-08-08
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• Stanley Druckenmiller

  entity Updated 2026-08-06
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• Statistical Bubble Indicators

  concept Updated 2026-08-05
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• Storage Industry Cyclicality

  concept Updated 2026-08-07
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• Swing Producer Role

  concept Updated 2026-07-18
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• The Great Crash 1929 / 《1929年大崩盘》

  entity Updated 2026-08-07
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• The Market For Lemons

  concept Updated 2026-07-24
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• Truth Social

  entity Updated 2026-08-16
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• U.S. Economic Experience Split

  concept Updated 2026-08-07
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• vol.104.普通人港股完全生存指南 | 串台三点下班

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  2024-11-17
• Vol.112 一次非共识的2024反思和2025展望 | 对话蓝小康X牟一凌

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  2025-01-15
• Vol.115 全球宏观和资本市场2025展望：短期问题不解决，就没有中期和长期了

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  2025-02-10
• vol.119.券商研究报告还值得读吗？

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  2025-03-10
• Water Market Design

  concept Updated 2026-07-23
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• Water Rights Trading

  concept Updated 2026-07-23
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• Weak Institutions Market Building / 弱制度启动市场

  concept Updated 2026-08-06
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• Winner's Curse

  concept Updated 2026-07-24
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• 不熄灯 / Buxideng

  entity Updated 2026-08-06
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• 小宝 / Xiaobao

  entity Updated 2026-08-06
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• 张一贞

  entity Updated 2026-07-08
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