「連擦鞋童都在討論股票時，就表示股市到了高峰。」這句話今天已經不成立了。因為今天的擦鞋童可能不討論股票，而是討論衍生性金融商品、房地產、特殊目的收購公司（SPAC），甚至是比特幣、以太幣、穩定幣、平台幣，或是非同質化代幣（NFT）等。
打開我的臉書，好像所有人都在投資美股、科技股...

投資理財

職場產業

觀點

<div class="draft-block draft--p left">「連擦鞋童都在討論股票時，就表示股市到了高峰。」這句話今天已經不成立了。因為今天的擦鞋童可能不討論股票，而是討論衍生性金融商品、房地產、特殊目的收購公司（SPAC），甚至是比特幣、以太幣、穩定幣、平台幣，或是<a href="https://daodu.tech/02-25-2021-nft-fever-raise-again-the-preciousness-of-exclusivity" target="_blank" class="draft--a">非同質化代幣（NFT）</a>等。</div>
<div class="draft-block draft--p left">打開我的臉書，好像所有人都在投資美股、科技股，以及上述提到的新興資產。這對科技島讀有利，表示更多人認識到科技的力量；卻讓我憂心忡忡。現在是泡沫嗎？如果泡沫破滅，會有多少人受傷？人們關心投資更勝過自己的「本業」，是不是好高騖遠？</div>
<div class="draft-block draft--p left">上週<a href="https://daodu.tech/03-01-2021-podcast-how-to-become-digital-arts-picasso-guest-daab-jo-chun-ko" target="_blank" class="draft--a">葛如鈞博士跟我錄 podcast 時</a>，感慨地說我們似乎進入了博弈的時代：每個人無時無刻都在計算報酬率。有些行為是投資，有些更像投機，有些則是博弈，也就是賭博。</div>
<div class="draft-block draft--p left">為什麼大家都在瘋投資？</div>

星鏈（Starlink）將有超過一萬顆人造衛星將包圍地球，形成第一個全球的、跨國界的網路服務。這不僅嘉惠沒網路的地區，更將動搖國家與人民的主權。

星星堆滿天 — 星鏈衛星網路來勢洶洶

「連擦鞋童都在討論股票時，就表示股市到了高峰。」這句話今天已經不成立了。因為今天的擦鞋童可能不討論股票，而是討論衍生性金融商品、房地產、特殊目的收購公司（SPAC），甚至是比特幣、以太幣、穩定幣、平台幣，或是非同質化代幣（NFT）等。

打開我的臉書，好像所有人都在投資美股、科技股，以及上述提到的新興資產。這對科技島讀有利，表示更多人認識到科技的力量；卻讓我憂心忡忡。現在是泡沫嗎？如果泡沫破滅，會有多少人受傷？人們關心投資更勝過自己的「本業」，是不是好高騖遠？

上週葛如鈞博士跟我錄 podcast 時，感慨地說我們似乎進入了博弈的時代：每個人無時無刻都在計算報酬率。有些行為是投資，有些更像投機，有些則是博弈，也就是賭博。

貝佐斯將從亞馬遜的 CEO 之位退下。在他帶領亞馬遜的 27 年間，亞馬遜從一間網路書店，長成橫跨網路與實體、B2C 與 B2B，且持續產生創新的科技巨擘。

貝佐斯交棒亞馬遜：無情的理性計算結果

Warren Buffett explains his two strategies to protect investors against inflation (and its not gold!). Inflation is very real... the price of real estate, hamburgers, and especially university tuition have been on a consistent rise every year. The saying is that $1 today is NOT the same as $1 tomorrow. We need to ensure that the money we have continues to be worth what it is in the future. Michael Burry (Christian Bail in the Big Short) indicates on his twitter than we may be entering into an era of high rates of inflation (as of 2021).

Economists believe that very high rates of inflation, also known as hyperinflation, are harmful and are caused by excessive growth of the money supply. Views on which factors determine low to moderate rates of inflation are more varied. Low or moderate inflation may be attributed to fluctuations in real demand for goods and services or changes in available supplies such as during scarcities.[9] However, the consensus view is that a long sustained period of inflation is caused by the money supply growing faster than the rate of economic growth.

Inflation affects economies in various positive and negative ways. The negative effects of inflation include an increase in the opportunity cost of holding money, uncertainty over future inflation which may discourage investment and savings, and if inflation were rapid enough, shortages of goods as consumers begin hoarding out of concern that prices will increase in the future. Positive effects include reducing unemployment due to nominal wage rigidity, allowing the central bank greater freedom in carrying out monetary policy, encouraging loans and investment instead of money hoarding, and avoiding the inefficiencies associated with deflation.

Today, most economists favour a low and steady rate of inflation. Low (as opposed to zero or negative) inflation reduces the severity of economic recessions by enabling the labour market to adjust more quickly in a downturn and reduces the risk that a liquidity trap prevents monetary policy from stabilizing the economy. The task of keeping the rate of inflation low and stable is usually given to monetary authorities. Generally, these monetary authorities are the central banks that control monetary policy through the setting of interest rates, through open market operations, and through the setting of banking reserve requirements

Buffett Books:
Intelligent Investor: https://amzn.to/3cY7rTP
Warren Buffett: 43 Lessons for Business & Life: https://amzn.to/3lMvjOf
The Essays of Warren Buffett: Lessons for Corporate America: https://amzn.to/3ccnIFy
The Snowball: Warren Buffett and the Business of Life: https://amzn.to/3vROoTM
The Warren Buffett Way: https://amzn.to/2NITWii
Buffett: The Making of an American Capitalist: https://amzn.to/31b3FkM
Security Analysis: 6th Edition, Foreword by Warren Buffett: https://amzn.to/3cbcbq7


#WarrenBuffett #BuffettAnswers #Stockinvesting

付費限定文章
編輯嚴選
博弈、科技與投資自己之必要

創作者正在準備中

付費限定文章編輯嚴選博弈、科技與投資自己之必要

創作者正在準備中

付費限定文章
編輯嚴選
博弈、科技與投資自己之必要