Thx for this insightful sharing Ah Ju! Especially like u using weekly data (instead of daily or monthly) and the anaylsis covering commodity, bonds of different periods and bitcoin!!!
Platinum is an industrial metal these days more than a currency reserve holding. Most of the platinum are now used as chemical catalyst (the one in your exhaust catalyst converter in each car). So when economy gets worse the demand gets lower, hence drop in price.
Thanks for your analysis and clear explanations. There’s another safe haven asset you can take a look and that’s USD against foreign currencies. Look at the ETF UUP during market downturns and you’ll see it often acts as a hedge. Especially during the Covid crash of 2020 Q1 where all other assets fell at the same time.
MMF, risk is the news of inflation, payroll , production/consumer indexs aka manipulation of USD 99.9 successful MMF investors have other assets like property, stock in deferent countries , which is the matters of mental thinking, eg Yen was 160, normal salary Japanese people doesn’t feel anythings
the problem is no one really knows when market crash. By the time investors see the crash it already happened and prices reflecting the bearish sentiment. Hindsight is perfect but Ah Ju no disrespect you are trying to back fit the curve and this never works. The only way I see is not where to invest when stock market crash. It is to have a well diversified investment portfolio focusing on long term market returns and rebalance the portfolio occasionally
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好多謝阿豬分享。你用data 解釋所有noise , 好清楚容易明白。 用data 今析原來Bitcoin 係risky assets😅
純粹Brain storming，但係我唔明點解，睇返自己個portfolio，DCA Bitcoin 7年，回報率遠超過DCA SP500、short-term bond 同黃金。
可能係我個sampling size唔夠長唔夠多？可能唔可以淨係睇correlations，要睇recover嘅回報率? 亦可能strategic唔同？
多謝你嘅分享同埋分析，受益良多！
多謝阿豬嘅專業分享！睇你嘅片真係可以學到同了解到好多投資上嘅知識！
这一集真的很好，帮助建立资产配置的基础概念，很清晰明白。
多謝你花不少時間為大家整理數據並圖像化，好讓我們容易了解。
黃金仲有樣嘢好 就係靚 得閒拎出黎睇下 摸下 幾開心😂
依句真
thanks 阿豬, 好清晰!
Thank you for your teaching!
高質，多謝分享！
多謝你分享思維的方法，很有啓發性。
very easy to understand, and have us to learn how to evaluate!!! 💯💯💯
感謝阿豬 你嘅資訊好易入口 好啱新手🙏🏻🙏🏻🙏🏻
Thank you this was very insightful, especially liked the explanation on the reasoning behind Gold and T Bond's correlation to stock indices.
今集又學到嘢❤
了解到投資上知識,撇除雜聲,學自己分析,受益良多. Thanks Ah Ju.
第一次聽到咁樣分析黃金，獲益良多，多謝🙏
Thx for this insightful sharing Ah Ju!
Especially like u using weekly data (instead of daily or monthly) and the anaylsis covering commodity, bonds of different periods and bitcoin!!!
睇完圖感覺其他板塊風險幾高
很清楚，Thanks
多謝阿豬confirm 咗我既想法
對於股災，我都係比較老一派嘅做法：股災來臨前，盡快做好對沖，賣出高風險資產，並且去槓桿化，更要轉換成價值投資嘅心態，然後準備定現金入場，再趁低吸納心怡資產。
只要唔係特別攞命嘅股災，唔係會入肉嘅會傷及經濟嘅股災（只係一啲黑天鵝而唔係大蕭條級別，如果係大蕭條級別咁買乜都死），其實時間的確係會沖淡一切。
因為股災呢個情況下係講防守，所以攞保守啲嘅打法，唔會死得特別慘。
因此，其實要活過去股災，都係講你有幾細心去觀察市場動向，同睇你忍耐力如何。
無錯 但重點係你唔會知股災幾時到，只有做好止賺止蝕同回測交易
如果大蕭條嘅話，第一件事係保住自己有份工，唔好投資任何嘢，因為就算買黃金，有啲政府都可以強行沒收黃金（可以參考國民黨用金圓券換金的慘痛歷史）。第二係儲糧儲水，最好有埋太陽能發電，另外保持自己身體健康。因為第三次大戰打到來，上天落地都避唔倒，到時糧食就係最寶貴嘅嘢。
但係大蕭條或打仗，都係揸實金最穩陣。
知股災買沽🎉
@@OneWayInvestment請教什麼是回測交易？🙏🙏🙏
你把聲令人好舒服❤😂
支持啊豬🎉
阿豬金融暖男出現了，把聲充滿殺傷力❤❤
多謝分析和清晰的教導 ！
如果將數據時間拉長D 你會發覺黃金未必係最佳
最好避險就是加倉
Thank you
支持阿豬😊
Bitcoin嘅speculative nature令佢對liquidity好敏感，呢一刻係risk asset。但佢歷史好短，而且啱啱先有spot Etf所以未能咁快定位。
Thank you!
Thanks
Liked before watching 👀
Platinum is an industrial metal these days more than a currency reserve holding. Most of the platinum are now used as chemical catalyst (the one in your exhaust catalyst converter in each car). So when economy gets worse the demand gets lower, hence drop in price.
最好避險就是做回測，就算贏左但唔跟策略都係會輸番比市場，要自己進步
清楚明白！😁
阿豬的動畫做得愈來愈好 (只有我留意到嗎?)
多謝阿豬，我之前就係長期持有REVERSE ETF，輸到喊
多謝！
Thank you 🙏
The best digital asset so far
感谢
猪兄坚料👍
多謝分享！
Thanks for your analysis and clear explanations. There’s another safe haven asset you can take a look and that’s USD against foreign currencies. Look at the ETF UUP during market downturns and you’ll see it often acts as a hedge. Especially during the Covid crash of 2020 Q1 where all other assets fell at the same time.
今集真係唔讚唔得👍
多謝豬豬畀條片我送飯
thanks for alpha
Thx
GO GO GOLD
好清楚
其實去到最後都係睇情況，冇話一個方法可以解決一切問，Assets 唔係 believe，啱就用唔就轉
我覺得Bit Coin算係高風險
digital assets definitely can classify as one of the asset class against equities, gold, etc. should diversity "some" into it !
要寫program做back test
so i.e. cash + short-term treasuries, until the fed decreases the interest rates
避得險個人都唔會集中單一
在債與黃金或者一些低位貨幣
再分散風險
Bitcoin 風險資產？
有圖既分析非常有用👍反而以為白銀同金係同一類，結果竟然唔係🥴
The best way is to change to US dollars and keep it in your safety box. That's so simple
nice
所有投机行为都是高风险！
要避險提議先讀 David Rogers Webb 寫的《The Great Taking》，你會發現你以為安全的東西其實絕不安全。
係唔係揀market beta 接近零, 不要揀+1 / -1 果D ?
想請教阿豬 利率升高時平均股票市場會點郁?
风险，而且好大风险。
阿豬同我以前做iBank, JP Morgan 既trader, 係大散炒家
想問下咁買債券etf 又算唔算避險？
🙏
Bitcoin 有ETF 已經等同股票相關資產
High interest cash etf is better than ultra short term t bond etf imo
just similar to silver
这集很实用，又很容易理解。让我学会了哪一种类型的资产是真正的避险资产。
多謝阿豬🎉
阿豬會唔會開估?
❤
想聽吓加拿大TDBank的風險。
避險點解要睇長期？
美國股市7成時間都向上，3成下跌
只要下跌果陣果隻資產反向升/唔跌就已經有避險作用
👍👍
How about money market fund
MMF, risk is the news of inflation, payroll , production/consumer indexs aka manipulation of USD
99.9 successful MMF investors have other assets like property, stock in deferent countries , which is the matters of mental thinking, eg Yen was 160, normal salary Japanese people doesn’t feel anythings
btc適用於某些情況避險,總括就是動一下腦子
黄金最大风险, 便是有经济效益嘅人造黄金出现.( 现在水银变黄金成本太贵 ) BITCOIN 最大风险便是, 原开發者能无限製作，又话出现病毒破坏整个体系。
如果有留意財經新聞
股市一跌，金價就升
同埋金永遠都係最貴的 所以金係避險的
Btw倫敦金就不了
👍🏻👍🏻👍🏻👍🏻👍🏻
👍
感謝阿豬提供埋英文字幕，唔止可以學投資仲可以學英文
啊猪你好， 各位网友好。想请问可否推荐几本技术分析书给初学者。谢谢。
聯儲局無啦啦縮減QT 一定有啲嘢發生緊
👍🏻
現在會重複1970年代黃金的大升！！！
放曲奇餅罐😂
咁係咪冧市嗰陣，全部轉曬做3個月短債，係咁Roll Over ,直至個市轉勢向好為止？😅( 真心請教😍😍）
根據影片果幅圖，bitcoin應該係風險資產呀，因為大部份時間股票跌果陣bitcoin都跌，不過好似係2023年尾至2024年年初期間好似有少少變化，唔知我有冇睇錯呢😂
買金！
the problem is no one really knows when market crash. By the time investors see the crash it already happened and prices reflecting the bearish sentiment. Hindsight is perfect but Ah Ju no disrespect you are trying to back fit the curve and this never works. The only way I see is not where to invest when stock market crash. It is to have a well diversified investment portfolio focusing on long term market returns and rebalance the portfolio occasionally
Btc反而似公用事業，由16年開始睇
自從有BTC ETF 開始就變質成為risk on 資產，所以話入金融呢行d人有d賤格，最鍾意出呢啲茅招黎贏一般小市民retail investor,真正挑戰又唔敢面對
At least after us elections, mid adjustment rather than crash.
bitcoin好大風險資產
小心中伏！
咁美股是否准备大跌呢
4個鍾劇情，2個鍾講完