洪帅：中外基金一起加仓：白酒、非白酒、食品加工。加仓老旧经济，看似做多，实是走在老路上，对于新的增长毫无信心，不得不抽烟喝酒。
这叫恶意做多？
Funds adding Baijiu & liquor, food & staples, cyclicals. Long on old & sick econ indeed hints at diffidence on fwd growth. NOT Bullish at all.
这叫恶意做多？
Funds adding Baijiu & liquor, food & staples, cyclicals. Long on old & sick econ indeed hints at diffidence on fwd growth. NOT Bullish at all.
洪帅：美国PPI 11.3%，1981年来最高。当年，里根上台；中国人口首超十亿，吓得大家不敢生娃。PMI与PPI大幅背离，类似2008年初。
US PPI at 11.3%. It’s the highest since 1981 when Regan sworn in & Chinese population surpassed 1 billion. PMI splitting BIG from PPI - last seen in early 2008.
US PPI at 11.3%. It’s the highest since 1981 when Regan sworn in & Chinese population surpassed 1 billion. PMI splitting BIG from PPI - last seen in early 2008.
洪帅：为什么金融数据不错，但A股、港股暴跌？自媒体说“嫂子大战机构” .. 醉了。看看美元破108，20年最高，市场回避风险。
追求流量妨碍追求真相。
#USD breaking 108, 20 year high. Shanghai, Hong Kong big risk off. Shanghai COVID cases rising. “Cascading Lockdown 分层式阶梯管理” in the cards.
追求流量妨碍追求真相。
#USD breaking 108, 20 year high. Shanghai, Hong Kong big risk off. Shanghai COVID cases rising. “Cascading Lockdown 分层式阶梯管理” in the cards.
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