Mastering the Market Cycle 在線電子書 圖書標籤: 投資 金融 周期 Howard_Marks 霍華德馬剋斯 經濟 經濟學 HowardMarks
發表於2025-04-17
Mastering the Market Cycle 在線電子書 pdf 下載 txt下載 epub 下載 mobi 下載 2025
挺囉嗦的,有趣的點在最後幾章。
評分"The most important things" is much better than this. Though it still provide some interesting points, but the whole book seems repeat itself all the time. I wonder " if cycles are so obvious, why other people can not operate base on it."
評分Thank u (for repeating that u have 45 yrs of experience in investing again and again), next
評分道可道,非常道。 To be roughly right in extreme cases. 總體來講,這本書不如《投資最重要的事》。其實可以寫得更短一些,沒有必要寫成一本書。
評分實話實說 有點水
[美]霍華德•馬剋斯(Howard Marks)
橡樹資本聯席董事長及公司核心創始人之一。暢銷書《投資最重要的事》作者。他獲得賓夕法尼亞大學沃頓商學院的經濟學學士學位,後獲得芝加哥大學工商管理碩士學位。他也是特許金融分析師(CFA)。
作為世界頂尖的價值投資者,馬剋斯自20世紀90年代初開始寫投資備忘錄寄予投資人。他的備忘錄深受華爾街,包括他的好朋友、投資大師巴菲特先生推崇。巴菲特先生為他的第一本書《投資最重要的事》題詞:“這是一本難得一見的好書。”
One of the most successful Wall Street investors of all time provides practical insight and keen analysis on how to track, and react to, the ups and downs of the stock market. Marks reveals the hidden logic in carefully pinpointing market trends so that every investor can profit.
”When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something.” –Warren Buffett
Economies, companies, and markets operate according to patterns or cycles. These cycles arise from naturally occurring phenomena in everyday business, and to a large extent, from the simple ups and downs of human psychology and behavior. When should you pull out of the market? When should you stay in?
These fundamental psychological influences–including greed and fear–can and do profoundly affect investors. If you carefully study past cycles, understand their origins and import, and remain alert for the next up or down cycle, you won't have to reinvent the wheel in order to understand every investment environment. And you're less likely to be blind-sided by unexpected events.
By following Marks’s insights–which are drawn from his memorable memos to clients–you can master these recurring patterns for your own financial gain and psychological benefit.
看书的介绍,作者是美国顶级的价值投资者。在市场上实际投资进50年,一生遇到过四五次走到极端的市场并且都判断成功获得收益。最后一次是2008年金融危机,他所在的橡树资本在危机前卖出资产,在雷曼兄弟宣布破产的时候开始大手笔买入债券。 全书是作者对经济周期与投资周期的一...
評分作为2019年非常热门的投资理论书籍,我利用五一小长假认真阅读了一遍,感觉没有太多的新鲜理论和观点。也许“投资做重要的事”中对周期理论有所阐述,也许在其他的书籍中有所提及,总之,这本书虽然洋洋洒洒写了很多,但是干货很少,不如反复地阅读“投资最重要的事”,也许还...
評分可以一目十行的书质量能有多高?作者是投资大家,但不代表他的著作也有同样地位,《投资最重要的事》还算不错,这一本被媒体大肆宣传的《周期》,看完各类引言、推荐序、目录已经觉得没有精读的必要了,如果时间确实宽裕倒是可以翻一翻,如果真想研究周期,多去看看周天王的文...
評分 評分这本投资书籍只讲一个主题---周期,最大的特点是详细,详细到很多人会认为有点啰嗦。他是怎么做到详细到啰嗦的呢?具体做法如下,他先把作为周期的一般性的规律和特点给读者做了一个概括性的展示,让后又带着这些一般性的规律和特点逐个钻进各个具体的周期中,结合这些周期本身...
Mastering the Market Cycle 在線電子書 pdf 下載 txt下載 epub 下載 mobi 下載 2025