a**********e 发帖数: 2 | 1 许多人会觉得没什么效果, 但是You'll never know unless you try. 只要能让他们
中的一小部分行动,尝试就是值得的。为了给大家加油,先说这个
1. 我昨天试着给公司写信, template用的是3中的前几句(见下文)
结果今天HR回信说公司愿意捐一笔钱, I'm thrilled!!
这是HR回的EMAIL
Hi 。。。,
Thank you for your email.
We do have a contingency fund for purposes such as diaster relief. We are
currently looking into the options available. Please let me know if you have
any specific recommendations for how RTI might be able to support relief
efforts in China.
Thanks!
Jennifer
2. 昨天在公司的Classifieds上发了fund rais |
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t***o 发帖数: 462 | 2 CNN
Obama minister under scrutiny
Posted: 12:07 PM ET
CNN
CNN's Susan Roesgen reports on the controversy surrounding Obama's minister.
(CNN) Barack Obama's Chicago minister, the Rev. Jeremiah Wright, is under
fresh scrutiny, after an ABC News report Thursday shed light on some of his
controversial sermons.
In one delivered last December, Wright argues Hillary Clinton's road to the
White House is considerably easier than Barack Obama's because of his skin c
olor.
"Hillary was not a black boy rais |
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f****o 发帖数: 8105 | 3 【 以下文字转载自 everybodydeservestruth 俱乐部 】
发信人: fuxeto (富士德), 信区: everybodydeservestruth
标 题: 多年未失准 美两个大选预测指川普胜出
发信站: BBS 未名空间站 (Sat Oct 29 19:24:42 2016, 美东)
美国过去数次准确预测大选结果的一名教授和人工智能系统,今年预测都指向川普将入
主白宫。(Chip Somodevilla/Getty Images)
11月8日快到了,美国选民将在这天透过选票决定川普或希拉里谁能当选总统。美国过
去数次准确预测大选结果的一名教授和人工智能系统,今年预测都指向川普将入主白宫。
过去32年准确预测大选结果 李赫特曼教授:川普险胜
美国《国会山庄报》(The Hill)报导,美国大学(American University)历史系教
授李赫特曼(Allan Lichtman)自1984年以来的历届美国大选都准确预测入主白宫的候
选人,近日他表示今年大选竞争激烈,川普将以小幅优势击败希拉里。
李赫特曼教授的预测方法是根据13项真假陈述,如果某党得到6个以... 阅读全帖 |
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l****z 发帖数: 29846 | 4 作者:猞猁
2011-09-06 21:33:10
涉及恐怖主义问题时,西方白左专家都有两条基本守则:(1)凡是布什赞成的都是错的
(2)无论面对哪种流氓政权, 采取强硬态度都是错的。
03年美国要收拾萨达姆,它们说万万不可,萨达姆倒了就没人“制衡”伊朗了;很奇怪
的是后来每次布什政府对伊朗施压,同样是引来骂声一片。以前不准倒萨是怕伊朗在中
东地区“独大”,现在伊朗也动不得了,难道又要靠它“制衡”已经挂掉的萨达姆? 大
概哈梅内伊同学是哈利波特的校友, 能用波斯密术镇压老萨的魂魄。
不能不提埃及的巴拉迪同志(Mohamed M. El Baradei)---国际原子能机构的前总干事,
此人当初死死护着萨达姆, 由此成了反战左派的宠儿和“良心”的化身, 后来, 针对伊
朗的核项目, 这位哥们还是老一套。他根本就不管你是“世俗”政权还是原教旨,也不
管你寻求核武器的意图是否明显,只要够反美,他就挺你到底。这种货色能在05年获得
炸药和平奖也不足为奇,因为此前一年给了卡特,后来戈尔靠着喊热也拿奖了,再后来
奥黑啥还没干就中奖了,可以说这十几年来靠谱的只有大波波那次。
当初布什指控萨达姆,... 阅读全帖 |
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l****z 发帖数: 29846 | 5 MADRID—Deepening economic troubles have reached the soul of Southern Europe
Across Southern Europe, consumers are forsaking daily visits to the local
café as unemployment, wage cuts and higher taxes slash household budgets.
Dow Jones's Neena Rai reports. Photo: Getty.
Across the region, consumers are forsaking daily visits to local coffee bars
—considered by many to be the cornerstone of social life—as unemployment,
wage cuts and higher taxes slash household budgets.
While Europe's per-capita co... 阅读全帖 |
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l****z 发帖数: 29846 | 6 EU: No Need for New Study on Monsanto Corn .
By NEENA RAI and MICHAEL HADDON
The European Union Food Safety Authority said Wednesday that there is no
need to reevaluate the safety of genetically engineered corn made by
Monsanto Co. MON +0.09% because a study linking the crop to cancer in rats
published in September had serious defects in its design and methodology.
The EU's decision comes after the French government said last month it would
no longer pursue an immediate ban on EU imports of the ... 阅读全帖 |
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C****n 发帖数: 2324 | 7 You probably don't understand what I am talking about, so I will say it
again.
Rais the tax of the top 2%, based on Obama, is supposed to be good for the
rest of the 98%, as those money will redistributed among the 98%, and only
hurt the top 2%.
So in theory, these 98% should all be happy for such a bill.
And yet, there're 38% feel this is not right to get money from the top 2%
and put it in their own pocket.
You think these 38% are stupid? No, I think they might be the smartest among
the 98%. T... 阅读全帖 |
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l****z 发帖数: 29846 | 8 ‘Kill our pilot and we’ll execute ALL your prisoners': Jordan ‘says it
will hang its ISIS captives’ if airman hostage is dead pilot hostage
Jordan has threatened to fast-track the execution of a would-be suicide
bomber the Islamic State is trying to free if the terror group kills its
captured pilot, it was reported today.
The government has apparently warned that Sajida al-Rishawi and other jailed
ISIS commanders would be ‘quickly judged and sentenced’ in revenge for
Muath al-Kaseasbeh’s death.
... 阅读全帖 |
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T*********I 发帖数: 10729 | 9 “我们决定发动一场战争来保护我们的信仰、价值观及人类原则。”在“伊斯兰国(IS)
”发布烧死约旦飞行员的视频后,约旦国王阿卜杜拉誓言要“给极端分子最无情的打击
和最严厉的报复”,许多媒体5日还传出阿卜杜拉亲自驾驶战机的照片。
“勇敢的飞行员为了国家和民族利益献出了自己的宝贵生命,约旦政府将授予他烈士称
号,我们将站在英雄烈士卡萨斯贝的家人一边。”法新社5日称,约旦飞行员卡萨斯贝
被IS残忍烧死,彻底激怒了约旦国王阿卜杜拉。阿卜杜拉4日在紧急举行的国家安全会
议上誓言要对IS进行“异常猛烈的、犹如地震般的打击”,将在IS控制的地区“摧毁他
们的老巢”。他还说,这将是一场“硬战”,“我们发动这场战役以捍卫我们的信仰、
价值观和人类的原则,这场战役将是无情的。”
Jordan vows to completely ‘wipe out’ ISIS
http://www.foxnews.com/world/2015/02/07/jordan-vows-to-complete
AMMAN, Jordan – The United Arab Emirates said Saturday it or... 阅读全帖 |
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S*********g 发帖数: 24893 | 10 最大的89起校园屠杀,美国35次,中国17次,德国7次,加拿大3次。。。
Perpetrator Year Location Country Killed Injured
1 Kehoe, Andrew Philip, 55[n 1] 1927 Bath Township, MI U.S.
44 58
2 Cho, Seung-Hui, 23 2007 Blacksburg, VA U.S. 32 17
(조승희)
3 Lanza, Adam Peter, 20[n 1] 2012 Newtown, CT U.S. 27 2
4... 阅读全帖 |
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m****t 发帖数: 555 | 14 11月8日快到了,美国选民将在这天透过选票决定川普或希拉里谁能当选总统。美国过
去数次准确预测大选结果的一名教授和人工智能系统,今年预测都指向川普将入主白宫。
过去32年准确预测大选结果 李赫特曼教授:川普险胜
美国《国会山庄报》(The Hill)报导,美国大学(American University)历史系教
授李赫特曼(Allan Lichtman)自1984年以来的历届美国大选都准确预测入主白宫的候
选人,近日他表示今年大选竞争激烈,川普将以小幅优势击败希拉里。
李赫特曼教授的预测方法是根据13项真假陈述,如果某党得到6个以上的虚假陈述,表
示其候选人将败选。他说:“先前并未出现决定性的结果,但现在有六个陈述是反对民
主党,这表示民主党会败选。”决定性因素是自由意志党(Libertarian Party)总统
候选人约翰逊(Gary Johnso),将拿走逾5%的选票。
其它不利民主党的因素还有共和党2014年期中选举胜选、奥巴马总统第二任期在外交或
军事方面没有太多建树、希拉里缺乏群众魅力和民族英雄声誉等。
上个月预测川普会获胜的李赫特曼教授表示,有两个因素会影响川普胜选。他... 阅读全帖 |
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w*******e 发帖数: 271 | 16 Srinivas Kuchibhotla,上个月在美国堪萨斯一家酒吧被枪击身亡,他和许多其他印度
人都分享同一个美国梦。
在他被杀后的几天,他的遗孀Sunayana Dumala在 Facebook上写道:
“我们建造了梦想家园,他安好了车库门,上了漆,”Sunayana Dumala写道,“
他在家中做任何事情都感到巨大的喜悦。这是他为我们和我们原会有的孩子建立的家。
(这是)我们家庭开始的第一步。”
“不幸的是,我们的梦想才刚开始就破碎了。”
她所说的美国梦就是:这个国家的每个人都有平等机会取得成功。许多起于卑微的
印度人认定一个法则:在美国只要努力奋斗,就会梦想成真。
“我的家人也有共同的美国梦。从大学毕业后,父亲告诉我大胆想。他知道我还没
有完全发挥潜力。作为一个印度女人,在美国成功的机会远比印度多。”
但现在,他们因为(移民)身份而遇袭身亡,印度人眼中的美国梦正在褪色。
Kuchibhotla是来自印度的年轻工程师,到美国寻找更好的工作机会。他在家附近
和一个朋友喝酒,枪手突然靠近他说,“从我的国家滚出去”,然后开枪打死了他。
几天后,另一个印度人Deep Rai,在华盛顿的... 阅读全帖 |
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f***e 发帖数: 5443 | 17 核心提示: 外籍学生对高校来说是确保中国政府资助的关键
为什么中国的医学院里有那么多印度人
在初夏阳光曝晒下,带着异国香料味的分子在校园里迅速扩散,循着这股气息,你
一定能找到自己的印度同学在篮球场上赤膊厮杀。
不管你的大学身处广袤中国的哪个方位,只要有医学院,在健身房、排球馆、宿舍
和食堂,你总能看到身穿纱丽的印度女孩和一年四季圾拉着凉拖的印度小哥。他们开口
蹦出的咖喱味英语,让想要练习口语的你望而却步。
印度留学生来中国留学已经形成一种风潮,人数近年来成指数级暴增。2015年印度
在华留学生的总人数达到了16694人,而十年前在华印度学生仅有765人。这其中80%的
人都选择了攻读医学本科专业。
跟这些印度留学生搞好关系,对于期末论文考试大潮来临前的学渣来说非常必要。
任何能让记忆力高度集中的大学生“聪明”处方神药,只要你拿名号去问医学院的印度
小哥,就没有什么是他们搞不到的。在一学期的特定时间段里,印度人被卸下偏见,下
凡成拯救分数和成绩的肉身佛陀。
他们自己并不太介意这种只是因为利益需求而引来的关注,因为在中国的留学生涯
本身在某种程度上讲是一种享受。
“我来自印度的小城浦那,... 阅读全帖 |
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c****a 发帖数: 451 | 18 按照乐谱的念发,,,,Dou Rai Mi Fa Sou La Xi Dou 就是‘都发’。 |
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发帖数: 1 | 19 泰國警方今天表示,泰國北部1所私立學校宿舍驚傳惡夜大火,造成至少17名女學生喪
生,多人失蹤或受傷。
泰國北部清菜(Chiang Rai)維帕道區(Vingpatao)警方指揮官帕拉亞德(Prayad
Singsin)表示:「這場大火發生在當地時間昨晚11時,17名女學生喪生,2人失蹤,5
人受傷。」
帕拉亞德表示,這所學校招收年齡自3歲到13歲的女生。 |
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n******n 发帖数: 12088 | 20 market cap >10b, ttm div yield > 4%.
more than half from utility sectors with high debt.
other sectors/industries are telecom, drug making, and cigarettes.
No. Ticker Market Cap Dividend Yield Return on Assets Return
on Equity Return on Investment Current Ratio Quick Ratio LT Debt
/Equity Total Debt/Equity Gross Margin Operating Margin Profit
Margin Earnings Date Price Change Volume Sector Industry
1 XEL 12022.19 4.19% 2.99% ... 阅读全帖 |
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t**********d 发帖数: 14 | 21 1)Given n non-negative integers a1, a2, ..., an, where each represents a
point at coordinate (i, ai). n vertical lines are drawn such that the two
endpoints of line i is at (i, ai) and (i, 0). Find two lines, which together
with x-axis forms a container, such that the container contains the most
water.
2) Given a non-negative integer array representing an elevation map where
the width of each bar is 1, compute how much water it can trap after raining
. For example, given [0,1,0,2,1,0,1,3,2,1,2,1... 阅读全帖 |
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M*****8 发帖数: 17722 | 23 【 以下文字转载自 Military 讨论区 】
发信人: MB80528 (肥猫(Contrarian)[食MM而肥]), 信区: Military
标 题: Re: 2013年7月9日最新的1688个看跌的股票。
发信站: BBS 未名空间站 (Tue Jul 9 22:18:23 2013, 美东)
2013年7月9日最新的1688个看跌的股票。
多数到顶。墙街已深入插管,吸血在即。
排列依次为,号码,股票符号,收市价。
#0001, A , 44.6000
#0002, AA , 7.9010
#0003, AAGIY , 17.1600
#0004, AAMRQ , 4.7300
#0005, AAN , 28.9700
#0006, AAON , 24.7400
#0007, AAP , 83.2000
#0008, AAUKY , 9.5300
#0009, ABAX , 50.2800
#0010, AB... 阅读全帖 |
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b****i 发帖数: 138 | 24 下刚生物医学男找工作很久了,很多连猎头这一关都过不了。我很喜欢销售,一直业余
做craigslist和mit的电子商务小护士。现在这个是医疗器械销售,很对专业和兴趣。
如何才能打动他们,让我进入面试?
以下是我的回复, 请大家看看是否合适, 给点建议,多谢了!
1. Are you open to any other territories besides the one you applied for?
My answer: yes, but prefer to XX area.
2. Can you list any or all of your sales awards/achievements?
My answer: no
3. Do you have references that can verify your background?
My answer: Yes, but not for sales experience
4. Do you need to put in a 2 week notice if you accept an offer?
My answer: ... 阅读全帖 |
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h**********n 发帖数: 897 | 25 https://www.bloomberg.com/news/articles/2017-01-30/trump-s-next-move-on-
immigration-to-hit-closer-to-home-for-tech
by Peter Elstrom and Saritha Rai <- 作者有个三哥
January 29, 2017, 10:57 PM PST January 30, 2017, 11:11 PM PST
文中居然写
“India’s technology companies, led by Tata Consultancy Services Ltd,
Infosys and Wipro, have argued they are helping corporations become more
competitive by handling their technology operations with specialized staff.
They also contend the visa programs allow them to ke... 阅读全帖 |
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c*******r 发帖数: 17 | 26 this is what I would do,
1) get the offer from the other company
2) go to your boss.
The key is not looking for a counter offer..
The key is to get a raise here.
So how to present it and how to ask for it is very important.
you can tell your boss that another company wants to hire you, but you
are more intereted in staying because he's such a good manager and working
for the current company is phenominal. And ask the boss to see what he can
do to help you.. You may not get 30% rai |
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j****i 发帖数: 496 | 27 In US, interventional radiologist can perform a minimum invasive procedure
to take out the thrombosis, not sure about China. She's not a surgical
candidate for the new growth? What about RAI therapy? |
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c*******u 发帖数: 12899 | 28 ☆─────────────────────────────────────☆
dttfish (dttfish) 于 (Fri Apr 23 18:12:59 2010, 美东) 提到:
Dr.Brown's Microwave Steam Sterilizer $11.99 (Original price: 29.99)
http://www.sears.com/shc/s/p_10153_12605_04913003000P?keyword=dr.+brown%26%23039%3Bs
Dr.Brown's Bottle Drying Rack (fit for 12 bottle) $9.99 (Original price:
16.99)
还买了瓶盖,奶瓶,奶刷,都是半价左右,今天简直太幸运了。
就是SHIPPING 花了6.95,没找到什么free shipping的code. 也要付税。
对这个牌子有兴趣的准妈们,快快行动,好像这样的DEAL不多见到的。。
☆─────────────────────────────────────☆
rai |
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l********k 发帖数: 393 | 31 你妻子原来是学生物的。 你就帮她在你的学校里找个实验室作技术员, 有些实验室不
看文凭的, 我原来实验室老板就找了个高中毕业,没有一点儿生物背景的50多岁的老
美做RAI,现在几年过去了转成RAII了。 关键是熟人介绍。 一开始找不到技术员的工
作,可以在实验室做volunteer, 做的熟练了,很有可能给办h1的。 |
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u*****a 发帖数: 6276 | 33 Quote:
4. Do HYP discriminate against Asian-Americans?
To address the question of whether HYP discriminate against Asian-Americans,
it is instructive to review the Department of Education Office of Civil
Rights’ (OCR) findings from its investigation into this matter. In 1990,
OCR concluded that Harvard did not discriminate against Asian-Americans on
the basis of race but rather that Asians were disadvantaged by Harvard’s
admissions preferences for legacies (children of alumni) and recruited
ath... 阅读全帖 |
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D******a 发帖数: 394 | 35 觉得RAI稳健不错,divident 有6.2%,大家议议? |
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s********u 发帖数: 1054 | 36 谢谢分享这个PICK。 大概看了看FINANCIAL STATEMENTS。 好像ROE 远没有行业LEADER
PHILIPS MORRIS 高啊。
另外有一点小小的疑问。 为什么 RAI 的QUARTERLY RESULTS 的EPS FLUCTUATE 这么
大啊? |
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s********u 发帖数: 1054 | 37 原来PM 的LEVERAGE RATE 高得多, 这解释了 为什么它ROE高很多。 不过仍然不明白RAI 的QUARTERLY RESULTS 的EPS FLUCTUATE 这么大啊。楼主假如有研究, 可以分享吗?
LEADER |
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M*****8 发帖数: 17722 | 38 股票符号 日期 最后价 跌幅 百分比
AAR, 20110520, 24.4999, -0.1624, -0.7
AAUKY, 20110520, 23.8300, -0.0513, -0.2
AAWW, 20110520, 63.9700, -1.4313, -2.2
AAXJ, 20110520, 62.6625, -0.3633, -0.6
AB, 20110520, 21.5300, -0.0545, -0.3
ABAX, 20110520, 30.8500, -1.4335, -4.6
ABB, 20110520, 26.3200, -0.0229, -0.1
ABCO, 20110520, 50.9300, -0.4103, -0.8
ABFS, 20110520, 25.3500, -0.7916, -3.1
ABW-A, 20110520, 25.2... 阅读全帖 |
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v****e 发帖数: 19471 | 40 Twitter Inc., the fast-growing Internet messaging service, is privately rais
ing hundreds of millions of dollars in a new financing round that values the
company at as high as $7 billion, said a person familiar with the matter.
Read more: http://online.wsj.com/article/SB100014240527023048031045764280208
30361278.html#ixzz1RGJ3mVSZ |
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Y********e 发帖数: 2445 | 41 才7B???不会吧。要是以这个价位上市,我绝对重仓搞。
rais
the |
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G*******s 发帖数: 10605 | 42 现在给academic做研究用的data貌似都是free的,以后光卖data给business就能赚
rais
the |
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P**H 发帖数: 2272 | 43 这几天稳定straight up的列表(市值都在1B以上而且几乎没波动)
恭喜RENN排第一位,顺序分先后
RENN,XG,TZOO,ATHN,TAM,VHI,TIBX,KRO,PII,SVN,SFLY,ANF,RAX,CHSI,AVB,PANL,AGP,
GPOR,CY,AIR,FUN,CMG,BANR,SATS,HBI,ELS,FWRD,SHOO,PVH,JOSB,ROC,CNS,BMA,HUN,
FINL,CLH,COHR,NUAN,AMZN,DFT,DDS,DCT,WDR,PPO,EGP,EW,AAPL,AIV,FSP,G,WTW,CHTR,
GDI,TIN,HAE,MORN,ARE,FRT,SPN,UMBF,BXP,CBT,SLG,TWTC,PRX,ALGN,ALR,ESS,WLK,CPT,
OII,ACN,IBM,EPR,BRE,ARCO,GMCR,LRY,QCOM,WRI,RRD,BMR,MAA,PPS,NHI,CLB,EQY,BRCD,
WLL,PSA,HIW,MAC,LXP,CODE,PLCE,SSS,ADTN,AGNC,MDRX,UNFI,VRSN,RYN,WDC,... 阅读全帖 |
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u********e 发帖数: 4950 | 44 ☆─────────────────────────────────────☆
updownlife (渔夫) 于 (Mon Jul 11 23:35:21 2011, 美东) 提到:
2011-7-11 AA
AA reported a EPS of 32 cents a share, meeting the guided down 32-cent
estimate.
It is projected that "aluminium demand will grow 12 per cent this year and
will double by 2020.”
☆─────────────────────────────────────☆
updownlife (渔夫) 于 (Mon Jul 11 23:38:36 2011, 美东) 提到:
2011-7-11 NVLS
Novellus Systems reported an EPS of 79 cents a share which beated the 76
cents per share estimate... 阅读全帖 |
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c********r 发帖数: 128 | 45 If you want this list sent to your email every day, please reply with
your email or send your email to my mailbox.
If you just want to view the report, you can visit
http://www.traviancompanion.com/simmarket/report
11/16/2011 MWE $52.18 468,500 Oil Gas Drilling Exploration 11
/07/11 After Market Close
11/16/2011 UVV $45.72 304,300 Tobacco Products Other 11/08/11
After Market Close
11/16/2011 ASPS $45.29 130,400 Mortgage Investment
11/16/201... 阅读全帖 |
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c********r 发帖数: 128 | 46 If you want this list sent to your email every day, please reply with
your email or send your email to my mailbox.
If you just want to view the report, you can visit
http://www.traviancompanion.com/simmarket/report
11/17/2011 KMR $68.51 273,500 Oil Gas Pipelines
11/17/2011 HS $54.56 5,644,900 Health Care Plans
11/17/2011 UVV $45.87 202,300 Tobacco Products Other 11/08/11
After Market Close
11/17/2011 ASPS $45.66 126,800 Mortgag... 阅读全帖 |
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c********r 发帖数: 128 | 47 If you want the list deliver to you every day, let me know your email by
replying to my mail box or replying to this post.
Date Ticker Price Volume Industry Earning Time
11/25/2011 KMR $69.56 375,400 Oil Gas Pipelines
11/23/2011 DRV $58.20 307,600 Business Software Services
11/23/2011 ASPS $46.53 112,600 Mortgage Investment
11/22/2011 HS $54.67 1,487,800 Health Care Plans
11/22/2011 DRV $53.27 ... 阅读全帖 |
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l**********y 发帖数: 2050 | 48 Source: www.earnings.com (S&P 500 Company only)
Earnings Releases - Proposed:
SYMBOL COMPANY
EVENT TITLE
EPS ESTIMATE EPS ACTUAL PREV. YEAR ACTUAL Date/Time (ET)
1月30日起:
AFL Aflac Inc
Q4 2011 Aflac Inc Earnings Release
$ 1.52 n/a $ 1.33 30-Jan - 3-Feb
APC Anadarko Petroleum Corp
Q4 2011 Anadarko Petroleum Corp Earnings Release
$ 0.61 n/a $ 0.29 30-Jan - 2-Feb
AON Aon Cor... 阅读全帖 |
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l**********y 发帖数: 2050 | 49 2月3日
AON Aon Corp
Q4 2011 Aon Corp Earnings Release
$ 0.97 n/a $ 0.84 3-Feb BMO
BEAM Beam Inc
Q4 2011 Beam Inc Earnings Release
$ 0.67 n/a $ 0.63 3-Feb BMO
EL Estee Lauder Companies Inc
Q2 2012 The Estée Lauder Companies Inc. Earnings Release
$ 1.01 n/a $ 1.77 3-Feb BMO
SPG Simon Property Group Inc
Q4 2011 Simon Property Group Inc Earnings Release
$ 1.90 n/a $ 1.78 3-Feb BM... 阅读全帖 |
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o**y 发帖数: 3065 | 50 我最近对股市非常的bullish,认为这是一个很大的牛市的开端。造成这个牛市的原因,一大半是宽松货币,一小部分是实体经济的发展。以前的股市周期和实体经济景气的周期吻合度相对较高,现在貌似越来越低。当你实行零利率的时候,你是很难衡量一个经济体的发展到底如何。因为钱不是从投资建设销售中来,可能只是勃难起洒下来的。
长期投资应该尽量避免受景气循环影响大的行业。
可以肯定的是贫富差距越来越大,人口越来越多。有一些行业是我09年以来最近特别关注的,适合逐渐加仓长期持有。
1.富人购买力越来越强
COH,EL,RL,DECK,美国人太土,奢侈品股票大多在欧洲
2.烟酒类
RAI,MO,PM,LO,DEO,BUD...
3.奶粉
MJN
4.廉价超市
DLTR,ROST,TJX,DG。。。
5.当铺
EPZW,FCFS,CSH
6.便宜餐馆
MCD,BWLD,YUM。。。
还有什么?欢迎大家补充。。。
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补充一点,零利率不可能永远维持,美国总有一天会升息,后果就是对负债率高的企业造成严重打击。所以长期持有的股票一定不可以高负债。 |
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