美股認真討論區 MMMCCXVI

星期一爆買939

港樓價量都跌，但樓市都gogogo

德國驚唔小心整條隧道出嚟
會有on9仔入去玩搞到同姑姐亂倫世界大亂

條街靜到

呢個女人轉咗做牛軍，有冇搞錯？

https://twitter.com/dana_marlane/status/1647038550330753025?t=J_QR35-8DQucDiWXJs2cSg&s=19


https://twitter.com/dana_marlane/status/1647002424178098176?t=J_QR35-8DQucDiWXJs2cSg&s=19

我哋依啲散戶嘅, single asset long side 基本上hedge 條毛
你好少見我用過hedge 字最好嘅portfolio hedge 係diversification, or bet small

Diversification is a dilution of risk, not a solution to risk.
Sizing is more important than entry level.

佢轉左好耐啦而家係咪得翻panda仲係熊軍

好似師傅嗰啲, 成日叫人hedge,
即係cliff asness 屌 taleb, tail risk cost to high

我嘅目標係每個月執少少豆, 每一季執少豆, 每一年執豆
每年繼續揸穩陣過籃繼續執豆

做乜特別少人

大部份人做hedge 都係掟飛鏢式等價交換
new trader vs senior trader meme.jpg

可摸耳帶埋我

認真咩
咁唔買call
Short返張同日子 165 put 點睇
Long option 唔同正股

我認真答你
飛鏢教唔識計delta, gamma, theta, verga

你跟我一齊
跟跟下會行咗去我前面
跟住me會一腳踢你落去先

手拎Apple pie
黎緊er點算
腳震緊

牙g 啲CCJ bbq 日日數鎂

聽吓jack ma打飛機
https://www.instagram.com/reel/CqkbXWYB3C9/?utm_source=ig_web_copy_link

大部份人係 all or nothing (e.g 革)
一係就天選之人(e.g癈老)
曹仁超果套先係最香港人同長命

where C now ?

long commodity, short index ?
long EM commodity, short DM index ?

https://www.instagram.com/p/CoRy3AXS1t4/?utm_source=ig_web_copy_link