nieuwfinder

2026-07-02 17:28来自 iPhone客户端

#跑步打卡[超话]# 早晨的五公里 http://t.cn/AXP8GeaW ​

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nieuwfinder

2026-07-02 15:15来自 iPhone客户端

An English breakfast hardly feels English without baked beans - so here you are, a breakfast even more English than yesterday’s http://t.cn/AXP8GeaW ​

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nieuwfinder

2026-07-02 15:01来自 iPhone客户端

早上9:17和晚上9:27的金丝雀码头… 近期金丝雀码头的地产界发生的最瞩目的交易是巴克莱花7.5亿英镑买下了这栋总部大楼，而汇丰明年会搬离目前的总部大楼，根据提交的方案这栋45层的写字楼可能会被改造为酒店和零售用途 http://t.cn/AXP8GeaW ​

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nieuwfinder

2026-07-02 06:52来自 iPhone客户端

伦敦 - 格林威治虽然位处伦敦东区，却是我非常喜欢的一个地方。这里没有那么多游客，少了很多伦敦市中心的拥挤和混乱，但拥有美丽的历史建筑、大片的草坪和树木、还有宁静却不沉闷的生活气息。尤其是夏天傍晚的时候，坐在高处的草坪上看着对面金丝雀码头的摩天大楼，望着远处的天空一点点暗淡下去，微 ​

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nieuwfinder

2026-07-02 06:42来自 iPhone客户端

伦敦 - 如果你来到格林威治附近的泰晤士河边，你一定不会错过这艘Cutty Sark（卡蒂萨克号）。它就静静地停泊在格林威治大学主校区旁边的干船坞里，是格林威治最著名的地标之一。 在 19 世纪中叶，英国上流社会对来自中国的新鲜茶叶有着近乎疯狂的执着。当时的茶叶运输全靠帆船，而茶叶在船舱里放久了 ​

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nieuwfinder

2026-07-02 06:28来自 iPhone客户端

伦敦 - 如今的格林威治大学，曾经的英国皇家海军学院（Royal Naval College）。校园里这些漂亮的建筑由英国顶尖建筑师克里斯托弗·雷恩（Christopher Wren） 设计- 没错，他的另一个著名的建筑设计就是圣保罗大教堂。这几座建筑被认为是英国巴洛克建筑的最高巅峰，而且被联合国教科文组织列为了世界文化 ​

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nieuwfinder

2026-07-01 22:38来自 iPhone客户端

Rosslyn - 英国排名第一，欧洲排名第十二的咖啡店……开完会刚好发现旁边就有一家分店，于是走进去买了一杯Flat White和一个Pain aux Raisins，至于评价 - 我只能说自己的味蕾可能是被香港和悉尼惯坏了，但我真的挺同情英国人的… http://t.cn/Aik2SY3q ​

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nieuwfinder

2026-07-01 15:05来自 iPhone客户端

伦敦这几天的气温… ​

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nieuwfinder

2026-07-01 14:58来自 iPhone客户端

彭博：投资泡沫如果吸引的资本超过了其能有效利用的程度，同时挤压其他需要资金的领域，就会埋下自我毁灭的种子。这个临界点可能正在逼近。BCA Research的Arthur Budaghyan认为，资本支出正在过度扩张。他指出，在美国，除科技之外的其他领域的资本支出实际上正在下降。 这可能表明，AI繁荣正在引发不 ​

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nieuwfinder

2026-07-01 13:54来自 iPhone客户端

早安，伦敦🇬🇧！熟悉的英式早餐。2012年，也是在伦敦的金丝雀码头，那次在伦敦待了三个多星期，每天早上也都是像今天这样同样的早餐。 像这种家常的食物，谈不上有多美味，但也不算难吃，真要搞出一堆花样也没必要，每天早上吃这些，中午三明治加咖啡，晚上色拉或麦片连续几周或几个月我也没问题 ​

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nieuwfinder

2026-07-01 13:16来自 iPhone客户端

Bloomberg: The US government removed foreign access restrictions on Anthropic’s Fable 5 AI model, clearing it for wider distribution after the startup resolved the Trump administration’s safety controls. ​

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nieuwfinder

2026-07-01 13:14来自 iPhone客户端

彭博：除了与AI最直接相关的交易之外，在硬资产的市场情绪出现巨大转变的过程中，也能赚到钱。那一年伊始，贵金属就创下了纪录。比特币 - 我们现在知道它帮助特朗普总统及其家族在2025年的加密业务中赚了约12亿美元 - 曾在10月创下自身历史新高。两者都已准备好转向。 伊朗战争让投资者相信，石油是更 ​

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nieuwfinder

2026-07-01 12:34来自 iPhone客户端

彭博： 2026年上半年已告一段落，表现可谓辉煌。首先，人工智能投资与能源冲击带来的交叉影响，为那些押对位置的人带来了惊人的利润。许多非常直接的宏观交易已经翻倍不止。其次，关于是否存在即将破裂的泡沫，目前正展开激烈辩论。或许再过六个月的事后诸葛亮，我们会觉得崩盘的到来一直显而易见，因 ​

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nieuwfinder

2026-07-01 04:16来自 iPhone客户端

伦敦 - 在经历了39小时零35分钟，累计飞行16,557公里，飞行时长21小时58分钟之后，跨越了9个时区，从属于南半球冬天的布里斯班来到了北半球夏天的伦敦。 英国的夏天白天很长，晚上九点多天色依然很亮，金丝雀码头旁边坐满了享受夏日清凉的人们。下午六点多降落后，在海关面对入境处的官员竟然一时想不 ​

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nieuwfinder

2026-07-01 00:04来自 iPhone客户端

FT: Companies that spend more on Al also increase worker numbers ​

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nieuwfinder

2026-07-01 00:03来自 iPhone客户端

Federal Reserve Bank of Dallas: What are the primary concerns around your firm's outlook over the next six months, if any? ​

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nieuwfinder

2026-06-30 21:32来自 iPhone客户端

Bloomberg: Bullish dollar positions are just below the 3+ year high from Jan 2025 ​

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nieuwfinder

2026-06-30 21:05来自 iPhone客户端

GS: Solid Q2 earnings growth expectations for the median S&P 500 stock ​

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nieuwfinder

2026-06-30 21:05来自 iPhone客户端

Bloomberg: Chinese Stocks Trail Global Peers by Most Since 2001 Attacks ​

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nieuwfinder

2026-06-30 18:46来自 iPhone客户端

Re-watched “Bridge of Spies” on my flight from Hong Kong to London, and it hits just as hard the second time. At its core, it’s a masterclass in integrity. Jim Donovan (the American lawyer) and Rudolf Abel (the Soviet spy) are driven by a stubborn adherence to principle - Don ​

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nieuwfinder

2026-06-30 16:58来自 iPhone客户端

MSWM: The US-China Trade Partnership is Weakening ​

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nieuwfinder

2026-06-30 16:42来自 iPhone客户端

Morgan Stanley Investment Management’s “Artificial Intelligence: Ten Investment Truths” http://t.cn/AXoP3yFb ​

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nieuwfinder

2026-06-30 12:38来自 iPhone客户端

GS: Following the strength of Q1 earnings results, analysts have set a high bar for Q2, expecting S&P 500 EPS to grow by 22% year/year. This is the highest estimate heading into the earnings season since 2021. Coming into Q1, analyst estimates pointed to 12% EPS growth for the ​

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nieuwfinder

2026-06-30 12:37来自 iPhone客户端

J.P. Morgan: Memory Update > DRAM Supply Deficit (2026E–2027E): DRAM bit demand is projected to significantly outpace bit shipments in 2026E (32.5% vs 22.9%) and 2027E (34.4% vs 21.7%), pointing to a tight market before flipping to an oversupply in 2028E (21.1% vs 23.8%). > NA ​

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nieuwfinder

2026-06-30 12:35来自 iPhone客户端

Rimrock Capital Management: Warsh looks to make an indelible mark at the Fed early on. Historically equities chop higher over the first couple months of a new Fed Chair, but eventually roll over in the ensuing quarter - Warsh is off to a similar start... ​

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nieuwfinder

2026-06-30 12:32来自 iPhone客户端

Bloomberg: Billions are flowing from firms like Blue Owl and KKR into Buy Now, Pay Later companies...Skeptics are anxious the model incentivizes churning out more loans to consumers, with some drawing parallels to the lead up to the subprime mortgage crisis where originate-to-sel ​

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nieuwfinder

2026-06-30 12:18来自 iPhone客户端

Bloomberg: Recent IPOs’ share price performance has rebounded recently, with the IPOX-100 index outstripping the S&P 500 after several years in the doldrums. But Stanford warns that weak performance — as often seen from mega-IPOs in their first year of trading — could shut th ​

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nieuwfinder

2026-06-30 12:16来自 iPhone客户端

Bloomberg: Japanese people have far more painful and important things to contemplate than their currency at present. The yen has just dropped below 161.90 per dollar for the first time since Christmas Eve, 1986. It’s not just about the dollar’s strength. Indeed, the dollar e ​

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nieuwfinder

2026-06-30 11:55来自 iPhone客户端

日本经济新闻社： 在6月29日的外汇市场，日元兑美元汇率一度贬值至162日元附近，创出39年半以来的新低。以美国加息预期为背景，美元被买入，正在将日元汇率拉低至历史性低点。 超过2024年7月创出的161.96日元，贬值至1986年12月以来的最低水平。当时受前一年广场协议的影响，日元兑美元升值加强。   ​

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nieuwfinder

2026-06-30 10:43来自 iPhone客户端

吃完这份早餐，继续接下来14小时的飞行✈️伦敦🇬🇧 http://t.cn/z8AX3ia ​

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nieuwfinder

2026-06-29 22:01来自 iPhone客户端

高盛更新后的世界杯预测… ​

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nieuwfinder

2026-06-29 21:45来自 iPhone客户端

GS: At the stock level, AI infrastructure stocks are expected to contribute nearly 60% of S&P 500 EPS growth this quarter. The top 10 contributing stocks are expected to account for nearly 75% of aggregate S&P 500 earnings growth in Q2, with Micron (MU) and NVIDIA (NVDA) togeth ​

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nieuwfinder

2026-06-29 18:21来自 iPhone客户端

以色列的教育难道如此拉胯吗？ ​

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nieuwfinder

2026-06-29 15:51来自 iPhone客户端

DB: At the end of May, we argued that the setup pointed to a slower choppier grind up or even a pause along with a rotation into sectors and regions that have lagged, as the demand-supply backdrop for equities remained favorable but large-cap Tech positioning was clearly stretche ​

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nieuwfinder

2026-06-29 15:42来自 iPhone客户端

高盛 Prime Services 的图表显示，截至 6 月 25 日当周，美国信息科技板块出现了极端的机构卖盘。最终读数接近负4 的 Z 分数，意味着该周的卖出规模比高盛 prime 账户的常规周度流量差了约四个标准差。这不是例行的减仓，而是 2017–2026 年间最激进的负向读数之一。 这并不能证明市场即将崩盘。它反 ​

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nieuwfinder

2026-06-29 12:47来自 iPhone客户端

Bloomberg: Variant Perception’s leading indicators for inflation and growth, which now include the sharp fall in oil prices, show inflation in all developed markets with growth prospects widely dispersed (the UK is at greatest risk of stagflation). There is every risk of turbule ​

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nieuwfinder

2026-06-29 12:37来自 iPhone客户端

彭博的一些图 ​

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nieuwfinder

2026-06-29 11:53来自 iPhone客户端

Bloomberg: US Stocks Poised for Best Quarterly Gain in Years; S&P 500 eyes best quarter since 2020, Nasdaq 100 heads for 2nd best since 2001 ​

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nieuwfinder

2026-06-29 11:25来自 iPhone客户端

彭博：欧盟对华贸易余额（按产品类别） ​

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nieuwfinder

2026-06-29 10:39来自 iPhone客户端

在这里 http://t.cn/AXSd6Vqi //@人之初心不忘:没纳斯达克？

高盛：20倍市盈率的标普500，22倍市盈率的科技股和消费股 ​

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nieuwfinder

2026-06-29 09:50来自 iPhone客户端

准备飞香港了，再见布里斯班🇦🇺 http://t.cn/z8AWEJ8 ​

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nieuwfinder

2026-06-29 09:20来自 iPhone客户端

DB: USA GDP growth ... major winning vs Germany, UK, France ​

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nieuwfinder

2026-06-29 09:17来自 iPhone客户端

DB: Income share of the top 10% is the highest since WWII ​

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nieuwfinder

2026-06-29 09:12来自 iPhone客户端

由于盈利增长强劲加上近期股价下挫，科技股的七朵金花市盈率降至24倍，这应该算成长股还是价值股？ ​

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nieuwfinder

2026-06-29 08:06来自 iPhone客户端

高盛：20倍市盈率的标普500，22倍市盈率的科技股和消费股 ​

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nieuwfinder

2026-06-29 08:03来自 iPhone客户端

AI is reshaping how institutional investors work: ~52% of institutional investors now primarily use AI for research, according to a Barclays survey of 410 fixed-income investors. This is followed by hedge funds, at ~44%, which primarily use AI to process and analyze large volum ​

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nieuwfinder

2026-06-29 08:01来自 iPhone客户端

DB: The US has better demographics than most DM countries and China, while India's advantage is set to peter out over time ​

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nieuwfinder

2026-06-28 20:19来自 iPhone客户端

布里斯班 - 经风雨，见彩虹 http://t.cn/RJL1AUz ​

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nieuwfinder

2026-06-28 20:16来自 iPhone客户端

布里斯班 - 好玩好逛，不理思班 http://t.cn/RJL1AUz ​

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nieuwfinder

2026-06-28 20:01来自 iPhone客户端

布里斯班 - 圣公会主教座堂(St John’s Cathedral)最初的构想诞生于1889年，由英国建筑师约翰·拉夫伯勒·皮尔逊(John Loughborough Pearson)绘出蓝图。1901年的奠基石落下后，主体工程却如同一部缓缓展开的史诗，跨越了一个世纪的风霜，直至2009年才依照最初的愿景得以建成。 教堂的整座建筑承袭英国教 ​

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nieuwfinder

2026-06-28 19:08来自 iPhone客户端

布里斯班 - 世界排名第八的咖啡馆 http://t.cn/A6nkGdaX ​

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nieuwfinder

2026-06-28 17:24来自 iPhone客户端

GS: Top 10 contributors to S&P 500 EPS growth ​

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nieuwfinder

2026-06-27 12:42来自 iPhone客户端

耶稣光… http://t.cn/z8qyGEq ​

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nieuwfinder

2026-06-27 11:47来自 iPhone客户端

The Economist: Worldviews of Al models*, compared with World Values Survey ​

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nieuwfinder

2026-06-27 11:25来自 iPhone客户端

US Goods-Trade Deficit Widens As Exports Fall ​

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nieuwfinder

2026-06-27 11:23来自 iPhone客户端

Goldman Sachs: USA Trade Deficit Widens by More Than Expected in May; Lowering Q2 GDP Tracking Estimate to 2.2% ​

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nieuwfinder

2026-06-27 08:03来自 iPhone客户端

彭博：来自谷歌、OpenAI和Anthropic的美国三大巨头模型的Token请求量份额，在一年内出现了断崖式下跌，从72%暴跌至33%。全球开发者和高级用户正在从美国传统头部模型，大幅转向以DeepSeek、腾讯、小米、Minimax为代表的中国模型，以及其他开放权重模型。 ​

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2026-06-26 21:04来自 iPhone客户端

Goldman: In addition, the corporate sector financial balance as a whole—the difference between savings and investment—has not deteriorated meaningfully in recent months, as rising profits have largely matched rising investment rates. Alongside that, the current account defici ​

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nieuwfinder

2026-06-26 20:59来自 iPhone客户端

Goldman Sachs’s “UK-The Economic Cost of Brexit, Ten Years On” http://t.cn/AXSlYa88 ​

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nieuwfinder

2026-06-26 17:12来自 iPhone客户端

Goldman Sachs’s “Global Views: More Crude, Less Concern“ http://t.cn/AXSOk8EL ​

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nieuwfinder

2026-06-26 16:45来自 iPhone客户端

JP Morgan Asset Management: How much Chinese liquidity would leave if it could? ​

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nieuwfinder

2026-06-26 16:38来自 iPhone客户端

下一站：香港 ​

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2026-06-26 10:09来自 iPhone客户端

GS: AI Investment Surge Adds Little to US GDP and the US Consumer Remains Under Pressure ​

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nieuwfinder

2026-06-26 07:54来自 iPhone客户端

The Economist: Our cover story in the rest of the world is on the backlash against artificial intelligence. Strangely, it is strongest in America, the country where the technology is most advanced. Its most obvious manifestation is opposition to new data centres, which protesters ​

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nieuwfinder

2026-06-26 07:53来自 iPhone客户端

The Economist: This week’s cover story there asks, of the man who is almost certain to be the country’s seventh national leader in a decade, “Andy who?” Andy Burnham, a charismatic former mayor of Greater Manchester, has plenty of experience asking the central government for ​

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nieuwfinder

2026-06-26 07:47来自 iPhone客户端

There’s a certain poetry to memory-chip maker Micron posting blockbuster results on Wednesday night, only for Apple to announce price hikes on more than a dozen products the very next morning due to “an extraordinary surge in demand for memory and storage.” Shareholders may be ​

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nieuwfinder

2026-06-25 17:11来自 iPhone客户端

WSJ: The ranks of the ultrawealthy hit a high in 2025 as the AI trade lifted global markets, according to a new report by wealth-intelligence firm Altrata. The number of ultrawealthy individuals—those Altrata defines as having a net worth of more than $30 million— jumped by 14 ​

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nieuwfinder

2026-06-25 12:47来自 iPhone客户端

GS: After the financial crisis, long duration Growth saw the highest returns, while 'old economy', real assets and Value lagged ​

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2026-06-25 12:44来自 iPhone客户端

GS: Typically, US equity performance versus major DM equity indices (MSCI World ex US) tracks the broad Dollar closely, but that relationship has recently dislocated ​

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nieuwfinder

2026-06-25 12:40来自 iPhone客户端

彭博的一些图 ​

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2026-06-24 22:27来自 iPhone客户端

Bloomberg: Taiwan Stock Market Margin Loans soar to same level as the peak of the Dot Com Bubble ​

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2026-06-24 22:25来自 iPhone客户端

JP Morgan’s “Semiquincententacles” http://t.cn/AXSxOTuZ ​

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2026-06-24 22:21来自 iPhone客户端

GS: Over the last six months, the investment boom has accelerated. Tech investment as a percentage of GDP has breached the 1990 highs and has risen more sharply than it did then (Exhibit 1). Capex expectations from the hyperscalers for 2026 are now nearly 80% higher than they wer ​

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2026-06-24 15:22来自 iPhone客户端

Goldman Sachs’s “UK Social Mobility: Remains a tough climb but one worth pursuing” http://t.cn/AXSJudTK ​

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nieuwfinder

2026-06-24 13:52来自 iPhone客户端

各主要经济体分别持有多少美国国债 ​

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2026-06-24 13:02来自 iPhone客户端

DB: U.S. households are sitting on $3.2 trillion of cash ​

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nieuwfinder

2026-06-24 12:36来自 iPhone客户端

彭博的一些图 ​

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2026-06-24 12:33来自 iPhone客户端

悉尼 - 鱼市场 http://t.cn/z8Gik1w ​

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2026-06-24 11:26来自 iPhone客户端

Nomura: Hyperscaler free cashflow projections ​

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2026-06-24 09:31来自 iPhone客户端

Bloomberg: Since the end of the Great Recession in 2009, only the top 0.1% of U.S. households have seen their share of wealth increase - from about $5.8 trillion to $25.1 trillion in the first quarter of 2026 ​

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nieuwfinder

2026-06-24 09:28来自 iPhone客户端

JPMAM的这篇报告和附注也是很放飞自我… ​

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2026-06-24 09:25来自 iPhone客户端

GS: Substantial value added to Al-related areas of the market since late 2022 ​

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2026-06-24 09:10来自 iPhone客户端

BCA: The S&P 500 Usually Rises. Positive EPS Growth Does Not Change That Much, But Negative EPS Growth Makes Gains Much Less Likely ​

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2026-06-24 09:01来自 iPhone客户端

GS: Q2 GDP forecast stands at +2.6% ​

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2026-06-24 05:47来自 iPhone客户端

Julius Bär’s “Fom Glut to Grab: Mid-Year 2026 Market Outlook” http://t.cn/AXSI1nve ​

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2026-06-23 20:10来自 iPhone客户端

DB: Number of days in office for all UK PMs back to 1835 ​

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nieuwfinder

2026-06-23 20:08来自 iPhone客户端

Goldman: We earlier identified four key macro developments that signaled potential bubble issues in the late 1990s, most of which appeared from 1998 onward: sustained investment at unusually high levels; a decline in profit margins in the macro data; a sharp rise in corporate fin ​

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nieuwfinder

2026-06-23 19:59来自 iPhone客户端

GS: We Estimate That Higher Commodity Prices Will Deliver a Roughly 0.4pp Boost to Year-over-Year Core PCE Inflation This Year, Which We Expect to Fade in 2027 ​

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nieuwfinder

2026-06-23 19:53来自 iPhone客户端

今晚美股要大跌了… ​

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nieuwfinder

2026-06-23 16:39来自 iPhone客户端

SNB: "Central bank communication: New data and stylized facts from a century of Fed speeches" by Thomas Lustenberger, Enzo Rossi, and Anna Zeitz. "Drawing on a novel dataset of more than 10,000 speeches from 1914 to 2024, we track the evolution of Federal Reserve communication a ​

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nieuwfinder

2026-06-23 16:35来自 iPhone客户端

Bloomberg: China narrowed its cumulative fiscal deficit for the first time in more than two years, pressing ahead with austerity despite muted domestic demand and slowing economic growth. The combined shortfall under China’s two biggest government budgets shrank 4.1% in the fir ​

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nieuwfinder

2026-06-23 16:26来自 iPhone客户端

BofA labels this chart the "Ultimate K-shape," noting that Korean stocks (KOSPI) have surged sharply even as the Korean won has weakened against the US dollar over the same stretch. They frame this divergence as unsustainable implying either the equity rally or the currency wea ​

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nieuwfinder

2026-06-23 16:24来自 iPhone客户端

GS: Difference in profitability helps explain variation in valuations across equity indices ​

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nieuwfinder

2026-06-23 16:18来自 iPhone客户端

GS: YTD Absolute Performance (%) in USD ​

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nieuwfinder

2026-06-23 16:11来自 iPhone客户端

Bloomberg: SpaceX falls for third day, erasing $600 billion in market value ​

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nieuwfinder

2026-06-23 12:21来自 iPhone客户端

Bloomberg: Rest in Peace Alan Greenspan, who has passed away at 100. One of the greatest and most contentious figures in modern economic history, his legacy will doubtless be contested for at least another century. As it stands, the two decades since he stood down after 18 year ​

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nieuwfinder

2026-06-23 09:25来自 iPhone客户端

"A historical look at the stock market shows that past rate-hike cycles didn’t doom the stock market. Since the early 1990s, the S&P 500 rose during the last four hiking cycles and was mildly lower in the 1994 event." ​

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nieuwfinder

2026-06-23 08:32来自 iPhone客户端

《华尔街日报》的这篇是不错的总结： Alan Greenspan, who started life as a shy, only child of a single mother, transcended the role of central banker, exercising extraordinary influence over American finance and commerce and enjoying unparalleled global stature during a period of ​

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nieuwfinder

2026-06-23 08:25来自 iPhone客户端

彭博的几张图 ​

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nieuwfinder

2026-06-23 05:11来自 iPhone客户端

Alan Greenspan, a skilled political operator who served as chairman of the Federal Reserve through prosperity and crisis, has died at 100. ​

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