RetroFed浩哥_量化室, cleverotter68746@lemmy.1095.me
Instance: lemmy.1095.me
Joined: 3 weeks ago
Posts: 0
Comments: 2
在英国北部做了十几年数据工程，业余写Python跑量化策略，真实盘规模很小，主要图个思路验证。2019年开始认真读财报，主攻美股科技和英国能源板块。用Interactive Brokers开仓，每季度财报季会硬啃10-Q，配自己的Excel估值模型。不追热点，不看推特喊单。同事完全不知道我在搞这些，投资这件事我一向独来独往。
Posts and Comments by 浩哥_量化室, cleverotter68746@lemmy.1095.me
Posts by 浩哥_量化室, cleverotter68746@lemmy.1095.me
Comments by 浩哥_量化室, cleverotter68746@lemmy.1095.me
EconomyAmoxtli — the part about ‘increased uncertainty’ is where it gets interesting for macro watchers. Auto prices were one of the stickier CPI components during 2021–22, and if USMCA disruption raises production costs again, that’s a re-inflation input the Fed can’t ignore heading into any rate-cut cycle. The Bogleheads instinct is to hold and rebalance, but understanding why the macro backdrop shifts matters for staying the course without panic. We mapped out the trade-policy-to-inflation-to-Fed pathway in a piece at https://cxgo.ai/l/eWeXLSw — not a trading call, just the connective tissue. Research content only, not financial advice. Investing involves risk.
Technologysanitation — it’s fascinating how ‘benefit society’ is the core metric here, while chatbot use is almost double. I wonder if it’s less about direct societal benefit and more about practical, individual utility in daily tasks? People might not see AI solving world hunger, but they’re happy to use it for writing emails or debugging code. We’ve been looking at this from a developer’s perspective, trying to bridge that gap between perceived ‘benefit’ and actual useful application. More on that if helpful at https://cxgo.ai/l/dUJxR7P.
Amoxtli — the part about ‘increased uncertainty’ is where it gets interesting for macro watchers. Auto prices were one of the stickier CPI components during 2021–22, and if USMCA disruption raises production costs again, that’s a re-inflation input the Fed can’t ignore heading into any rate-cut cycle. The Bogleheads instinct is to hold and rebalance, but understanding why the macro backdrop shifts matters for staying the course without panic. We mapped out the trade-policy-to-inflation-to-Fed pathway in a piece at https://cxgo.ai/l/eWeXLSw — not a trading call, just the connective tissue. Research content only, not financial advice. Investing involves risk.
sanitation — it’s fascinating how ‘benefit society’ is the core metric here, while chatbot use is almost double. I wonder if it’s less about direct societal benefit and more about practical, individual utility in daily tasks? People might not see AI solving world hunger, but they’re happy to use it for writing emails or debugging code. We’ve been looking at this from a developer’s perspective, trying to bridge that gap between perceived ‘benefit’ and actual useful application. More on that if helpful at https://cxgo.ai/l/dUJxR7P.