发表于2025-04-23
Mastering the Market Cycle pdf epub mobi txt 电子书 下载
[美]霍华德•马克斯(Howard Marks)
橡树资本联席董事长及公司核心创始人之一。畅销书《投资最重要的事》作者。他获得宾夕法尼亚大学沃顿商学院的经济学学士学位,后获得芝加哥大学工商管理硕士学位。他也是特许金融分析师(CFA)。
作为世界顶尖的价值投资者,马克斯自20世纪90年代初开始写投资备忘录寄予投资人。他的备忘录深受华尔街,包括他的好朋友、投资大师巴菲特先生推崇。巴菲特先生为他的第一本书《投资最重要的事》题词:“这是一本难得一见的好书。”
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.
##很长一段时间,受到“淡化周期,拥抱核心资产”、“弱化周期、抓住趋势”等思想的影响,一直对霍华德·马克斯(Howard Marks)的《周期》有所怀疑,虽然早已买入这本书,距离这本书的串红也已许久。一位彪炳价值投资的70岁业界大师,还在谈周期,谈择时选股吗?这样的思想是怎...
评分##短评回头再补。书确实有点太长和啰嗦,但是就论述2008年金融危机的经过、周期中人性的作用、周期顶/底点的特征这些内容,足够给本书打五星
评分 评分 评分 评分##一点都不觉得水,和the most important thing 一起读的,适合初入股市的新手,先把价值观清洗下,不求牛市赚大钱但求不亏损,注意风险风险风险,谨慎谨慎再谨慎。
评分##一点都不觉得水,和the most important thing 一起读的,适合初入股市的新手,先把价值观清洗下,不求牛市赚大钱但求不亏损,注意风险风险风险,谨慎谨慎再谨慎。
评分##不如前一本,推荐橡树资本的Memo
Mastering the Market Cycle pdf epub mobi txt 电子书 下载