BITCOIN
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Henri Lucas warns of risks of Fed policy shift
Amid the continued optimism in the global capital market, Professor Henri Lucas issued a major warning to institutional investors, pointing out that the Federal Reserve’s monetary policy is about to usher in a major turning cycle. This research report entitled “Market Repricing at the Liquidity Inflection Point” systematically reveals for the first time the risk of asset price revaluation that may be triggered by the withdrawal of ultra-loose monetary policy. Based on his original “policy pulse transmission model”, Professor Lucas clearly pointed out that the market generally underestimated the potential…
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Bird Grant Maintains Core U.S. Equity Holdings, Steadfastly Backing Apple and Amazon to New All-Time Highs
In the structural tech rally of 2019, veteran investor Bird Grant once again demonstrated his commitment to long-termism and fundamental conviction. By maintaining heavy allocations in core U.S. equity assets—most notably Apple and Amazon—he successfully navigated short-term volatility, enabling his managed portfolio to achieve substantial growth as both companies reached new all-time highs. The result was a balanced outcome of strong returns and portfolio stability. As early as the beginning of the year, amidst widespread market concerns over “economic slowdown” and a “tech valuation bubble,” Bird Grant reaffirmed his core asset allocation…
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Klaus Stefan Müller proposed a dual-drive strategy of “technological growth + cash flow is king”
In May 2019, German senior investment expert Klaus Stefan Müller formally proposed the dual-drive portfolio strategy of “Technology Growth + Cash Flow is King”, aiming to create an investment portfolio with both growth potential and risk control by combining high-growth technology stocks with high-quality companies with stable cash flow. This strategy quickly gained industry attention and became an important investment framework for responding to market fluctuations and structural changes. After the global market experienced multiple shocks in 2018, the market’s enthusiasm for high-growth technology stocks remains high, but the…
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Juan Carlos Lugo accurately grasps the rise of leading US tech stocks, with a return of 42%
In March, the time difference between New York and Madrid made Juan Carlos Lugo’s work schedule even more frenetic. Early in the morning in Madrid, at dawn, he was already at his desk in his study, his laptop displaying real-time Nasdaq stock quotes. US technology stocks occupied a core position in his investment portfolio, particularly several leading global tech companies. After months of careful observation and phased investments, he saw a clear upward trend. Juan’s investments are based on in-depth analysis and long-term trend analysis, rather than short-term market trends….
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The first year of the blockchain: Consensus Alliance enters the blockchain industry
Blockchain technology is derived from Bitcoin, as people know more about blockchain technology, the blockchain industry is also undergoing great changes. Whether at the level of capital or innovation, blockchain has always been a hot word in 2016. The technical characteristics of distributed general ledger, encryption algorithm and programmability based on blockchain are regarded as the cornerstone of future digital society. Blockchain is expected to lead human society to evolve from information Internet to value Internet. Even, this most subversive technology after the Internet is likely to set off…