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問://除《避險基金交易秘辛》外,仲有冇宏觀書籍介紹?謝謝!//

隊長答:

有兩本:第一本是《新世紀金融怪傑: 對沖基金經理人的贏家思維 (Hedge Fund Market Wizard)》(https://www.books.com.tw/products/0010894913)


第二本是“The Invisible Hands : Top Hedge Fund Traders on Bubbles, Crashes, and Real Money” :( https://www.amazon.com/Invisible-Hands-Traders-Bubbles-Crashes/dp/1118065484 )

The Invisible Hands是《避險基金交易秘辛》(Inside the house of Money)的續集,《避》書寫在金融海嘯前,The Invisible Hands寫在金融海嘯後,講述一眾沒有公開身份,缺能於2008年金融海嘯中,全身而退的高手。

順帶一提,如對宏觀分析有興趣,可以從一個叫Hedgeye的網站入手:

https://app.hedgeye.com 。

主理人Keith McCullough,是非常富經驗的對沖基金經理。

https://twitter.com/KeithMcCullough

當然如果宏觀分析,跟走勢相反時,非常建議服從於技術走勢。

Comments

tl

KM's quad calls are worth paying attention to but since he plays the long game, any sustaining counter trends in-between would make you second-guess so likewise would follow charts under those circumstances.