日元加息与低空经济的本质

船长每日观察

能用一句话穿透本质的，跟一辈子看不穿本质的，选择和结果截然不同。

红猪的低空民营经济锦标赛

比如说低空经济的本质，是过去人为囤积的资源：低空域的垄断牌照，如今允许开放和变现了，未来情景参考封面图《红猪》。

广州—海南全自动空中的士

为什么美国人1930年代低空经济这么发达？为什么海南航空1990年代这么火爆？为什么德国空中的士2020年代这么迅速？这背后都有一个共同点：空域牌照市场化、低门槛、竞争化。

他们会让全球资产觉得日本安全

最后同样用一句话穿透今日最大的风险源头：日元就是美元的义子，日元加息的本质相当于半个美元潮汐抽取全球流动性，引爆日本海外资产的重点投资区域，比如说东南亚/巴西阿根廷/香港，一如97东南亚金融危机$美元/日元(USDJPY.FOREX)$ $三菱日联金融(MUFG)$ $日本10年期国债收益率(JP10Y.BOND)$

“巴菲特：当前股市更像一个赌场”，你认同吗？

巴菲特旗下伯克希尔哈撒韦于2月24日公布年度报告，其业绩全面超出市场预期。巴菲特第46封股东信，你有哪些启发？巴菲特：“当前的股市更像是一个赌场”，你认同吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

船长每日观察
03-19
船长每日观察
整个tiger平台，居然没有日元加息的标签和热搜，这种掩耳盗铃太可笑了。

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