The idle Process

2019年7月24日，美股又突破新高 – 截至16:00收盘，标普500指数上涨14.09点，或0.47%，报3019.56点；纳指涨70.10点，或0.85%，报8321.50点；道指受波音和卡特彼勒财报拖累，跌79.22点，或-0.29%，报27269.97点。 个人认为，美股现在泡沫巨大，上涨完全是由于降息预期带动，并非由于基本面有多好。在推特上看到Crescat Capital的二季度宏观研究报告，读后深有同感。 主题提取：看多贵金属，看空美股，看空人民币，港币，净空头风险下降 正文： 我们认为，基于Crescat 16因子宏观模型中的时间和不平衡指标的综合，我们有机会利用商业周期中的下滑趋势实现一些货币化（capitalize）。 US Equity Markets The downturn could be particularly brutal for US stocks because we are record late in a fading economic expansion and at historical high valuations relative to underlying fundamentals across a broad composite of eight measures that we follow at Crescat. 美国股票市场 对于美国股市而言，经济衰退可能特别残酷，因为我们在经济增长放缓的情况下创下历史新高，并且相对于我们在Crescat遵循的八项措施的广泛综合基础面上的历史严重高估。 We hear two opposing valuation arguments from bulls today: 1. P/E ratios are reasonable; and 2. Valuations remain attractive relative to interest rates. Let’s address them both. First off, P/Es often appear reasonable at business cycle peaks because that’s when earnings are their strongest. For i...

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Description The method index() returns the lowest index in list that obj appears. Syntax Following is the syntax for index() method − list.index(obj) Parameters obj − This is the object to be find out. Return Value This method returns index of the found object otherwise raise an exception indicating that value does not find. Example: Python 3.6.6 (v3.6.6:4cf1f54eb7, Jun 27 2018, 03:37:03) [MSC v.1900 64 bit (AMD64)] on win32 Type "copyright", "credits" or "license()" for more information. >>> testList = ['abc','foo','bar','woo','adc'] >>> print("Index of 'foo' is:%d"%testList.index('foo')) Index of 'foo' is:1 >>> print("Index for 'bar' is:%d"%testList.index('bar')) Index for 'bar' is:2 >>>