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Weekly Commentary: The Fed And The Third Mandate
Seeking Alpha· 2025-09-22 20:30
I'm at about 30 years persevering as a “professional bear.” My lucky break came in late-1989, when I was hired by Gordon Ringoen to be the trader for his short-biased hedge fund in San Francisco. Working as a short-side trader, analyst and portfolio manager during the great nineties bull market – for one of the most brilliant individuals I’ve met – was an exciting, demanding and, in the end, a grueling and absolutely invaluable learning experience. Later in the nineties, I had stints at Fleckenstein Capital ...
Spitznagel predicting the biggest market crash since 1929 — How you can prepare your portfolio if he’s right
Yahoo Finance· 2025-09-15 13:23
投资顾问平台 - Advisor平台可在3分钟内匹配经专业审查的财务顾问并提供免费咨询[1] 市场观点 - Universa Investments首席投资官Mark Spitznagel预测将出现"自1929年以来最严重的市场崩盘"并预期80%跌幅[3] - 其认为当前市场调整仅是开始 并称多元化策略是"巨大谎言" 建议构建抗市场崩溃的投资组合[2][3] - 指出国家债务高企和美联储激进加息导致"人类历史上最大信贷泡沫"[2] - CBOE波动率指数达COVID-19疫情以来最高水平[2] 黄金投资 - 黄金被视为通胀对冲工具 因不能像法币一样被随意印制[5] - Goldco提供最低1万美元起投的黄金IRA 匹配10%合格购买量的免费白银并免运费[6] 房地产投资 - 商业房地产提供稳定收入流 过去二十年平均回报率达10%[6][8] - First National Realty Partners提供必需型房地产投资 如超市和医疗设施[7] - Homeshares面向合格投资者 最低投资2.5万美元可参与36万亿美元美国房屋净值市场[10] - 该方式风险调整后内部回报率介于12%至18%之间[11] - Arrived平台允许最低100美元投资SEC认证的租赁房产 获杰夫·贝佐斯等支持[11][12] 艺术品投资 - 当代艺术年化回报率达11.5%(1995-2023年) 超越标普500指数的9.6%[14] - Masterworks平台为6万余名投资者提供毕加索等蓝筹艺术品投资机会[15]