Valuation of Business

• -->Theories and concepts of valuation model

• -->Methodology- Microeconomy relativity

• -->How to evaluate a business-stock/PE/Distressed debt ?

PE Investment 

• -->Alpha of PE investment

Currency

• --> How do we price the US dollar?

Money and QE Policy

• --> 如果以美国目前的量化宽松的规模，频率，和玩法玩下去，美国时代的结束可能会在随后的20-30年内开始。

• --> Trying to get out of every single recession in less than two months is something anti scientific

• --> When some of neighborhoods have seen a 70% rise in rent compared with two years ago

• --> Facing the strong economy and inflation, will we see significant tapering soon?

• --> How much extra interest will the US government have to pay for its treasuries if the Fed stops purchasing treasuries today?

• --> How will the US stock market be hit if the Fed stops purchasing treasuries today?

• --> Will the US job market be hit if the Fed stops purchasing treasuries today?

• --> How much more money can the US print before the state credit collapses?

• --> As long as M2 does not go beyond the total social wealth(excluding money), everything will be well under control - the logic on which the Fed’s expanding its balance sheet has based.

• --> QE is bound to fail when private ownership meets the aging population, unskilled but costly labor, and globalization

• --> Will inflation reach its peak in September and then go down?

• --> What will happen if Fed tightens QE VS if it does not?

• --> Can interest rate rise directly from 0% to 2%?

• --> When selling 1y bonds, will Fed's buying 10y bonds work?

Equity Index Trading

• --> 美股的泡沫比1929年和2000年的更大吗？这一次可能真的不同。

• --> China Shanghai Index up by 80% but Dow by 300% since 2009. What’s different?

• --> US GDP #growth explained less than ⅓ of Dow increase (2009-2021) and thanks to monetary and fiscal policies for the remaining

• --> Will the international influx of #money back China stock market?

Fixed Income

• --> What can a breakeven inflation rate tell us?

High Frequency Trading 

• --> Why the historical data-based #statistic methods do not often work?

Bitcoin

• -- >What role does the future ETF play in driving up Bitcoin price?

• --> How to evaluate Bitcoin?

China

• --> Finally, China is able to put aside the GDP number.

•  --> The real risk of China’s onshore debts is not from unexpected default but from the uncertainty of Fed’s QE and the underestimated inflation of China; China’s offshore HY bonds also seem more attractive when these risks are not priced in.

• --> Evergrande is far away from being China’s “Lehman Brothers”. Tons of foreclosures are between.

• --> Inflation has never been absent in China, caused by its operation of foreign reserves.

• --> Is the default of China's AAA corporate bonds a result of insufficient monetary stimulus in Covid-19 pandemic?

• --> AI planned, free market economy system.

• --> How can China become really powerful economic entity?

• --> Increasing land supply can rein housing boom in China?