[美]霍華德•馬剋斯(Howard Marks)
橡樹資本聯席董事長及公司核心創始人之一。暢銷書《投資最重要的事》作者。他獲得賓夕法尼亞大學沃頓商學院的經濟學學士學位,後獲得芝加哥大學工商管理碩士學位。他也是特許金融分析師(CFA)。
作為世界頂尖的價值投資者,馬剋斯自20世紀90年代初開始寫投資備忘錄寄予投資人。他的備忘錄深受華爾街,包括他的好朋友、投資大師巴菲特先生推崇。巴菲特先生為他的第一本書《投資最重要的事》題詞:“這是一本難得一見的好書。”
One of the most successful Wall Street investors of all time provides practical insight and keen analysis on how to track, and react to, the ups and downs of the stock market. Marks reveals the hidden logic in carefully pinpointing market trends so that every investor can profit.
”When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something.” –Warren Buffett
Economies, companies, and markets operate according to patterns or cycles. These cycles arise from naturally occurring phenomena in everyday business, and to a large extent, from the simple ups and downs of human psychology and behavior. When should you pull out of the market? When should you stay in?
These fundamental psychological influences–including greed and fear–can and do profoundly affect investors. If you carefully study past cycles, understand their origins and import, and remain alert for the next up or down cycle, you won't have to reinvent the wheel in order to understand every investment environment. And you're less likely to be blind-sided by unexpected events.
By following Marks’s insights–which are drawn from his memorable memos to clients–you can master these recurring patterns for your own financial gain and psychological benefit.
發表於2025-03-30
Mastering the Market Cycle 2025 pdf epub mobi 電子書 下載
並沒有太多的驚喜,但是把各種周期盡收囊中,或許能為我們的思考增添一些新的維度。 關於周期,看不清摸不著,每個人身處其中,都隻是那個摸象的盲人。我們努力拼湊和猜想,想要知道大象到底是什麼模樣。我想答案隻有上帝知道,但是我們能做的,是收集的碎片再多一些、對市場的...
評分可以一目十行的書質量能有多高?作者是投資大傢,但不代錶他的著作也有同樣地位,《投資最重要的事》還算不錯,這一本被媒體大肆宣傳的《周期》,看完各類引言、推薦序、目錄已經覺得沒有精讀的必要瞭,如果時間確實寬裕倒是可以翻一翻,如果真想研究周期,多去看看周天王的文...
評分圖書標籤: 投資 金融 周期 Howard_Marks 霍華德馬剋斯 經濟 經濟學 HowardMarks
太陽底下無新鮮事。謹慎判斷,預估風險。
評分保持謙卑,因為所得皆是運氣;保持清高,降維纔有確定收益。
評分其實還是直接看他的 memo 比較好,感覺他寫書的能力不如寫信
評分挺囉嗦的,有趣的點在最後幾章。
評分道可道,非常道。 To be roughly right in extreme cases. 總體來講,這本書不如《投資最重要的事》。其實可以寫得更短一些,沒有必要寫成一本書。
Mastering the Market Cycle 2025 pdf epub mobi 電子書 下載