20190108【充实计划】第945期

1.https://www.zerohedge.com/news/2019-01-07/renaissance-bridgewater-and-de-shaw-all-generated-remarkable-returns-2018
2.“And yet in a bizarre twist at the start of 2018, Bridgewater's Ray Dalio said on January 23 that "If you're holding cash, you're going to feel pretty stupid." Ironically, cash ended up being the best performing assets, while virtually every other asset class posted negative returns in 2018, making those holding anything but cash feeling pretty stupid. Which means that at some point between January and December, Ray Dalio quietly moved out of most assets although "surprisingly" he never made that shift public.”
3.感想：18年多头正回报率最高的是现金，反过来看，空头回报率仍然远超现金，所以持有现金确实不是最佳策略，还真没毛病 = =

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充实每一天 发表于 2019-1-8 07:28
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