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Investment notes, housing prices are an important indicator to measure a country's economic status and residents' living standards. The broad fiscal revenue, residents' ability to pay, and the rationality of economic activities and other issues behind it are all deeply discussed in this mind map. analysis.
Edited at 2024-11-17 19:41:34
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house price
rent-to-sale ratio
Greater than 8, buy a house
Less than 2, sell the house
Rent to interest ratio
rent to tax ratio
Dependent Origination
Causes are greater than good karma
Plant good causes, good conditions will come, and the results will be formed
Stock judgment: The digital economy will account for half of the country in 2024 and 70% in 2029
subtopic
General Principles of Stocks
Appraisal selection, strict discipline
subtopic
Stock selection logic
Region selection
Greater China
Two industries
Information industry
Industrial informatization
Time selection
Industry bottom
value judgment
Valuation of value objects
price judgment
10 stocks
Make a price judgment chart
endurance
Emotions control logic
Operating logic
Everyone operates
Left foot in, right shoulder out
Human-machine operation
Default
Observe stocks and draw graphs
Set buying price
Set selling price
subtopic
discipline
30% funding
Increased 5 times in 5 years
Copy reporting exceeds 15%
30% funding
medium term investment
40% funding
Crazy investment
Seize the opportunity and double it
Don't ask
Do not ask others for your own logical judgment
Don’t watch other analysts’ performances
Reduce holdings
Not optimistic about economic prospects
Passive reduction
The assets of those in high positions are transferred and left.
Three major infrastructures
Ecological infrastructure
solar energy
sewage treatment
subtopic
digital infrastructure
Global Asset Database
digital hospital
digital doctor
Circle infrastructure
credit mismatch
action
3600 points
sell
Buy at 3200 points
etf
After 4000 points
buy stocks
trading inflation
food
copper
silver
After 11.5
Be wary of AI bubble
fiscal policy
Buy before launch
After November, buy copper
Digital Economy Investment Guidelines
Metcalf's Law
The value of a network is equal to the square of its number of nodes, and the network rapidly increases in value in the form of an exponential function.
Considering its existing number of nodes, the growth scale and growth rate of the existing number of nodes, and its monopoly position in the market are important basis for us.
Moore's Law
The processing power of computer chips doubles every eighteen months, while its price halves
In fact, it expresses the lowest competitive ability of an enterprise. If you do not have such competitive ability, under Moore's Law, you will definitely be surpassed or defeated by others.
Davido's Law.
Because Davido's Law requires companies to be the first to enter a field.
Winner takes all
Characteristics of the digital economy
The most important feature of the digital economy era is fast speed and even no delay, so its time and space are extremely compressed, resulting in its rapidity.
Many industries are being rapidly subverted, and industrial barriers are disappearing. This is very important, so when we look at industrial informatization, we must attach great importance to this subversive behavior.
Digital assets usually increase in value at several levels. Therefore, the cumulative effect of the digital economy far exceeds that of traditional industries.
In the era of digital economy, producers do not decide everything, users decide everything, and user experience determines everything.
sustainability
Planning. Because in the era of digital economy, everything can be planned. Under the conditions of big data, there is no supply and demand problem. Just provide as much supply as there is demand. There is no problem of blind production.
In the era of digital economy, with transparency, we can optimize costs and make the best choices.
. The more the digital economy develops, the costs of resources provided for the digital economy will fall repeatedly, and profits will rise again and again, because the market is unlimited.
directness
It means flattening, reducing or eliminating intermediate links, which means arriving at one stop.
dollar index
greater than 100
When capital returns to the United States or capital returns to the United States on a large scale, the U.S. dollar will become very strong.
trade balance and fiscal balance
subtopic
less than 100
Under the condition of a weak US dollar, a large amount of US dollar capital flowed into China, which led to a very prosperous economy in China and even a relatively serious bubble.
gold
Silver is investable
Gold company stocks are inferior to gold and are controlled by the government
Real estate is not the best choice as a means of preserving value
Gold is more valuable than RMB
What long gold means is that even if the RMB maintains a relatively stable exchange rate against the U.S. dollar, it still cannot combat global inflation because the over-issuance of the U.S. dollar itself is extremely serious.
general finance theory
white income
The part of tax revenue that the government obtains through legal channels, of course, also includes fees. Income from taxes and fees, this is in a narrow sense. Usually I define financial revenue in a narrow sense as white finance
Gray finance
Gray fiscal revenue is legal, but it is unreasonable. For example, local finance
First, its scale is uncertain. The second one is either that the principles are uncertain, or that there is no unified standard on how to collect this thing. Third, either the result is uncertain, or the consequences it will lead to are uncertain.
black income
It generally refers to illegality, including corruption
Because if Guangxi’s fiscal revenue accounts for a high proportion of residents and national income, there will be a problem. Extremely high, the country will go bankrupt
By calculating the proportion of national fiscal revenue to national income, we can see the governance status of this country, and we can get a basic feel for this country.
, we look at the proportion of the three types of income within Guangyi’s revenue, that is, what proportion of white, gray, and black each occupy in Guangyi’s fiscal revenue
If white finance accounts for more than 90% of Guangzhou’s fiscal revenue, this must be a great country, a very good country, an excellent country, a clean country, and a country for A country that serves the people
finance
Finance refers to the economic activities of currency issuance, circulation and withdrawal, loan issuance and recovery, deposit and withdrawal, exchange and other transactions.
Five building blocks of finance
The first one is currency. The so-called object of financial research is currency, or capital.
The second one is its method. In fact, the financial method is mainly based on lending.
The third one is financial institutions, which are usually divided into bank and non-bank financial institutions.
The fifth element is the financial system and financial regulation mechanism
From a philosophical level, finance is a skill that controls value in time and space. It is a skill of technology and an art of art. It is both a technology and an art. Because it is technology, it is not entirely a theoretical process. Technology needs to be tempered in actual combat. Because it is an art, you have to excel
super rent
The part of the expenditure that residents normally pay for residential expenses is called the payment of reasonable rent.
It is a reasonable level for residents to use 30% of their income to pay for their residential expenses. If it is below 20%, it is the level of civilization, if it is above 40%, it is an uncivilized level, and 30% is the critical point.
leading to industrial aerialization
No low-end manufacturing
real interest rate
Deposit interest rate-inflation index
assets
cash
The product has no room for appreciation, so sell it and convert the assets into cash.
entity
Product shortage, asset materialization, starting a business, producing products
credit
There is a shortage of money, money should be loaned out
securities
The country transitions from a general economy to
business cycle fluctuations
subtopic
The 2008 financial crisis led to capital inflation and a decrease in the purchasing power of capital.
value scale
, is a recognized equivalent for measuring value (cannot be called a benchmark). From the perspective of commodities, we usually call it currency. The oldest ones include shells and others.
Classification of generalized value scales
Power
wealth
Knowledge
popularity
contribute
Ability to create value
Algorithm and development of value scale
Our judgment of a thing is usually a point-in-time judgment, in which we judge the value of a person, an institution or a thing at a specific time and space. hour
What we usually consider is not the time point, but the interval. Whether it is a person, an institution or a commodity, its changing trend in different areas is interval. At the same time, calculating its changing trend at different times is the reason why we invest.
It is usually a habit we develop to do our own independent modeling and analysis, including our judgment of a country, including its currency, including its judgment of commodities, including your judgment of institutions. value judgment
Value judgments are unpredictable and inaccurate