Yesterday, I saw a table that counts the annual performance of world-renowned investment masters. It can basically be announced that "the entire army is wiped out". It is very likely that your performance this year is better than the masters.
Pure stock strategy, it is not surprising that the big losses this year. Almost all stock markets and sectors are falling, and even the old and new energy sources cannot hold on, and the annual increase is about to be erased.
surprised me, many of them were masters known for their macro strategies, and they actually lost money, such as Bridgewater 's Rui Dalio, such as Soros, now he is in a semi-retired state, managing his own family company. Although Buffett , which insists on value investment, has also suffered losses, but the loss is not large. Buffett's strategy is becoming more and more conservative. He did not outperform the S&P 500 in a bull market, but he still held on in a bear market.
The only seedling is Oak Capital's Howard Max . Max is a master of researching cycles. He wrote a book called "Cycles" (and Dalio also wrote about this debt cycle), and he is good at macro strategies in bear markets. When Oak Capital was listed on , New York Stock Exchange , it said, "The weak economic environment brings us the best investment opportunities and investment performance, such as ultra-high-yield bonds have the highest default rate and the best investment performance when they are in economic downturns." So, it is understandable that Max became the only seedling.
Buffett has never cared about the macro economy and only focused on the company itself. But it is difficult for us ordinary investors to do it. After all, ordinary investors can't stand the fluctuations caused by the macro economy alone, and they cannot achieve such excellent drawdown control as Buffett. In addition, the macro economy itself will also bring a lot of investment strategies, and just macro hedging is enough to avoid losses this year.
For example, I myself, shorted precious metals, crude oil and US stock , completely covering the losses of A shares , and the overall profit should be a three-year high. The strategy I am best at is macro, and more than half of the articles I write are macro analysis.
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