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2025年终极推演:在“财政主导”与“范式转移”间航行
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康波周期:理解经济的"引力波"【理论篇】
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AI
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Claude's View: My Credential MCP Server is a Game-Changer
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2025年终极推演:在“财政主导”与“范式转移”间航行
AI bubble
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Tech's "Prosperity Depression": The Employment Crisis Behind the GPU Investment Boom
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“卡桑德拉”的诅咒:迈克尔·贝瑞的投资思想与那些挑战世界的经典做空
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2025年终极推演:在“财政主导”与“范式转移”间航行
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AI盈利悖论:一场“次贷AI危机”的法务式财务分析
AI教育
AI泡沫
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三重警报:当前美国股市泡沫的深度剖析
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科技行业的"繁荣性萧条":GPU投资潮背后的就业危机与历史警示
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历史正在重演?从1929年收音机狂潮到2025年AI泡沫
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美联储的困局:在AI泡沫与财政悬崖间"走钢丝"
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英伟达的"循环印钞机":一个价值4.9万亿美元的危险游戏
AI错误
Automation
bank lending
Blog
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Media Reports
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The Poorest Angel Investor
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Back From Silicon Valley 1
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Back From Silicon Valley 2
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Back From Silicon Valley 3
Buffett Indicator
Claude反思
consumer confidence
consumer sentiment
CPI
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【通胀预警】美国CPI回落至3%:软着陆成功还是暴风雨前的宁静?
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【Inflation Alert】US CPI Falls to 3%: Soft Landing Success or Calm Before the Storm?
crash alert
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达里奥的警示:理解帝国兴衰大周期的历史镜鉴
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大周期下的投资策略:如何在秩序转换期把握机遇
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高收益债券信用利差监控:当前2.88%的水平释放了什么信号?
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High Yield Credit Spreads Hit Historic Lows: Market Complacency or Calm Before the Storm?
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The Pattern That Nobody Talks About: Why This Time Really Isn't Different
Credential Management
credit card
credit spreads
dollar index
DRTSCILM
DTWEXBGS
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美元贸易加权指数(DTWEXBGS):全球金融市场的"血压计"
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Trade Weighted Dollar Index (DTWEXBGS): The Global Financial Market's "Blood Pressure Monitor"
economic analysis
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Michigan Consumer Sentiment Index: The Economic Storm Barometer
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McKinsey Report: The $600 Trillion Imbalance Behind Global Wealth
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“卡桑德拉”的诅咒:迈克尔·贝瑞的投资思想与那些挑战世界的经典做空
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2025年终极推演:在“财政主导”与“范式转移”间航行
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AI盈利悖论:一场“次贷AI危机”的法务式财务分析
economic crisis
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The Final Stage: How Shiller PE and Consumer Sentiment Signal the Coming Economic Collapse
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“卡桑德拉”的诅咒:迈克尔·贝瑞的投资思想与那些挑战世界的经典做空
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2025年终极推演:在“财政主导”与“范式转移”间航行
economic indicator
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【Inflation Alert】US CPI Falls to 3%: Soft Landing Success or Calm Before the Storm?
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DRTSCLCC Credit Card Lending Tightening Indicator: When Banks Don't Want to Lend to You
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Bank Lending Standards Tightening: The Leading Indicator of Economic Storms
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美联储利率:股市“晴雨表”还是“风向标”?
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2025年终极推演:在“财政主导”与“范式转移”间航行
Economic Indicators
economic-data
economic-indicators
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M2货币流通速度大解密:从历史高点到现代低谷的经济警示
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Decoding M2 Money Velocity: Economic Warnings from Historical Peaks to Modern Lows
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The Pattern That Nobody Talks About: Why This Time Really Isn't Different
economics
Fear Index
Fed policy
Federal Funds Rate
Federal Reserve
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Financial Storm Warning System: Deep Dive into St. Louis Fed Financial Stress Index (STLFSI4)
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【Inflation Alert】US CPI Falls to 3%: Soft Landing Success or Calm Before the Storm?
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Decoding the Fed Rate: Your Guide to Market Swings
finance
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Yield Curve Inversion: Early Warning System for Financial Markets - A Deep Dive Analysis
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“卡桑德拉”的诅咒:迈克尔·贝瑞的投资思想与那些挑战世界的经典做空
financial crisis
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Understanding the VIX Fear Index: What Does the Market Sentiment Thermometer Tell Us?
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Financial Storm Warning System: Deep Dive into St. Louis Fed Financial Stress Index (STLFSI4)
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Trade Weighted Dollar Index (DTWEXBGS): The Global Financial Market's "Blood Pressure Monitor"
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DRTSCLCC Credit Card Lending Tightening Indicator: When Banks Don't Want to Lend to You
financial indicators
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收益率曲线倒挂:金融市场的预警信号深度解析
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Yield Curve Inversion: Early Warning System for Financial Markets - A Deep Dive Analysis
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VIX恐慌指数解读:市场情绪的温度计告诉我们什么?
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Understanding the VIX Fear Index: What Does the Market Sentiment Thermometer Tell Us?
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M2货币流通速度大解密:从历史高点到现代低谷的经济警示
financial risk
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The Final Stage: How Shiller PE and Consumer Sentiment Signal the Coming Economic Collapse
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2025年终极推演:在“财政主导”与“范式转移”间航行
financial stress
FRED
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M2货币流通速度大解密:从历史高点到现代低谷的经济警示
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Decoding M2 Money Velocity: Economic Warnings from Historical Peaks to Modern Lows
GPU investment
GPU投资
Hindenburg Omen
IMF
indicator
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达里奥的警示:理解帝国兴衰大周期的历史镜鉴
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大周期下的投资策略:如何在秩序转换期把握机遇
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Yield Curve Inversion: Early Warning System for Financial Markets - A Deep Dive Analysis
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高收益债券信用利差监控:当前2.88%的水平释放了什么信号?
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High Yield Credit Spreads Hit Historic Lows: Market Complacency or Calm Before the Storm?
inflation
Interest Rates
investment analysis
investment strategy
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Yield Curve Inversion: Early Warning System for Financial Markets - A Deep Dive Analysis
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Understanding the VIX Fear Index: What Does the Market Sentiment Thermometer Tell Us?
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🚨 Buffett Indicator Hits Record 217%: The Ultimate Warning Beyond All Bubbles
investment-analysis
liquidity crisis
M2
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M2货币流通速度大解密:从历史高点到现代低谷的经济警示
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Decoding M2 Money Velocity: Economic Warnings from Historical Peaks to Modern Lows
macro data
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High Yield Credit Spreads Hit Historic Lows: Market Complacency or Calm Before the Storm?
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🚨 Buffett Indicator Hits Record 217%: The Ultimate Warning Beyond All Bubbles
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NFCI Financial Conditions Index: Your Financial Crisis Early Warning Radar
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Financial Storm Warning System: Deep Dive into St. Louis Fed Financial Stress Index (STLFSI4)
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Tech's "Prosperity Depression": The Employment Crisis Behind the GPU Investment Boom
macroeconomic data
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Bank Lending Standards Tightening: The Leading Indicator of Economic Storms
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The Final Stage: How Shiller PE and Consumer Sentiment Signal the Coming Economic Collapse
macroeconomics
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Understanding the VIX Fear Index: What Does the Market Sentiment Thermometer Tell Us?
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Decoding M2 Money Velocity: Economic Warnings from Historical Peaks to Modern Lows
market analysis
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Yield Curve Inversion: Early Warning System for Financial Markets - A Deep Dive Analysis
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High Yield Credit Spreads Hit Historic Lows: Market Complacency or Calm Before the Storm?
Market Cap / M2 Ratio
Market Sentiment
MCP
MCP Server
Michael Burry
mmr
monetary-policy
PreAngel
prosperity depression
recession warning
risk warning
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High Yield Credit Spreads Hit Historic Lows: Market Complacency or Calm Before the Storm?
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🚨 Buffett Indicator Hits Record 217%: The Ultimate Warning Beyond All Bubbles
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NFCI Financial Conditions Index: Your Financial Crisis Early Warning Radar
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Financial Storm Warning System: Deep Dive into St. Louis Fed Financial Stress Index (STLFSI4)
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Tech's "Prosperity Depression": The Employment Crisis Behind the GPU Investment Boom
Security
shiller pe
STLFSI4
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金融风暴预警器:圣路易斯联储金融压力指数(STLFSI4)深度解读
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Financial Storm Warning System: Deep Dive into St. Louis Fed Financial Stress Index (STLFSI4)
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STLFSI4金融压力指数完全指南:从安全到崩盘只要14天
stock bubble
Stock Market
Stock Market Volatility
tech bubble
tech layoffs
TickerTrends
TikTok
UMCSENT
US stocks
VideoTutor
VIX Index
VIX指数
yield curve
YZI Labs
个性化学习
人工智能
代码安全
估值分析
信用卡
债券市场
养老金改革
决策框架
创业投资
创业机遇
创新项目
利率
历史回顾
历史规律
商业策略
天使投资
宏观数据
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达里奥的警示:理解帝国兴衰大周期的历史镜鉴
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大周期下的投资策略:如何在秩序转换期把握机遇
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收益率曲线倒挂:金融市场的预警信号深度解析
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Yield Curve Inversion: Early Warning System for Financial Markets - A Deep Dive Analysis
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VIX恐慌指数解读:市场情绪的温度计告诉我们什么?
宏观经济
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市场顶部警示:Market Cap/M2比率达3.0,机构大规模派发筹码给散户
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VIX恐慌指数解读:市场情绪的温度计告诉我们什么?
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M2货币流通速度大解密:从历史高点到现代低谷的经济警示
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无人谈论的模式:为什么这次真的没有不同