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杰克船长宏观策略
@macrotradecn
Joined September 2011
99 Following    155.4K Followers
巴菲特95岁,手握3800亿不敢投 按30年美债收益率5%,DCF估值,沃尔玛42倍pe,还会腰斩2次。 老巴困在自己系统内但挺纯粹,没空美股,或晚节不保去做多黄金😃
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