Post by @90600 • Hey

There is no eternal track, only changes in investment paradigms. The investment in the first half of 2023 has not become better due to the market shocks i

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Behind the abnormal performance of the capital market, it means that a new investment paradigm is being established. In this regard, GF Securities pointed out in the research report that the appearance of the new global investment paradigm is to embrace "certain assets". The essence of the long-term certainty of the technological innovation cycle is to give a continuous premium to certain assets. And this is quite consistent with the asset allocation idea of "barbell strategy" proposed by Nicholas Taleb in the book "Antifragility: Benefiting from Uncertainty", that is, investing in a small number of high-yield and high-volatility assets and Most of the low-risk assets with certainty, and give up the inefficient medium-yield investment.