Introduction to cyclical industry investment and commodity cycle resources: Expectations for a commodity bull market in 2021 are becoming stronger. How should ordinary investors make decisions regarding investments in cyclical industries amid current expectations and future realities? We know that there is a difference between expectations and reality. Consensus expectations can lead to a big bull market, but they also contain huge risks. It is not uncommon for Goldman Sachs' reports to become a counter-indicator. How can we seize possible investment opportunities at present while controlling the huge risks that may be hidden? Truly understanding cyclical industry investment is a necessary knowledge reserve. It may not bring you huge returns, but it can help you identify the corresponding risks. After all, only by protecting the principal in investment can you always have the opportunity to make money. This course will help you understand the basic concepts and mainstream theories of cyclical industries and commodity cycles. Explain the investment logic of cyclical industries from the perspective of investment practice. The investment logic of this article does not contain any preconceived ideas and explains cyclical industry investment from a neutral perspective. The grasp and understanding of the cycle, as well as the current cyclical position of the industry, are a matter of opinion. Even if the cycle is well grasped, commodity price fluctuations and economic cycles do not completely match. When it comes to investment practice, the same understanding will produce different investment results. We invited two teachers to explain the investment logic of cyclical industries. Teacher A has served as investment director of a private equity fund and head of a securities company's trading team; Teacher B is the head of JPMorgan's foreign exchange trading team and investment director of a private equity fund. The course was designed and completed by two teachers. Course Catalog 00 Preliminary course: Lecture on cyclical industries and commodity cycles.mp4 01Basic framework of commodity industry analysis-1.mp4 02 Basic framework of commodity industry analysis-2.mp4 03 Fundamental analysis of the nonferrous industry.mp4 04Industry classification and cyclical industries.mp4 05 Economic cycle division and cycle causes.mp4 06 Economic cycle, industry cycle, industrial cycle and investment cycle (Part 1).mp4 07 Economic cycle, industry cycle, industrial cycle and investment cycle (Part 2).mp4 08 Major asset allocation and Merrill Lynch clock and all-weather investment strategy based on risk parity theory.mp4 |
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