13.9.2025
早上:
今朝睇左ray dalio 同 steven 的訪問 (diary of CEO)
/5 forces shaping the rise and decline over decades:
-money/debt/economic force
-internal conflict
-external conflict
-climate and disaster change
-technological change
/when we study a country in a micro prospective, compare those 5 five forces
present situation: who won technology, who won all
/people thinks the future would be slightly modified version of present. But it is not
watch over decades.
/flexibility is the key now
save for rainy days.
-ability to move to good place rather than bad place.
-build financial strength, save and invest
-have the knowledge to identify whats happening right now
/make work and passion the same thing but dont forget about the money part.
/pain + reflection = progress.
/make decision: write down the principle and backtest it
夜晚:
泰瑞講出一個概念:
要有多少股tesla 才能財自?in 2030
if Taiwan: TWD 50000 per month = around 300 股
if US: USD 5000 per month = around 850 股
then put all into S&P to generate 7-8%
assume tsla would go to 1700/share:
because of robotaxi + FSD full self driving
now is around 400USD
Lets try !
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