2021-2022: Retreat, understanding and hope

2021 return

Expect business and abilities in 2021 and is full of kind choice. Once that, the economy was quickly in 202020 infected in 202020 infected, and not the world is uneven and promotes the operation of business. The product has successful, business and financial income.

One year later, one of the new businesses is still, and more people have a more competitive. This good choices are too much and how many of the "reverse" are usually not in 2021.

For example, when the body's business is right, the property is still good and good homes are good. In the latter half of 2021, "Evergrande" and representative, "aidbrande" counts for many values and issues. Creation materials, buildings, plans and agents of housing negative and wins this year.

For example, the industry roots are immediately "electrical out," and surprised to sweat. Life and Short movies are off the trade illegal, adjustments are illegally infinitially infinite special, "music, Line, and content is not easy.

New year after the sad return. Business education and training was phased out at the end of 2021 due to the use of 'double reduction' in elementary and middle schools. Staff. The degree of its status is similar to the famous proof of the famous historical script "Three-Body". "What are you doing?"

As for the use of problems, the magic scene has appeared in litv's vague number, and leaders write the following.

“LeEco has three celebrations at the end of the year: salary increases, no layoffs and support for our children. Regardless of the impact of historic debt, LeEco's latest operating system data strikes a balance between revenue and profit. This is the first time that Echo's lightning has struck him. "" I have been using Le Eco for a long time. It's awesome. I miss Lao Jia. “Lao Jia did not return and was released in the United States 5 months ago.

TV TV is alive. How did you survive? Very valuable for research. However, it is more realistic to expect that in the winter those companies that have suffered temporarily will survive and that the “new” army will be reduced.

Operating in any situation is no easy task. Complaints are unnecessary and we have to endure the pain of change and remediation. Where is the new energy development at the macro level and what can be achieved at the micro level? These two perennial problems are very rapid in 2021.

This award is for businesses and industry. In financial markets, 2021 is a difficult year to raise funds due to the changing economy.

According to the Technical Tool, most people in the product is returned to the benefit of 2020 and does not lose money. The Shanthai Compple Index is flat in 2021, but in 2021, high choices come in June. Since 30% and 50% of the star quality products are not good, not the quality, easy to change the change and understand the increase. This is a new power, but this is still right.

Hong Kong's commodities markets suffered significant losses, the Hang Seng Index fell 15% overall, gains hit record levels, and new commodities fell sharply. Most American investors have invested in the internet and in educators, who have spent a lot of money, but now they have gone into business and have no investment goals.

Internet and education money, which was popular in early business ventures, was lost because they didn't know where to go. We have learned a great lesson in business risk law, but the cost is too high.

In commodities, leading economists saw a temporary rise in prices in the first half of the year, and since then in prices for copper, coal, energy, commodities and inflation. Inflation must change over time. Futures prices rise, which explodes.

Another venture capital firm has banned mining and trading in Bitcoin and other digital assets after Bitcoin hit a new high of $ 60,000 in May. The digital currency market, which makes money once a day, has been phased out.

important information

In 2021, great difficulties, great joys and great challenges will only complete the cycle of renewal. Sorry for the roller coaster of last year, if you've made understanding 2021 extremely rare and beneficial in sustaining the future. The most important vision for 2021 will also be a deeper understanding of the "cycle".

The circle flows like "fate" and "powder" in metaphysics, but if the circle is broken, the prayer arm is like a car. I remember going to college with an economic crisis once every 7 or 8 years after the capitalist world was born. Famous stock cyclist Zhou Jintao has passed away.Life is a river and rebirth is eternal.

What happens after the cycle? It is not a zodiac or a zodiac name. After that turnaround in 2021, there was the last law ruled by a large invisible hand that had been in effect in the Chinese market for 40 years since its reform and opening. South Korea's economy and finances are governed by law.

The procedure for resuming the policy in 2021 is as follows:

In the first quarter, faced with the real threat of overheating and an asset price bubble, policies were bold, responses to reforms were made, policy financing strengthened, and corporate policy s 'is reinforced.

In the second quarter, several rules were applied per layer.

In the third and fourth quarters, the policy and drug implications were completely eliminated and the industry slowed down.

Now is the time for many financial scientists to call for straightforward policy.

"It makes you dizzy if you lose it, and you die if you keep it" was an expression most often used about ten years ago. After many years, the level of health management improved and this trouble is still going on.

The timing of this transition period is crucial. Given the realities of greatest public concern, for example, missing the first quarter will allow the free market for months to anticipate global currency issuance and inflation, and now mortgages are going to be higher than they are. were previously. in 2015. - The price increase until 2016 is the same. The effect of the rules is immediate and fantastic.

If management's efforts were sufficient, what we are seeing today are stable house prices and a stable housing market. Unanticipated changes, too much pressure, too many banks to curb lending, the real estate market has hit a frozen point, and a combination of contagion and weather conditions have caused major economic problems.

All businesses and investments need to improve their ability to identify the right risk and the right policy. The 2021 experience provides us with a great opportunity to gain a deeper understanding of national politics from a global perspective and how to invest in trends. The law does not consider business alone to be different. The proclamation of the law is not only a matter of economy, it is the result of social, political and international events. The Didi dossier, the VIE foreign name problem, Internet mistrust, "double reduction", "centralization" in healthcare and the ban on digital services all have a similar story, no.

Second, you need to determine the length and depth of the change over time. The period from mid-2020 to early 2021 is an increase, and from early 2021 to today is a decrease. So far, many policies have been simplified, which means next year is on the rise.The Chinese cycle is changing in a shorter time than expected. Rapid changes have led to setbacks and problems in 2021.

When comparing the cycles of China and the United States, there are many differences. Sometimes the two resist diametrically, so when one is tight the other relaxes. The United States has been screaming for a year and is still debating when to raise prices, but China has cut its RRR twice in 2021. In China and the United States, the situation is "a coward, a coward." . the past.

Intuitively speaking, there may be more circles in China than in the United States. The US economy is less volatile than China.For example, inflation in the United States is currently close to 7%, but interest rates have not yet risen. Historically, in the 45 years from 1970 to the present day, the Fed has increased rates only seven times, less than 11 months and more than 48 months. Five years, longer than the Chinese cycle.

China and the United States have different roles in the division of labor in the global trade chain due to differences of opinion and the beginning of the concept of China and the United States on macro management. , and there are reasons for foreign events in both of the countries. . China adheres to "security", with a strong tolerance for "instability" and small changes. Much like China and the United States have used different segregation laws. In order to prepare for manufacturing and financial investment, it is necessary to estimate the business cycle, and in the context of international trade, it is necessary to fully understand the differences between Chinese and international business cycles and follow the pattern. .

Finally, come back to your understanding of investing. Changing cycles often takes patience.The first point of patience: When you are happy, stay calm and don't blindly continue with your rewards.Only then is there the place to solve the problems decided by the cycle. The rules and the circles are flawed, and businesses and investors can adapt. The fighting situation changed rapidly. A good general must identify the future according to our abilities: optimism, pessimism and neutrality. Anyone see 3 more steps to identify soldiers, decide what to do if necessary and what to do if not? Most people find it hard to look at level one and not think of level two, let alone level three.

The second sense of endurance is the ability not to shoot.Move more at the right time and run faster against the wind. Do not go into situations where the odds of winning are low. In January 2020, I wrote an article looking forward to 2020, offering more ways to do business with higher proof. Readers reading the words at the start of 2021, is there a clear forecast like 2020? I only wrote “Next year is an investment, five uncertainties”, but I asked five key questions with no clear answer. For example, we expect the Chinese economy to boom in the first half of the year, but that cannot rule out the second half.

Again, taking the stock market as an example, 2021 is unlikely to be the year 2020, and we need to think about how we can handle the risk of high prices. The combination of knowledge and action, I have always been patient. The minimum configuration was maintained throughout 2021. For six months, my friends and I were told not to buy the fund, not to create an easy job, and to wait until January 2022. The situation current is clear, and the central economic works council and the central bank have recognized this. The time had come. It doesn't matter if you remember the famous scenes from the Ningde era. He is lucky to get and not easy to lose. You've got a knife in your heart, you've got to be patient. False beliefs are not true enough to be obvious.

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Monetary and fiscal policy in 2022 is expected to remain flexible for at least six months. The question of “I was bitten by a snake once, and I've been afraid of ropes for 10 years” is whether the policy will be reversed by the second half of 2022. Personally, I think the impact will be less. It would be difficult to have a multi-kilogram bomb like this in 2021 in the middle of nowhere. All my wishes. At the same time, the 20th National Congress of the Communist Party of China will be held in mid-2022. 2022 will be a good year for environmental policy and change.

The stock market and the capital markets as a whole will be better than in 2021. 2022 is the year of energy storage and preparation for the new cycle. With this big decision, the winning price for profits in 2022 is high, so that the sales force can further increase.

The risk lies in trade-off between inflation and regulatory inflation and in planning for a recovery. In fact, a rising market that could raise prices will benefit in 2021. As world trade increases, prices for alcohol and mustard rise, commodity prices are an exception. , and all costs have increased to a higher level.

Here are some burning questions for specific investment advice you can use.

Regarding future improvements, Mr. Qin Shuo has a good discussion in the article "The end of one season is the start of another". It is the line of the future of China, to seek good investments and to keep them stable. New markets, according to the old language, are generally few. The first concerns new technologies and the second high technologies (biotechnologies, semiconductor chips, data, intelligence and information technologies, new technologies, etc.).

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In the high-end dietary feeding, the brand new is good, the price is not a problem, and the person who is not bad. Why China Why do you want queue to buy lv? If you purchase a luxury of Chinese, there aroma. Japan's high-end structures of this game is good and price of Nike / Adidas, 2021 broken growth. Nike / ADIDAs are entered generalous, and the foolish residents are more expensive and needed the better items.

In short, these hotspots are very volatile with high risk and high recovery. The Hong Kong stock market generally fell below the advertised price to adjust the value of new listed companies. In 2021, the new drug industry in the shipping industry suffered a 50% recall due to excessive measures, but the growth of blue chip companies does not change and in 2022 it experienced a period of low. absorption.

It should be remembered that investing in new drugs is pure business investment. Whether you are investing in a midrange or a primary product, you need to be prepared to invest in new drugs. Successful R&D of new drugs pays a lot of time, and failure immediately kills 50% and 60%. This is especially true in mature tasks. For example, in 2020 and the first half of 2021, Modena's vaccine products have been multiplied by more than 40 between 2020 and August 2021, thanks to new mRNA vaccines. Since the launch of Merck and Pfizer's Crown New Drugs, shares of Modena have fallen 52% from August to present, while those of Pfizer have risen 40%.

If you are concerned about the “average buy” in the healthcare industry and the highest profits in the secondary healthcare industry, you may pay close attention to new healthcare providers in the healthcare industry. health. Fighting infections, treating infections and saving lives depend on technological advancements. The cost of the new construction is not significantly affected by the “focus on purchasing”, the cost is lower than that of the secondary market, and it will be more complete.

Another hot spot in 2021 regarding investing in fair and insufficient chips has led to a chip investment crisis. The long term direction is good, but the project is expensive and the cost will come back. Rather than entering the high price market, now is the time to go when the weather is hot.

The most popular hype about Joint Venture A is the Meta Universe.Sadly, 99% of meta-global companies will inevitably retreat, regardless of their growth. The meta world is the future, not the present. The Metaverse Foundation can delve into embedded / hardware-bound reality devices, blockchain technology, and smart technology. Companies that experience this miracle will win in the long run. A lot of new businesses will run out, only 1% remains.

The good old unicorn home days of 2013 in the internet arena are gone, plus collaboration, lack of innovation, and tight supervision. With the explosion of mobile internet technology, the fun on the internet is over. The future of internet investing lies in the rise of overseas to meet the highest business standards in East Asia and Africa, and investment in blockchain and web3. 0 (Next Generation Internet / Internet 3.0) in Europe and the United States.

US Stock can't fall because it makes a flower. Buyers have large chips, products in the international business and there is no problem. The effects of the rise and rise and reduces the remaining items of the product is the impact of a short period of time. Domain business invested in stock and most likely to buy the item. Basically, invested in the thoughts without considering a large capacity of the US Beta which is usually lookinget alpha. The core is sold at all the roots of each product.

We believe that businesses that are demolished by a combination of education and business training can find new growth through stimulating change. Who can come out of the problem depends on the manufacturer. Speaking of human beliefs, I would like to guess with the hope that New Oriental's Min-Hong Yoo will be able to enter the new world.

Several times in 2022. 3000 drops of water, drink only 1 tbsp.

The theme song for the 83rd edition of “The Legend of Condor Heroes” is: “Is this the tallest mountain in the world, is there another place higher than the sky? there is no better way than love. "

When it comes to investing, I don't know when the best time will come. It all depends on what you want, how often you are rewarded, and how much you plan to spend on your game of chess. I know liars are the ones who see the ups and downs of the world, see more and less, and focus on one or two moments for deep practice. Expertise and analysis will not be better.