如果巴西下雨，就買星巴克股票：戰勝大盤的宏觀投資法，抓出股海買賣點

by Peter Navarro, 彼得‧納瓦羅, 牛紅軍 (Translator)

★★★暢銷20年經典****★★★

經得起時代考驗的投資心法

股市不好時，你更應該宏觀投資。

讓你找出景氣循環中的飆股！

不管你是什麼類型的投資者：當沖、波段、長期持有，都必須搭上宏觀投資列車，本書的目的是幫助你成為巨波投資者，分析宏觀波動，做出正確交易決策，看準訊號位置，真正賺到上升行情。

為什麼巴西下雨就要買星巴克股票？巴西下雨→咖啡豆豐收→咖啡豆價格下跌→星巴克成本降低→星巴克利潤增加→股價上揚。

這個簡單的推理呈現出股票市場內在的邏輯，這就是宏觀分析的巨波投資法。無論熊市、牛市都可以賺到錢的方法。

股票市場受到各種訊息的刺激和影響，嚴寒、地震、軍事行動、技術進步、貨幣政策、外貿關系……各種事件以你想得到或想不到的方式，影響着整體市場和個股的走勢。為什麼有時看似利好的消息公布卻引發了股價下跌？為什麼有時整個市場哀鴻遍野有的股票卻能一枝獨秀？該怎樣精准解讀和分析新聞？本書為你提供了大量絕佳的例子。

▌****學會巨波投資──

你將更好地預測股價趨勢，並進行交易。股市今天會上漲還是下跌？下週如何？甚至明年如何？掌握這些重要的資訊，你就絕不會逆勢進行投資。

在交易時，你可以判斷某些特定類型的宏觀經濟資訊，識別哪些行業可以進入、哪些行業必須遠離。

Genres: Finance, Business, Economics, Nonfiction

299 pages, Kindle Edition

First published January 1, 2001

About the author

A Professor of Economics and Public Policy at the Paul Merage School of Business, University of California, Irvine and holds a Ph.D. in Economics from Harvard University. He received several teaching awards in 2010 for the MBA programs that he teaches.

Navarro ran for office in San Diego, California, three times. In 1992, he ran for mayor, winning the primary race, but losing to Susan Golding in the runoff. In 1996, he ran for the 49th Congressional District, but lost to Republican Brian Bilbray. In 2001, Navarro ran in a special election to fill the District 6 San Diego city council seat, but lost in the primary.

Reviews

[Wayne · Rating 3 out of 5]

This is definitely one of those books that I am going to have to go back and at least partially re-read a second time. That's not to say that it's a hard book to read, rather it's a good one that I don't think I fully took in his message on the first read.

Navarro is obviously very biased towards trading on a macro view of the US / global economy. Although I try to make a point of keeping the news in the background and not letting me bias my trading decisions too much on an intraday basis, he's really opened up my eyes to reading behind the numbers of economic indicators.

If you are a position trader who is holding for multiple days and/or months then this is definitely worth reading. For intraday trading it's at least given me more insight into why news can look to be good or bad but still drive the market in the opposite direction.

[Oscar Alfonzo · Rating 5 out of 5]

Its a good book about investment and finance.

[Phillip · Rating 4 out of 5]

http://www.anhyunhwan.com/books/2020/...

[Tim Traver · Rating 4 out of 5]

Good primer on understanding how economic reporting and currency changes affect the stock market.

[Shelly (YI-Hsuan) LIN · Rating 4 out of 5]

Great book to learn about how to relate news to the stock market

[Goldèn Zerö · Rating 4 out of 5]

Overview of economy indicators or fiscal policies that affect the investment decisions. Giving a bigger perspective on investment being a macrowave investor

[Laohupapa · Rating 5 out of 5]

要关心宏观因素对投资的影响。

[Ron · Rating 3 out of 5]

This book bucks on its promise to give you a wider look of the investing and trading panorama.
A bit questionable the amount of examples, that at times feel they're bent to make a point rather than to show you how it actually worked out.
Needless to say, it contains important considerations that shouldn't be ignored.
I'm sure I'll find the takes useful in my investment endeavours.

[YFC · Rating 3 out of 5]

not hard to pick up. but a bit dry.

[Kevin Kim · Rating 3 out of 5]