想赚钱需要逻辑

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一次市场的恐慌情绪

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都给了有逻辑的价值投资人特别好的机会

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比如最近啊美国和伊朗的战争

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大家一片看衰啊

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都觉得战争失控了不可持续

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然后呢给了很多的好机会

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因为为什么呢

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因为大跌啊

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然后各种半导体大跌啊

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有价值的好公司大跌

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还有很多被误杀的公司纷纷大跌啊

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其实那为什么是好事呢

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因为大家看到的新闻不一样

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大家思考问题的角度不一样

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大家的思考逻辑不一样

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关键是大家对这个事的看法也不一样

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如果从中国的很多股民的眼里面

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那这一次美国以色列要完蛋了

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为什么呢

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炸了人家的小学啊

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然后呢啊伊朗的这些革命卫队啊

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带着飞机要跟美国同归于尽啊

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伊朗的民众同仇敌忾啊

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一致对外

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然后怎么怎么怎么样

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各位实际上你但凡有点逻辑啊

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你懂点常识

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你就知道他如果能够精准的把这些啊

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甚至连这个围墙都不超过

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他怎么可能误伤到这些小学呢

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那第二个呢就是霍尔木兹海峡

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第一个被炸的游轮

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你看下谁炸的呀

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不是伊朗自己炸的呀

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那伊朗同时对多个国家宣战的原因

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是因为他的导弹发的不准

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落到了人家的民用住宅里面

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各位这是核心问题

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实际上你大概的逻辑

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你知道这是一个什么时代呢

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就不准不打的时代

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打了必准的时代

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如果不准的话

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那这个仗也打的有什么意义呢

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对不对

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那第二个呢就是你做投资啊

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一定要从逻辑角度出发

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而不是从情绪角度

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实际上投资最怕的是不理性

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是感性

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这也是我创业这么多年呢

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我我给大家讲啊

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这些年为什么我从底层我还能出来

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一个重要原因呢

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是我相对底薪

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我总是站到情绪的对立面

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这是我唯一的哈

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我认为能够在没有高学历啊

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没有资源

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没有背景

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没有人脉的情况下能突围的

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根本原因是因为我比他们要理性的多

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我比99%的

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我身边的同学朋友都要理性

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为什么呢

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因为我们穷过来

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我们知道为什么穷

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但是很多人他不知道为什么穷

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他不知道为什么投资赚不到钱

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不知道为什么不知道怎么崛起

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他总是被别人的情绪带着走

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各位伊朗是一个什么国家呢

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他是一个神教国家

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神教主要是靠什么来控制人的意志

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控制人的思想

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控制人的情绪

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对不对

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大家去看一下

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但凡这种国家出来的人有个什么特点

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就是思想很单一

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然后情绪很容易被调动

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各位大家看一下全球哪几个国家是这样的

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你就知道了

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实际上这些所谓的哈高通道的国家

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无非就想稀释老百姓的财富

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然后给国家解决啊

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各种债务问题不就这样吗

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实际上为什么伊朗的一些货币贬值这么多呀

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贬值了几10万倍

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这些年不就是这个原因吗

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所以实际上他这个老美啊

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他很精明

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他为什么趁这个国内的这种反带

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反抗情绪很高涨的时候

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找了个理由去打击

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然后因为这时候民众是最不愿意反抗的

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因为大家都已经穷得吃不上饭了

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当吃不到饭的时候

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大家唯一的需求就是吃完饭吃饱肚子

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然后过上好生活

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没有人想着去打仗

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知道吗

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至于说谁来当这个国家

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他只要比原来不比原来差

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大家就接受

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不是这样的

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那不是那个时代了

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你知道吧

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因为伊朗这个国家

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他这个人是很聪明的

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你可以看一下伊朗这些人啊

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在全球来看的话

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他很多地方很牛逼啊

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比如他你看他的导弹技术

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在这么一个封锁的情况下

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导弹还很牛逼

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对不对

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而且还很有意志

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那波什王朝几千年下来

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实际上这个国家的这个底气还是有的

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只不过呢这一个躺着躺在油田上的国家那么穷

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他真的是管理导致的

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他不是他真的不是和老百姓

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跟老百姓一点关系都没有

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哈哈你知道吧

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所以你但凡有点理性的设备

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你知道川普这么干呢

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长期来看的话会带来几个结果

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咱们可以验证啊

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第一个像这个霍尔木兹海峡肯定很快就开通了

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对吧

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肯定都不会很长时间的

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为啥嘞

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他这个不是说伊朗想封锁霍尔木的产价

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他说白了是英国的保险公司

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不想给这些公司保险了对吧

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这邮轮很害怕呀

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你不保险了

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我我砸了怎么办呢

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那美国才保险呀

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对不对

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那那那那川普托底

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那很快呢就有人开始通行了

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第二个呢就老美他初衷还是降通胀

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对不对

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你川普他在这他看什么

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打伊朗

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打伊朗之后呢

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有选票有选票之后呢

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那降通胀降通道之后呢

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降息降息之后呢对吧

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他他的这个老百姓

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美国老百姓呢就投他一票嘛

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说白了就是为了中选举

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第三个原因是什么呢

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就是他这个伊朗呢

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他这个打法他不可适应

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哪来就伊朗内部

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他们也肯定也不想打

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那谁愿意把命命都没了

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我要钱干嘛呀

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我当官的目的不就是敛财吗

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敛财的目的不就是乐享人生嘛

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然后奢靡生活嘛

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那命都没了

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我我要那东西干啥呀

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你想想现在人都很现实

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他这个互联网时代年轻人也很聪明对吧

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那我觉得伊朗的人

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他看到的新闻可能啊比很多这个啊

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国内的网友看到的还要清晰

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很简单的道理嘛

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因为国内网友他这个情绪太严重了

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就是国内有很多媒体啊

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很有意思啊

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他不审核其他是什么概念呢

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就是我觉得国内目前啊就是个中概跌啊

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真的一点都不亏啊

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我就像就像腾讯那种跌腰斩

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我觉得不亏

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但抖音他妈腰斩都不亏

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为啥呢

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他根本他不审核

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你知道吗

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他审核的啥呢

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他审核的是影响他的管理的一些模式

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比如说哎国家被国家监管啊

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比如说抖音啊

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视频号呀对吧

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但凡是有对平台不利的

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他立马就删

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但是呢对这些股民网友不利的

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他绝对不会删的

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他就是什么概念呢

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就是网友想看啥

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我就满足你啥

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所以国内有80%的网友

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看到的全是一致的哈

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比如说啊美国要完蛋

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伊朗要完蛋啊

201
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不是那个以以色列也完蛋啊

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那个炸了年学校啊

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然后上了年平民老百姓

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然后是个侵略国家啊

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然后呢你看到的都这些

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说白了这百分80%的中国人可怜吗

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很可怜

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为啥嘞

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这个平台不审核

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让你看到的信息失真

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然后呢你的决策失误

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导致你的你在知道暴跌的时候卖出

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然后导致你的股票亏损

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这些损失按道理的话是

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这些平台是要承担责任的

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因为他给你推送了虚假的新闻是吧

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让你相信了虚假的言论

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好让你带来了虚假的决策

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但是呢我们国内这些互联网平台

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它并不是想这个哈

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为真求求实

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不是的

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他不他不管这个

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他只管一个

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就是流量

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只管一个哎

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就是对对这个粉丝不负责哈

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对这个自己负责

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然后呢避免被国家队给干掉

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各位我不知道大家什么时候能能明白

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这个价值观啊

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价值观什么的不作恶

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但谷歌的文化都不作恶

234
00:06:38,180 --> 00:06:39,120
不作恶啥意思啊

235
00:06:39,120 --> 00:06:41,639
是不允许各位你懂我什么意思吗

236
00:06:41,639 --> 00:06:42,720
你就像国内这些手机厂家

237
00:06:42,720 --> 00:06:43,399
安卓厂家

238
00:06:43,399 --> 00:06:45,420
为什么大家两年之后手机又卡了呀

239
00:06:45,420 --> 00:06:46,879
为什么你在印度啊

240
00:06:46,879 --> 00:06:48,720
在欧洲你通用安卓你就不会卡

241
00:06:48,720 --> 00:06:49,459
原因是什么呢

242
00:06:49,459 --> 00:06:51,459
就国内的这些互联网公司

243
00:06:51,459 --> 00:06:52,339
他妈的还真作恶

244
00:06:52,339 --> 00:06:52,699
你知道吗

245
00:06:52,699 --> 00:06:55,100
他真的是为了占用消费者的这个内存

246
00:06:55,100 --> 00:06:56,540
他把这个app做的很大

247
00:06:56,540 --> 00:06:58,259
然后呢不停的做多个app

248
00:06:58,259 --> 00:06:59,399
然后把你的手机内存占满了

249
00:06:59,399 --> 00:07:01,800
然后呢他又他又一运行很多恶意程序

250
00:07:01,800 --> 00:07:03,360
然后导致你的手机卡死了

251
00:07:03,360 --> 00:07:04,240
它不是硬件的问题

252
00:07:04,240 --> 00:07:06,000
中国的手机硬件绝对全球都是最好的

253
00:07:06,000 --> 00:07:09,569
但是呢咱这中国的软件真他妈的太太垃圾了

254
00:07:09,569 --> 00:07:11,370
说真的哈就是很多时候啊

255
00:07:11,370 --> 00:07:13,279
你你我我给大家这么讲啊

256
00:07:13,279 --> 00:07:15,279
就是中国这些厂家但凡有价值观

257
00:07:15,279 --> 00:07:16,658
我觉得我就得投他一票

258
00:07:16,658 --> 00:07:18,098
没有几个有价值观的啊

259
00:07:18,098 --> 00:07:19,238
就包括腾讯在内

260
00:07:19,238 --> 00:07:20,358
你没什么价值观

261
00:07:20,358 --> 00:07:21,538
为啥呢

262
00:07:21,538 --> 00:07:23,059
他并不是扶持弱者

263
00:07:23,059 --> 00:07:23,579
不是的哈

264
00:07:23,579 --> 00:07:25,259
就是比如说你看腾讯

265
00:07:25,259 --> 00:07:27,970
从这个封视频号到这个封各种各样的东西

266
00:07:27,970 --> 00:07:31,579
他从来没想过说我希望这些哎用户好呀

267
00:07:31,579 --> 00:07:32,639
啊用户呢

268
00:07:32,639 --> 00:07:33,500
那对吧

269
00:07:33,500 --> 00:07:34,540
这个这个体验好呀

270
00:07:34,540 --> 00:07:35,379
看到的真东西啊

271
00:07:35,379 --> 00:07:37,100
让你大家呢投资决策准呐

272
00:07:37,100 --> 00:07:39,370
不是不是不他唯一的就知道饿

273
00:07:39,370 --> 00:07:41,230
就让你推送你喜欢的东西

274
00:07:41,230 --> 00:07:44,339
所以中国在这一块他在愚弄那些底层上

275
00:07:44,339 --> 00:07:46,860
在这些媒体舆论举例上绝对是不一律的

276
00:07:46,860 --> 00:07:47,800
绝对是帮凶

277
00:07:47,800 --> 00:07:49,199
所以很多时候我跟你讲

278
00:07:49,199 --> 00:07:50,279
我作为一个哎呀

279
00:07:50,279 --> 00:07:51,360
我算是个局外人吧

280
00:07:51,360 --> 00:07:52,279
我看到东西的时候

281
00:07:52,279 --> 00:07:54,338
我就觉得哎呀哀其不幸

282
00:07:54,338 --> 00:07:54,978
怒其不争啊

283
00:07:54,978 --> 00:07:57,218
兄弟们真的是你只能多一个心眼

284
00:07:57,218 --> 00:07:59,178
然后多个角度看问题

285
00:07:59,178 --> 00:08:01,908
真的我有时候我是感觉哈这些股民亏呢

286
00:08:01,908 --> 00:08:03,709
看起来是这个股民很可怜啊

287
00:08:03,709 --> 00:08:05,588
或者说哎呀很很倒霉啊

288
00:08:05,588 --> 00:08:06,389
或者很郁闷

289
00:08:06,389 --> 00:08:09,699
但是实际上呢这个平台是一个帮凶是吧

290
00:08:09,699 --> 00:08:10,619
这些新闻是帮凶

291
00:08:10,619 --> 00:08:13,298
然后呢这些决策层哈各种各样的唉

292
00:08:13,298 --> 00:08:14,999
反正反正价值观是帮凶

293
00:08:14,999 --> 00:08:15,978
哎就这一修哈

294
00:08:15,978 --> 00:08:18,980
然后反正呢很多人呢唉就这样吧

295
00:08:18,980 --> 00:08:21,639
反正我觉得命嘛哈命啊

296
00:08:21,639 --> 00:08:23,379
师爷命也哈哈哈哈

297
00:08:23,379 --> 00:08:24,819
真的是哈哈哈

298
00:08:24,819 --> 00:08:27,560
我有时候觉得呃哎怎么讲呢

299
00:08:27,560 --> 00:08:29,980
还每个人呢哼哼终

300
00:08:29,980 --> 00:08:32,039
终于成为自己本该成为的人吧

301
00:08:32,039 --> 00:08:35,419
建议大家读一遍这个这个一个人的朝圣

302
00:08:35,419 --> 00:08:37,919
也许啊对我们的心灵有帮助

303
00:08:37,919 --> 00:08:40,058
也许你能辨别一些虚假的信息啊

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