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美元帝国三部曲 · 第三篇: 再定价,而非终结
美元帝国三部曲 · 第三篇: 再定价,而非终结
美元系统的真正底层逻辑
Jan 27, 2026
美元帝国三部曲 02: 结构性失衡:美元体系的应力来源、传导路径与再定价前兆AM
美元帝国三部曲 02: 结构性失衡:美元体系的应力来源、传导路径与再定价前兆AM
美元系统真正的秩序和底层运作机制
Jan 26, 2026
The Dollar Empire Trilogy · Part I : The Dollar Is Not a Currency. It Is a Machine.
The Dollar Empire Trilogy · Part I : The Dollar Is Not a Currency. It Is a Machine.
This is how dollar empire is being build and designed.
Jan 24, 2026
美元帝国三部曲 (1)美元秩序究竟是什么?
美元帝国三部曲 (1)美元秩序究竟是什么?
美国货币秩序第一部曲
Jan 23, 2026
日债抛售潮如何引爆美股抛售:一条从“日本期限溢价”到“全球风险资产再定价”的传导链
日债抛售潮如何引爆美股抛售:一条从“日本期限溢价”到“全球风险资产再定价”的传导链
How Japanese Bond Selloff could trigger global financial chaos
Jan 22, 2026
去美元化、黄金崛起与新世界秩序重构
去美元化、黄金崛起与新世界秩序重构
世界不再一样,深度理解世界秩序的变迁
Jan 21, 2026
Weekly Notes
Weekly deltas in views, factors & execution ideas.