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2018-9-20 12:16:12
https://xueqiu.com/8818149395/114032171
玖龙纸业纪要
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2018-9-20 12:17:07
2018-09-20

昨日阅读1小时,累计阅读402小时                          

Read book "The lazy project manager" by Peter Taylor

This books reveals how adopting a more focused approach to life, projects and work can make you twice as productive.
The Lazy Project Manager has been the project management book to bring the art of lazy productivity bang up to date. Anyone can apply the simple techniques of lazy project management to their own activities in order to work more effectively and improve their work–life balance. By concentrating your project management and learning to exercise effort where it really matters, you can learn to work smarter. Welcome to the home of ‘productive laziness’. Inside this insightful and informative book you’ll discover:
• The intelligence of laziness – why smart, lazy people have the edge over others;
• Why The Jungle Book’s ‘Bare Necessities’ should be the productive lazy theme tune;
• How to get the maximum output for a minimised input;
• Quick tips to productive lazy heaven, including avoiding project surprises and being lazy on several projects at once.

You’ll also find out why you should never go ballooning, how to deliver a good Oscar acceptance speech, and why it is important for your team that you read the newspaper each morning. And yes, you may even learn some, quick, simple but incredibly important things about project management. If you are lazy enough.
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2018-9-20 12:30:59
充实每一天 发表于 2018-9-20 08:09
【加入充实计划】【了解充实计划】
|新充实挑战|   |公告【想成为牛人】|
|【公告】照片图片额外奖励|
昨日阅读1小时,总阅读635小时
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2018-9-20 12:42:11
昨日阅读2小时,累计阅读423小时
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2018-9-20 12:42:40
https://xueqiu.com/9961102939/114054652
立讯精密纪要
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2018-9-20 12:45:14
昨日阅读2小时,累计阅读423小时
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2018-9-20 12:59:43
海能达纪要
https://xueqiu.com/9231373161/114054153
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2018-9-20 13:32:12
大量的人很荒唐地死抱着错误的观念不放。凯恩斯说:“介绍新观念倒不是很难,难的是清除那些旧观念。”昨天阅读2小时,累计13小时,穷查理宝典,快思慢想
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2018-9-20 13:37:19
充实每一天 发表于 2018-9-20 08:09
【加入充实计划】【了解充实计划】
|新充实挑战|   |公告【想成为牛人】|
|【公告】照片图片额外奖励|
昨日阅读3小时,累计阅读378小时。
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2018-9-20 13:40:13
昨天阅读2小时,累计273小时。

48 laws of power部分摘要如下:

Law 18 Do not Build Fortresses to Protect Yourself—Isolation is Dangerous

Judgment: The world is dangerous and enemies are everywhere—everyone has to protect themselves. A fortress seems the safest. But isolation exposes you to more dangers than it protects you from—it cuts you off from valuable information, it makes you conspicuous and an easy target. Better to circulate among people, find allies, mingle. You are shielded from your enemies by the crowd.
Retreat into a fortress and you lost contact with the sources of your power. You lose your ear for what is happening around you, as well as a sense of proportion. Instead of being safer, you cut yourself off from the kind of knowledge on which your life depends. Never enclose yourself so far from the streets that you cannot hear what is happening around you, including the plots against you.
“Solitude is dangerous to reason, without being favorable to virtue… Remember that the solitary mortal is certainly luxurious, probably superstitious, and possibly mad.”
Because humans are social creatures by nature, power depends on social interaction and circulation. To make yourself powerful you must place yourself at the center of things, as Louis XIV did at Versailles. All activity should revolve around you, and you should be aware of everything happening on the street, and of anyone who might be hatching plots against you. The danger for most people comes when they feel threatened. In such times they tend to retreat and close ranks, to find security in a kind of fortress. In doing so, however, they come to rely for information on a smaller and smaller circle, and lose perspective on events around them. They lose maneuverability and become easy targets, and their isolation makes them paranoid. As in warfare and most games of strategy, isolation often precedes defeat and death.
In moments of uncertainty and danger, you need to fight this desire to turn inward. Instead, make yourself more accessible, seek out old allies and make new ones, force yourself into more and more different circles. This has been the trick of powerful people for centuries.
Since humans are such social creatures, it follows that the social arts that make us pleasant to be around can be practiced only by constant exposure and circulation. The more you are in contact with others, the more graceful and at east you become. Isolation, on the other hand, engenders and awkwardness in your gestures, and leads to further isolation, as people start avoiding you.
Finally, since power is a human creation, it is inevitably increased by contact with other people. Instead of falling into the fortress mentality, view the world in the following manner: It is like a vast Versailles, with every room communicating with another. You need to be permeable, able to float in and out of different circles and mix with different types. That kind of mobility and social contact will protect you from plotters, who will be unable to keep secrets from you, and from your enemies, who will be unable to isolate you from your allies. Always on the move, you mix and mingle in the rooms of the palace, never sitting or settling in one place. No hunter can fix his aim on such a swift-moving creature.
Image: The Fortress. High up on the hill, the citadel becomes a symbol of all that is hateful in power and authority. The citizens of the town betray you to the first enemy that comes. Cut off from communication and intelligence, the citadel falls with ease.
“A good and wise prince, desirous of maintaining that character, and to avoid giving the opportunity to his sons to become oppressive, will never build fortresses,  so that they may place their reliance upon the god will of their subjects, and not upon the strength of citadels.”
REVERSAL: It is hardly ever right and propitious to choose isolation. Without keeping an ear on what is happening in the street, you will be unable to protect yourself. About the only thing that constant human contact cannot facilitate is thought. The weight of society ‘s pressure to conform, and the lack of distance from other people, can make it impossible to think clearly about what is going on around you. As a temporary recourse, then, isolation can help you to gain perspective many a serious thinker has been produced in prisons, where we have nothing to do but think. The danger is, however, that this kind of isolation will sire all kinds of strange and perverted ideas. You may gain perspective on the larger picture, but you lose a sense of your own smallness and limitations. Also, the more isolated you are, the harder it is to break out of your isolation when you choose to.
If you need time to think, then, choose isolation only as a last resort, and only in small doses. Be careful to keep your way back into society open.


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2018-9-20 14:20:05
昨日阅读2小时,累计阅读239小时
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2018-9-20 15:07:44
昨日读0.5小时   累计96.5小时
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2018-9-20 16:41:19
昨日阅读时间1小时,总阅读时间28小时
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2018-9-20 16:53:09
昨日阅读1小时,累计阅读21小时
阅读推荐:http://mba.tuck.dartmouth.edu/pages/faculty/ken.french/index.html
介绍了动量的阅读计算法则
Mom =        1/2 (Small High + Big High)- 1/2(Small Low + Big Low).         

此网址,是Kenneth R. French 的个人主页,里面包含了很多有效的金融市场信息和金融量化模型讲解!
我今天也是机缘巧合寻找四因子模型的时候找到的网页,非常有效的解决了我没有月度市净率计算book-to-market-ratio 的困惑和苦恼
推荐有金融量化学习需求的小伙伴阅读这位教授的网页!
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2018-9-20 16:57:57
昨日阅读2小时,累计阅读60小时
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2018-9-20 17:10:54
开学之后,杂事繁忙,很久没有来记录。昨日阅读有1小时,续上前面的累计有12小时。
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2018-9-20 17:40:38
昨日阅读1小时,累计阅读22小时,继续保持
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2018-9-20 17:42:27
昨日阅读1小时,累计阅读6小时, 继续加油。
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2018-9-20 17:42:59
昨天阅读5小时,累计阅读1245小时
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2018-9-20 18:03:35
https://xueqiu.com/2540920207/114065835
华兰生物纪要
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2018-9-20 18:06:36
https://xueqiu.com/1347432303/114067261
奥佳华纪要
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2018-9-20 18:11:28
https://xueqiu.com/2741016684/114002719
新奥股份纪要
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2018-9-20 18:14:42
https://xueqiu.com/2741016684/113938939
广誉远纪要
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2018-9-20 18:16:41
微创医疗纪要
https://xueqiu.com/2476559691/113996514
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2018-9-20 18:18:28
https://xueqiu.com/2476559691/113763797
乐普医疗纪要
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2018-9-20 18:24:03
https://xueqiu.com/2476559691/113515171
智飞生物纪要
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2018-9-20 18:25:05
https://xueqiu.com/2476559691/113440023
华海纪要
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2018-9-20 18:27:40
昨日阅读1小时,累计阅读122小时
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2018-9-20 18:38:33
今天学习和阅读约5小时,累计阅读约980小时。
学习和投资心得:
近期操作策略:四季度股市有望迎来反弹,债市或将继续震荡1. 简要市场回顾近期A股迎来了久违的大涨。昨日各大股指先抑后扬,而且此前盘面中持续的资金净流出态势得以逆转;今日,三大股指均收涨逾1%,创业板指盘中站上1400点,上证综指涨幅1.14%,报收2730.85点,投资者活跃度再度回升。2. 未来市场展望随着美国对中国2000亿关税最终落地,国内政策对冲力度也在加大,9月18日国常会把促进投资、降低费用、促进贸易增长提上日程,同时高层也提到对民营企业与国企一视同仁的观点。在这样的背景下,我们认为前期连续下跌的市场即将迎来喘息的机会,短期市场有望迎来反弹,但中长期的拐点依然尚未看到。中美贸易战未来依然是牵动全局,是政治多方较力的主线,同时国内经济也尚未看到下行周期的结束。没有只跌不涨的股市,我们对2018年四季度谨慎乐观,四季度有望迎来反弹。主要理由:前期影响股市的利空趋于缓和;主要指数估值低于上一轮股灾2638点的水平,处于历史上较低的位置,但当前企业盈利水平比上一轮股灾之前要好,虽然预期未来经济仍有下滑压力,但基本面可以支撑当前的估值,市场在当前位置上,继续大幅杀跌的可能性很小;经济、政策相互对冲,降低系统性风险,市场可预期的长线资金如富时罗素指数等,将助推A股走出四季度反弹行情。投资方向上,我们看好蓝筹+成长。蓝筹:偏向于选择现金流健康,核心竞争力强,负债率健康,估值便宜的板块,如银行、地产等。成长:相对看好有消费刚性或科技创新类公司,尤其重点关注以下行业有基本面支撑、景气向上的细分个股:医药、军工、新能源汽车、工业互联网、高端制造、半导体等行业的重大投资机会。对于利率债与高等级信用债,我们预计近期以震荡为主。只要货币政策导向未发生明显变化,债市很难有大的风险;经济仍有压力。当前是典型的被动补库存周期,叠加贸易战与去杠杆的影响,经济回落概率较大,稳增长仍然是预防性的,目的是维持投资增速不过快回落;利率债仍有价值,目前10年国开明显高于历史均值,而且10年与1年期国开利差也很大,曲线较陡,利差保护大,长端风险有限。
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2018-9-20 18:47:11
昨天阅读1小时,累计阅读18小时
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