https://xueqiu.com/9231373161/114258901
景嘉微纪要

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昨日阅读2.5小时，累计阅读37小时，看了华尔街日报的部分内容。

昨日阅读2.5小时，累计阅读37小时。

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2018-09-26

昨日阅读1小时，累计阅读408小时                          

Read book "The Power of a Positive No: How to Say No and Still Get to Yes" by William Ury

No is perhaps the most important and certainly the most powerful word in the language. Every day we find ourselves in situations where we need to say No–to people at work, at home, and in our communities–because No is the word we must use to protect ourselves and to stand up for everything and everyone that matters to us.

But as we all know, the wrong No can also destroy what we most value by alienating and angering people. That’s why saying No the right way is crucial. The secret to saying No without destroying relationships lies in the art of the Positive No, a proven technique that anyone can learn.

This indispensable book gives you a simple three-step method for saying a Positive No. It will show you how to assert and defend your key interests; how to make your No firm and strong; how to resist the other side’s aggression and manipulation; and how to do all this while still getting to Yes. In the end, the Positive No will help you get not just to any Yes but to the right Yes, the one that truly serves your interests.

Based on William Ury’s celebrated Harvard University course for managers and professionals, The Power of a Positive No offers concrete advice and practical examples for saying No in virtually any situation. Whether you need to say No to your customer or your coworker, your employee or your CEO, your child or your spouse, you will find in this book the secret to saying No clearly, respectfully, and effectively.

In today’s world of high stress and limitless choices, the pressure to give in and say Yes grows greater every day, producing overload and overwork, expanding e-mail and eroding ethics. Never has No been more needed. A Positive No has the power to profoundly transform our lives by enabling us to say Yes to what counts–our own needs, values, and priorities.

Understood this way, No is the new Yes. And the Positive No may be the most valuable life skill you’ll ever learn!

2018-09-26

昨日阅读1小时，累计阅读408小时                          

Read book "The Power of a Positive No: How to Say No and Still Get to Yes" by William Ury

No is perhaps the most important and certainly the most powerful word in the language. Every day we find ourselves in situations where we need to say No–to people at work, at home, and in our communities–because No is the word we must use to protect ourselves and to stand up for everything and everyone that matters to us.

But as we all know, the wrong No can also destroy what we most value by alienating and angering people. That’s why saying No the right way is crucial. The secret to saying No without destroying relationships lies in the art of the Positive No, a proven technique that anyone can learn.

This indispensable book gives you a simple three-step method for saying a Positive No. It will show you how to assert and defend your key interests; how to make your No firm and strong; how to resist the other side’s aggression and manipulation; and how to do all this while still getting to Yes. In the end, the Positive No will help you get not just to any Yes but to the right Yes, the one that truly serves your interests.

Based on William Ury’s celebrated Harvard University course for managers and professionals, The Power of a Positive No offers concrete advice and practical examples for saying No in virtually any situation. Whether you need to say No to your customer or your coworker, your employee or your CEO, your child or your spouse, you will find in this book the secret to saying No clearly, respectfully, and effectively.

In today’s world of high stress and limitless choices, the pressure to give in and say Yes grows greater every day, producing overload and overwork, expanding e-mail and eroding ethics. Never has No been more needed. A Positive No has the power to profoundly transform our lives by enabling us to say Yes to what counts–our own needs, values, and priorities.

Understood this way, No is the new Yes. And the Positive No may be the most valuable life skill you’ll ever learn!

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昨日阅读1小时，累计阅读22小时，阅读快思慢想

昨日阅读和学习时间10小时，累计学习和阅读时间10小时
才刚刚开始，要坚持下去！

昨天阅读1小时，累计阅读189小时。

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艹阅读，撸代码，半天光阴已去。

今天学习和阅读约5小时，累计阅读约1015小时。
学习和投资心得：
最大的系统风险：就是14-15年涨多了，现在的中小创，就是在还14-15年的债。大家如果还记忆深刻，会发现06-07年大蓝筹牛市后，用了两轮熊市杀估值，大部分都爬不过去06-07.因为伴随了深度的杀估值，所以，这次也要提防14-15年的股王们，需要整整两轮的光阴。因此，最好少碰持续杀估值的地方。神创的底，是真正的深不见底。2700以下，我的策略都一样，就是保证基础7-8成，波动仓位2-3层参与其中，直到收获一次比较大型的反弹后再做策略变更。现在所处的位置是比较重要的估值底区域，至于本次反弹如何，我不太关注。很多人误解我是超短选手，其实是不太懂我。我喜欢什么时候做什么事情，大周期策略匹配。交易只是术，赚大钱还是要靠战略正确。通常我不太喜欢算短期，只是你们认为我喜欢做短线而已。最好不要花太大精力思考这个问题。时间成本，是每一轮磨底最难估算的一个因子。你只要明白，2700以下，你大概率获胜，而且付出的代价非常可控，同时，要坚信未来一定会有牛市。这些大概率的常识把握住了，其实时间成本如鸿毛。怕的是5000点做价值投资，现在我建议坚定的做夹头。不要过早妄言反转，真正的反转，是类似于当年1849那种触底后的反转。阴跌周期会比较漫长，其实反转只有最后一次触底才会有反转。很多人就是太早乐观，导致现在非常被动，现在该比较贪婪的时候，却又胆怯。搞反了，之前太乐观了。反转的唯一表现，是月线级别的趋势逆转，如果是大型行情，需要所有指数同步出现月线级别的逆转，从时间周期上，目前还不具备，个人比较倾向于1949那个周期。可以有大级别反弹，但不宜过早谈及反转。之前说过，也许很长一段时间，我的主要目标，就是顶级白马+优质大蓝筹。行业龙头为主， 我也建议大家不要费力去找黑马，市场自然的选出了标的，估值溢价大概率往哪个方向倾斜，你就去大概率的地方筛选。不要剑走偏锋，容易有行情的时候你没份，没行情的时候挨打少不了你。去年很多人不在大蓝筹和白马上，折腾了一年，没捞到，一直幻想风格转变，今年挨打没少。所以，做有行情大概率有份的标的，不要费力去找大牛股。牛股都是往往事后才发现是牛股。关于仓位，没有绝对的标准。每个人的风险承受能力不同，择股的取向不同，能力不同，匹配的仓位不同。我以我个人举例，如果满仓是我的顶线，那这个阶段7-8层是我的基础仓位，2-3层是我的波动仓位。在场，不做看客，是这个阶段我的第一诉求。波动仓位是为了自己心态更好，用交易平滑一些回撤。大周期定位的问题。在我的体系里，大周期定位是非常重要的一环。也就是市场处于什么位置，这个位置大概什么特点，然后这个特点匹配什么策略，战略上对了，战术上就好办一些。通常而言，我认为市场分为几个部分：牛市主升，熊市主杀，主杀后的反弹，反弹后的阴跌，每次的过程或者说表现形式不太一样，但几乎都需要经历这些阶段。当前属于反弹后的阴跌阶段。阴跌阶段，也是下一轮大行情的播种蓄势阶段，这个阶段的特点在于磨，指数的绝对跌幅不像主杀那么巨大，但市场内的再平衡会导致很多个股迭创新低，难有较为系统性的机会。容易把很多人，尤其是一些老手都杀的信心缺失。伴随的通常是量能的持续萎缩，也就是人气的惨淡。这个阶段，是大多数人容易亏钱，新手老手都容易亏得阶段，但这个阶段，市场看上去又越来越便宜，难就难在你空仓不舍得，进去又容易亏。因为趋势上总感觉被一股无形力量压着打，同时稍微一反弹，你又觉得股票怎么这么便宜，空间好像又很大。这个阶段也会伴随无数的看空声音，甚至以前比较坚定的，也会转向，这次不一样的理由层出不穷。但是，我想说的是，不经历风雨怎么见彩虹，这个阶段无论再难，首先应该确保的是在场，你在场了，才更容易有未来新一轮行情的受益资格，其次才考虑尽量少亏的等到黎明。黎明什么时候来，涉及到时间成本，是这个阶段最大的变量。我在两个阶段会弱化回撤，一是主升阶段，而是这个阶段。你太在意，就容易错失重要估值底的历史性机会。

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医疗云纪要

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阿里巴巴纪要二

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