Research, conviction, and commentary. 研究、判断与观点。

Published writing from GoldBay Capital's chief economist, chief investment officer, and founding partners on macro strategy, capital markets, and the long-term allocation of capital. 金湾资本首席经济学家、首席投资官与创始合伙人就宏观策略、资本市场与长期资本配置的公开研究与观点。