"The difference between science and philosophy is that the scientist learns more and more about less and less until she knows everything about nothing, whereas a philosopher learns less and less about more and more until he knows nothing about everything." Formerly a Drosophilalist absorbed in a niche corner of science, I have since become an amateur investor. Somehow my life has traced the very arc in that quote — from knowing everything of nothing to nothing of everything. --- **欢迎来到帅祎春的个人网站，这儿将记录我作为业余投资者的生活点滴。** **先前在科研岗工作，二十年沉浸于自我的小天地。所谓“一花一世界，一叶一菩提”，前半生算是对世界深度的纵向探索。往后二十年，追踪金钱流向，感受时代脉搏，就当换个横向角度，挥洒余生，探一探世界的广度。** --- #### **最近更新 Update** <!-- QueryToSerialize: LIST WITHOUT ID dateformat(date, "yyyy-MM-dd") + " " + file.link FROM "Secondfield" WHERE date SORT date DESC LIMIT 5 --> <!-- SerializedQuery: LIST WITHOUT ID dateformat(date, "yyyy-MM-dd") + " " + file.link FROM "Secondfield" WHERE date SORT date DESC LIMIT 5 --> - 2026-09-30 [[价差交易 · NPV merger]] - 2026-09-27 [[一个时代的落幕 Buffett era]] - 2026-09-27 [[科研钱从哪出 Scientific endowment]] - 2026-09-11 [[九月动荡 Sell Rosh Hashanah]] - 2026-09-07 [[美股入门贴士 Lower-risk starter kit]] <!-- SerializedQuery END --> ##### **完整列表 [[All posts]]** --- #### **主题分类 Subjects** <small>他人、企业、市场、下一代、社会，还有我自己。</small> - **[[导言 Lives|传奇业者]]**: <small>自传，案例及书评 (Lives)</small> - **商业模式**: <small>公司与行业分析 (Micro)</small> - **结构机会**: <small>交易策略与全球宏观 (Macro)</small> - **与少年说**: <small>理财，金钱观与社会公义 - 我会想跟我的小孩说什么 (Legacy)</small> - **点评杂想**: <small>时事杂文，指点江山 (Commonweal)</small> - **投资生活**: <small>交易日志与个人空间 (Journal)</small> --- #### **投资表现 Performance** 杠杆后月度回报 Leveraged portfolio return (%) <small>*S&P = S&P 500 benchmark. Data as of Sep 30, 2026.*</small> | Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | S&P | |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| | 2025 | -3.6 | -1.6 | -0.7 | -24.6 | 10.0 | 11.2 | 8.6 | 5.1 | 3.6 | 1.3 | 23.4 | -1.8 | 24.9 | 16.4 | | 2026 | 19.6 | 18.5 | -11.6 | 4.2 | -9.5 | -15.4 | 23.9 | 28.2 | -13.1 | | | | 35.5 | 11.8 | | 2027 | | | | | | | | | | | | | | | | 2028 | | | | | | | | | | | | | | | | 2029 | | | | | | | | | | | | | | | | 2030 | | | | | | | | | | | | | | | [[Family friends account|亲友账户入口]] (Family & friends account，非公开，需鉴定，由email接收一次性代码) --- #### **重要的事 Checklist** ##### 2026 - [x] Aug, $500K trading fund - [x] Sep, Re-connection with friends - [ ] Oct, Personal website - [ ] Nov, Life routine & exercises - [ ] Dec, Investment approaches ##### 2027 - [ ] Q1, Lessons & reflections - [ ] Q2, AI automatization - [ ] Summer, Travel to China --- #### **技术堆栈 Website** 网站概览及维护日志见于[[Second field notes]] 知识库整理受助于[[Obsidian]]+[[Secondfield/存档备查 Behind the Scenes/Claude|Claude]] 网站架构于[[Obsidian publish]]