上回提要。
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【明報專訊】最近有幸認識了詠春殿堂級師傅梁錦棠先生,梁師傅為標指王梁相的大弟子,梁相即葉問的第一位所收的徒弟。與梁師傅談話當中,認識了很多詠春的哲學,當中和我們做投資的也有十分相似的共通點。另外上周台灣大選,蔡英文得到破紀錄的票數連任,不期然令我想起前英國首相,鐵娘子戴卓爾夫人,因有些地方她兩位頗相似的。
梁師傅說練詠春功夫又或者切磋比試,如果練習者怕痛的話,就無得練亦無得打,因為沒有一門功夫不需要艱苦練習,而練習過程中一定會吃苦。梁師傅說50多年前,無論他們師兄弟之間比試,又和其他門派較量,全部拳拳到肉,不會有什麼護甲等裝備,所以怕痛的話就一定會輸。
以前我不明白練詠春的人為什麼向着木人樁拳來腳往練習,我心想木人樁根本不會還手,怎麼可以以此作來練習。後來給梁師傅這句話點醒了,明白到練詠春的人不斷拳打腳踢木人樁,一方面練招式,二方面更重要就是藉此用手腳不斷撞擊木人樁的手腳,練到令手腳在不斷撞擊下都不會感覺痛楚,最終練到就如鋼條般一樣堅硬,和對手過招的時候,在手腳互相撞擊之下,便形成對方痛你不痛,在這樣優勢下便可以輕易將對方擊倒。就如學游水,如果極害怕被水浸到或者學踏單車怕跌倒,最終可能終身也學不成游水和踏單車。
愈怕輸錢 就愈易輸錢
做投資一樣,過分害怕虧錢的,虧錢的機會就會愈大。因為經常害怕虧錢的心理壓力下,會導致判斷錯誤。梁師傅又指出,詠春的精髓就是以柔制剛、以弱勝強,絕對不是一門鬥力的功夫。詠春功夫中最厲害的就是標指,標指是攻擊身軀最脆弱的地方,如眼睛、喉嚨、雞心及小掩等要害。做我們外匯投資的也一樣,我們不會選擇一些強勢貨幣來狙擊,一定會選擇外匯市場中最弱的貨幣來狙擊。練詠春除了真的可以用作防身的自衛功夫之外,還是一門養生的功夫,正所謂健康就是財富,怪不得近年這麼多香港和外國人習詠春來鍛煉身體。
轉到上周一個熱門話題,就是蔡英文大熱擊敗韓國瑜,更以破紀錄的票數當選連任。如果大家記得在2018年11月台灣九合一選舉中,國民黨拿下了三分之二的地方席位,民進黨大敗後蔡英文即時辭去民進黨黨主席。但事隔一年多,選情出現了翻天覆地的巨變,令沒有政績的蔡英文擊敗國民黨人氣王韓國瑜,原因就是去年發生了香港反修例運動,令整個台灣總統甚至香港區議會選舉形勢出現大逆轉。
當年戴卓爾夫人在1979年勝出擔任英國首相之後,隨着英國經濟不斷衰退再加上她作風硬朗,以鐵腕對付工會令民望大插水,面對被逼宮及隨時有下台危機下,阿根廷突然在1982年3月19日揮軍入侵並佔領了福克蘭群島,戴卓爾夫人毫不猶豫即下令英軍前赴福克蘭群島向阿根廷軍隊宣戰。在英國軍隊大勝及收復福克蘭群島之後,戴卓爾夫人的民望亦隨之由地獄升上天堂。在1983年的大選中帶領保守黨以壓倒性姿態勝出繼而連任首相。
戴卓爾夫人任內的英鎊波幅,亦是英鎊史上波幅最大的,上下波幅達到14,000點。而英鎊在今年開局以來反覆下跌,沒有與眾多分析員所期望的向上,因市場又重新擔心英國和歐盟在貿易協議上反枱而出現硬脫歐。再者,上星期英國公布的經濟數據差強人意。因此,金融市場已開始炒作英倫銀行會在1月30日減息。故在英國經濟轉差的勢頭極為明顯下,估計英鎊在第一季會有下跌壓力。保守估計在上述的利淡因素夾擊下,英鎊兌美元有機會向下挑戰1.2761或1.2582兩大重要支持位。若英國真的和歐盟反面而邁向硬脫歐的話,英鎊兌美元有可能重回1.2000水平。
English Version:
[Ming Pao Special Report] Recently, I have the honor to meet, a figure of God’s class at Wing Chun, Master Leung Kum Tong, who is the first disciple of, King of Biu Tze, Leung Sheung, who was also the first disciple of Ip Man. During the conversation with Master Leung, I learned a lot about the philosophy of Wing Chun, and there are similar points in common with our investment. In addition, last week’s election in Taiwan, Tsai Ing-wen got a record number of votes for re-election, which unexpectedly reminded me of former British Prime Minister, the Iron Lady, Margaret Thatcher, because in some ways, the two of them are quite similar.
Master Leung said that Wing Chun Kung Fu is trained by interaction, if the students are afraid of the pain, there is no training at all. There is no Kung Fu that does not require demanding practice, and they will suffer during the practice process because they would not have armor and other equipment, so if you are afraid of the pain, you will certainly lose.
Before, I did not realize why people practiced Wing Chun against wooden dummies which could not defend themselves at all. Master Leung’s words reminded me that people do this, and they practice Wing Chun with every single move, kick and punch so that they do not feel pain under the constant impact. In the end, their limbs will be as hard as steel bars. When they fight with their opponents, their limbs will not feel pain at all. Ultimately, their limbs will be as hard as steel bars. When they fight against their opponents, their limbs feel no pain. In this way, they can easily knock down the opponent. Just like learning to swim, if one is afraid of being immersed in water or falling from riding a bicycle, one may not learn to swim or ride a bicycle for life.
THE MORE YOU ARE AFRAID TO LOSE MONEY, THE MORE YOU ARE LIKELY TO LOSE MONEY.
As for investment, if you are too afraid of losing money, the chance of losing money will be greater. Because you are often afraid of losing money under psychological pressure, this will lead to wrong judgment. Master Leung also pointed out that the essence of Wing Chun is to subdue the hard with softness and win the strong with weakness, which is definitely not a martial art that fosters a contest of strengths with the opponent. The most powerful of Wing Chun Kung Fu is the Biu Tze, which means attacking the most vulnerable parts of the body, such as eyes, throat, sternum, and lower abdomen. As for our foreign exchange investment, we will not choose any strong currencies to snipe. We will definitely choose the weakest currency in the foreign exchange market to trade instead. In addition to the self-defense Kung Fu that can be used for self-defense, practicing Wing Chun is also a health-preserving Kung Fu, which means that health is wealth. No wonder why so many Hong Kongers and foreigners have practiced Wing Chun in recent years.
Turning to a hot topic last week, Tsai Ing-wen defeated Han Kuo-yu and was re-elected with a record number of votes. If you remember that in the 2018 Taiwanese local elections (Nine-in-one election in Taiwan), the Kuomintang won two-thirds of the local seats. The elections resulted in a substantial defeat for the Democratic Progressive Party (DPP). Tsai Ing-wen immediately resigned from the DPP Chair. However, more than a year later, the election situation has undergone tremendous changes. Tsai Ing-wen, who has no track record, defeated the KMT’s popular candidate, Han Kuo-yu, because of the Anti-Extradition Law Amendment Bill Movement in Hong Kong last year, which reversed the 2020 Taiwanese Presidential Election and even the Hong Kong District Council results.
After the victory of Margaret Thatcher as Prime Minister of the United Kingdom in 1979, with the continuous recession of the British economy and her strong style, she dealt with the trade union with an iron fist, which caused the popularity to plunge. Consequently, she had to face the crisis of being forced to abdicate and step down at any time. Suddenly, Argentina invaded and occupied the Falkland Islands on March 19, 1982. Thatcher did not hesitate to order the British troops to go to the Falkland Islands to declare on the Argentine army. After the British army’s victory and the recovery of the Falkland Islands, the popularity of Margaret Thatcher rose from hell to heaven. In the 1983 general election, she led the Conservative Party to an overwhelming victory and was re-elected as Prime Minister.
The fluctuation of the British pound in Thatcher’s term is also the largest in the history of the pound, with up and down volatility reaching 14,000 points. Since the start of this year, the pound has repeatedly fallen, not as many analysts expected, because the market has renewed concerns about the United Kingdom and the EU’s anti-Taiwan trade agreement and a hard Brexit. Moreover, the economic data released in the UK last week were unsatisfactory. As a result, financial markets have begun speculating that the Bank of England will cut interest rates on January 30. Therefore, the momentum of the economic downturn in the UK is highly obvious that the pound is expected to have downward pressure in the first quarter. Conservatively, under the influence of the above-mentioned negative factors, the GBP / USD has a chance to challenge the two important support levels of 1.2761 or 1.2582. If the UK and the EU are indeed moving towards hard Brexit, the pound may return to the level of 1.2000 against the US dollar.