Why haven't I been writing much lately? What's the point of all this analysis? Trump can wipe out your entire portfolio with just one sentence, forcing you into a short squeeze. I'll just sit back and watch the show.
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Herman Jin
@ShanghaoJin
03-20
最近没写很多投资、行业分析
因为主导市场的力量已经不是CTA卖多少、公司业绩怎么样～而是，波斯湾走多少油轮，这只能听天由命
我只是觉得“最坏情况”的概率、破坏力正在被严重低估
炒危机vs真压需求对市场影响是不同的
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