Note

10月29日

· Views 1,178

昨日如期出现商品属性品种的暴跌,美股的崩盘式下杀。

其实这也很正常我在之前的日志中就说过这一轮美股上涨是资金推动的不是市场推动的,涨幅多大完全看市场情绪多疯狂,长得多疯狂就跌的多潇洒,其实这就是索罗斯的投资模版寻找市场极度偏离位做压倒屋檐的最后一根稻草。

废话不多说,其实目前格局性大投资机会我觉得是原油了。疫情发展让原油基本长期处于成本价下方,而疫情也二次发展,昨天欧洲各国又开始封城了,但这并不一定是长期趋势,因为疫苗已经进入三期临床,如果临床效果没问题那么普遍接种的时点将会无限接近,这是一个史无前例的非经济学非典型模版,笔者认为原油市场会提前行动,看看远月升水决定慢慢布局就好了。

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