整理一些 quote 提醒自己
"Business risk + balance sheet risk is more important than valuation risk"
"當滿地便宜的時候,只有還有購買力的玩家才能參與"
"Never waste a good crisis" -Winston Churchill
"08年秋天,我覺得有時候我買太多又買太快,有時候我覺得我買太少也買太慢"-Howard Marks
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最近接收的訊息大多數是負面的,腦子也全部都在想風險。但我知道長期是樂觀的,人類是會進步的
相對性、彈性很重要
“The test of a first-rate intelligence is the ability to hold two opposed ideas in mind at the same time and still retain the ability to function.” -F. Scott Fitzgerald