前幾篇的貼文大概看得出來我有點混亂,但我猜這個時間點沒有幾個人是很明確的
Morgan Housel 最新貼文有一段講了類似的事情:As an investor, it’s OK to see more opportunity than you’ve seen in years while wanting to protect your downside more than you’ve wanted to in years. It’s understandable if your personal philosophies around risk-reward have been altered by the experience of the last month
相較過去幾年,此時看到更多的投資機會但同時也要求更多下檔保護是 ok 的。你對風險與報酬的投資哲學如果因為過去一個月的經驗而有所改變,這是可以理解的