主题：忘却牛熊之争，迎接股市挑战 -- 倥偬飞人
卖空价格$36.12, 买回价格$27.14，没想到跌得这么快！呵呵，又差不多在顶部卖空，手气好的有点不好意思
都是净资产为负，传统产业，市场衰退。它更大的弱点是非道指成分股，PPT对它的照顾就不及通用了。
相信大跌的阴影，将一个板块接一个板块地蔓延，呵呵，更大的机会，还在后面，虽然不能排除期间出现些反弹。
就这个应该不会跌这么快，看来是有其他问题的。
HOV JAN 10 P 20 1.243 2,486.00 884.55 +1,601.45 +181.05
HOV JAN 15 P 10 3.611 3,611.00 1,469.12 +2,141.88 +145.79
一个玩法是及早收回本钱，这样损失本金的机会就是零。
新开仓位? 如果是今天开的仓位，好像价格不便宜呀, implied volatility = 78%
今天看到的評論。不錯。看看他的極度悲觀情況會否成真。
ON WEDNESDAY night about midnight, Australian time, the world changed, maybe forever.
....
On Wednesday night the world took a fork in the path to the future that will see a return to a world that most people alive have never experienced. A world of hardship, credit squeezes, of long periods of negative growth and mass unemployment. Of recession and of depression, busts countering booms. Of economic cycles that have, since the advent of capitalism, been the norm.
....
看來及要忘於撲火了！！
Hedge fund Sowood suffers 50 pct loss, to wind down
Hedge fund Sowood Capital told investors on Monday that it would shut down after losing half of its assets on soured bond market bets, becoming the first-high profile fund forced out of business by recent market turmoil.
[Sowood, which manages money for prominent investors like Harvard University, lost 8 percent in July and 5 percent in June, bringing losses to 10 percent for the year, a person familiar with its operations told Reuters last week.]
还是我哪里看错了? 呵呵