FORWARDLIKEHELL Telegram 2707
不是,你们动不动拿《大空头》打比方,其实我真的想说,能通过挤兑把泡沫打碎,已经是长痛不如短痛了好吧……

美国人把房子丢给银行硬摆烂的很多,至少没听说过谁给烂尾楼上月供的。以及即便是次贷的泡沫,至少也是有披露义务的,Michael Burry 这样的空头一搜就可以闻到味儿,并主动通过银行的做空工具尝试戳破它。

相比之下你想理解中国债务风险的 exposure,你有什么途径去查城投公司的账?以及你想做空,有任何工具吗?

https://www.zhihu.com/question/537888391/answer/2546066628



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不是,你们动不动拿《大空头》打比方,其实我真的想说,能通过挤兑把泡沫打碎,已经是长痛不如短痛了好吧……

美国人把房子丢给银行硬摆烂的很多,至少没听说过谁给烂尾楼上月供的。以及即便是次贷的泡沫,至少也是有披露义务的,Michael Burry 这样的空头一搜就可以闻到味儿,并主动通过银行的做空工具尝试戳破它。

相比之下你想理解中国债务风险的 exposure,你有什么途径去查城投公司的账?以及你想做空,有任何工具吗?

https://www.zhihu.com/question/537888391/answer/2546066628

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