Good morning and happy Halloween. Regular readers will know that Unhedged is not particularly bullish. The six-word summary: recession likely, not enough priced in. Most people, or rather most of the people we read and talk to, seem to be equally spooked (to use the seasonally appropriate term). Indeed, a question we have written about before and will have to do again before long is “if everyone is really so bearish, why isn’t the market lower?”
早上好，萬圣節快樂。常看我們這個欄目的讀者，都知道《市場見聞》欄目不是特別看漲。我們的總結：可能會出現衰退，但沒有充分反映出來。大多數人，或者更確切地說，我們閱讀和交談的大多數人，似乎都同樣疑神疑鬼(用一個季節性的恰當術語)。事實上，我們以前曾寫過一個問題，不久之后還將再次討論這個問題：“如果所有人都真的那么看空，為什么市場沒有下跌？”
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