记住这一天:华尔街大空头出局。迈克尔·伯里正关闭他的Scion对冲基金,他认为市场已变得非理性,估值严重过高,但不太可能出现真正的重置,因为政策制定者不会允许。一个有纪律的投资者,不需要在网上建立追随者群体,来验证其做空逻辑。越来越明显的是,名气让他冲昏了头脑,他似乎认为,自己拥有预测市场趋势的神圣使命。据说他的投资者,大部分来自中国,一个拥有肥沃韭菜的国度。
Michael Burry appears to be winding down Scion hedge funds. He believes the market has become irrational—severely overvalued, yet unlikely to experience a true reset because policymakers won’t allow it. A disciplined investor does not need to cultivate an online following to validate a short thesis. It’s also increasingly clear that the fame has gone to his head, and he seems to view himself as having a kind of divine mandate for predicting market trends.
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