2021年大空头认为股市最大的风险在于,
Asked for their expectations on broad trends for next year, it looks surprisingly similar to this year. There is a belief in a rotation toward value, but that co-exists with a belief that geopolitical tensions will worsen, amid rising social unrest, as democracy weakens. Both socially and economically, the people running very large institutions plainly believe the market is ahead of itself in expecting the effects of the pandemic to soon be vanquished
https://www.bloomberg.com/opinion/articles/2020-12-09/market-s-big-money-bears-aren-t-buying-the-rally-euphoria
Asked for their expectations on broad trends for next year, it looks surprisingly similar to this year. There is a belief in a rotation toward value, but that co-exists with a belief that geopolitical tensions will worsen, amid rising social unrest, as democracy weakens. Both socially and economically, the people running very large institutions plainly believe the market is ahead of itself in expecting the effects of the pandemic to soon be vanquished
https://www.bloomberg.com/opinion/articles/2020-12-09/market-s-big-money-bears-aren-t-buying-the-rally-euphoria