班友好膠,所以要走

識小弟嘅都知,小弟在2006-2007年,喺股票同樓市抽身而退,絕不摸頂。如果唔係屋企做生意需要,我諗我唔會喺度寫咁多財經嘢。雖然我係識財務學嘅嘢,亦都有興趣,但同我對政治嘅興趣一樣,我係抱住做《神探伽俐略》嘅湯川學查案嘅態度,有興趣尋求謎底,但用嚟搵食興趣不大。

但我2006至2007年點解會退,有幾件事,令我覺得早走有蝕啲,但遲走一定輸突:

1. 做ibank班友,經常被counter party請食每位幾百蚊嘅lunch而面不改容。
2. 凡推出新嘅fixed income structure產品,好快被搶購一空,可以開市後幾個鐘推出去賣有賺(即係賭白頭片)。
3. 市區得兩百幾呎嘅樓,可能賣超過一百萬。
4. 開始出現只識得冚把嘅「分析員」。
5. 阿貓阿狗都叫我炒股。
6. 新股IPO一定有得賺。

當出現上述現象,即係成個市變咗青山市,喺青山同人炒股炒債炒乜都好,成班友好似食咗忽得咁,遲早因幻覺跳樓死咗唔知乜事,所以我決定抽身而退。

我唔係事後孔明,有啲嘢踩中我條尾,我係會發嬲,但呢啲問題上,我一向好冷靜。記住,唔好人癲你又癲,做人清醒啲。

One thought on “班友好膠,所以要走

  1. 黃子華 has been saying it for ages. XD

    http://www.youtube.com/watch?v=ybzLkCq9jYE

    Back then, it was a climate of greed. Martin, you are absolutely right in getting out.

    Now it’s a climate of fear, instead of panic, I actually see some opportunity in coming back in for a 10-20 year period. I admit I’m of the Warren Buffett investing philosophy. Even then, I found out it takes a lot of EQ control to not buy and sell by emotions.

發表迴響

你的電子郵件位址並不會被公開。 必要欄位標記為 *