擁抱跌市
25 06 2008Never be afraid to ask for too much when selling or offer too little when buying.
– Warren Buffett
股市也許是世界上最荒謬的存在。當市場頻創新高之時,人人歡天喜地,滿街股神。而當市場下跌之時,卻又恐懼上身,視股市為仇人。
我無法理解這樣的邏輯。對我來說,持續下跌的股市的安全性遠遠大于持續上升的股市。
當大市不斷上揚之時,市場與我是何等索然無味,因為即使擁有最平庸的智商的普通人也可以招搖過街,妖言惑眾。看見自己的心水股價格貴的離譜,變得難以增持,更構成雙重打擊。
而跌市往往是真相浮出水面的時刻。讓我們用最苛刻的目光,打量這個世界。無數信誓旦旦的謊言此刻被揭穿,識趣的預言家也開始慎言。而目睹自己一直想擁有的公司股價逾見接近吸引我的價位,真是非常之令人興奮的時刻。此時的感覺,宛如在廣州辛苦工作的打工妹,于年夜花市的凌晨三點之后,見到無數美麗的花兒齊齊瘋狂降價的喜悅和陶醉之情。
我期待著香港股市進一步下跌。 
Postino, Il (1994)
Ode to the Sea
by Pablo Neruda
Here surrounding the island there is sea
But what sea
lt’s always overflowing
says ” Yes,” then”No,” then “No”again.
And “No,”says”Yes” in blue,
in sea spray raging,
says “No” and “No” again.
It can’t be still.
It stammers “my name is sea.”
It slaps the rocks,
and when they aren’t convinced
Strokes them and soaks them
and smolders them with kisses.
with seven green tongues of seven green dogs,
Or seven green tigers, or Seven green seas
Beating its chest, stammering its name.
Oh, sea, this is your name.
oh, comrade ocean, don’t waste time
or water getting so upset.
Help us instead.
We’re meager fishermen,
men from the shore.
We’re hungry and cold
and you’re our foe.
Don’t beat so hard, don’t shout so loud.
Open your green coffers.
Place gifts of silver in our hands.
Give us this day our daily fish.






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