仍然无法相信S&P在6-8M范围内的上涨如此便宜。 在五月的时候，这完全没有意义。人们定价这些东西就好像市场根本没有继续反弹的机会。 我也不相信它会达到这个水平，但当市场几乎在给你免费下注的机会时，你必须抓住这个机会。 顺便说一下，很多东西的价格已经重新定价了10-15倍，现在非常接近ITM。 今年在各个方向上都发生了疯狂的事情。

与此同时，在Chamathland：

BofA Poll Shows Investors Are Taking Risk at a Record Pace (Bloomberg) - Fund managers are rushing back into risky assets at a record pace on optimism over economic growth and strong corporate profits, according to a monthly survey by Bank of America Corp. - The share of investors taking a higher-than-normal risk level in their portfolios registered the biggest increase over a three-month span going back to 2001, the poll showed. - Bank of America strategist Michael Hartnett said that he doesn’t expect a big pullback in stocks over the summer, adding that exposure to equities is not yet “extreme” and bond volatility is still low.