仍然不敢相信 6-8M 範圍內的 S&P 上行商品如此便宜。 在 5 月份，這完全沒有意義。人們為這些東西定價，就好像市場繼續反彈的機會為零一樣。 我也不相信它會打擊，但是當市場實際上給你免費投注時，你必須把它儲存起來。 FWIW，很多東西已經重新定價了 10-15 倍，現在非常接近 ITM。 今年各個方向都是瘋狂的事情。

同時，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.