Herman Jin
@ShanghaoJin
Ex-Goldman Asia FICC. I think in public so my friends don't have to read my texts — your account, your problem.
Joined April 2017
670 Following 90.9K Followers
事情还在两可之间，别太fomo。除了被杠杆etf强买起来的SKHY，市场对CPI反馈可谓乏善可陈
我偏乐观可能因为credit leg在做空，不是很担心hyperscaler被瞎解读。裸多现在确实不应该仓位过高的
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