Yesterday was one of our busiest days of the year on the equities trading desk (from a number of trades and notional executed perspective).
Today is the exact opposite. Our phones are exploding with asks for color. Unfortunately we aren’t seeing much.
The long only community is frozen (again). There was massive desrisking into midterms and traders were surprised by yesterday’s move and got sucked back in. HFs selling back pockets of the market (hyperscalers) that they bought yesterday.
——John Flood
目前的情况，留好现金，低点抄底都注意只是空头回补，空头回补，不要过度格局。
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