《股票作手回忆录·第九章·1907大恐慌·做空封神》第2节

回忆录 · 第5章 · 第2节

My brokers, Harding Brothers, had a branch office in Palm Beach. When I walked in I found there a lot of chaps I knew. Most of them were talking bullish. They were of the type that trade on the tape and want quick action. Such traders don’t care to look ahead very far because they don’t need to with their style of play. I told you how I’d got to be known in the New York office as the Boy Plunger. Of course people always magnify a fellow’s winnings and the size of the line he swings. The fellows in the office had heard that I had made a killing in New York on the bear side and they now expected that I again would plunge on the short side. They themselves thought the rally would go to a good deal further, but they rather considered it my duty to fight it. I had come down to Florida on a fishing trip. I had been under a pretty severe strain and I needed my holiday. But the moment I saw how far the recovery in prices had gone I no longer felt the need of a vacation. I had not thought of just what I was going to do when I came ashore. But now I knew I must sell stocks. I was right, and I must prove it in my old and only way--by saying it with money. To sell the general list would be a proper, prudent, profitable and even patriotic action.

注释摘要

这一段描写了一个耐人寻味的转折时刻:利文斯顿本已远离市场,在佛罗里达的海上钓鱼度假,彻底放空了自己。他特意不看报纸、不关心任何行情,这种刻意隔绝本身就是一种心理自保——前几个月的交易压力实在太大了。但人的心思就是这么微妙:当朋友偶然带来一张报纸,他扫到那条大盘反弹了十几点的消息时,假期的宁静瞬间被打破。这里揭示了一个投机者身上几乎宿命般的特质:对市场节奏的…