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北向的杰克
中期选举开票，民主党在参众两院都领先，纳指期货连夜跌了近1%。大行赛前算的剧本里，民主党横扫已是最差情形，标普也就在-0.25%到+0.5%之间晃。喊跌超10%的那派，算的是加税加监管的长线账，不是一晚上的计票。1950年以来，中期选举后12个月标普一次没跌过，平均涨15%。今晚砸的更多是仓位，不是基本面。
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