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13娇
又打仗了。于是又有人跳出来，熟练地喊那两个字：避险。快买黄金，快买比特币。
然后呢？今天黄金探到三周低点，比特币跌破八万。
因为战争从来不是避险事件，是通胀事件。油价一涨，利率就下不来；利率下不来，你那点加了杠杆的仓位，就得替这场仗付分期账单。
川普自己都说了，油价高是「小代价」。对，小代价。只不过这个小代价，不记在他头上，记在你头上。
我不是看空战争。我是看空「打仗利多币」这句话：每一轮，都有人拿「避险」骗你上车，每一轮，账单都记在同一批人身上。
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