炒家的觸覺（一）

日前講起炒家的經驗好重要，接下落嚟兩日我想舉幾個實際例子俾大家聽。

好多人知道索羅斯係大炒家，無論佢寫任何書，去任何地方做演講，佢都會講佢嘅Reflexivity理論－即係市場並無一個客觀嘅合理價值，股票不合理嘅價值本身亦可以吸引更多人買入股票，從而將價值合理化。

雖然我同意索羅斯講嘅嘢，但係佢個仔（Robert Soros）所講嘅反而仲吸引我，以下呢番說話似乎唔太多香港人知道：

"My father will sit down and give you theories to explain why he does this or that. But I remember seeing it as a kid and thinking, Jesus Christ, at least half of this is bullshit. I mean, you know the reason he changes his position on the market or whatever is because his back starts killing him. It has nothing to do with reason. He literally goes into a spasm, and it's this early warning sign."

索羅斯本人並無點樣否認呢一樣嘢。意思即係，索羅斯講嘅嘢未必係錯，不過講到最後，似乎都係佢嘅第六感至關重要。