在Trading Constraints中有一条是“Story” Disagreement， 大家是怎么理解这条的呢？这个story指的是什么呀？

“Story” disagreement can work to the advantage or disadvantage of a portfolio manager. Traders, salespersons, sell-side analysts and strategists, and buy-side credit researchers have dozens of potential trade rationales that supposedly will benefit portfolio performance.

[此贴子已经被作者于2011-5-27 15:49:44编辑过]

有人跟你说要涨 有人说要跌

你听多了崩溃了

干脆不买也不卖