今週、マイケル・セイラーの戦略について詳しく説明してくれた人がいて、単なる価格変動じゃなくて企業の長期的な資産配置の考え方が理解できた。50日間のタイトなレンジも、実は機関投資家がポジションを整理してる過程なんだって気づかされた。
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