提到不要再提的消費緊縮真實發生了，一家老字號飯店的倒閉。股癌觀點一向正向，理由是若無限的看空，那永遠不會有進場機會，很多人還在等三千點的台股呢。但這次我們來分析最壞的狀況。最後分享橡樹資本 Howard Marks 的看法，這一集資訊量非常大！
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