Back in August 2007, when I was heading Merrill Lynch’s Europe, the Middle East and Africa division, there was a day when the markets defied logic. Equity prices shot up while the spreads on some riskier bonds also widened. Debt should not become more expensive at the same time as share prices are rising. My gut told me that a crisis was imminent so I adjusted our books significantly and dramatically.
2007年8月，我還是美林證券(Merrill Lynch)歐洲、中東和非洲部門負責人的時候，有一天市場違背了邏輯。股票價格上漲，而一些較高風險債券的價差也擴大了。股價上漲時，債務不應該變得更加昂貴。我的直覺告訴我，即將爆發危機，所以我對持倉進行了大幅調整。
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