博文
(2011-05-04 14:07:21)

S&Pisretestingformerbreakoutpoint.Probablystillhassomedownsideinnextfewdays(JobdataFriday).MGMreportedgoodearning.Sogainsomeoverthere.Fdidn'tworkout(ideaisright,butshouldchooseGMoverF.)CLHisalsoworkingok.HighyielderssuchasMO/RAI/VZ,etc.areholdingwell.Butlikelytoseesomesellingtherealsoifmarketcontinuestofall.However,therearesomebrightspotsonthisdownday.AAPLdidn'tfallunder$346evenwithQQQrebalanc...[阅读全文]
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(2011-05-03 10:02:10)
Hereisthetimetobuythosebanks.
JPMisthebest.BACmightgivethebestreturns.
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(2011-05-03 07:03:18)

Lookslikeweareoffrunningagainafterashortbreath.
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Fromtoday'smarketreaction,itseemstomethatthismightbeastartofapullback,especiallyincommodityrelatednames.
Energystocksaresoldoffsince10:30am.Thereisnoreboundduringtheday.
Copper/AGstocksarealsoperformingpoorly.
Silverminersarelosinguptrend.Goldminersaresoldoffalsowhichmakesmypreviousthoughtinvalid(wrongidea).
AfewleadersalsoretreatssuchasCAT/AAPL/DD/DE,etc.
Smallcap/Midcapareret...[阅读全文]
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(2011-05-02 07:15:51)
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(2011-05-02 07:12:52)
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(2011-04-29 07:48:49)
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(2011-04-29 07:37:31)
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(2011-04-29 07:31:38)

FromMSFT/RIMM'searningreport,itisclearlyAAPLiseatingtheirlunch.AAPLisalsomovingintocloudcomputing. 
AfterpurchasedAAPLat$328(soldhalfabove$348),herecomesanotherlowrisksetup.
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Aftertoday'sFEDmeeting,weprettymuchgetthemessagethatFEDdoesn'tcareaboutUS$atthispoint.Asaresult,Goldrunup$24/oz,Silverrunup$2+inhours.Goldminersdidn'tdowellinlastfewweeks.Mybestguessisthatthatwillchangeverysoon.
Followingjuniorgoldminersareworthtoownfromthispointon.Iexpectsomemovementinthem.
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