要跌一起跌，要涨一起涨：D.J. 乱弹

7/15以来大市缓慢上升似乎横盘后继乏力，没准就是一个蓄势过程。现在有了2F托管这个大利是作推动力，我看会有个短时间的强劲牛市行情。

Europe/Africa, Asia/Pacific markets all green, huge up across board.
Gold and Crude up too. USD/Euro +0.35%.

从欧洲亚洲股市的反应来看，美股牛势可期，本周引发报复性反弹。今天小赌怡情，逢低做多：UYG XHB IWM RUT GDX。

不过，我看真正的机会在于逢高做空：

如果几天内暴涨，就从短期阻力开空
如果两周内慢涨，就从中期阻力开空
做空的重点在于NAZ中International Sales比重大的权重股，百空NDX为先


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早盘期指：

Dow 11491.00 +264
S&P 1278.20 +37.1
NAZ 1809.00 +39


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早盘新闻：


7:32 a.m.
[WM] Washington Mutual in MOU with Office of Thrift Supervision

7:30 a.m.
[FNM] Paulson taxpayers come ahead of Fannie, Freddie shareholders
[FNM] Paulson says Fannie, Freddie shares may gain in future
[FNM] Paulson: Future Congress, president will face credit crunch
[FNM] Gov. purchase of mortgage backed securities 'temporary'
[FNM] Paulson: Overseas concerns were high over Fannie, Freddie
[FNM] Paulson: Overseas buyers had reduced buying, started selling

7:28 a.m.
Smoke yet to clear after Fannie, Freddie bazooka blast

7:24 a.m.
[FRE] Paulson: Fannie, Freddie execs 'did the right thing'

7:01 a.m.
Hurricane Ike hits Cuba, weakens to Category 2 storm

6:33 a.m.
Worldwide relief rally, U.S. stock futures sharply higher
Global stocks, U.S. futures surge on Fannie Mae, Freddie Mac seizure. Global rally on back of plan to rescue beleaguered mortgage giants, with gains from Tokyo to Frankfurt. London rallied before halt on technical issues.

6:19 a.m.
BarCap says it's better than government acted than deferred

6:08 a.m.
Baker Hughes: Worldwide rig counts up 87 in August

5:52 a.m.
Currencies: Dollar mixed, Treasurys tumble on Fannie, Freddie bailout

4:57 a.m.
Asia stocks whipped higher after U.S. mortgage rescue plan

4:41 a.m.
U.K. Aug. output PPI down 0.6%, up 9.7% on year
U.K. producer prices see record monthly drop in August

3:41 a.m.
Treasurys tumble as traders unwind safe-haven trades

3:32 a.m.
Freddie Mac shares drop 60% in Frankfurt on government plan

3:28 a.m.
Merrill says too early to be overweight in financial stocks

3:05 a.m.
Natixis jumps 15% in early trading

3:04 a.m.
[UBS] UBS up 11% after U.S. takes control of Fannie, Freddie

3:04 a.m.
[UK:HSBA] HSBC up 4.4% as banking stocks rally

3:01 a.m.
European shares surge on Fannie Mae, Freddie Mac rescue plan
U.K. FTSE 100 index up 2.4% at 5,367.50
French CAC 40 index up 2.3% at 4,293.25
German DAX 30 index up 2.8% at 6,298.98

2:46 a.m.
Commodity stronger after Fannie, Freddie plan

1:46 a.m.
NYSE halts pre-market trading in Fannie Mae, Freddie Mac

1:36 a.m.
Nasdaq OMX cleared by UK regulator for pan-Europe plan

Sept. 7
Washington Mutual ousts CEO Kerry Killinger - report

Sept. 7
Crude oil for November delivery up $2.06 to $108.75 a barrel

Sept. 7
Fannie, Freddie seen falling after historic government move

Sept. 7
Fund manager finds bargains in financial, consumer stocks