博文
[LDK: last post] 打折的名牌的重生, return of 被驱逐的King
(2007-12-10 11:49:18)
therewasonceatime,LDKshoneevenbrighterthanFSLR,
thatwasJunetoSep,2007,
ofcourse,onWallSt,itfeelslikeonelifeago,
itisonelifeago,
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thetapeofLDKistotallyclearnow,notmuchneedofanalysis/projectionworkfrommeorotherearlyLDKbelievers,(so,fittingly,thiswillbemylastpostonLDK),sincetheMMshavetakenoverthebattlefield,
WallSt,inmyopinion,isalmostastoryofMMsandMoMos....[阅读全文]
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[LDK, 题外话] a Shakespearean stock
(2007-12-10 10:40:20)
theplotrivals"KingLear"or"LordofRing",
富豪，密探，背叛，谣言，屠城，冤情，帮凶，追杀，动摇，信念，希望，自救，火种，曙光，援军，雪溶，笑颜，
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[Solar scan] LDK is
(2007-12-10 10:09:43)

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FSLRisquietlypushingback,SPWRnoactionforaday,
WFRisnewhigh...bodewellforLDKtoo,WFRwillstarttobeperceivedbythemeasuringtapeforLDKbythewholemarket,insteadofjustearlyLDKbelievers,
CSIQisdeterminedtocopycatSOLF,
STP...nevercountoutSTPnomatterhowtireditcanlooklikeintraday...onehourfromcloseandalongdarknightafterisoftenwhatittakestomoveit5pointshigher,
J...[阅读全文]
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if MMs can push pale stories like SOLF/CSIQ double,
(2007-12-10 09:24:47)
andWFRhigherhigh,andputthatmuchofpremiumonFSLR/SPWR/STP,
youthinktheyaretooleftLDK,whichwouldhavemuchbetterstory,outinthedark?
Ichanllengeanyonecancomeoutarealisticdiscountedcashflowmodelthat'sbasedoncurrentanddetailedanalysisandprojection,thatwouldproveLDKisoflessvaluethananyoftheothersolarplayers...
haha,the"efficient"market...
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LDK, 慢火烤吧
(2007-12-10 07:02:48)
whatajourney,
hopeeveryoneenjoyed,longorshort,aslongasyouwereoryouareright,
specially,谢谢不发“国难财”的山猫大侠[阅读全文]
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cool piece from DQ: \'交易之道，守不败之地，攻可赢之敌。\'
(2007-12-07 13:17:05)
交易之道，守不败之地，攻可赢之敌。
来源:七月晴天于07-12-0713:01:51
http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=945929[阅读全文]
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[STP rebound] good but weak now, hope stronger EOD
(2007-12-07 10:06:16)
yesterdayscreamedacoupleoftimesatDQtocloseshort/putpositions,
hopesomelistened,
boughtcall/wroteputatEODyesterday,closedmostthismorningwhenitbouncedownfrom78.6whichIhadmentionedaspreviousintradysupport...
ifitstrengthsattoday'send,willbuycall/writeputagainwithtarget80Monday,
gl,[阅读全文]
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经典TA图， ”龙抬头“
(2007-12-07 09:44:31)

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[market reading] my
(2007-12-06 12:21:10)
Ihavecometousemy"fear/greed"sensorsforawhile,andtheymoreorlesssyncwithotherscientificmeasurementssuchasVIPorPut/Callratioetc,
the"greed"senseistolookatsomeofthose"trash",or"concept",stocks,thismethodisprobablywellknown,myconceptstocksarethoseChinesestocksthathavenothingbutanameandaplan,likeCTDC,SVA,etc
the"fear"sensoristolookatsomecashrichc...[阅读全文]
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[Solar scan] FSLR STP SPWR week, WFR/CSIQ strong,
(2007-12-06 11:24:14)
LDK/YGE/SOLF/TSLtryingtofindsupport,
seemsIunderestimatedthepowerofprofittakingfromirrationalvaluation,
WFRisoneofthetwocheapestsolarstocks(theotherLDK),it'sinterestingtoseethereverseoftheirfateagaistFSLR...WFRandCSIQatclosetotheiryearhighindicatesthatmoneyisnotentirelyleavingsolarworld,it'sprobablyavaluationrotation,
plantobuycallonLDKatendofday,
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