SoldSKF125coveredcallat$8.
Thisisforshorttermprotection.ItcanbeclosedatrighttimeorholduntilOE.
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苍海泛舟
方显英雄本色-- 股市投资探讨
博文
(2008-08-28 08:45:02)
(2008-08-28 07:04:23)
(2008-08-25 07:19:18)
大盘比预计的还弱，连开高都省了，直接走低，不给持仓过周末的新牛一点机会。10yrT-Bill竟然涨了5.72%IEF也有较大幅的增涨，表现出投资者纷纷涌向Saftyzoon的情况。
大盘的回落，可能会持续几天。不要轻易做多。
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(2008-08-23 09:07:00)
(2008-08-22 19:17:42)
今天大盘终于证实了预期的Rally.最大的变化是今天和昨天正相反，石油回吐了昨天全部的涨幅，美元收复了昨天全部的失地。
在昨天和前几天一周分析中都在预测大盘会在周三以后的几天恢复。原因主要是从市场情绪分析得来的。在周一和周二连续的PPIinflationnumberandLEH,AIG,aswellasFREandFNMnegtivenews.传媒中在大量传播这些信息。但仔细分析一下，并没有什么新鲜的消息。Highoi[阅读全文]
(2008-08-22 16:36:43)
Itisrightwaytogotograduallychangetoalternativeenergyfromfossilfuel.Butitstillhaslongwaytogo.Bio-fuel:efficiencyandcostarestillbigproblem.Isawsomegasstationstarttoprovidegreengas,mixedgas+bio-fuel.Cost:$5.7/g.Bio-fuelhasonly63%efficiencyofgas.SideEffects:foodpriceup.SolarPower:thecostistoohigh.Thereisnoeconomyinsentivesatallbeforeoilpricehigherthan$200/b.Needamajortechnologybreakthroughtoresolvetha...[阅读全文]
(2008-08-22 11:21:57)
JustsawthepostontopofDQ(Oil,Gold,Dollarandhedgefund)Itwasagoodpostregardingcollectingdataandopinionsonthesebigtopics.ButIhavetosay:Someconclusionsinthispostareshortsightandmisleading.(Thoseopinionsaretooclosetothemediacommonexplanation,andareold.)Why:Let'slookthefactsinsteadofopinions:OIL:1.Oilsupplyanddemandisstillimbalancedfromthelongtermview.Chinademandforoilhasbeenincreased5.7%thisyearandincre...[阅读全文]
(2008-08-21 10:13:10)
OIL:
Crudeoildoesnothasseriousreboundsinceit'spricedropfrompeak$147+Thisisthefirsttimethatoilhasserioustechnicalreboundafterbigselloffstartfrom7/11/08.Thetargetforthisreboundisaround$128-130Afterthis,oilmaymoveinarangefrom110to130forsometime.Don'texpecttheoilwillgorightbackto147-150levelanytimesoon.BeforeNov.election,ithasstrongincentivesfromRep.politicianstokeepoilpricelow.Thishasbeenrea...[阅读全文]
(2008-08-20 22:03:31)
Today'sMarketwasprettyimpressiveespeciallylatehalfofthesession.MarketdownsignificantlyrightafteropenduetoGSE(FRE,FNM)concern,dragdownXLFbelowcriticalsupport19.9anditdownto19.61atlowpoint.Butithasremarkablerecoverinthelatersession.XLFendup0.41(2.05%)to20.35.Bytoday'sclose,SPXgain7pointsto1275andDowgain69.Fromchart,SPYhaslonglegbottomcandle,ithasdoublebottominpastfewdaysat1263levelandholditverywelld...[阅读全文]
(2008-08-20 09:21:54)
已经出空所有仓位，做壁上观。[阅读全文]
