博文
a moral victory
(2008-01-07 20:17:38)
Ifyoudaytradeandyoumakemoneytoday,youreallyneedtobuypowerbowllottorysincethegoddnessofluckmustbeonyourside.
Thesessionlikethisbasicallysaidalotofpsychologyofthemarketparticipantsmorethananythingelse.FromwhereIamperching,itseemslikethetradersareveryjumpyandmanyofthemareverydefensive.
Alotofhealthcarestocksattractedbuyers.OnDOW,moandmcdarethebiggestgainners.Whenalotofpeoplefeeldefensive,itma...[阅读全文]
阅读 () ┆ 评论 (1)
Bear at the door ?
(2008-01-06 18:02:29)
Theveryfirstquestiononehastoaskwheninvestingiswherethemarketisheadingto.Itismucheasiertogoalongwiththetrendthentoagainstit.True,onecanalwaysfindgemintheash,thechanceismuchslimer,andtheeffortgreater.
Nowthat,marketis10%fromthehigh,arewereachingthebottom?andwillthemarketreverselikelasttimeinlastAugust?
Inmyhumbleopinion,notlikely.
Thereasonisthattherecessionisahighpossibilityandtherearee...[阅读全文]
阅读 () ┆ 评论 (0)
A pause before the job number
(2008-01-03 20:13:43)
Thethemeoftodayisthesameaspastcoupleofdays.Ajitterymarketheavelydrivenbythenews.Risingoil/Gold/agriculture/commodityprice.Asobservedatthebeginningoftheyear,thatshouldbetheplacestobetthemoney.Itmightbealongtrendthroughouttheyearasfarm/argriculturalproductinhighdemandthroughouttheworld,especiallyinchina.(Mymontoldmethatthepriceofcookingoilandmeatinchinahasdoubled),andthechartsforanyofthosestockslook...[阅读全文]
阅读 () ┆ 评论 (2)
Unhappy first day
(2008-01-02 20:21:32)

YouhavetorespecttheprincipleofMurphy'slaw.Whenthemarketisafraidofrecession,theeconomicdatashowedjustthattheeconomymayslipintorecession.andthemarketsoldoffontheveryfirstdayinyear2008.
Themarketactuallyopenedaslightlyhigherbuttheturnaroundcamesofastanddecisive.Ijusttookmyeyeoffthescreenforaboutfiveseconds,whenIlookeditagain,Itwasnegative70points.Forasecond,Ithoughtmystreamingquoteencounteredsome...[阅读全文]
阅读 () ┆ 评论 (1)
happy year 2008
(2008-01-01 17:07:58)


Backfromnowandbacktothechanllenge.
Andchanllengeitisindeed.
Ifthelastcoupleoftradingsessionsofyear2007revealedanything,itisthattheinvestorsareondefensive.Butwhetheritisaforwardlooking,or,itisasimplereflectionontherollecoasterrideofthelastcouplemonthes,orthenegativenewsreportfromCNBCalike,orthegeopoliticaluncertainty,remaintobeseen.
Thevolumnwassothin,so,itishardtobeascertainthatis...[阅读全文]
阅读 () ┆ 评论 (0)
Leader found ?
(2007-12-20 19:58:09)
Oneofthequestionsonehastoconsistentlyaskiswhatcouldleadthemarkethigher?thegoodearningfromoracleandtodayfromrimmmakerenewedhopethattechcouldprovidesuchleadership.Nodoubt,thegoodearningfromsuchbignamesprovidehugepsychologicsupportforthemarket,andcanovercomegeneraleconomicconditionssuchasFEDreporttoday.
Also,thetraditionalstrongDecembermakesomedie-hardbulls.andthedescresedVIXalsoisagoodargumentfo...[阅读全文]
阅读 () ┆ 评论 (0)
more volatilities ?
(2007-12-19 19:24:56)
Lackofconfidenceisthebiggestproblemforthemarketnow.Untilthefearofrecessioncanbeeased,peoplewillpositionthemselvestoaslowereconomywhichmeansgrowthstocks(momentum)willsufferwhilesectorslikeutility,consumerstaplesandhealthcarewillbefavored.Also,bondshowedsomelifelately,indicatingshiftingtoasafeheaven.
Tomorrowwewillsee3rdQGDPnumber,hopefully,thenumbercouldbealittlestrongertosupportthemarket,other...[阅读全文]
阅读 () ┆ 评论 (0)
An uninspiring rally
(2007-12-18 19:08:23)
Itisstillajitterymarket,averyvolatileoneactually.
Themarketopenedwithoptimism,withECBpumped0.5TrillionDollarsintothefinancialmarket.however,whenGSsaidshorttermoutlookwasnotverypromising,marketimmediatelysoldoff.Eventhoughthemarketwentuphighattheend,itshowedhowmuchtheinvestorsontheedge.
Ifyoulookeddeepintothetoday\'saction.itismoreofashortcoveringrally,thestockswentupthemostaretheoneshavebe...[阅读全文]
阅读 () ┆ 评论 (0)
Santa vs Grinch, and Grinch is winning
(2007-12-17 18:25:55)
Ifyouaresurprisedbytheworseningconditiononthewallstreet,youmusthavebeeninthedreamlandlately.Therearewallsofworriesonthemarket.Thestagflation--awordseldomelyusedsince70\'s--hasbeenfrequentlyappearedinthenewsmedia.Thereareconcernsofcreditcrunch,concernsaboutgrowth,andtheninflation.Inotherword,thingsthatarebadforthemarketarealignedatthesametime,itisaperfectstormforthemarket.
Whenmarketgoesup,ther...[阅读全文]
阅读 () ┆ 评论 (2)
A week of stagnation?
(2007-12-16 11:55:44)
Whenprepareforthecomingweek,thefirstquestiononehastoaskiswhatcouldmakethismarketgohigherwhentradingresumeonMonday?Andtheanswerisobviouslyveryun-promising:)
Ontheeconomicfront,therearemoreanticipationsofrecessionnowthanlastweek,eventhoughitisalsosaidthatnorecessionhaseverbeenpredicatedcorrectlybefore,themereuttererofthewordrecessioncouldputthetraderondefense.
Andthesaviorofthemarketaregonet...[阅读全文]
阅读 () ┆ 评论 (1)
[<<]
[上一页]
[11]
[12]
[13]
[14]
[15]
[下一页]
[>>]
[首页]
[尾页]