牛经沧海投资感悟生活点滴
吾言吾所思，君闻君所愿。【声明】仅供交流之用，不作投资建议。
博文
(2008-08-19 19:51:21)
Expectadecentbouncefromhere.[阅读全文]
(2008-08-08 07:31:55)
August8,20088:36AMEDT
HologicInc.(Nasdaq:HOLX)ChairmanandCEO,JohnW.Cumming,disclosedapurchaseof50,000shareson08/07atpricesfrom$20.00-$20.05,bringinghisstaketo301,654.
Inaddition,HologicPresidentandCOO,RobertA.Cascella,disclosedapurchaseof12,300shareson8/7at$20.20,brininghisstaketo136,914shares. [阅读全文]
(2008-08-01 11:06:27)
MSwrotedownandcutbackaggressivelylastyear.Thosepreventivemeasurespayoffnow.ThiscontraststoLEH,whichjuststartedbigwrite-downinitslastQtrlyreport.
MSwillsolidifyitsleaderposition(stillbehindGSthough)inthisroundoffinancialdebacles.
BestpositionedfinancialfirmsarestillWFC(bank),GS(Brokerage),JPM(financailsupermarket),BLK(assetmgmt),SCHW(discountretail).Watchtheleaderscloselytoidentifytrend.Once...[阅读全文]
BestpositionedfinancialfirmsarestillWFC(bank),GS(Brokerage),JPM(financailsupermarket),BLK(assetmgmt),SCHW(discountretail).Watchtheleaderscloselytoidentifytrend.Once...[阅读全文]
(2008-07-31 14:34:46)
PayattentiontothestrengthofGSastheleaderofbrokerages,WFCastheleaderofbanksandJPMastheleaderoffinancialsuperpower.Theystillhaveroomtogoup.XLFmeetswithsomeresistanceatits50daySMA.Oncebreakingup,itwillendthisroundofbounceat24(100daySMA)to26(lowerboundofitsupperrangeceiling).
BTW,Iposted熊火烧不尽春风吹又生onedaythemarketbottom(http://blog.wenxuecity.com/blogview.php?date=200807&postID=15...[阅读全文]
(2008-07-25 08:08:49)
MichaelShedlocksummarizedthatthereare10phasesinabearmarket.Letusreviewwhereitstartedandwherearewenow.
1.Ahugebuy-the-dipmentalitysetsinduringtheinitialdecline.Mostpartygoerscannotfathomthatpartyhasended.
2.Moderateconcernsetsinwhenbuythedipstopsworking.
3.Initialpanic.(FebruarytoMarch2007)
4.Numerousbottomcallsaremade,allwrong.
5.Searchfortheguilty.
6.Punishmentoftheinnocen...[阅读全文]
1.Ahugebuy-the-dipmentalitysetsinduringtheinitialdecline.Mostpartygoerscannotfathomthatpartyhasended.
2.Moderateconcernsetsinwhenbuythedipstopsworking.
3.Initialpanic.(FebruarytoMarch2007)
4.Numerousbottomcallsaremade,allwrong.
5.Searchfortheguilty.
6.Punishmentoftheinnocen...[阅读全文]
(2008-07-23 14:33:32)
Sofar,itwasagooddecision.
TransactionStatus
OrderDescription
Date&Time
Price
Executed OrderPlaced-GOOG SellGOOGLimitGT60 05/25/0707:18:16PMEDT -- Executed-GOOG SellGOOGLimitGT60 06/04/0710:09:58AMEDT ...[阅读全文]
Executed OrderPlaced-GOOG SellGOOGLimitGT60 05/25/0707:18:16PMEDT -- Executed-GOOG SellGOOGLimitGT60 06/04/0710:09:58AMEDT ...[阅读全文]
(2008-07-20 12:26:52)
ThePainsandGainsinSpeculations
牛经沧海
IboughtSQNMat3.25on10/22/2003(before1for3reversesplit).Itwentuptoover$4onthenexttwomonths.BeforeIwasabletocelebratethemagicofjunkstockpicking,itdroppedtotheabyss$1duringthesummerdoldrumsof2004.Afteranotheryearofsuffering,itappearedtohavenohopeofrecovery.Ifinallydumpeditattheendof2005forataxsaleandtorealizedatotallossalmost.
...[阅读全文]
(2008-07-15 12:02:20)
1。牛极生熊，熊极牛起。
2。VIX与QQV达低点两倍以上易生牛。
3。熊如暴君，葬熊必得有影响之公司陪葬。
4。市场中较后转熊的板块或最先转牛，颇似STACK。
5。逐利资本必弃老牛而趋新牛。
6。股市中人不可太执著，更不可轻言放弃。持之以恒才有机会。
[阅读全文]
(2008-07-12 14:47:49)
牛经沧海
7/12/2008
纵观当今之势，房市，金融，股市皆熊，仅商品一牛耳。三熊一牛，熊军彼此呼应，其势咄咄逼人；牛军形影相吊，其时屈指可数。然世事皆有定数，盛极而衰，既无恒牛，亦无常熊。牛熊更迭，故而为市场。三熊之中，房熊为源，金融衍生产品最堪为忧，股熊只是前二熊的并发症。2000年科网泡沫破裂，加上911之创，美政府急不择计，养一个泡沫取代另[阅读全文]
7/12/2008
纵观当今之势，房市，金融，股市皆熊，仅商品一牛耳。三熊一牛，熊军彼此呼应，其势咄咄逼人；牛军形影相吊，其时屈指可数。然世事皆有定数，盛极而衰，既无恒牛，亦无常熊。牛熊更迭，故而为市场。三熊之中，房熊为源，金融衍生产品最堪为忧，股熊只是前二熊的并发症。2000年科网泡沫破裂，加上911之创，美政府急不择计，养一个泡沫取代另[阅读全文]
(2008-05-16 13:14:06)
theheavycallsat$30expiresnow.
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