博文
(2008-05-09 05:48:54)
Citigroupjustannounceda"grand"plantosell20%ofitsassets.That'sanotherwarningsignafterAIG'sERlastnight.Hereiswhy?
1.Citigrouphasbeentryingtoraisecashbysellingmoresharesrecently.Asignofcashisdesperatelyneeded.Sellingsharestoraisecashatthistimeisactuallyaripofftotheshareholdersasthealreadyweakenedsharepricewillbefurtherdilutedagain.Whydotheyneedcashsobadly?Theyareseeingproblemscomingdo...[阅读全文]
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(2008-05-08 06:05:12)
IfIscorelowerthan85onmygolfgametoday,marketwillconfirmitsshorttermdowntrendandbearwilltakeover.Anyscoreabove90,Iwillbeoutofmyshort/putpositionsandwaitfornextweek.Anyscorebetween85-90,Iwillkeepmycurrentpositions.Seriously,ifS&Phits1380areawithstrongvoltoday,bearmighthaveagoodchancetotakeover.Thatwouldbeatimetoincreaseshort/putpositions.
Themarketdoesnotneedagoodreasontomoveupordown.Justgowi...[阅读全文]
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(2008-05-06 11:33:55)
Ciscowilldofinethisquarter.However,theforwardlookingwillbeconservativeatmost.Why?ThetelecomsectorandservicesectorareintroubleandthatwouldmeanlessbigordersforCisco.
Ciscocanonlycountonupwardgrowthfrominternationalmarket.However,thatmarketisgettingmoreandmorecompetitivewithcompanieslikeHuaWeieatingCisco'slunchleftandright.
IdonotbelieveCisco'sERwillhavebigimpacttothemarket.Takealookatallrece...[阅读全文]
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Thestockpriceofbigoilcompaniesarenotsynchronizedwiththeupwardmovementoftheoilpriceduringthisuptrend.Andanalystsarepumpingoilpricesupliketheworldisrunningoutofoilnow.
Goldmanisoneofthelargestoilspeculatorsintheworld.Ontheotherhand,Goldmanisalsofamousforshortingattherightmomenttomakehugeprofitonthesectorstheyarepumping.IwillnotbesurprisedthatGoldmanisshortingoilbigtimeatthismomentwhiletheirownan...[阅读全文]
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Asmentionedinoneofmypreviousposts,thehotmoneyintheglobalmarket,insteadofpouringbackintothehousingmarket,willbeusedtogenerateanotherspeculativebubble.Now,it'smoreandmoreclearthat,weareeyewitnessingthedevelopmentofthatbubble,thebubbleincommodities.Beforemovingforward,let'stakealookatthepriceincrementsofsomeofthecommoditiesthroughthepastyear:
crudeoil:up80%
corn:up66%
gold:up37%
ric...[阅读全文]
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(2008-05-04 17:59:45)
天下的股书多如你的头毛,数也数不清.要每本去钻研的话,你的头毛一定掉光.这倒不是坏事,十个光头九个富嘛,呵呵呵....
有一本书一定是入门必读,"TheIntelligentInvestor".为啥?看了你就知.我的观感很肤浅,不外如下:
1.股海风大,不好混.
2.股海浪大,要混下去,很累,很苦.
3.股海有金捞,打鱼捞金,奇乐无穷.前提是,你不先淹死了.
4.活着,你一定要活着.
5.打鱼捞金,[阅读全文]
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(2008-05-03 10:47:53)
打完Golf,很爽.冲了壶茉莉花茶,随手翻了一下易经.竟有意外发现.易经卦三十三.遁:肥遁,无不利.大意是,做人不要贪,赚了就跑,长此下去,就一定发达.看到此,股帝不禁一楞,难道中国古代周朝已有股市?[肥遁,无不利]不就是炒股的一大致胜法则吗?我们的祖先真厉害啊!很多人炒股见财化水,全因为贪,要在最高点获利,结果中了庄家的套,不赚[阅读全文]
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(2008-05-02 19:25:51)
Allindiceshavehittheir200MAandyetthebullishsentimenthasbeeninchinghigherandhighereveryday.Mediaispaintingaveryrosypicturefortheeconomy.DoItrustthisrally?Notatall.Thisbearrallyisslowlyturningintoasuckersrallyandit'sveryunwisetochasethisrallyatthisstage.It'sveryrareforallindicestohitthe200MAresistancewithoutpullingbackandIdonotthinkthisrallywillbeanexception.
Whileweshouldnotbetoopersimisticab...[阅读全文]
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(2008-05-01 13:46:26)
牛跑的太猛,要抽筋的.
庄家刚在CommoditySector吸完血,现在又到别的Sectors抽水.谁前两周信了Media把Commodity捧上天的只好一声叹息.Media现在的任务是,把这牛捧上天,把更多的散户吸进来.


我不想叹息,除了为熊准备小吃以外,我基本在看戏.
不远处,熊正在冷笑......
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(2008-04-30 16:28:18)
Fed累了,Fed也没底.Fed对经济的前景更没把握.
大市是短期回调,中期上下振荡,但熊势不改.散户们很有钱,庄家不会放过的.历史上9个大反冲,7个发生在2000的大熊市中.平白无故的大反弹,也是大熊的特征.
当心,当心.特别是人人都很牛时.
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