此人是真正的银行股专家。。
http://www.bloomberg.com/avp/avp.htm?N=adviser&T=Rochdale%27s%20Bove%20Says%20U.S.%20Bank%20Stocks%20%60Look%20Terrific%27&clipSRC=mms://media2.bloomberg.com/cache/vQSrwGT_i__Y.asf[阅读全文]
交易禅
把握市场趋势；交易在当下；风险第一，盈利第二。
博文
(2010-04-14 18:42:51)
(2010-04-14 14:18:37)
JPMorganEarningsIncrease55%onOutlookforEconomy
April14(Bloomberg)--JPMorganChase&Co.saida“broad-based”economicrecoveryboostedfirst-quarterearnings55percent,surprisinganalystswithrecordfixed-incometradingrevenueandabetter-than-expectedoutlookforconsumercredit.Netincomeatthesecond-biggestU.S.bankbyassetsclimbedto$3.33billion,or74centsashare,from$2.14billion,or40cents,inthesameperiodayearea...[阅读全文]
April14(Bloomberg)--JPMorganChase&Co.saida“broad-based”economicrecoveryboostedfirst-quarterearnings55percent,surprisinganalystswithrecordfixed-incometradingrevenueandabetter-than-expectedoutlookforconsumercredit.Netincomeatthesecond-biggestU.S.bankbyassetsclimbedto$3.33billion,or74centsashare,from$2.14billion,or40cents,inthesameperiodayearea...[阅读全文]
(2010-04-14 13:22:42)
GS比JPM的trading更能赚钱。
bac,c,wfc,usb,axp的ER反应也会不错，尤其是跟消费者相关的损失该见底了。。[阅读全文]
bac,c,wfc,usb,axp的ER反应也会不错，尤其是跟消费者相关的损失该见底了。。[阅读全文]
(2010-04-14 11:37:56)
(2010-04-14 08:58:35)
中线（1-3个月）的投资组合：
板块：金融，消费类，科技，和能源。经济基本面有利于金融和消费类。
FAS（35%）金融3xETF
F（10%）消费类+工业类
AAPL（10%）高科技+消费类
GOOG（10%)高科技
MEE(5%) 能源
TNA （15%) 小企业3xETF
cash(10%)forDT/STtrade..
没有建仓的，最好逢低（回调）买入，GOOG如果ER不好,要卖出。MEE建底后买入。如果大趋势改变，清仓，这个可[阅读全文]
板块：金融，消费类，科技，和能源。经济基本面有利于金融和消费类。
FAS（35%）金融3xETF
F（10%）消费类+工业类
AAPL（10%）高科技+消费类
GOOG（10%)高科技
MEE(5%) 能源
TNA （15%) 小企业3xETF
cash(10%)forDT/STtrade..
没有建仓的，最好逢低（回调）买入，GOOG如果ER不好,要卖出。MEE建底后买入。如果大趋势改变，清仓，这个可[阅读全文]
(2010-04-14 08:52:19)
MarchRetailSalesinU.S.RiseMoreThanForecast(Update2)ShareBusinessExchangeTwitterFacebook|Email|Print|AAAByTimothyR.HomanApril14(Bloomberg)--SalesatU.S.retailersclimbedinMarchmorethananticipated,signalingconsumerswillplayabiggerroleinabroadeningeconomicrecovery.Purchasesincreased1.6percentlastmonth,themostinfourmonths,andgainsforFebruaryandJanuarywererevisedup,CommerceDepartmentfiguresshowedtodayinW...[阅读全文]
(2010-04-14 08:29:52)
BernankeSees‘Moderate’GrowthAmid‘Restraints’
April14(Bloomberg)--FederalReserveChairmanBenS.BernankesaidtheU.S.expansionwillremainmoderateastheeconomycontendswithweakconstructionspendingandhighunemployment.“Onbalance,theincomingdatasuggestthatgrowthinprivatefinaldemandwillbesufficienttopromoteamoderateeconomicrecoveryincomingquarters,”BernankesaidintestimonytoCongresstoday.“Significantr...[阅读全文]
April14(Bloomberg)--FederalReserveChairmanBenS.BernankesaidtheU.S.expansionwillremainmoderateastheeconomycontendswithweakconstructionspendingandhighunemployment.“Onbalance,theincomingdatasuggestthatgrowthinprivatefinaldemandwillbesufficienttopromoteamoderateeconomicrecoveryincomingquarters,”BernankesaidintestimonytoCongresstoday.“Significantr...[阅读全文]
(2010-04-13 16:44:44)
上周它的煤矿刚出事，结果不见了近1Billionvalue.
[阅读全文]
[阅读全文]
(2010-04-13 16:27:34)
早盘的sell-off变成牛牛买入的机会.对AA的er大盘反应还是牛，只是牛在不同板块。
从今日大盘走法，市场预计ER会不错。MS分析师今日推荐bac.goog今日带量上涨，周四收盘er.
昨日发帖，建议谨慎做多，大盘中期还是继续向上，1250也不是什么太大的阻力。牛市策略就是逢低买入。
[阅读全文]
从今日大盘走法，市场预计ER会不错。MS分析师今日推荐bac.goog今日带量上涨，周四收盘er.
昨日发帖，建议谨慎做多，大盘中期还是继续向上，1250也不是什么太大的阻力。牛市策略就是逢低买入。
[阅读全文]
(2010-04-13 16:16:17)
http://www.bloomberg.com/avp/avp.htm?N=adviser&T=Fritz%20Meyer%20Likes%20Financial%2C%20Industrial%2C%20Consumer%20Stocks&clipSRC=mms://media2.bloomberg.com/cache/vc_OiPc52tQQ.asf[阅读全文]
