[阅读全文]
博文
(2014-05-04 15:32:52)
(2014-05-01 19:14:38)
Marketretreatedinlast23timesafterFED'smeetings.Itseemsthatitwillbenodifferencethistime.ButasImentionedmanytimes,using2X,3XinverseETFstoshortthemarketisfool'sgame.Butbetterapproachisstilltoholdcorepositionandprotect/hedge.
Atthismoment,S&Pputsareprettycheap.VIXislow.Itmakeslotsofsensetoaddprotection.
Momentumstocksarestillintrouble.Itisnotlikelytochangeanytimesoonalthoughsomeshorttermbo...[阅读全文]
(2014-04-23 19:09:54)
BothAAPL/FBreportedgoodearningafterhr.IshowedAAPL'schartinmypreviouspost(whichIthinkithaschancetogetabove$600inthefuturesincevaluationisjusttoocheap.)
FBistheoneIthinkisovervalued.Butthisearningreportissolid.ThequestionisthatiftheyalreadysawtheirbestQ.Priceactionwilltellprettysoon.GivingthisER,TWTRislikelytomelthigherintoitsearning(butlikelyadisappointingQ).
ThenitcomestoQQQ.IsitformingH/S...[阅读全文]
(2014-04-16 18:21:30)
Everytime,whentherewascrisisoversea,therewasabigrunupinUS$whenpeopleseeksafetynet.However,since2013,itstoppedhappening.EspeciallywhenUSdecidetofreezesomeRussia'srichpeoplesannount,theweaknessinUS$becomeobvious.
US$iscrruentlyatcriticalsupport.Losingitcouldbeabigdeal.ItmightmeansthatUS'sinfluenceofworldstartstodisappear(obviouslyUSonlongercanhavefullcontrolofRussianorChina).Toproventthatfromhap...[阅读全文]
(2014-04-11 17:10:24)
Afteraveryshort3daysreboundsincemylastarticle,"SellinMay"themecomeinearly.Nasdaqlost4000.WithRusselandNasdaqlostnearly5%YTD(worstperformingindices).
Inmyfirstarticleof2014,Imentionedthatnasdaq,smallcaps,Japanaremostownedindices.Itturnsoutthattheseareworstperformersof2014.Matchingthetheorythatcrowdedtradesareworsttrades.
IalsomentionedthatFB/TWTR/NFLX/AMZN/TSLA/SCTY/CSIQetc.arelar...[阅读全文]
Inmyfirstarticleof2014,Imentionedthatnasdaq,smallcaps,Japanaremostownedindices.Itturnsoutthattheseareworstperformersof2014.Matchingthetheorythatcrowdedtradesareworsttrades.
IalsomentionedthatFB/TWTR/NFLX/AMZN/TSLA/SCTY/CSIQetc.arelar...[阅读全文]
(2014-03-30 15:46:25)
Afteraweekofselloff,marketiscurrentlynearsupport.Itlikelytohavesomereboundcoming.Indicatorsareoversoldwheneverybodyrunningforthedoor.
ButbeforepossiblesellinMaycoming,anotherbounceislikely.
[阅读全文]
(2014-03-16 13:27:05)
BasingpatternofGoldandBond(riskoff)assetsshouldnotbeignored.Usuallybondmarketknowsbetterthanequitymarket.Itmightmeanthattherearesomedeepercorrectioncominginnextfewweeks.Istillthinkthat"SellinMay"meansmorethisyrthanever.Maybe"SellinApr"wouldbeinplay.
Itisnottimetobeaggressivebuttobeverycautious.
Cramerusuallysaysthat"Therearebullmarketssomewhere".Italsomeans&qu...[阅读全文]
(2014-03-12 18:33:47)
(2014-03-04 16:32:41)
(2014-03-03 15:57:28)
