UP.
Theloserswhosoldintoyesterday's777pointsell-offwillswarmtocomebackin.Theyareafraidtomissthenextrally.Theshortswillbescaredandcoverinahurry.
Iwillsoldmypositionwhenthemarketisupanother100pointsfromhere.heiehi...[阅读全文]
戒急用忍-呆若木鸡的博客
戒急用忍-呆若木鸡的博客
博文
(2008-10-01 04:55:02)
(2008-10-01 04:54:42)
Ifullloadedyesterdaywith50%margin.
DoIsellintothisrally?Ofcourse.ButdoIselleveryposition100%?NO.Ijustsold40%ofmyholdings.
Ithinkthisrallywillhavesomeleg,atleastforthenextfewdays.
FundmanagerswillputsomemoneytoworkatthebeginningofOctober.Thiswouldsupportthemarketatleastforthenearterm.
WhatifweseeanothercrashwithVIXabove45?
Buywithmargin,simpleasthat.Butdodiversify.[阅读全文]
(2008-09-21 12:08:07)
技术分析有没有用，有用，但它仅仅是一种工具，靠它赚不了大钱。
技术分析不能解决选股。同样的图，对于不同sector不同股票，后市走向可能完全不同。
Fundamentalhelpyouselecttherightstockandrightsector,onlynowtechnicalanalysiscanbesomewhatusefulinchoosingexitandentrypoint.
总之，fundamental是根本。
[阅读全文]
(2008-09-21 12:07:50)
toalwayshaveabigpictureandthentradedaytodayvariationtoyourownadvantage.
hehe....
Thisyear,nevermissthebigtrends.Notbad....
Butren2wei1yan2qing1.hehe.....
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MarketmybouncebackafterJuly4th
来源:戒急用忍-呆若木鸡于08-07-0311:13:40[档案][博客][旧帖][转至博客][给我悄悄话]
Majorcatalyst:OilpricedeclineafterJuly4.
Aspredictedbysomem...[阅读全文]
(2008-09-21 12:07:09)
theirwholebusinessmodelisbroken.Theyusedtosecuritizestudentloans,sortoflikeFNM.Withthecreditmarkettightning,theycannolongerdothat.Theyhaven'tdoneanysinglesecuritizationdealforalmostayear.
Itwon'tgobankruptinthenearterm,though.Itcancontinuetoserviceitscurrentcustomers.Butnonewdeal,youknow,zuo4chi1shan1kong1.
Don'tbotherwiththesepigcompaniesunlessyouDT.Theydon'tprovideanylongtermvalues.[阅读全文]
(2008-09-21 12:04:47)
1.dollarhasreachedmajorresistanceof1.40.Itneedstoconsolidatethehugerunfrom1.6to1.4.
2.witheconomyslowingandtherecentdropincommodities,Fedmaycutinterestrates,whichwillgiveabigboosttocommodity.
3.longtermsupplydemandstillpointtohigheroilpriceeventually.GrowthinChindiawillpickupanydemandslackinUS.
4.Thereisbloodeverywhereonthestreet.Peoplearescaredtodeathtobuy,whichironically,isthebe...[阅读全文]
(2008-09-21 12:03:32)
Standonthesideline.
Thisrallyisextraordinary,butactuallyithasprecedent.
Ifyoutradelongenough,youwillrememberonedayinearlyJanuary.Inthemorning,FEDcutinterestrateby50points,Irememberallthebubbletechstocks,up50%inasingleday,thenitgivesbackmostofthegainsinthenextfewmonths.
Ifyoufollowmetojumpinattherighttimewithrightsectors,commoditybeforeyesterday,andfinancialatyesterday'slow,youshou...[阅读全文]
(2008-09-21 12:03:11)
AnextremeexamplecomesfromPakistanwherethelocalSECrespondedtoastockslumplastmonthbybanningshortsellingandlimitingdailypricedeclinesto1%whileallowingthemtoriseby10%.Theinitialreactionwasamassive8.6%onedayrallyfollowedby15straightdaysofslumpingpricesamidextremelylowturnover,theworstsuchperiodforthatmarketinseveralyears.AsriotinginvestorsstormedtheKarachiStockExchangelastweek,theruleswererescinded."[阅读全文]
(2007-07-27 13:58:39)
Basedon2007=1987,IhaveknowthatthemarketwilldropinmidJuly,but
知道大市下跌不等于short就能赚很多钱。
实际上这次下跌，我long的钱比short睁的还略多一些。
short里挣得最多的是QQQQput,FTEK($34-$26.x),EDU($54->$48).BIDU($212-$215->$17x).其它根本short不动啊.
Themarketmayfindtemporarysupportnextweek,不过，thisdoesn'tmean下星期long容易挣钱，除非DayTrade,
Inthenext2-3weeks,那些牛股应该...[阅读全文]
(2007-07-27 09:39:39)
Inthemorning,Ihadafeelingthatthemarketmayretestyesterday\'slow,soIsoldmoststockholdings.
Theindexindeedtumbled,yetallthestocksIsoldwereflying.
以后操作上一定要大盘作大盘，个股做个股，不能让对大盘的分析影响个股的操作。
经验教训啊。[阅读全文]
