03/22/2014 Weekend Update

Cobra

weekend update.
Smart money covered a lot, so the low was in?
http://bbs.cobrasmarketview.com/ ... mp;p=158029#p158029

Cobra

Summary of the week's stock picks: http://bbs.cobrasmarketview.com/ ... mp;p=158028#p158028

源济

多谢！周末愉快！

Cobra

preview of the next week's stock picks: http://bbs.cobrasmarketview.com/ ... mp;p=158032#p158032

Bencat

dyq

bigbadwolf

wnd4

csw2002

Unless we are looking at different set of data, NQ commercial hedgers are shorter by a smidgen as of this past Tuesday (18th Mar) according to the CFTC COTS report. The massive short covering by commercials occurred last week (11th Mar), not this week. On the big NQ contract, commercials have neither added nor closed any position, whether long or short, remaining long at 19038 contracts, and short at 19319 contracts, the same as last week. ON the mini NQ contract, commercials have added 61,612 long contracts, totaling 382,823 contracts long, but also added 71278 short contracts, totalling 505,762 contracts short.

joep

csw2002 发表于 2014-3-22 08:01 PM
Unless we are looking at different set of data, NQ commercial hedgers are shorter by a smidgen as of ...

support

Read0nly

以俺看老蛇的这张图，两者的离差大到极致时就该转向趋近。所以俺会忽视下面的蓝线比较大的短期变化幅度，更重视其长期趋势。从去年大约是四五月到现在，将近一年的时间，下面的指标都是在-600到-200之间波动，这是该指标企稳并即将转向的特征。对应于上面的纳指，俺认为到顶，等着2800见吧。

bigbadwolf

csw2002 发表于 2014-3-22 08:01 PM
Unless we are looking at different set of data, NQ commercial hedgers are shorter by a smidgen as of ...

很像2000年或者2010年了。但觉得NDX的美人尖还没出来， 估计在几周之内， 配合ER 季节加上Alibaba的IPO， NDX有再上一程的潜力。 NDX里Biotech 板块不会马上泡沫破裂。

短期看今夜的HSBC China Flash PMI， 明天后天美国加欧盟准备进一步制裁俄国。如果有实质的军事部署或挑衅动作，大盘可能会继续跌。 现在美国有些人认为俄国的作为类似当年的希特勒吞并捷克。。。


补充内容 (2014-3-23 08:24 PM):
是捷克一个区：苏德台？