Inconvenient Economic Truth (from Barron's)

Diffusion

要点：
1. PMI below 50, New order at 47, Inventory up to 53. Even worse, Price up to 54
2. Global - Europe, China, Australia. Coal price is weak, meaning weak China and Australia
3. Transportation - Fedex lower guidelines. Refer to Dow Theory.

http://www.hutong9.net/home.php? ... ward=1&id=40613

hunting

军师早

Diffusion

hunting 发表于 2012-9-5 08:29 AM
军师早

浪兄弟早

silicon_beaver

Diffusion

silicon_beaver 发表于 2012-9-5 11:02 AM

牛娃早。要是经济不好，油价跌了，我可就担心你的salary了。

feelucky

bad news == good news?

Diffusion

feelucky 发表于 2012-9-5 01:46 PM
bad news == good news?

这个不是news，这个是个背景介绍， 对中长线有影响，对短线没大影响。中长线看，个人感觉这里可能在做一个大顶。不过如果做短线的话，最好不要被这些干扰。