节日忧郁症

yaobooyao

过节了，
休市了；
没事了，
空虚了，
寂寞了，
忧郁了，
没劲了。

jeff110

睡觉了

源济

开赌了！

ranchgirl

yaobooyao

睡够了，没事干，看书头疼，坐着屁股疼，躺着浑身疼。

一句话， “闲得肝儿疼”。

jayceezhong

休假很闷。真的是闲的没事做。

90ufo

俺还没睡够，接着补觉！
怎么那么闲呢。做功课吧，我在研究BARRONS 12 个ANALYST FORECAST 2010 年。 basically no one can see furthur than 6 months.
9 out of 12 overweight tech. 9 out of 12 underweight utility.  consensus favor cyclical sectors.

90ufo

点广告吧

soulvirus

你确信不是闲得蛋疼？

睡够了，没事干，看书头疼，坐着屁股疼，躺着浑身疼。

一句话， “闲得肝儿疼”。
yaobooyao 发表于 2009-12-25 20:49

yaobooyao

俺还没睡够，接着补觉！
怎么那么闲呢。做功课吧，我在研究BARRONS 12 个ANALYST FORECAST 2010 年。 basically no one can see furthur than 6 months.
9 out of 12 overweight tech. 9 out of 12 underweight u ...
90ufo 发表于 2009-12-25 20:55

功课肯不动了。

Tech vs Utility, in recovery phase it's very clear which one should be in favor. Only key is to make sure it's recovering.  ^_^

我原来想这几天把CFA Level 2 的Fix Income 部分看完，顺便研究一下美债Yield 的内在因素。 实在是看不进去！

Day Trade 培训已经把我的精力全部耗光了，除了数字我什么都不能看。

silverado

go to sleep too

yaobooyao

你确信不是闲得蛋疼？



soulvirus 发表于 2009-12-25 21:00

还是元宝兄了解咱。。

ranchgirl

顺便研究一下美债Yield 的内在因素

fortune magazine and Credit Suisse  thought bonds are bubble? How do you think?

10 year bond's yield is pretty high. I bought some a little too early, I guess.

yaobooyao

fortune magazine and Credit Suisse  thought bonds are bubble? How do you think?

10 year bond's yield is pretty high. I bought some a little too early, I guess.
ranchgirl 发表于 2009-12-25 21:19

Bond is 100% for sure a big bubble to burst!  Even worse this time as USD is fundamentally in a depreciation circle!

It's not a safe heaven at all.  

In short term, if 10Y Yield rocket high to 4%,  it will attract some speculators who want to flip it in a very short cycle. You can make some money on it by trading it (not investing in bond and hold to maturity).

ranchgirl

Thank you, got it!

ranchgirl

Tech vs Utility, in recovery phase it's very clear which one should be in favor. Only key is to make sure it's recovering.  ^_^

Technology has been up 60-80% this year, and utility is only up about 17% .

Should it be utility?

yaobooyao

Technology has been up 60-80% this year, and utility is only up about 17% .

Should it be utility?
ranchgirl 发表于 2009-12-25 21:45

Not utility however.  

Utility is defensive sector and perform well in contraction, but in growing and recovering phase,  growth is always in favor of  tech/finance and commodity sectors.

trytry

大本是美元的印钞机, 股市是MM的印钞机

节日大本的印钞机歇了,  股市印钞机关了,  青蛙不能向MM进贡了，  忧郁症 了,

ranchgirl

However, it is kind of conflict with this picture



Sorry, I could not find the big one someone put here short time ago.

yaobooyao

大本是美元的印钞机, 股市是MM的印钞机

节日大本的印钞机歇了,  股市印钞机关了,  青蛙不能向MM进贡了，  忧郁症 了,
trytry 发表于 2009-12-25 21:46

你说得肯定是姓金的青蛙，钱多得没出花。