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发表于 2010-11-9 11:53 AM
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股市跌一跌？QEII的时候，股市有大跌吗？没怎么跌呢，不就QEII了吗？如果股市涨到SPX 3000，你会 ...
Cobra 发表于 2010-11-9 11:51 
老蛇你看这个是不是反映了你的心声
I finally get it. Bernanke wants stock prices higher and "you can't fight the Fed". I don't want to outthink this so I am turning bullish. Better late than never!
Forget that stocks are as overbought as they get short term. Ignore the pricey valuation levels at 16x's peak profit margins or the 1.88% dividend yield on shares. Dismiss the artificial/unsustainable government interventions like a 10% of gdp deficit, 0% interest rates, or a taxpayer guarantee of 95% of new mortgage market. Bernanke wants stocks higher and he will do whatever it takes.
It doesn't matter that QE2 won't help jobs, that rationale is a hoax, a scam. It won't accomplish much economically other than spiking commodity prices like food and energy. With "core" inflation we ignore them anyway. Who has to pay for gas or food that isn't hedged with stocks and gold?
No, QE won't do much except goose financial prices and fade the dollar. And they are the overriding goals of Bubble Ben. He so very much wants a Bubble in assets, just like his predecessor. If the Dow is 14,000, all is right with the world and Ben will print trillions to get it there. There is no criticism from no human that can change his mind.
It's really that simple, that easy. Ben wants a bull market and who am I to resist that. So I am loading the boat with risky assets like commodities, growth stocks, mortgage debt, and precious metals. I can't fight it any longer. Get me in at any price for price doesn't matter. Only mo matters. Go with the mo! Finally. Better late than never. Don't over think this.
Position: long reverse psychology |
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狗仔卡
发表于 2010-11-9 11:52 AM
