|
|
发表于 2010-2-25 12:32 PM
|
显示全部楼层
EUROPE今天SO FAR 跌1.2% - 1.7%,米国今天的GAP就已经跌差不多了...
90ufo 发表于 2010-2-25 10:35 
hi, you are here, that's good. I still owe your a answer. Few weeks back, I was mentioning the bottom was in, and due for a rebound which was at beginning of the "bear fag".
Now is the perfect time to answer that, because the situation is opposite or differnt.
So far, this week, we have earnings misfires like (fslr), tightened rules on "short selling", china selling tbill, health care talks failed cause the health care stocks sinking,
then yesterday Ben Bernanke talking about we are still in deep shit, rate won't change for awhile, last night modern-day greek problem re-surface, All that will cause stock investor to pulling their money out of the market, that is why the trading volume was low on market pull ups.
All of those uncertainty is starting to show up in different areas.
real possibility of the Euro sovereign debt default.
if $vix is the scare index of trades, then what "scare index" shows those "big money" income investor? so from now on I need to paid attendtion to the Ted spread. (so far the ted spread only spike one during last few weeks, and now at this moment it still low" in a normal condition, the big money gets scared, it sells euro and buy tbill, (NOTE: eurodollar deposits are not insured and are deemed to be riskier assets that tbill.) but so far not many investor are buying tbill, and tbill sale was not good for few months, then what's the money go? now we start to see the money to the corporate BOUNDS. Then how about gold??? gold should be a ultimate hedge against global financial crisis, right??? But time is changed, now the global wealth is so massive that the gold market just NOT big enough, liquid enough to hold the world's wealth. And in 2008-2009 gold price hits the top because the it's a play on bloated us dollar collapsing, it was not a golbal uncertainty play.
This is too long, all I am try to say is be careful, play soild defense, and alway follow the market and good luck. |
评分
-
1
查看全部评分
-
|
狗仔卡
