06/21/2010 白天灌水

Cobra

老大，vix, spx both green有什么说法？
google 发表于 2010-6-21 13:19

    没说法。有一点点点点点点bullish反而。反正所有的东西你都往bullish解释，准错不了。

yam

你说得没错啊，问题是人民币升值不是好消息，意味着你买的东西贵了。你觉得人民币升值了，就能解决米国就业的问题？那些大工厂就会把订单拿回米国做？我才不管人民币最后是升值还是贬值呢，我只管以后我买的东西是贵了还是便宜了。你说中国企业可以消化因为人民币升值带来的压力？这种消化总有个度吧？最终物价上涨还是要转嫁到你的头上来的吧？这就够了。对股市利好，还是不利好，who cares，股市天天涨，涨到SPX 3000，我才高兴呢。
Cobra 发表于 2010-6-21 13:16

I give all my points to Cobra.

Some comments from Yahoo.com:

BOHICA - Monday June 21, 2010 10:25AM EDT
No more cheap Chinese slave goods anymore. China will no longer hold onto out debts either. We will be the next Greek tragedy!

Johnny - Monday June 21, 2010 10:25AM EDT
The Stocks around the world because the Chinese currency will soon replace the dollar......In favor of Chineses currency..................That is the sign that soon China will Dominate the Western World......They will Buy all our Asset and Corporation soon....They have money we have debts........Money will move the mountain in China's Favor?......That what it is......The Mighty China?

Mark - Monday June 21, 2010 10:29AM EDT
The yuan appreciated by 20% between The fall of 2005 and the summer of 2008. Not all in one big move. I would expect the same kind of gradual change here.

report abuseku - Monday June 21, 2010 10:30AM EDT
HAHA, CHINA CURRENCY WILL RISE AGAINST THE WORLD MONEY. SO THAT MEANS UNITED STATES OWED MORE MONEY TO CHINA,....ALSO THAT MEANS CHINA ECONOMICS WILL DRAMATICALLY SLOW DOWN. THERE ARE NO TURNING BACK BABY. ALL I CAN SEE IS THAT THE ECONOMICS AROUND THE WORLD WILL BE DRAMATICALLY SLOW DOWN TOO. YOU'LL SEE. RECESSION AND OR INFLATION WILL HAPPENED WITH THIS YEAR. I JUST WONDERING DON'T THESE PEOPLE KNOW THAT THE POOR FEEDING THE RICH.

Yahoo! Finance User - Monday June 21, 2010 10:31AM EDT
Our problems do not have anything to do with the Chinese yuan. A valuable yuan will make life more expensive for Americans. Affording less of what we need is not a fix! China cannot fix the world's debt problem. Debt was the problem to begin with and we have more of it now. US dollar rally is real. 2008 was just the warm up in this deflationary crash. FED printed a trillion and inflation is nowhere to be seen! Do you know why? Let me explain. Our money supply is NOT printed dollars. It is bank credit. We printed 2 trillion dollars. But we borrowed 50 to 300 trillion over many decades. This debt becomes our money supply. And it needs to be paid back with interest! Because banks create money when we borrow. For that reason, credit, which is our money supply, can deflate: http://www.tradingstocks.net/html/banks_create_money.html

BOHICA - Monday June 21, 2010 10:31AM EDT
Plunger team trying to hold the market up this morning on bad news for the US. China raising the yuan to the dollar would be good for our exports but the only problem is WE DON'T MANUFACTURE ANYTHING ANYMORE!!!!! We have become a useless service sector economy. We are like a 64k computer, useless.

Johnny - Monday June 21, 2010 10:37AM EDT
It is a sign the soon the United States will soon be demoted to Third World Nation Category.............China will soon Demand payment for our Debts...........Okay $ 15 trillion Dollar Debts plus $ 750 Billion Dollar service Chargs every year in interest.............Good for China bad for us.......Where will we get the money to pay our creditor......The Mighty China..........

Don - Monday June 21, 2010 10:40AM EDT
USD will tank sooner or later.China several trillions reserve in USD will convert to "basket of currencies" which meant don't so much rely on USD anymore.What NOBAMA can do?

Yahoo! Finance User - Monday June 21, 2010 10:40AM EDT
China has opened the door for hyperinflation in the U.S. which is good news for the wealthy, bad news for the rest of us. The wealthy will recoup their losses with inflation, the consumer will get hosed with massive inflation, the economy will tank again taking the China economy along with it. Only rich Americans benefit from this move. Look at the stock market, it loves it. Anything good for Wall Street is bad for the rest of us.

Dr. D. - Monday June 21, 2010 10:44AM EDT
We already owe China 1 trillion dollars. Inclusive, the USA has a 4 trillion dollar debt on it's weaking shoulders. That is major cause for jubilation on the stock market ??? Seems to me it's just a matter of time before the USA starts flopping like a dead fish. China can take the left half of the USA and Russia can take the right. That will cover their debt. Chow mein with a vodka chaser anyone?

AGA7d

Manufacturing back to US is very difficult, no need to think about it at least in short term

hbw

这个解释有点意思，呵呵。
万一老美就是想结束欧元的反弹再次开始砸盘欧元呢？  呵呵，貌似的确如此啊 ...
爱在雨中 发表于 2010-6-21 13:23

    欧元反弹力度很差，现在靠商品和日元交叉盘来撑门面。对于股市来说是强拉和顶部震荡的迹象。。。

google

没说法。有一点点点点点点bullish反而。反正所有的东西你都往bullish解释，准错不了。
Cobra 发表于 2010-6-21 13:30

AGA7d

Weird time - economy soft (jobs and housing); plenty of liquidity and very low interest rate. I am bullish but also realistic

Cobra

今天怎么收盘，我已经猜到了，收盘后我再MHP。MQP，又没人给我奖金的，没必要自讨苦吃。饭饭去了。

layschips

今天怎么收盘，我已经猜到了，收盘后我再MHP。MQP，又没人给我奖金的，没必要自讨苦吃。饭饭去了。
Cobra 发表于 2010-6-21 11:34

老大也学马三立，逗你玩。。。

shoujie

今天怎么收盘，我已经猜到了，收盘后我再MHP。MQP，又没人给我奖金的，没必要自讨苦吃。饭饭去了。
Cobra 发表于 2010-6-21 13:34

期望现在就能听听。。。嘴馋啊。。。搬个马扎坐。。。

yaobooyao

哈哈，  very bullish Monday 又回来了。

黄金今天的大幅下跌可不是随便玩玩儿的，risk aversion trade 的Long Position 要小心了。

现在是战国时代，股市、债市、汇市、黄金全乱了。

永恒罗马

今天怎么收盘，我已经猜到了，收盘后我再MHP。MQP，又没人给我奖金的，没必要自讨苦吃。饭饭去了。
Cobra 发表于 2010-6-21 13:34

    班长，告诉小青蛙，好吗？

AGA7d

O8说要再搞钱刺激经济，其中一个可能将是对回归的制造业进行补贴，暂时不会引起物价上涨。就好比 ...
hbw 发表于 2010-6-21 13:29

You need massive tax benefit to get some manufacturing back. Even with tax benefit,
how many manufacturing jobs can be created is a big question.

Facing the big deficit, I don't think the US gov has the guts to do it.

X!nG

看到有些同学已经晕头转向了...

Alchemist

WK，快把那大棒烧得通红

X!nG

哈哈，  very bullish Monday 又回来了。

黄金今天的大幅下跌可不是随便玩玩儿的，risk aversion trade  ...
yaobooyao 发表于 2010-6-21 13:37

老姚，你可能正好理解反了...

Diver

O8说要再搞钱刺激经济，其中一个可能将是对回归的制造业进行补贴，暂时不会引起物价上涨。就好比 ...
hbw 发表于 2010-6-21 13:29

NZX

今天怎么收盘，我已经猜到了，收盘后我再MHP。MQP，又没人给我奖金的，没必要自讨苦吃。饭饭去了。
Cobra 发表于 2010-6-21 13:34

    发胡币行吗？提前透露一下吧

Diver

班长，您还是在收盘前先预告一下吧，让俺们小青蛙早做准备。多谢！

今天怎么收盘，我已经猜到了，收盘后我再MHP。MQP，又没人给我奖金的，没必要自讨苦吃。饭饭去了。
Cobra 发表于 2010-6-21 13:34

xiaochong

今天怎么收盘，我已经猜到了，收盘后我再MHP。MQP，又没人给我奖金的，没必要自讨苦吃。饭饭去了。
Cobra 发表于 2010-6-21 13:34

    收红？要是这样的话我就再等等buy dip

爱在雨中

所以嘛，我想表达的其实是我没看出来人民币升值了，对米国有啥好处，特别是在座的各位，别想着股市要 ...
Cobra 发表于 2010-6-21 13:28

对啊，这说明，美国政客可不管人民死活，只管完成他们的战略计划，
那就是，尽可能彻底地打击以中国为首的新兴市场制造业，要么打击摧毁，要么收归己用。