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发表于 2010-6-28 11:47 AM
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本帖最后由 Diver 于 2010-6-28 13:50 编辑
TLT马上要破100了，牛好象不妙啊。
ZT:
In many ways, the market activity on Friday made no sense at all. Bond traders ran for cover and pushed down the yield on the 10 year Treasury to the lowest level since May 2009 (when the Dow was at 8000). Yet stock investors gobbled up riskier small caps with the Russell 2000 gaining 6X more than the S&P 500. Usually if there is a disagreement between stock and bond investors…it's the bond investors who prove to be correct. What they see is that the GDP got revised down again to +2.7% when it was originally at +3.2%. That simply is not the kind of robust reading you expect coming out of a deep recession. So the bond investors are willing to take a measly 3.1% return on their money as they feel it's better odds than being in the stock market. That, my friends, is a warning that should be heeded. I sure did by adding to my short positions mid day on Friday. If you haven't lightened up your stock holdings already, then you might want to do that now.
Certainly I don't want to come off as too much of an alarmist because history has shown time and time again that the economy is a tricky read…the stock market even trickier. So I fully realize that I could be 100% wrong on this call and am willing to become more bullish if that's what the tea leaves tell me. Right now they seem to be saying "weakness ahead".
今天黄金的暴跌让很多相关交易都停下来了，市场没啥流动性，没人买也鲜有人卖，
这种时刻要是站错 ...
X!nG 发表于 2010-6-28 13:38  |
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狗仔卡
发表于 2010-6-28 11:55 AM
