09/29/2010 白天灌水

lehldk

呵呵，卖了PUT, 老蛇的判断真准

philles

X!nG

星星: ireland, portugal debt 有威胁吗?  LIBOR, CDS之类是否有预警?
90ufo 发表于 2010-9-29 09:54

现在的情况是，就像6个月前的欧债危机时一样（当时市场只关注EUR糟糕），

现在的市场只看到QE II（导致USD下跌），暂时对欧洲的情况不闻不问...


值得注意的是，目前的Bund/Tnote yield diff.与价格形成了背离：

mikeqc

CREE挺强的。突破55阻力应该问题不大，是不是能过58，还有待观察。

ilms123

Morning

永恒罗马

下面怎么折腾，要看10:30的库存报告了。
Cobra 发表于 2010-9-29 10:03

    不过至少现在油油在跌。。。某些人提前得到消息了？？？

Forevergreen

难道大家都在闭关修炼?
loveorlust 发表于 2010-9-29 10:00

很多人撤资金了，De Shaw managed asset 1/3没有了， 不知道其他 hedge fund怎么样


With D.E. Shaw & Company laying off 10 percent of its workforce, Wall Street is finding that its recent troubles haven’t gone away.

The layoffs by the big hedge fund, numbering some 150 employees, are the latest cutbacks as the finance sector continues to grapple with lower profitability. The high-profile analyst Meredith Whitney now estimates that the industry could lay off as many as 80,000 people. (Don’t even ask about bonuses for the survivors.)
   

The cuts were “across the board,” including partners and portfolio managers. And they weren’t just something David came up with on a whim over lunch but part of “a strategic review undertaken by management as a result of large investor outflows this year.” So, there’s tha

比哭笑好

加入猪市会社

Cobra

不过至少现在油油在跌。。。某些人提前得到消息了？？？
永恒罗马 发表于 2010-9-29 10:07

    这不说明什么。库存报告不是你我能理解的，其实早就定好准备涨或者跌了，报告只是借口。

90ufo

$TNX 可能双底,要反弹了?  
这些日子, 2-yr, 5-yr yield 屡创新低.

X!nG

很多人撤资金了，De Shaw managed asset 1/3没有了， 不知道其他 hedge fund怎么样


With D.E. Sha ...
Forevergreen 发表于 2010-9-29 10:07

对于昨天的这条新闻，我们开玩笑的说，“看看，现在连机器也挣不了啥大钱了...”

lionking819

Xing Da, Financial sector was weak during this rally, do you have any concern?

328

靠，这个付费的newsletter算不算抄我的哈：



我的意思是，就算是炒了，又怎么样呢？我一没证据，二也 ...
Cobra 发表于 2010-9-29 09:58

    I like anyone who is with attitude 认真

wave

1142 破了

ByStander

WASHINGTON (MarketWatch) -- A new round of Federal Reserve purchases of bonds would have little impact on markets or the economy, Minneapolis Fed President Narayana Kocherlakota said in a speech on Wednesday. Speaking in London, Kocherlakota on Wednesday outlined several reasons why buying government bonds wouldn't make a major impact. For one, banks already have nearly $1 trillion in excess reserves. "QE gives them new licenses to create money, but I do not see why they would suddenly start to use the new ones if they weren't using the old ones," he said, according to a copy of the text he was due to deliver. He also said the increase in tax risk "completely undoes" the decrease in interest rate risk. Further, because financial markets are functioning much better, it would be "more challenging" for the Fed to impact bond spreads to the same degree as the first quantitative easing program. Kocherlakota becomes a voting member of the Federal Open Market Committee in 2011.

csw2002

GS small buyer

trueself

对于昨天的这条新闻，我们开玩笑的说，“看看，现在连机器也挣不了啥大钱了...”
X!nG 发表于 2010-9-29 10:12

   

Bencat

这不说明什么。库存报告不是你我能理解的，其实早就定好准备涨或者跌了，报告只是借口。
Cobra 发表于 2010-9-29 10:11

Yes, it seems to be in a process of top formation, my 2 cents.

trueself

GS small buyer
csw2002 发表于 2010-9-29 10:20

   

lwjnbtx

Morning!