07/08/2011 白天灌水

blackrock

X!nG 发表于 2011-7-8 10:42
今天周末 过来享受一下口水

星大能点评一下金融板块吗，BAC什么的，低迷很久了，大盘涨这么多，还在低点。

learner2009

X!nG 发表于 2011-7-8 10:39
我以为我的ID被封了 竟然没有

谢谢老蛇给面子...

Welcome back, Xing Da.

weigoodone01

xz214

X!nG

orgy 发表于 2011-7-8 10:45
Xingxing, 扯扯担吧！ 好久没听你扯了。
怎么看中＆欧的加息和今天US的job data?

我是来娱乐的

X!nG

blackrock 发表于 2011-7-8 10:45
星大能点评一下金融板块吗，BAC什么的，低迷很久了，大盘涨这么多，还在低点。

有钱就买 买了放着

X!nG

谢谢这么多版主 胡同好友的问候

祝大家数钱数到手抽筋...

飞船

星大好！请谈谈天然气和BAC的钱景，你还看好吗？

revolver

回复 X!nG 的帖子

Long time no see! :)

How is your view on EURO?

yaobooyao

今天SPY 的大空如果不补，看起来象个island reversal。

ysc

yaobooyao 发表于 2011-7-8 09:52
今天SPY 的大空如果不补，看起来象个island reversal。

sorry, laoda, can you spend time to explain more detail for dummy like me.

revolver

Falling Wages (by Paul Krugman)
Ugh. That was a seriously ugly jobs report (pdf). Almost no job creation, with slow private-sector growth offset by falling public-sector employment; a falling employment-population ratio; and (I don’t know how many people have picked this up), an actual decline in wages, albeit a small one.

Let me emphasize that last point. My bottom line on the inflation-deflation issue has always been to look at wages; you can’t have a wage-price spiral if wages ain’t spiraling. And they aren’t, to say the least.

It’s important to realize, by the way, that stagnant wages are NOT good for recovery; all they do is ensure that the burden of debt relative to income remains high, keeping demand and employment down.

The situation cries out for aggressively expansionary monetary and fiscal policy. Instead, however, all the political push is in the opposite direction.

ysc

lite1067

revolver 发表于 2011-7-8 10:55
Falling Wages (by Paul Krugman)
Ugh. That was a seriously ugly jobs report (pdf). Almost no job cre ...

克鲁格曼又可以鼓吹QE3了。我总在想大本在普林斯顿的时候是不是和老克有很多互相影响。都是撒钱救经济的思路。

Cobra

X!nG 发表于 2011-7-8 10:39
我以为我的ID被封了 竟然没有

谢谢老蛇给面子...

colderdown

回复 revolver 的帖子

这很正常的，凯派的说危机时政府雇人顶上，危机过去，企业雇人，政府裁人。TMD， it never ever ever ever fcuking worked!!!  凯恩斯害人不浅啊。

X!nG

飞船 发表于 2011-7-8 10:50
星大好！请谈谈天然气和BAC的钱景，你还看好吗？

JPM & BAC 仍然看好

天然气 Apr 2012合约仍然看好

X!nG

revolver 发表于 2011-7-8 10:51
回复 X!nG 的帖子

Long time no see! :)

维持2个月1.52目标不变

同时建议买入GBPUSD

greenback

Nice, my EEM shorts at the OR breakdown are paying off ...

revolver

lite1067 发表于 2011-7-8 10:57
克鲁格曼又可以鼓吹QE3了。我总在想大本在普林斯顿的时候是不是和老克有很多互相影响。都是撒钱救经济的思 ...

老克是大本在普林斯顿作系主任的时候招进去的，一向对大本的学见、政策推崇备至。

老克虽然号称是凯恩斯主义的巫师，但政府主动采取宽松的货币政策“抵消“经济周期的低潮也一直是凯派的主张。