s*******e
发帖数: 432 | 1 Buying US treasury is definitely the way China use to balance the foreign
currency market namely "manipulating RMB". However, most people only mention this manipulation while forgetting China has annual quota for China citizen to exchange foreign currency such as dollars. This quota prevents China's citizens and companies from investing in overseas according to their own interest. Thus this absence of capital outflow makes the imbalance of foreign exchange market. This absence is currently compe |
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w*********s
发帖数: 2136 | 2 Veterans Today Exclusive: What To Do About the Radioactive Poison
April 11, 2011 posted by Bob Nichols · 115 Comments
Protect Yourself and Loved Ones – Not a Drill.
(San Francisco) – What we know:
1. The daily outflow of deadly radiation from Japan’s Four Chernobyl’d
Reactors increased Ten Times on March 31.
2. The Japanese Government in conjunction with GE and the American CIA
cut off information the next day.
3. Information has resumed and is “controlled”.
4. The March 31st Radioac... 阅读全帖 |
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M*****8
发帖数: 17722 | 3 【 以下文字转载自 Military 讨论区 】
发信人: smokinggun (硝烟), 信区: Military
标 题: 美国统计局编造通货膨胀数据
发信站: BBS 未名空间站 (Sat Jun 18 00:12:26 2011, 美东)
Williams points out that one of Greenspan's manipulations of the CPI
involved the consideration that when steak got too expensive, the consumer
would substitute hamburger for the steak. So, Greenspan argued, the
inflation measure should reflect the costs of buying hamburger, not steak.
NEWS ANALYSIS
What's America's real inflation rate?
If rate is so low, how come food an... 阅读全帖 |
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u********e
发帖数: 4950 | 4 Be aware what sell is real money outflow and what is not . :)
Short interest data: www.nasdaq.com |
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j*****h
发帖数: 3292 | 5 update: mutual funds money outflow in the last two weeks.
contrarian indicator, ah? |
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B*******n
发帖数: 20645 | 6
Outflow in financial.
In today's ramp up. |
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d******8
发帖数: 1972 | 7 By Larry Gellar
After a terrible third quarter, many investors are looking for ways to
profit in Q4. While PowerShares QQQ (QQQ) and SPDR S&P 500 (SPY) might get
decent returns, here are 5 stocks that will beat the market:
Applied Materials, Inc. (AMAT) has been falling, as the tech sector
continues to sell off. Weak demand is hurting these companies quite a bit,
although Applied Materials recently made a lucrative deal with Toshiba. The
company will provide Toshiba with specialized software, an... 阅读全帖 |
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c*****r
发帖数: 8227 | 8 Chinese Economy Barometer Definition
Soft Landing: GDP growth >6% but <=8%
Hard Landing: GDP growth >4% but <=6%
Crash Landing: GDP growth <=4%
The financial markets in China have become increasingly unstable and that
the risk of a hard landing is rising. There are four systematic risks that
have the potential to cause financial market turmoil:
1) private lending (a current issue)
2) property price correction (potentially over the next three to twelve
months)
3) bank bad debt write-off and event... 阅读全帖 |
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t**********g
发帖数: 3388 | 9 【 以下文字转载自 Military 讨论区 】
发信人: JewsOil (罪恶的人), 信区: Military
标 题: 土憋也不含糊：突然卖了740亿米债券
发信站: BBS 未名空间站 (Fri Oct 14 21:30:20 2011, 美东)
按这个速度， 2个月可以卖完所有米债券。
Foreigners Dump $74 Billion In Treasurys In 6 Consecutive Weeks:
Biggest
Sequential Outflow In History |
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d******8
发帖数: 1972 | 10 Concern about an effective European bailout has decimated U.S. investor
sentiment, causing them to ignore an earnings season that shows stocks offer
a great value right now, some traders and strategists are starting to say.
Photo: Oliver P. Quilla for CNBC.com
The worst-case scenario right now is “waking up to news that European
policymakers have run out of time to develop a rescue plan for their
financial system,” said Nicholas Colas, chief market strategist for
ConvergEx Group, in a note. “Sto... 阅读全帖 |
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d*********2
发帖数: 48111 | 11 这个都是有案可查的， 没法做影子。
前阵子看到的文章， 前一两周， us bond inflow & outflow -70B还是多少。
rumor说中国在抛售。
我对bond不熟， 也没有精力去查。
这个可能是原因之一。 至于谁在卖， 不知道。 |
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j*****h
发帖数: 3292 | 12 楼主好文， 文刀大牛泥？ 大牛你出来哈
HIG 有4个分部，但报表只分成了两部
separate account assets 是mutual funds, >60% outsourced, 有人帮管理，其它是
in-house
separate account Lia. 是VA(Variable annuity), 其中又分两部分，一部分是VA
with GMDB (General maximum death benefit),约 $70B，另一部分 without GMDB 约$
80B (2010 10K 记录)
Separate account asset/Lia. 占了总资产负债的相当大比例，我想这部分应该是life
insurance, 客户一次付给HIG $100W， 要求HIG 每年给回比如约$4W， 直到死亡，可
能多一点，可能少一点，return linked to inflation or stock index or whatever,
cash inflow 是一次性的，outflow 基本是稳定的，有一些上下波动，
VA with GMDB 因为最后突然突突... 阅读全帖 |
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c*****r
发帖数: 8227 | 13 另一则消息：Money Outflow...
中国人民银行1月31日公布的数据显示，去年12月末，央行外汇占款余额为232388.73亿
元，环比下降310.6亿元。这是央行外汇占款连续3个月负增长。
去年10月，央行外汇占款下降893.4亿元，11月下降260.8亿元。 |
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c*****r
发帖数: 8227 | 14 为什么？因为小散没追高！
不逼小散把筹码接住，怎么跌？！
A still-rising stock market did little to soothe investors in US stock
mutual funds as they saw another $1.2 billion of net outflows last month,
according to Morningstar estimates.
Still, that was the least in 10 months as overall fresh money put into open-
end mutual funds hit a nearly two-year high. Cash going to taxable-bond
funds reached its highest level since March 2010 at a net $28.9 billion.
Morningstar shows just how much investors apparently have preferred ... 阅读全帖 |
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f******d
发帖数: 6361 | 15 就木有资金再把股市往上推，前两天看个报告说mutual fund出现outflow了 |
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y******i
发帖数: 2584 | 16 Has The Greek Bank Run Started?
Tyler Durden's picture
Submitted by Tyler Durden on 05/15/2012 11:36 -0400
Bank Run
Greece
Reality
While the long-term decline in bank deposits over the past 3 years has been
well documented both on Zero Hedge and elsewhere, it is the most recent,
acute post-election phase that has not gotten much coverage. Minutes ago
Bloomberg sent out a notice that things in Greece may be on the verge of the
final collapse. From Bloomberg: "Anxious Greeks have withd... 阅读全帖 |
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I***e
发帖数: 1136 | 17 Gates owns about 481 million shares of Microsoft, about 6 percent of the
company. Since the software firm's initial public offering in 1986, Gates
has
sold almost $28 billion in stock and collected about $7 billion in dividends
(excluding a $3.3 billion payout in 2004, which he donated to his foundation
).
Most of the proceeds have been plowed into Cascade Investment, Gates's
personal investments vehicle. Cascade owns stakes in almost two dozen
public companies, including AutoNation, Canadian Na... 阅读全帖 |
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y*******o
发帖数: 6632 | 18 edu is not a good choice even without hunshou's report
1. China economy will not become better in the at least 2 years: there is no
short term cure for it, the rising inflation, rising living cost, capitial
bubble, government corporate advanced but private corporate deteriotered,
capital outflow, structure unemployment rate, low export and huge
depreciation in the currencies of other emerging market will drag the
comparative labor cost down, while appreciation in yuan(forced by USA as
japan) wil... 阅读全帖 |
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c*****r
发帖数: 8227 | 19 In general,it's true. Traditional mutual funds are the dumb money to be
consumed by the smart money.
The problem is, the outflow from dumb money is irreversible - boomers have
to withdraw to meet their end needs. |
|
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g****g
发帖数: 310 | 21 【 以下文字转载自 Military 讨论区 】
发信人: godegg (godegg), 信区: Military
标 题: 中国取消美国大豆订单是因为想防止美元回流？？？
发信站: BBS 未名空间站 (Thu Jan 3 07:35:42 2013, 美东)
这说法也太不靠谱了吧？
Q: If China goes into a major recession, what effects will this have on the
U.S.?
Dohmen: This will be like a tsunami going through the economies of the globe
. China has been the big locomotive for the world economy. China’s stimulus
was four times the size per GDP than that of the U.S. They were four times
as aggressive as the U.S. Fed in stimulati... 阅读全帖 |
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Y*Y
发帖数: 4838 | 22 not true
mf has cash outflow to etfs for quite some time due to underperformance |
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l********e
发帖数: 349 | 23 1. 你说的有道理，谢谢关心和指正。
2. 但我必须更正，我不是SHARE FOR A PROFIT，只是几个穷屌丝凑钱买份价格有点贵
的报纸看看。 纯粹的CASH OUTFLOW，何谈PROFIT？我也就是看了他家的书想用用看看
罢了。
3. 没有我的行为，可能有的同学一直都不知道IBD。可能有些同学知道了，但从来没认
真看过。有的同学可能因为价格高而不会去购买使用。
4. 如果我们用了它的系统11个月后可以稳定盈利了，那它多了几个忠实的顾客，那时
候谁还会凑钱买报纸呢？至少我不会。
5. 不过还是谢谢你的热心提醒，提示风险。
希望它实战中有用吧。 |
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a**********2
发帖数: 355 | 24 Today's US Research Highlights and Market Update
Market Intelligence – Morning Update
By Chris Hussey
Published 19 Mar 2014 6:26:35 am CDT
Stocks in Asia traded directionless Wednesday as calm returns to markets
after a bout of elevated anxiety mostly centered on emerging markets and geo
-political risks. News overnight was fairly scarce. Japan's Tankan survey
and February trade report point to an industrial complex that is hopeful but
quite frankly still falling short of the promised lift that... 阅读全帖 |
|
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X****i
发帖数: 1877 | 26 Amid Billions of Losses, Macro Hedge Funds Search for ‘Which Way Is Up’
By
Rob Copeland
and
Juliet Chung
June 13, 2014
In today’s Wall Street Journal, we noted how many famous hedge-fund
managers who seek to profit by correctly forecasting broad economic trends
have turned in billions of dollars in paper losses, in a year that has
otherwise been relatively placid for investors the world over.
Investors flocked to these so-called macro funds after 2008, when they on
average ga... 阅读全帖 |
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c*******y
发帖数: 1630 | 27 同意1，4
1.暂时没必要猜转势，1900支撑位刚跌破，密集成交区在1850和1880之间，这没跌破，
离200DMA还有一定距离，但值得警惕的是，突破1880以后一路是缩量上涨，最近的下跌
放量明显。除非猜顶猜中，现在激进点可以加仓空，这时候开仓空不推荐。
4. 价值角度，中国股市整体估值比美股比非常低，个股具有长期投资机会。但系统性
风险，尤其
是公司债，企业债，虽然只有几个孤立的违约事件，但实际情况相当严重。
只能说肯定会有危机，什么时候无法预测
不同意2，3
2. 美国跟中国不同，散户的资金已经跌到非常低比重，从资金流动看，institute
investor一直偏空，尤其三大股指期货，/ES，/TF large trader净空头数周
3. 现在要找能大跌的理由，一抓一大把，地缘冲突（这个big picture还是ZH有统计，
每次军事冲突以后，跌的概率和幅度都不低），QE3也就2次或者3次就结束了。
有几个图值得警惕，fed balance sheet在QE以来和SPX的相关性非常强，这波下跌伴随
着很大的背离。另外HY的outflow已经形成趋势，一般HY是风险情绪的先行... 阅读全帖 |
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s***d
发帖数: 15421 | 28 1. 股票基金都在inflows 没有特指美欧，我估计都应该是inflow，这是最近4周一来第
一次inflows。之前都是outflow 难怪大盘这么猪。
2. 贵金属基金也在inflows。看来下周金子还的牛。
3. high yeilds 垃圾债inflows 最明显。欧洲央行qe 的最大任务。
4。欧洲equity funds inflows 看来欧洲股票下周继续涨
这些funds应该出了etf，都是有延迟性的，下周应该会表现出来。 |
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p******e
发帖数: 17163 | 29 The bank hasn't lent out. So right now only money base expands greatly.
Once banks start to lend, then money supply would expand greatly. Take us
for example, Money base pre-crisis I about 800 bill and since require
reserve is 10 pct, the money supply is 8 trillion. After series of qe, now
the money base is around 4 trill. If the bank were doing wat they do, the m2
would've been 40 trill. Instead, banks wasn't willing to lend, and
put money at the fed, these are excessive reserve. So the m2 is o... 阅读全帖 |
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w*****8
发帖数: 703 | 30 There's a huge disconnect in the US stock market right now.
A new Bank of America Merrill Lynch survey published Friday finds that US
investors have pulled $79B out of equities year to date (out of total $180B)
— including net outflows in 9 of the past 10 weeks — despite stock
prices continuing to break new record highs.
On Thursday, the Nasdaq closed at its highest since March 2000.
And on Friday, the S&P 500 traded at another intraday high above 2120,
crossing the record for a second straigh... 阅读全帖 |
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n****8
发帖数: 294 | 31 Tesla Motors , Inc. will deliver its first-quarter earnings report Wednesday
after the market closes. Here’s what to watch:
EARNINGS FORECAST: Analysts surveyed by Thomson Reuters expect a quarterly
operating loss of 50 cents per share compared with 12 cents for the first
quarter last year. Revenues are expected to grow 46% to $1.04 billion from $
713 million. The Silicon Valley electric-car maker’s share price has risen
22.3% since the end of the first quarter, with part of those gains being
bu... 阅读全帖 |
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h****n
发帖数: 1093 | 32 啥时候的新闻了，这里面提到fgen 20刀，今天都21.8刀了 |
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a****w
发帖数: 23 | 33 8 hours ago's news, as seen in google finance.
I am looking to buy some shares, but hesitated by this news. Will stock
price fall in this situation, as a general rule?
Sorry no chinese input method. |
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w**********k
发帖数: 6250 | 34 害怕就别买了
买点水果和老婆一边吃一边看电视，多好 |
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a****w
发帖数: 23 | 35 时势所迫啊
本来青蛙是胆小小的，买了一些ETF。BND VNQ跌了好多。
感觉还不如看版上大牛推荐，但又经常被新闻迷惑，不知何去何从。。求不吝解惑
终于可以中文了 |
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b*d
发帖数: 3069 | 36 跑跑，我水平不行啊，经常看错。。。
我只看到头肩顶和200天均线破了这样的，
从蜡烛图来讲，三只乌鸦？
其他各种TA指标
momentum一类的肯定很难看，
超卖超买一类的肯定是超卖，
钱流一类的肯定是outflow
如果真是头肩顶，那颈部捞想要赚右肩的利润据说是不推荐的？
从右肩开始烧才是正道？Jessi Livermore是这样说的 |
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s*****o
发帖数: 459 | 37 我认为不仅中国还有俄国日本卖美债是fed预料之内的，
中国不卖美债拿什么来支付outflow的美元？ |
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b**********5
发帖数: 7881 | 38 401k outflow is a perfect counter indicator... |
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B******e
发帖数: 16928 | 39 中国的经济会随着房市的崩溃而跨掉，到时候大家对共产党没信心，capital outflow
，北上广的房子1000/平也没人要，你看BIDU和BABA还能如何，GOOG和AAPL是想在跨之
前再捞一票，真跨掉这俩跑得比谁都快。 |
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f*****d
发帖数: 2285 | 40 你这就是不相信共产党的能力。那你还是不要买股票了。
[在 Bernanke (Ben) 的大作中提到：]
：中国的经济会随着房市的崩溃而跨掉，到时候大家对共产党没信心，capital
outflow
：，北上广的房子1000/平也没人要，你看BIDU和BABA还能如何，GOOG和AAPL是想在跨之
：........... |
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o*********1
发帖数: 2608 | 41 北上广房子1000/平都没有要？
这是传说中的中国崩溃吗
outflow |
|
B******e
发帖数: 16928 | 42 中国的经济会随着房市的崩溃而跨掉，到时候大家对共产党没信心，capital outflow
，北上广的房子1000/平也没人要，你看BIDU和BABA还能如何，GOOG和AAPL是想在跨之
前再捞一票，真跨掉这俩跑得比谁都快。 |
|
f*****d
发帖数: 2285 | 43 你这就是不相信共产党的能力。那你还是不要买股票了。
[在 Bernanke (Ben) 的大作中提到：]
：中国的经济会随着房市的崩溃而跨掉，到时候大家对共产党没信心，capital
outflow
：，北上广的房子1000/平也没人要，你看BIDU和BABA还能如何，GOOG和AAPL是想在跨之
：........... |
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o*********1
发帖数: 2608 | 44 北上广房子1000/平都没有要？
这是传说中的中国崩溃吗
outflow |
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d********1
发帖数: 2462 | 45 我觉得有区别，一个是cash inflow (to pocket)，一个是cash outflow (to
unforeseeable future).. |
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B******e
发帖数: 16928 | 46 Yuan increase implies Chinese export hammered, more factories closing and
more migrants lose their jobs. Is that really good? China now is doomed.
Devaluation results in capital outflow and appreciation implies economy
slowdown. |
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p******e
发帖数: 17163 | 47 that i have lost my first bet of the year, and knowing there will be no
morebet till next month as per my new year resolution. i cant help but feel
a bit depressed.
i walk around the house and found a leftover honey bbq chips, and i grab a
cup and pour myself a cup of sunkist. as i was chewing the chips, drinking
my soda, my mood started to calm down a bit and started to ponder about the
market going forward.
my baseline view is still a continuing moderate growth of us economy will
lead to a pol... 阅读全帖 |
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k*****a
发帖数: 1463 | 48 This is a good move.
Also every person in China should be given 10W RMB, and let RMB drop 50%
overnight to stop the outflow and capture the capitals within. |
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k*****a
发帖数: 1463 | 49 House market will first soar with the new incentive (the effect has already
changed market in major cities). At this stage, it serves more incentive for
people to take money off table and move it out from China.
If China central bank were to continue maintain the RMB, then money outflow
will trigger RMB panic sell in around 5 month, where a deadly crash will
take the whole world down. Therefore, the next cut RMB should be already
planned (just like before, however could be bigger), which corresp... 阅读全帖 |
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C*****5
发帖数: 8812 | 50 Yadayadayada...
already
for
outflow |
|
