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v****e
发帖数: 19471 | 2 no it's because the fed sounded more upbeat on economy while keep the rate a
t low AND saying it is intended to keep it there for an extended period of t
ime. |
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d***y
发帖数: 2567 | 3 Simon Johnson at Project Syndicate says the brewing currency wars are not
just China's fault, though it "certainly bears some responsibility." He
mostly blames "Europe's refusal to reform global economic governance,
compounded by years of political mismanagement and self-deception in the
United States. ... the US has run record current-account deficits over the
past decade, as the political elite -- Republican and Democrats alike --
became increasingly comfortable with overconsumption. These def... 阅读全帖 |
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Z****g
发帖数: 13731 | 4 我靠，我谨慎看12000，大牛真是upbeat啊 |
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c***y
发帖数: 286 | 5 Economy should pick up speed soon. It was a disappointment that OPEC didn't
make the symbolic move to further suppress the oil price. But the
inventories are so low that we will see some boost in economic output in the second
half. |
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c***1
发帖数: 3281 | 7 说的公司盈利，不是经济数据
很多公司的盈利已经没有那么upbeat,除了是因为之前期望已经提高之外，很大的原因
是成本增加了，需求不过多。
除非你相信成本增加这问题一两个月就能消退，不然接下来的盈利会更难看 |
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v****e
发帖数: 19471 | 8 - his tone on the long term economic outlook was a lot more upbeat than many
expected - he left the door open for more stimulus coming September
- he tried to install confidence in the market by not saying too much about
further easing but leaving the door open, which seems to be working
Mr. Bernanke said the U.S. recovery, now more than two-and-a-half years old,
continues to be "modest." He conceded the pace of growth has been slower th
an what the Fed expected. But he was more optimistic about... 阅读全帖 |
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u********e
发帖数: 4950 | 9 ☆─────────────────────────────────────☆
coke1 (coke) 于 (Fri Jun 10 16:31:41 2011, 美东) 提到:
不用急着捞吧
如果是准备hold一阵的， 现在hold,大部分股大概都没有好的risk/reward profile.
这个夏天是漫长的，等QE2结束过后的后续，等debt ceiling的debt, 等这两件事对
bond market, stock market, mbs market甚至commercial real estate的影响。 等通
膨对消费者的影响，对公司盈利的影响。最最重要的是居然一点恐慌的味道都还没出来。
有什么消息可以让大盘回归up trend呢？找到了就可以大胆捞。
☆─────────────────────────────────────☆
updownlife (渔夫) 于 (Fri Jun 10 16:34:44 2011, 美东) 提到:
快手快脚是不是该捞了?哈
☆─────────────────────────────────────☆
v... 阅读全帖 |
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R***a
发帖数: 2605 | 10 Heard Cramer Upbeat on CMG 27-Jan-12 08:52 pm
Cramer thinks that Chipotle is going to surprise us all with positive
reports since MCD and SBUX didn't.
You know what that means? CMG is going to drop deeper than the previous two.
He is a contrarian as well know. |
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G*******1
发帖数: 6411 | 11 Nearly 95% of Greek Creditors Agree to Bond-Swap Deal
Published: Thursday, 8 Mar 2012 | 4:34 PM ET
Text Size
By: Reuters
Greece's race to slice 107 billion euro ($140 billion) off its debt entered
the home stretch Thursday, with participation in a bond swap deal nearly 95
percent, a Greek government official close to the process said on Thursday.
"About an hour before the deadline expired, the participation rate was
nearing 95 percent and responses were still coming in," a Greek government
offic... 阅读全帖 |
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i*******e
发帖数: 1904 | 12 我承认我经常front run市场，因为我看的主要是一些leading indicator。其实现在的
楼市，车市已经显现出一点resilience了。
我3月的看空也跟欧债问题，一些订单数据的弱化及暖冬的修饰作用有关的。虽然大跌3
，4月没来，但毕竟还是在5月来了。基于此，我不是弱化了我对leading indicator的信心，而是根据
leading indicator在timing上做一定的修正。
另外，Crisis data对春夏季的失业率有丑化的作用，而对秋冬季的失业率有美化的作用。
所以最最最迟到了8月数据也会开始upbeat的。
我推荐大家低价持股打个埋伏。Long比short对timing的要求要低得多，所以大家不用太担心。
最后，我承认当前市场上的leverage在减少。但当QE3，LTRO3来临的时候，funds还是会加leverage和加
仓的。一年的return不能总靠年初的那一点点来撑场面吧，况且年初时不少fund sideline了。 |
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f********i
发帖数: 84 | 13 You big loar。I post it for you。
发信人: gsbac (paulson & co), 信区: Stock
标 题: Re: 今天上涨的理由是什么？
发信站: BBS 未名空间站 (Mon May 21 17:53:35 2012, 美东)
我也找了，没找到？
股神说说？
Tom Holloway looks for work at an employment center in Menlo Park, Calif. A
survey by the National Association for Business Economists projects a pickup
in jobs growth for the rest of the year.
View caption Paul Sakuma/AP
Economists A Bit More Upbeat About Jobs, Housing
(10) (0)
U.S. economists are growing slightly more optimistic about recover... 阅读全帖 |
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s**********o
发帖数: 14359 | 14 Mentor Graphics (NASDAQ: MENT) was hammered today on Wall Street, despite
delivering a mostly upbeat first-quarter earnings report on Thursday. The
company's stock closed down 13.24 percent to $13.20.
The Motley Fool noted the Mentor drubbing, saying it could be the result of
a missed sales target. The company posted sales of $247.9 million. Analysts
had expected $255 million. Even so, the Motley Fool called Wall Street's
reaction "harsh" and "overdone." |
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k**********4
发帖数: 16092 | 15 Obama says “the real Mitt Romney” didn’t show up at debate
Lakewood, Colorado – In his first public appearance after what was widely
viewed as a lackluster debate performance against his Republican challenger,
President Barack Obama was cheered on Thursday at a morning rally by
thousands of pumped-up, excited supporters, telling them he was shocked to
meet a “guy who was playing Mitt Romney” on stage.
“When I got onto the stage, I met this very spirited fellow who claimed to
be Mitt Romney,” he ... 阅读全帖 |
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b****n
发帖数: 396 | 16 CNBC 上一个做熊的嘉宾说是garbage ，如果经济数据作假也能玩儿转的话，为什么美
国不也做点儿假呢？ bigwet 说两句吧 |
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l*****u
发帖数: 12114 | 17 因为中国有个国家统计局, no way to audit. |
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b****n
发帖数: 396 | 18 问题是经济数据作假有什么危害，如果一直可以瞒天过海的话好像也可以说的过去 |
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I***e
发帖数: 1136 | 19 First, company came out with upbeat sales projection. Then, CEO came out and
claims no need for capital raise...
Did you predict all these? |
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h*********r
发帖数: 2844 | 20 1. Tesla - Up 346%
Tesla was the stock-market darling of 2013.
Shares initially took off in May when the upstart electric-car maker
reported its first-ever quarterly profit. The rally kept gaining momentum
throughout much of the year, as the hype surrounding Tesla’s visionary
chairman and chief executive Elon Musk and the company’s long-term
potential masked its sky-high valuation.
The stock peaked in late September at $194.50, at that point up 474% on a
year-to-date basis. Shares slumped for th... 阅读全帖 |
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t****9
发帖数: 4491 | 21 Don’t worry too much about the U.S. or Europe, says George Soros.
The major uncertainty facing the world today is China, writes the
billionaire investor in a column for the Project Syndicate website. He says:
“There is an unresolved self-contradiction in China’s current policies:
restarting the furnaces also reignites exponential debt growth, which cannot
be sustained for much longer than a couple of years.”
The People’s Bank of China moved to rein in debt in 2012, but then the
world’s No. 2 eco... 阅读全帖 |
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m******e
发帖数: 536 | 23 (JNPR) Tops Q4 EPS by 6c; Guides Q1 In-Line
Juniper Networks, Inc. (NYSE: JNPR) reported Q4 EPS of $0.43, $0.06 better
than the analyst estimate of $0.37. Revenue for the quarter came in at $1.27
billion versus the consensus estimate of $1.22 billion.
Juniper Networks, Inc. sees Q1 2014 EPS of $0.27-$0.30, versus the
consensus of $0.29. Juniper Networks, Inc. sees Q1 2014 revenue of $1.12-1.
16 billion, versus the consensus of $1.14 billion.
"Juniper delivered a record revenue quarter demonstrat... 阅读全帖 |
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G********p
发帖数: 3504 | 24 谁给解读一下
SAN FRANCISCO (MarketWatch) -- Twitter Inc.(TWTR) will post its first
financial report as a publicly-traded company this week, on the heels of a
rally in social media shares sparked by Facebook(FB) and Google's(GOOG)
upbeat reports last week.
But Twitter (TWTR) will also report at a time when analysts have grown more
cautious, arguing that the stock has become overvalued, especially after a
steady runup since the San Francisco company's initial public offering in
November.
Twitter will re... 阅读全帖 |
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g*******h
发帖数: 1327 | 25 "We expect questions on the pace of stimulus reduction as well as exit
measures, but do not expect Yellen to say anything beyond what the Fed has
already communicated," Mizuho Bank said in a commentary. "Rather, we would
focus on how upbeat or not her assessment of the U.S. economy is."
叶轮太太只要没有加剧tapering,大盘就不会跌吧 |
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E**********r
发帖数: 2743 | 26 Nimble Storage, Recent Hot IPO, Posts Earnings Beat
By PETE BARLAS, INVESTOR'S BUSINESS DAILY
Posted 11:30 AM ET
Nimble Storage (NMBL), a hot December IPO, had a rocky first quarterly
earnings report as a publicly traded company, with Q4 results beating but
its Q1 EPS guidance missing.
Investors saw good and bad, as the Nimble stock seesawed in morning trading
in the stock market today.
Up as much as 9.4% in early trading Friday, Nimble stock was down 4% in
midmorning trading, near 51. The compa... 阅读全帖 |
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u******4
发帖数: 4281 | 27 NEW YORK (MarketWatch) U.S. stocks reversed opening gains on Thursday as
fears over the escalation of conflict between Ukraine and Russia as well as
slowdown in China outweighed upbeat domestic economic data. |
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b*****r
发帖数: 2065 | 28 https://360.gs.com/research/portal/research/econcommentary/?action=viewpage&
st=1&d=16792280&isRouted=true
Goldman Sachs Research
Global Markets Daily: Market views muted ahead of the FOMC
Published 05:12 AM Wed Mar 19 2014
----------------------------------------------------------------------------
----
•The FOMC is now meeting for the first time with Janet Yellen as Chair.
•Our US team expects the FOMC to deliver an accommodative message...
•…alongside a continued tapering o... 阅读全帖 |
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N*****d
发帖数: 9872 | 29 BY Dow Jones & Company, Inc.
— 7:14 PM ET 03/24/2014
What goes up must come down, a lesson investors in some of the fastest-
climbing U.S. stocks are learning the hard way.
Shares of companies including Tesla Motors Inc. (TSLA), SolarCity Corp. (
SCTY) and Twitter Inc. (TWTR) have fallen sharply this month. They are among
the most popular "momentum" stocks, favorites of day
traders but where profits are sometimes more of a hope than a reality.
For some market watchers, this selloff simply reflec... 阅读全帖 |
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i*******e
发帖数: 1904 | 30 I like your argument.
但是不要把股市看得这么静态，多空是可以转换的。
而且low guidance = high chance of upbeat in the future |
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S*********g
发帖数: 24893 | 31 Why Gogo Is An Excellent Investment
by Kyle Fishman
Disclosure: I am long Gogo. (More...)
Summary
Gogo is the industry leader of inflight WiFi.
Gogo has two powerful characteristics that make it a solid investment: A
Competitive Advantage and Culture of Innovation.
The industry has been growing very fast, and is expected to grow much
faster in years to come.
In-flight Wifi is the future of air travel. Over the next decade, it is
expected to expand fifteen-fold, from a $350 million bu... 阅读全帖 |
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T********g
发帖数: 42 | 37 俺先略谈一点自己粗浅的认识：
Apple这两天起码有两个利好：
1. 多个Analysts刚刚upbeated price targets，
2. 有消息说感恩节Sales这次对Apple也算unexpected good news，
这些消息基本是昨天才出的，我感觉应该市场还木有消化完这几个利好，今天应该上涨
。当然，今天开盘确实有短暂高开高走，但之后几乎就是一路下跌。今天总共跌了0.86
%，这相对近一个月来Apple相当稳健的走势来说已经是大跌了。俺百思不得其解。
诡异的是上周也有一次，Analyst调高Price targets，结果第二天aapl反而下跌。
还请各位大牛点拨一二。谢谢啦！！ |
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d******5
发帖数: 4273 | 38 Fed confident in U.S. growth outlook, opens door wider to rate hike
https://finance.yahoo.com/news/fed-confident-u-growth-outlook-190558655.html
WASHINGTON, Dec 17 (Reuters) - - The Federal Reserve on Wednesday offered a
strong signal that it was on track to raise interest rates sometime next
year, dropping a pledge to keep them near zero for a "considerable time" in
a show of confidence in the U.S. economy.
Closing out a two-day meeting against a backdrop of solid domestic growth
but trouble ov... 阅读全帖 |
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d******5
发帖数: 4273 | 39 LinkedIn up 3.5% amid activist rumor, bullish RBC note
An unconfirmed rumor (picked up by Briefing.com) that activist investors are
taking stakes in LinkedIn (NYSE:LNKD) appears to be lifting shares.
Also possibly helping: A bullish note from RBC's Mark Mahaney (Outperform, $
275 target) that follows meetings with sales, content, and IR execs. Among
other things, Mahaney reports LinkedIn: 1) Is "very confident that
engagement is rising." 2) Sees an $8B-$15B/year market opportunity for its
Sales ... 阅读全帖 |
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d******5
发帖数: 4273 | 40 LinkedIn up 3.5% amid activist rumor, bullish RBC note
An unconfirmed rumor (picked up by Briefing.com) that activist investors are
taking stakes in LinkedIn (NYSE:LNKD) appears to be lifting shares.
Also possibly helping: A bullish note from RBC's Mark Mahaney (Outperform, $
275 target) that follows meetings with sales, content, and IR execs. Among
other things, Mahaney reports LinkedIn: 1) Is "very confident that
engagement is rising." 2) Sees an $8B-$15B/year market opportunity for its
Sales ... 阅读全帖 |
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u********3
发帖数: 3785 | 41 9/25/15
Positive News: Oil gains as traders cheer Yellen’s ‘upbeat tone’
Negative News: S&P cuts 2015 crude oil price forecasts
Sentiment:今天没有什么实质性的新闻，这个时候比较容易看出市场的真是走向，在没
有什么预期和恐惧时，市场是缓慢向上的，偏牛。
Technical：1h和4h都偏牛，上面的阻力目前是45.6这个区域，上破到了45.8的话可以
预期继续上攻。
OVX：开盘更新，现在还看不到。
总体：暂时偏牛。 |
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T******u
发帖数: 1025 | 42 LNKD在140-150 cover了不少，主要是没想到砸的这么狠。怕CC上有什么upbeat的东西
再涨回去。
TSLA要感谢庄家卖力砸盘，ER当天收盘前砸到141，140 put 11快，真肥 |
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W***n
发帖数: 11530 | 43 Warren Buffett’s annual letter is out-- 7 things that will have everyone
talking
Yahoo Finance By Nicole Sinclair
1 hour ago
Warren Buffett released his annual letter to shareholders of Berkshire
Hathaway (BRK-B) Saturday morning. Every year it is one of the most widely
read documents in the business world for its smart, funny and sometimes
controversial insights from the Oracle of Omaha. Here are the seven things
everyone will be talking about from this year’s letter:
Related Stories
Berksh... 阅读全帖 |
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g****t
发帖数: 31659 | 45 WASHINGTON — The Federal Reserve on Wednesday continued its slow march
toward higher interest rates, signaling that it remains on track to raise
its benchmark interest in December for the first time this year but holding
off on an increase this month.
After a two-day meeting of its policy-making committee, the Fed delivered
the expected news that it would not adjust rates during the final days of a
contentious presidential election. But the Fed’s post-meeting statement
reinforced expectations th... 阅读全帖 |
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b*********n
发帖数: 13256 | 46 Earning miss but Outlook Upbeat.可撸 |
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W***n
发帖数: 11530 | 47 Hedge Fund Winners and Losers Emerge as Year Ends on Better Note
by Katia Porzecanski , Nishant Kumar , and Bei Hu
December 20, 2016, 12:00 AM CST December 20, 2016, 8:14 AM CST
Strategies focused on macro trends produced the worst returns
Who Were 2016's Hedge Fund Winners and Losers?
This was the year to ridicule hedge funds. Pension funds, politicians,
Warren Buffett, even hedge fund managers themselves -- they all had
something to say about the disappointing performance, high fees and market... 阅读全帖 |
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w*****e
发帖数: 931 | 48 Baidu stock drops after Jefferies downgrades to hold
Shares of Baidu Inc. BIDU, -0.46% are down 0.9% in premarket trading after
analysts at Jefferies cut their rating to hold from buy. The analysts, led
by Karen Chan, are upbeat about Baidu's strong position in artificial
intelligence but worry that investments in this area, as well as spending on
channel marketing, could curb opportunities for margin expansion. She also
warns that the company might start to face harder comparisons for its searc... 阅读全帖 |
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发帖数: 1 | 49 2007 ................................................... 11.0 5.5 5.5
2008 ................................................... (9.6) (37.0) 27.4
2009 ................................................... 19.8 26.5 (6.7)
看最近三年的营收，最惨的经济危机一年已经过去了，甚至在过后的一年还有个巨大的
反弹，这种20%左右的收益，刚刚在2017年有过，不知道后面还会不会有。
Charlie and I avoid businesses whose futures we can’t evaluate, no matter
how exciting their
products may be. In the past, it required no brilliance for people to
foresee the fabulous growth
that awaited su... 阅读全帖 |
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n**f
发帖数: 121 | 50 I have a few questions regarding relationship with boss/indirect boss. Any
comments is appreciated:
I work in a medium-sized company as an individual contributor. I report to
my manager Maria ; Maria reports to her manager John.
Maria notified John that she would be out of office this week. On Monday
John let us know about Maria's vacation. John then asked me if things are OK
on projects, and stuff like "if you need any assistance please let me know"
blah blah. I assured him that everything is f... 阅读全帖 |
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