k*******e
发帖数: 373 | | k****n
发帖数: 1334 | 2 所以就不该timing market
【在 k*******e 的大作中提到】
: 现在不知道该怎么办了,以为是熊熊的
| a*w
发帖数: 4495 | 3 timing对股市对人生都是很重要的，他只是timing的时机不好。
【在 k****n 的大作中提到】
: 所以就不该timing market
| y***n
发帖数: 1135 | 4 赶紧杀入啊，犹豫什么呢？那么强的牛市。holiday season要开始了。
不要像去年底一样，一路高歌猛进，想进都没机会了。
【在 k*******e 的大作中提到】
: 现在不知道该怎么办了,以为是熊熊的
| p********r
发帖数: 1980 | 5 I am actually wondering if there is any insider news that triggered today's
rally? Otherwise, it is likely a bull trap.
The European rescue plan is a joke:
1. Greek default is "voluntary"
2. Banks are expected to establish core-capital ratio of 9% with money from
where? If they trim their balance sheet, it would trigger a recession, but 9
% ratio is assuming there is no recession.
3. EFSF to trillion sounds only like a goal because no country is
committing more money to it. They are expecting China to contribute. Does
Chinese people sound that stupid to European?
4. Either a French downgrade or another spread increase on Spain/Italian
bond will bring them back to reality.
【在 k*******e 的大作中提到】
: 现在不知道该怎么办了,以为是熊熊的
| S**C
发帖数: 2964 | 6 Since CDS is not triggered, the usefulness of it becomes questionable. So
what the instituional investors will do? Stay away from EU sovereign debt
and trim the existing position, since CDS cannot effectively do the job.
They are expecting private investors to buy their bonds while take away CDS
mechanism, only take first 15% loss, good luck with that.
Look at this chart http://www.bloomberg.com/quote/GBTPGR10:IND/chart. Italy 10-year bond yield drops sharply, and then quickly rises up and closes at 5.872%, just 0.053% lower.
s
from
9
【在 p********r 的大作中提到】
: I am actually wondering if there is any insider news that triggered today's
: rally? Otherwise, it is likely a bull trap.
: The European rescue plan is a joke:
: 1. Greek default is "voluntary"
: 2. Banks are expected to establish core-capital ratio of 9% with money from
: where? If they trim their balance sheet, it would trigger a recession, but 9
: % ratio is assuming there is no recession.
: 3. EFSF to trillion sounds only like a goal because no country is
: committing more money to it. They are expecting China to contribute. Does
: Chinese people sound that stupid to European?
| k***n
发帖数: 3158 | 7 jump in when SPY today got perhaps its largest SOS this year with >500 on
the block trades?
http://online.wsj.com/mdc/public/page/2_3022-mflppg-moneyflow.h
I wont do that.
【在 y***n 的大作中提到】
: 赶紧杀入啊，犹豫什么呢？那么强的牛市。holiday season要开始了。
: 不要像去年底一样，一路高歌猛进，想进都没机会了。
| T*********e
发帖数: 9208 | 8 恩，杀入之后再哭也不迟
【在 y***n 的大作中提到】
: 赶紧杀入啊，犹豫什么呢？那么强的牛市。holiday season要开始了。
: 不要像去年底一样，一路高歌猛进，想进都没机会了。
| s********n
发帖数: 1962 | 9 EU still has a lot that they can sell to China, like technologies,
political supports, market shares, etc. So yes, most likely China
will contribute some money in exchange for those things.
You are right. The whole world is ruined in long term for sure.
But since when the Wall Street ever cares about long term?
s
from
9
【在 p********r 的大作中提到】
: I am actually wondering if there is any insider news that triggered today's
: rally? Otherwise, it is likely a bull trap.
: The European rescue plan is a joke:
: 1. Greek default is "voluntary"
: 2. Banks are expected to establish core-capital ratio of 9% with money from
: where? If they trim their balance sheet, it would trigger a recession, but 9
: % ratio is assuming there is no recession.
: 3. EFSF to trillion sounds only like a goal because no country is
: committing more money to it. They are expecting China to contribute. Does
: Chinese people sound that stupid to European?
| S**C
发帖数: 2964 | 10 While Wall Street bashing is trendy these days, I fail to see how the EU
mess has much to do Wall Street to begin with.
【在 s********n 的大作中提到】
: EU still has a lot that they can sell to China, like technologies,
: political supports, market shares, etc. So yes, most likely China
: will contribute some money in exchange for those things.
: You are right. The whole world is ruined in long term for sure.
: But since when the Wall Street ever cares about long term?
:
: s
: from
: 9
| S**C
发帖数: 2964 | 11 Now that Italy 10-year bond yield cross 6% again, higher than before the EU
announcement. Spain's bond yield is a little better than Italy, BUT
Spain unemployment rate now is 21.2%, which is close to the Great Depression
level in the US.
【在 p********r 的大作中提到】
: I am actually wondering if there is any insider news that triggered today's
: rally? Otherwise, it is likely a bull trap.
: The European rescue plan is a joke:
: 1. Greek default is "voluntary"
: 2. Banks are expected to establish core-capital ratio of 9% with money from
: where? If they trim their balance sheet, it would trigger a recession, but 9
: % ratio is assuming there is no recession.
: 3. EFSF to trillion sounds only like a goal because no country is
: committing more money to it. They are expecting China to contribute. Does
: Chinese people sound that stupid to European?
| d*********2
发帖数: 48111 | 12 我的看法， 这是一招坏棋。
欧洲主权债务融资困难， 解决的办法是要靠恢复信心。
从中国骗钱， 50% hair cut, austerity 都不是解决办法， 反而更降低市场对欧猪
国债信心。
其实法国提出的方案应该是更好的办法， 印钱。
【在 s********n 的大作中提到】
: EU still has a lot that they can sell to China, like technologies,
: political supports, market shares, etc. So yes, most likely China
: will contribute some money in exchange for those things.
: You are right. The whole world is ruined in long term for sure.
: But since when the Wall Street ever cares about long term?
:
: s
: from
: 9
| S**C
发帖数: 2964 | 13 The Germany inflation hawks won't allow it. And if they get over-voted in ECB, chances are, they will leave the EMU.
Looking back, Euro is a bad idea to begin with.
【在 d*********2 的大作中提到】
: 我的看法， 这是一招坏棋。
: 欧洲主权债务融资困难， 解决的办法是要靠恢复信心。
: 从中国骗钱， 50% hair cut, austerity 都不是解决办法， 反而更降低市场对欧猪
: 国债信心。
: 其实法国提出的方案应该是更好的办法， 印钱。
|
|
