b********y
发帖数: 5829 | 1 These things always seems to happen when I am traveling.
I have yet to fully tear apart the internals of yesterday’s whackage,
but we may be looking at more than the run of the mill 5-9% correction
that has been the downside limit of the rally dating back to March 2009.
This correction could very well be the first since the bear market
bounce began to break the 10% mark.
Coming into 2010, we had been running about 30% cash in our managed
accounts. That feels like too much during the spikes up, a |
c*****k
发帖数: 2080 | 2 so far, looks to me it is a yes.
I am reading and thinking, but still haven't find a good way to resolve
Europe's problem without big damage to the market.
One possilbe way is to avoid a big crash, US may stop downgrading PIGGS's
rating and maybe raise instead - but how could that possilbe?
It sounds like cards are in US's hand, they decide how to destroy Euro with
smaller damage to US export and economy.
【在 b********y 的大作中提到】
: These things always seems to happen when I am traveling.
: I have yet to fully tear apart the internals of yesterday’s whackage,
: but we may be looking at more than the run of the mill 5-9% correction
: that has been the downside limit of the rally dating back to March 2009.
: This correction could very well be the first since the bear market
: bounce began to break the 10% mark.
: Coming into 2010, we had been running about 30% cash in our managed
: accounts. That feels like too much during the spikes up, a
|
w****k
发帖数: 6244 | 3 这个危机如果蔓延开来，对全球都是个重击吧？
C帅感觉今年牛市还能继续吗？
欧洲加中国因素，美股没法独好吧
with
【在 c*****k 的大作中提到】
: so far, looks to me it is a yes.
: I am reading and thinking, but still haven't find a good way to resolve
: Europe's problem without big damage to the market.
: One possilbe way is to avoid a big crash, US may stop downgrading PIGGS's
: rating and maybe raise instead - but how could that possilbe?
: It sounds like cards are in US's hand, they decide how to destroy Euro with
: smaller damage to US export and economy.
|
b********y
发帖数: 5829 | 4 我觉得今年下半年至少会有个20%以上的调整，但是现在还只是预演，从牛到熊的转换
需要一段时间的
【在 w****k 的大作中提到】
: 这个危机如果蔓延开来，对全球都是个重击吧？
: C帅感觉今年牛市还能继续吗？
: 欧洲加中国因素，美股没法独好吧
:
: with
|
w****k
发帖数: 6244 | 5 从加息开始？
【在 b********y 的大作中提到】
: 我觉得今年下半年至少会有个20%以上的调整，但是现在还只是预演，从牛到熊的转换
: 需要一段时间的
|
b********y
发帖数: 5829 | 6 各种负面因素吧
【在 w****k 的大作中提到】
: 从加息开始？
|
p***o
发帖数: 229 | 7 那就慢慢上反指吧。个股不好玩了
【在 b********y 的大作中提到】
: 我觉得今年下半年至少会有个20%以上的调整，但是现在还只是预演，从牛到熊的转换
: 需要一段时间的
|
