博文
過了明天之後,可以暫時舒口氣。但千萬別抱幻想。該殺該嶄的就要毫不留情。[閱讀全文]
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(2007-10-15 09:40:17)
Don\'tbefooledsmalldips.Don\'ttouchweaksectors.Don\'tfeelitistoolatetojumpinhotsectors.[閱讀全文]
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Itisprobablytruethatagoodmoodisabigplusintrading.Butagoodmoodisnotequaltobeliefinsomereligion.
Therearetonsofpeopleinthisworldwhohaveagoodmoodbutdon\'tbelieveinanyreligion.Therearealsotonsofpeoplewhoareevilbutbelongtothoseso-calleddie-hardreligionbelievers.
Thosebragabouttheimportanceofreligionintradingcanstop.[閱讀全文]
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(2007-09-30 12:05:53)
Itisacrazyworld.Youloseifyoucannotmakeyourselfcrazy.[閱讀全文]
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Lookatthecommercialpapermarket.CommercialpapermarketisthecornerstoneofCorporateAmerica.
Willtheratecutinflateeverything?Youbet.Lookatthesoaringpricesofgold,oil,andagriculturecommodities.[閱讀全文]
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(2007-09-20 11:21:59)
Didnotexpectittofallsofast...[閱讀全文]
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(2007-09-19 08:29:00)
Weakbearsturnbullish,strongbearsarehesitating...Whenthestrongestbearsdisappear,itisthetimeforthetraptobeexposed.
Whenwillthishappen?CouldbethisOctober.Couldbenextyear.Couldbeanotherfewyearslater.[閱讀全文]
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(2007-09-18 12:41:30)
Bernanke\'sgoalistoachieveaninflationof8%bytheendofthisyear,andanoilpriceof$110andgoldpriceof$850,anGDPgrowthof1.5%.
Sowhatshouldwedo?[閱讀全文]
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Severalreasons:
1.Therewon\'tbeabigratecut,maximum0.25%.
Reasons:
a.mostoftheotherbigeconomiesheldtheirratessteadyorhikedtheirrates;
b.oilpriceisatrecordhigh;
c.Fedisstillplayingdowntheeffectofthesubprimemessonthewholeeconomydespitesomeearlysymptomsofeconomyslowingdown.
AllofthesesqueezeFed\'sroomtocutratesbig.
2.Fedwillindicatethatitwilltakefurtheractionsifthingsgetwor...[閱讀全文]
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TheFedwilldosomethingtokeepthemarkethappy.[閱讀全文]
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