股海一粟的博客
投資是一門藝術，投資是一所永遠的學校。股海一粟第一次接觸到股票還是在1988年，那時候上海隻有老八股，沒有正規的交易所。。。那一年股海一粟隻有10歲。
博文
(2008-03-11 13:56:26)
WhataremarkabledayonWallStreet!Allthreemajorindicesregisteredmorethan3%gains,thefirsttimesinceMarch2003.Inparticular,Dowclosedthedayupbymorethan400points,thefourthsuchkindofgaininDow’s112years’history.ItwastheFedthatmadeallthishappen.Beforethemarketopen,theFedsurprisedthemarketforthesecondtimeinlessthanaweekbyannouncingthecreationofanewTermSecuritiesLendingFacility.Underthenewfacility,theFedwill...[閱讀全文]
(2008-03-10 14:45:00)
Themarketresumeditsslidefollowingtheweekendwithallthreemajorindicesendingthedaydownbymorethan1%.TheonlyeconomicnewsofthedaywastheWholesaleInventoriesreport,whichusuallyhaslittleimpacttothemarketandtodaywasnodifference.WholesaleInventoriesincreasedby0.8%inJanuarycomparedwith0.5%expected.AlthoughitmayhavesomepositiveimpacttothefirstquarterGDPcalculation,itsimplydoesnotbearthesamedegreeofimportanceco...[閱讀全文]
(2008-03-07 14:39:14)
AllthreemajorindicescontinuedtheirslideonthisFriday.TheDowJonesIndustrialAverageIndexbecamethelatestmajorindexthathasbreachedits52-weeklowafterdropping146pointsfortheday.Asfortheweek,themarketlostabout3%andextendeditslossfortheyeartodoubledigit.Themostobviousexplanationbehindtoday’sdropwasthedisappointingNonfarmPayrollreportforFebruary.Let’stakealookatthereportfirst.TotalNon-farmpayrollsfellby63...[閱讀全文]
(2008-03-06 14:28:14)
ItwasabloodydayonWallStreet.Nasdaq,S&P500andRussell2000allhitfresh52-weeklowswhileDowwasdownbymorethan200points.Unlikepreviousfewdays,therewasnolatedayreversalthathadliftedthemarketfromitslows.Newsontheeconomicfrontwasmixed.Theweeklyjoblessclaims,whichhaveworsenedsincethebeginningofthisyear,actuallycamebetterthanexpectedat351K.Butthecontinuingclaimsjumpedby29Kto2.83million,whichwasthehighestlevels...[閱讀全文]
(2008-03-05 14:27:28)
AllthreemajorindicesregisteredamodestgainforthisWednesday.Itwasthethirddayinarowthatthemarketclosedwithin0.5%fromthepreviousday’salthoughtheintra-dayactionremainedquitechoppy.Thenewsontheeconomicfrontwasmixed.TheADPEmployment,whichisoftenusedasaproxytothecloselywatchedNon-farmpayrollreportdueonFriday,dropped23Kcomparedwitha15Kincreaseexpected.However,anydeviationthatiswithin50Kfromtheconsensusisq...[閱讀全文]
(2008-03-04 14:15:13)
Forthesecondtimethisweek,themarketclosedwelloffitslowsheadingintoclose.Atitsworst,theDowwasdownbymorethan220points.Thevolumewasquiteheavytoday.Therewaslittleeconomicnewsbutseveralcorporatenewsgrabbedinvestors’attention.Afterthebellyesterday,Inteltrimmeditsgrossmarginestimationforthequartercitingunfavourablememorysectorpricingenvironment.However,theworstperformerintheDowindexsofarthisyeardroppedon...[閱讀全文]
(2008-03-03 14:03:02)
Themarketfinishedrelativelyflatonthefirsttradingdayofthenewmonth.However,theDowwasdownover100pointsatitsworstbeforerecoveringtowardstoclose.Thenewsontheeconomicfrontwasmixed.Notsurprisingly,theISMindexdroppedto48.3inFebruary,indicatingacontractioninthemanufacturingsector.Butthatnumberstillmanagedtobeatexpectation.ItactuallyprovidedsomerelieftothemarketassomeontheStreethadfearedanumberintherangeof4...[閱讀全文]
(2008-02-29 14:19:51)
Bearsarebackinthedriver’sseat.Allthreemajorindicestumbledmorethan2.5%fortheday.Forthemonth,themarketlostaround3.5%,extendingthelosstoafourthmonth.Unlikepreviousfewdays,theeconomicnewswasactuallynotallnegativetoday.BothPersonalIncomeandPersonalSpendingforJanuarycamehigherthanexpected.TheCorePCEinflation,meanwhile,cameinlinewithexpectation.MichiganConsumerSentimentwasrevisedhigher.Theonlynegativene...[閱讀全文]
(2008-02-28 14:21:21)
Allthreemajorindicesdroppedaround0.9%forthisThursday.Theeconomicnewsforthedaywasagainnegative.Startwiththecloselywatchedweeklyinitialjoblessclaims.Economistsexpectedthenumbertobesomewherearound350K.Instead,itcameat373K.WehadasimilarnumberinlateJanuaryanditwasdistortedbytheshortenedholidayweekatthattime.Thistimearound,thereislittleexplanationotherthanthatthejobmarketisprobablyindeeddeteriorating.Me...[閱讀全文]
(2008-02-27 14:17:10)
Themarketclosedthedayflataftergaining3%inthepastthreedays.Itwasquiteanachievementconsideringthatmosteconomicnewsofthedaywasonceagainnegative.StartwiththeDurableOrders.Thenumbercameinat-5.3%vs.-4%consensus.TraditionallytheDurableOrdersdataarequitevolatilefrommonthtomonthasitisheavilyinfluencedbyordersforaircraft,whichcertainlydoesn’thavealinearrelationship.Thecorenumber,whichexcludesthevolatiletra...[閱讀全文]
