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
(2008-02-26 14:16:15)
Canallmarketsgoupatthesametime?Weareprettyclosetoday.Stocks,bondsandcommoditiesallenjoyedanicerallywhiletheonlyloser,unfortunately,wasagaintheUSdollar.TheUSdollarhitarecordlowagainsttheEuroaftertheGermanbusinessconfidenceunexpectedroseforthesecondmonth,easingthepressureforECBtocutinterestratesinthatregion.Inaddition,thedollarindexalsohitanalltimelow.Notsurprisingly,theCRBcommodityindexhitanotherhi...[閱讀全文]
(2008-02-25 14:09:09)
Themarketstartedthenewweekinadefinitelypositivetonewithallthreemajorindicesclosingthedayhigherbymorethan1%.SimilartolastFriday,thetriggerfortoday’srallywasduetopositivedevelopmentsinbondinsurers.Standard&Poor’s,oneofthetopthreeratingagencies,affirmedAAAcreditratingsforMBIAandAmbac.Althoughbothbondinsurersstillhavetheircreditratingsundernegativewatchlist,meaningadowngradeisstillpossibleinthefutur...[閱讀全文]
(2008-02-22 13:44:35)
Justwhenwementionedyesterdaythatthemarkethadthreereversalsinarow,todaythemarketgaveusafourth.TheDowclosedthedayupbyalmost100pointsafterlosingmorethan1%just40minutesbeforetheclose.ThetriggeroftherallyisareporteronCNBCmentioningthatabailoutonthetroubledsecondlargestbondinsurerAmbacFinancialwillbeannouncedasearlyasMondayorTuesday.Thenewswasregardedasapositivetothefinancialsectorasoneshort-termuncerta...[閱讀全文]
(2008-02-21 13:24:19)
Themarketiswhipsawingthesedays.ItisnotofteninanytypicaldaythatweseetheDowtoreverseby200points.Guesswhat?Wehadthreesuchdaysinarow,whichwasunprecedentedgoingbacktoatleast25years.Simplyput,themarkethasnotrend.Eventuallythemarketwillchooseadirection,eitherupordown,butwearenotthereyet.
Wegotmoreeconomicnewsthismorning.Unfortunately,mostwereagaintiltingtothenegativeside.Startwiththeweeklyjoblessclai...[閱讀全文]
Wegotmoreeconomicnewsthismorning.Unfortunately,mostwereagaintiltingtothenegativeside.Startwiththeweeklyjoblessclai...[閱讀全文]
(2008-02-20 13:34:37)
Allthreemajorindicesreversedearlylossesandclosedthedayinpositiveterritory.Thenewsontheeconomicfrontwasmostlyneutraltonegative.StartwiththecloselywatchedCPIreport.Bothheadlineandcoreinflationcamehigherthanexpected.TheheadlineCPInumberincreased0.4%,pushingthey-o-yinflationto4.3%.Excludingfoodandenergy,thecoreCPIincreased0.3%andbroughtthey-o-yincreaseto2.5%.WithintheCPIreport,foodpricesrose0.7%whilef...[閱讀全文]
(2008-02-19 14:33:35)
Allthreemajorindicesclosedthedayinredaftergainingmorethan1%earlier.Thereislittleeconomicnewsscheduledtobereleasedtoday.Theonlynewsthatmanagedtomovethemarkethighermid-dayistheUSHomebuilderConfidenceIndex,whichcameat20comparedwithapreviousreadingof19.However,sincethenumberisstillwellbelowaneutralreadingof50,itistooearlytocallabottominthehomebuildingindustry.
Mostheadlinenewsofthedayconcentratedi...[閱讀全文]
Mostheadlinenewsofthedayconcentratedi...[閱讀全文]
(2008-02-15 14:58:27)
Themarketclosedmixedforthedaybutfortheweek,allthreemajorindicesmanagedtopostagainofaround1%followingpreviousweek’s4%loss.Thenewsontheeconomicfrontwasmostlynegativethismorning.Startwiththelatestinflationtrend.Theimportpriceindexjumped1.7%inJanuaryandbroughttheyear-over-yearincreaseto13.7%,thehighestonrecord.Meanwhile,USexportpricesrose1.2%duringthesameperiod,whichisthebiggestincreaseinalmost20year...[閱讀全文]
(2008-02-14 14:44:57)
Allthreemajorindicesdroppedbymorethan1%fortheday,essentiallygivingbackyesterday’sgain.Theeconomicnewsthismorningwasmoreorlessinlinewithexpectation.Initialclaimsdroppedforthethirdweekandcameat348K.Continuingclaims,however,stillstayedabove2.75million.TradeBalancewasalittlebetterthanexpectedat-58.8billion,whichwashelpedbystrongexportduetoaweakdollar.
Thefinancialsectorledthemarketdowntoday.Befor...[閱讀全文]
Thefinancialsectorledthemarketdowntoday.Befor...[閱讀全文]
(2008-02-13 14:36:02)
Themarketcontinuedtomovehigherforthethirddayinarowwithallthreemajorindicesgainingmorethan1%.Thetriggeroftoday’sgainistheretailsalesreportforJanuary.Bothheadlinenumberandex-autonumbercamebetterthanexpectedafteradecreaseinsalesinthepreviousmonth.Sincerecessionisreallythebiggestconcernamonginvestors,today’sreportatleastprovidedsomerelief.Treasuriesdroppedwhiletheyieldsmovedhigherfollowingthenews.閱讀全文]
(2008-02-12 14:55:23)
MostindicesclosedhigherforthedayalthoughthesellingpressureduringthefinalhouroftradingpushedNasdaqbrieflyintonegativeterritory.Justlikethepasttwodays,thereislittleeconomicnewstodrivethemarketaction.ThebiggestnewsofthedaywasWarrenBuffettofferingthreebondinsurers(MBIA,AmbacFinancialandFGIC)reinsuranceoftheirmunicipalbondholding.Thenewsgavethebroadmarketandespeciallythefinancialsectoranearlyboost.Howe...[閱讀全文]
