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
(2007-10-19 13:17:33)
Asifthemarketwantstoremindinvestorsofwhatwashappening20yearsagoonthisOct19th,ithasitsbloodiestdayformorethan1monthwithDowcurrentlydownmorethan350points.TheVIXshotupbymorethan10%andnowissittingabove20.RenewedworriesinthecreditmarketalongwithseveraldisappointingearningsfromDowcomponentsthismorningoverwhelmedthestrongresultsfromGoogle.Sincewearealmosthalfwaythroughtheearningseason,it\'sworthtakingafe...[閱讀全文]
(2007-10-18 13:09:24)
Today’sTransactions:
NoTransactionstoday.
Today’sReturn:2.40%
Returnsinceinception(June05,2007):133.82%
S&P500ReturnsinceJune05,2007:0.06%
Leverage:1.66
Mypositions:
Long:
PG
UTSIJan0910Call
DRYS
GOOGDec07400Call
SOHU
DHI
BHO
LULU
Short:
Note:thepositionsunder“Short”areindeedlongpositionsinputs
[閱讀全文]
NoTransactionstoday.
Today’sReturn:2.40%
Returnsinceinception(June05,2007):133.82%
S&P500ReturnsinceJune05,2007:0.06%
Leverage:1.66
Mypositions:
Long:
PG
UTSIJan0910Call
DRYS
GOOGDec07400Call
SOHU
DHI
BHO
LULU
Short:
Note:thepositionsunder“Short”areindeedlongpositionsinputs
[閱讀全文]
(2007-10-18 13:01:49)
ThemarketlookstobeclosedprettymuchflatforthisThursday.Techagainperformsstrongerthantherestofthemarket.ThedisappointingresultsfromBACshouldn\'tbesurprisinggiventhecreditturmoilduringthepastfewmonths.Ontheotherhand,anycompanythathasmajorbusinessoverseasisdoingreallywell,reflectingstrongeconomicperformanceworldwide.Oilpriceagainclosedatrecordhighandnowisapproaching$90.Althoughthereisnoobviousevidence...[閱讀全文]
(2007-10-17 13:31:25)
ThemarketisclosedmixedatthisWednesday.AfterbothYahooandInteldeliveringbetterthanexpectedresults,Nasdaqisagaintakingtheleadership.Sinceitisnotasecretanymoretoinvestorsthatthetechsectorisgoingtodelivergoodresults,thequestionnowbecomeshowmuchthemarkethaspricedinthegoodresultsandwhethertheupcomingguidancecansupportcontinuingupwardmovementsintheshareprices.Oilpricesretreatedalittleaftertouching$89abarr...[閱讀全文]
(2007-10-17 13:29:12)
Today’sTransactions:
NoTransactionstoday.
Today’sReturn:2.93%
Returnsinceinception(June05,2007):128.34%
S&P500ReturnsinceJune05,2007:0.13%
Leverage:1.67
Mypositions:
Long:
PG
UTSIJan0910Call
DRYS
GOOGDec07400Call
SOHU
DHI
BHO
LULU
Short:
Note:thepositionsunder“Short”areindeedlongpositionsinputs
[閱讀全文]
(2007-10-16 14:22:25)
Themarketcontinuedtoretreatfollowingseveraldisappointingearningreportsfromregionalbanksinthemorning.Thisshouldn\'tbesurprisingatallgivenwhatmostbankshadexperiencedduringthepastfewmonths.ThecautiouscommentsmadebyBernankeandPaulsonalongwiththerecordlowhomebuilderconfidenceindicatedthatthereisstillalongwaytogobeforethehousingmarketisbottomed.ButthisalsogaveagreaterchancethattheFedmaycutinterestratesa...[閱讀全文]
(2007-10-16 14:20:16)
Today’sTransactions:
InitiatedapositioninLULUaveragedat$45.41Stop-lossifthestockis
closedbelow$38
Reason:LululemonisoneofthehottestiposthisyearanditisexpandingaggressivelyacrossCanadaandUS.Althoughthevaluationisalittlerich,Ithinkthemomentumalongwiththe30%+same-storegrowthratio(infact,Iwassurprisedbytheannouncementthismorningasitisveryraretofindasame-storenumbernorthof20%)cancontinueto...[閱讀全文]
InitiatedapositioninLULUaveragedat$45.41Stop-lossifthestockis
closedbelow$38
Reason:LululemonisoneofthehottestiposthisyearanditisexpandingaggressivelyacrossCanadaandUS.Althoughthevaluationisalittlerich,Ithinkthemomentumalongwiththe30%+same-storegrowthratio(infact,Iwassurprisedbytheannouncementthismorningasitisveryraretofindasame-storenumbernorthof20%)cancontinueto...[閱讀全文]
(2007-10-15 14:18:06)
Majormarketindexestookabreathtodayaftermovingupfor4weeksina
row.Oilpricewasclosedatanotherrecordhighandnowisabove$86.We
needtorememberthattheinflationaryeffectofoilandothercommoditiesshouldn\'tbeignored.Theearningreportsthismorningarenottotallyexcitingbutastherearemoretocomeinthenextfewdays,itisstilltooearlytomakeajudgmentcall.[閱讀全文]
row.Oilpricewasclosedatanotherrecordhighandnowisabove$86.We
needtorememberthattheinflationaryeffectofoilandothercommoditiesshouldn\'tbeignored.Theearningreportsthismorningarenottotallyexcitingbutastherearemoretocomeinthenextfewdays,itisstilltooearlytomakeajudgmentcall.[閱讀全文]
(2007-10-15 14:17:15)
Today’sTransactions:
NoTransactionstoday.
Today’sReturn:1.07%
Returnsinceinception(June05,2007):131.28%
S&P500ReturnsinceJune05,2007:0.62%
Leverage:1.41
Mypositions:
Long:
PG
UTSIJan0910Call
DRYS
GOOGDec07400Call
SOHU
DHI
BHO
Short:
Note:thepositionsunder“Short”areindeedlongpositionsinputs
[閱讀全文]
NoTransactionstoday.
Today’sReturn:1.07%
Returnsinceinception(June05,2007):131.28%
S&P500ReturnsinceJune05,2007:0.62%
Leverage:1.41
Mypositions:
Long:
PG
UTSIJan0910Call
DRYS
GOOGDec07400Call
SOHU
DHI
BHO
Short:
Note:thepositionsunder“Short”areindeedlongpositionsinputs
[閱讀全文]
(2007-10-12 13:55:35)
Themarkethasanicereboundafteryesterday\'sselloff.Itisquiteapparentfromtoday\'sactionthatyesterday\'sselloffismorelikeprofittakingthanareversal.VolumeisonthelightsidejustlikeotherFridays.Theeconomicnewsthismorningismostlypositive,indicatingtheeconomyisstilldoingfine.Oilhitsanotherintra-dayhistoricalhightoday.Aswearegoingtoenterthebusiestportionoftheearningseasonnextweek,howtheguidancelookslikewillh...[閱讀全文]
