牛經滄海
7/12/2008
縱觀當今之勢，房市，金融，股市皆熊，僅商品一牛耳。三熊一牛，熊軍彼此呼應，其勢咄咄逼人；牛軍形影相吊，其時屈指可數。然世事皆有定數，盛極而衰，既無恒牛，亦無常熊。牛熊更迭，故而為市場。三熊之中，房熊為源，金融衍生產品最堪為憂，股熊隻是前二熊的並發症。2000年科網泡沫破裂，加上911之創，美政府急不擇計，養一個泡沫取代另[閱讀全文]
牛經滄海投資感悟生活點滴
吾言吾所思，君聞君所願。【聲明】僅供交流之用，不作投資建議。
博文
(2008-07-12 14:47:49)
(2008-05-16 13:14:06)
theheavycallsat$30expiresnow.
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(2008-05-09 13:42:57)
TransactionStatusOrderDescriptionDate&TimePrice
ExecutedOrderPlaced-LDKBuy800LDKLimitDay05/05/20082:05:00PMET--Executed-LDKBuy300LDKLimitDay05/05/20082:05:14PMET34.45Executed-LDKBuy100LDKLimitDay05/05/20082:05:14PMET34.46Executed-LDKBuy100LDKLimitDay05/05/20082:05:14PMET34.46Executed-LDKBuy100LDKLimitDay05/05/20082:05:14PMET34.46Executed-LDKBuy100LDKLimitDay05/05/20082:05:14PMET34.46Exec...[閱讀全文]
ExecutedOrderPlaced-LDKBuy800LDKLimitDay05/05/20082:05:00PMET--Executed-LDKBuy300LDKLimitDay05/05/20082:05:14PMET34.45Executed-LDKBuy100LDKLimitDay05/05/20082:05:14PMET34.46Executed-LDKBuy100LDKLimitDay05/05/20082:05:14PMET34.46Executed-LDKBuy100LDKLimitDay05/05/20082:05:14PMET34.46Executed-LDKBuy100LDKLimitDay05/05/20082:05:14PMET34.46Exec...[閱讀全文]
(2008-05-09 07:42:17)
Investmentinthestockmarketisalwaysmyfavorite.Sincegotdrowninthe2000techbubble,Iexpandedtoacoupleofalternativesinrecentyears:Investinrestaurants.Ihappentoknowacoupleofsmartandambitiousrestaurateurs.Oneofthemacceptedmyfundsasapassiveinvestor.Istartedwitha10%stakeinhisfirstrestaurantin2005.Ithasareturnof30%annualreturnsofar.Iaddedto20%ofstakeinhissecondrestaurant,whichwillcost3milliontocompletethis...[閱讀全文]
(2008-05-05 08:57:54)
BasedonQ1report,Techearninggrowthwas22%YoYandbeatestimatesby15%.Read:themarketunder-estimatedTechnames,orunderpricedtheminQ1.
Ontheotherextreme,Financialearninggrowthwas-67%YoY.Theslow-downwasunder-estimatedbymerely8.5%.Read:thestreetwasveryclosetoknowthescopeoffinancialdebaclesbynow. [閱讀全文]
Ontheotherextreme,Financialearninggrowthwas-67%YoY.Theslow-downwasunder-estimatedbymerely8.5%.Read:thestreetwasveryclosetoknowthescopeoffinancialdebaclesbynow. [閱讀全文]
(2008-04-26 14:54:52)
TransactionStatusOrderDescriptionDate&TimePrice
ExecutedOrderPlaced-CAFSellCAFLimitGT6004/14/200810:00:32AMET--Executed-CAFSellCAFLimitGT6004/23/20082:51:26PMET44.98Executed-CAFSellCAFLimitGT6004/23/20082:51:28PMET44.98[閱讀全文]
ExecutedOrderPlaced-CAFSellCAFLimitGT6004/14/200810:00:32AMET--Executed-CAFSellCAFLimitGT6004/23/20082:51:26PMET44.98Executed-CAFSellCAFLimitGT6004/23/20082:51:28PMET44.98[閱讀全文]
(2008-04-20 08:37:52)
如果不是太貪心，隻做藍籌的話，年回報12%完全可能。如10年前(01/01/1998)買市
值最大的10支股票，至12/31/2007之回報是226%(見表)，年均回報為12。5%。以上隻是途徑之一。簡單易行。爆發的小股票難求，市值最大的股票易得。
Top10CompanyReturnMarketCap(Billion)byMarketCap10Yearago1998-2007Jan.1,1998GeneralElectric(NYSE:GE)169%$240Unilever148%$211Tyco(NYSE:TYC)260%$179Microsoft(Nasdaq:MSFT)228%$156ExxonM...[閱讀全文]
值最大的10支股票，至12/31/2007之回報是226%(見表)，年均回報為12。5%。以上隻是途徑之一。簡單易行。爆發的小股票難求，市值最大的股票易得。
Top10CompanyReturnMarketCap(Billion)byMarketCap10Yearago1998-2007Jan.1,1998GeneralElectric(NYSE:GE)169%$240Unilever148%$211Tyco(NYSE:TYC)260%$179Microsoft(Nasdaq:MSFT)228%$156ExxonM...[閱讀全文]
(2008-04-19 16:45:59)
假設:每年需要10萬(按今天的價值)
參數:通膨1%至10%；投資回報8%至15%
變量:1需備存款多少15年後可無憂退休?
2需備存款多少現在就可無憂退休?
答1:需備存款40萬至3米15年後可無憂退休(詳見下表)。
答2:需備存款80萬至6米現在就可無憂退休。
注釋1:通膨設為4%較合理，但10%完全可能。無人能合理預測未來45年通膨率。考
慮美國政府揮霍無度，通膨率趨高無疑。閱讀全文]
參數:通膨1%至10%；投資回報8%至15%
變量:1需備存款多少15年後可無憂退休?
2需備存款多少現在就可無憂退休?
答1:需備存款40萬至3米15年後可無憂退休(詳見下表)。
答2:需備存款80萬至6米現在就可無憂退休。
注釋1:通膨設為4%較合理，但10%完全可能。無人能合理預測未來45年通膨率。考
慮美國政府揮霍無度，通膨率趨高無疑。
(2008-04-18 07:23:11)
OrderDetailsforOrder#4740
TransactionStatus OrderDeion Date&Time Price
Executed
OrderPlaced-MSFT BuyMSFTLimitDay 04/18/20089:32:11AMET --
Executed-MSFT BuyMSFTLimitDay 04/18/200810:07:23AMET 29.66
Executed-MSFT BuyMSFTLimitDay 04/18/200810:07:23AMET 29.66
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TransactionStatus OrderDeion Date&Time Price
Executed
OrderPlaced-MSFT BuyMSFTLimitDay 04/18/20089:32:11AMET --
Executed-MSFT BuyMSFTLimitDay 04/18/200810:07:23AMET 29.66
Executed-MSFT BuyMSFTLimitDay 04/18/200810:07:23AMET 29.66
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(2008-04-14 10:04:53)
TransactionStatus OrderDeion Date&Time Price
Executed
OrderPlaced-XLF BuyXLFLimitDay 04/14/200811:07:52AMET --
Executed-XLF BuyXLFLimitDay 04/14/200811:10:10AMET 24.60
Executed-XLF BuyXLFLimitDay 04/14/200811:10:15AMET 24.60
Executed-XLF BuyXLFLimitDay 04/14/200811:10:19AMET 24.60
Executed-XLF BuyXLFLimitDay 04/14/200811:14:11AMET 24.60
TransactionStatus Orde...[閱讀全文]
