蒼海泛舟
方顯英雄本色-- 股市投資探討
博文
(2008-09-27 08:29:49)
不說別的，包爾森和笨叔這次的救市計劃是難得做對的好事。對穩定風雨飄搖的美國金融體係和股市無疑有著積極的影響。
周四開盤前，CNBC在對共和黨資深參議圓的采訪中得到了“兩黨幾乎敲定”了700B救市計劃的印象。股市在開盤後也大漲（Dow)300+。人們都期望著最遲下周一可以通過，並由總統簽字生效。可周五，又橫生枝節，出現共和黨陣營的“內訌”，共和黨保守[閱讀全文]
(2008-09-25 19:09:05)
盤後發生了很多情況，WaMu成為美國曆史上最大的破產銀行，WM的財產以跳樓價賣給了JPMogen。700B救市計劃擱淺。RIMMERmissed,盤後跳水。Future飛流直下三千尺。CreditMarket仍然凍結著，BondSpread仍然保持著近300個基本點。達到這樣的高度，在曆史上隻有兩次，一次是10/19/1987黑色星期一大崩盤。另一次就是上周四在700B救市計劃的消息出來之前。
今天收盤3MonthsTreasuryyield0.75%,(因為[閱讀全文]
(2008-09-24 14:11:44)
實際上，市場已經告述我們國會議將會通過700BRescueBill.應該對此做好準備。現在的盤勢對多頭有利。這個時候，應該在每天的低點靜悄悄的買入QQQQ,SPY,AAPL等每天上下變化較大的ETFs和股票。並在高點（通常是20DMA,50DMA,的阻力帶）賣出套利。有經驗的DayTrader一天可以做幾個來回。如果當天沒有結論，在收盤前市場一定會收低。這時候，再買回QQQQ,andSPYcalls.為第二天獲利做準備[閱讀全文]
(2008-09-23 15:02:14)
Marketdidnotgetwhatitwantandresponsedaselloffbyendofsession.Butoverall,marketisorderlyretrace,VIXgethigheragain,butstillinorder.S&Ponceagainbelow1200whichiscriticaldefencelinetokeep.ItispossiblethatS&Pre-test1150tomorrowifCongressstillcan'tconcludeon700Brescueplan.Ithinkbyendofthisweek,Congressmustprovidesomethingtocalmthemarketwhichgraduallylostpatient.Thisiscriticaltimeagain,itwillb...[閱讀全文]
(2008-09-23 08:58:07)
VIXiswellcontained,Dollarstrenthed,Oilstartdrop,S&Pholdabove1200.Bondyeildcontained.Internalbreadthisgood.
AllofthisinplicatethatMarketispreparingandreadyforarally.
NowiswaitingforCongresstopass700Brescueplan.
Don'tshort.Insteadbuydipandtakearideformarketrally.
Ithinkthisweek,congresswillpassthebill.Itcouldpassasearlyastoday.[閱讀全文]
(2008-09-22 18:19:34)
AftersecondthoughtaboutshowingUYGplay,Idecidedtoclosethisthread.
EvenIhaveverydetailplanforeverymarketmove,itisstillinvolveagooddealofrisks.Itisalsorequiredsomeskillandexperienceinoptiontradingandmarkettimingwhichisnotsuitabletonewhands.Inaddition,sellingnakedputsrequiredoptionlevelIIIqualification.Ifyoudon'tknowtheriskandusethistootherstocks,youmayfaceagreatrisksbysellingnakedput.
Ifaexam...[閱讀全文]
EvenIhaveverydetailplanforeverymarketmove,itisstillinvolveagooddealofrisks.Itisalsorequiredsomeskillandexperienceinoptiontradingandmarkettimingwhichisnotsuitabletonewhands.Inaddition,sellingnakedputsrequiredoptionlevelIIIqualification.Ifyoudon'tknowtheriskandusethistootherstocks,youmayfaceagreatrisksbysellingnakedput.
Ifaexam...[閱讀全文]
(2008-09-22 15:18:47)
今天的盤基本上還是在預期的範圍內的但是振幅比預期的要大。三大指數不但填滿了上周五留下的空，而且把周五的漲幅都回吐了。政府的救市計劃沒有能在周末被國會通過是今天Selloff的主因。加上美元大幅回調，石油合同到期日觸發“空殺空”的局麵，使原油價格在沒有任何重大消息的情況下一度暴漲達$25.這些因素加重了今天的拋盤。
S&P又到了一個關鍵的門檻，[閱讀全文]
(2008-09-22 08:20:18)
BecauseofGov.ShortBan,YoucannotplaySKFanymore,it'sintegrityhasbeenseverelydamagedanditisbecomeaunfairtradeforallSKFtrader.Youcanhavemanycomplainsaboutthat,butfortraders,weneedtomakemoney,wedon'thavetimetoargueandwaitforthingssortout.Weneedworkaround,likewater,andmoveon.
Whenonedoorclosed,anotherwindowopened.
SowecanplayUYGinstead,itis2XfinanciallongETF.Thebestofall,itdoesnotimpactedbyShort...[閱讀全文]
Whenonedoorclosed,anotherwindowopened.
SowecanplayUYGinstead,itis2XfinanciallongETF.Thebestofall,itdoesnotimpactedbyShort...[閱讀全文]
(2008-09-21 17:11:06)
相信過去的一周會載入世界金融史冊。我們每一個人都見證了曆史的發生和發展。像見證七年前曆史悲劇911發生一樣，從那天開始，美國再也不是原來的美國，人們對安全的感受也徹底的改變了。而布什政府此後一係列的錯誤政治和經濟政策正在把美國一步步引向崩潰的邊緣。當一個偉大的國家開始自負的要成為世界的唯一主宰時，它就開始走向自己的反麵。我們上周見證[閱讀全文]
(2008-09-21 10:46:12)
Manypeopleaskedmeaboutthisquestion,soIthinkitiseasyformetoansweroncehereinsteadanswermanytimesseperately.Therearealreadysomeprofessionalarticlesregardingthistopic,pleasereferthosearticles.
HereiswhatIthinkaboutthisquestion:
ShortBanhasnegtiveimpacttoSKF,SEFandallfinancialshortETFs.Itdrysupliquidityandincreasethecostoftrading.YoumaypaymoreforSKF,SEFETFsandcallsatsameintrinsicvalue.SKFalsoha...[閱讀全文]
HereiswhatIthinkaboutthisquestion:
ShortBanhasnegtiveimpacttoSKF,SEFandallfinancialshortETFs.Itdrysupliquidityandincreasethecostoftrading.YoumaypaymoreforSKF,SEFETFsandcallsatsameintrinsicvalue.SKFalsoha...[閱讀全文]
