UP.
Theloserswhosoldintoyesterday's777pointsell-offwillswarmtocomebackin.Theyareafraidtomissthenextrally.Theshortswillbescaredandcoverinahurry.
Iwillsoldmypositionwhenthemarketisupanother100pointsfromhere.heiehi...[
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Ifullloadedyesterdaywith50%margin.
DoIsellintothisrally?Ofcourse.ButdoIselleveryposition100%?NO.Ijustsold40%ofmyholdings.
Ithinkthisrallywillhavesomeleg,atleastforthenextfewdays.
FundmanagerswillputsomemoneytoworkatthebeginningofOctober.Thiswouldsupportthemarketatleastforthenearterm.
WhatifweseeanothercrashwithVIXabove45?
Buywithmargin,simpleasthat.Butdodiversify.[
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技術分析有沒有用,有用,但它僅僅是一種工具,靠它賺不了大錢。
技術分析不能解決選股。同樣的圖,對於不同sector不同股票,後市走向可能完全不同。
Fundamentalhelpyouselecttherightstockandrightsector,onlynowtechnicalanalysiscanbesomewhatusefulinchoosingexitandentrypoint.
總之,fundamental是根本。
[
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toalwayshaveabigpictureandthentradedaytodayvariationtoyourownadvantage.
hehe....
Thisyear,nevermissthebigtrends.Notbad....
Butren2wei1yan2qing1.hehe.....
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MarketmybouncebackafterJuly4th
來源:戒急用忍-呆若木雞於08-07-0311:13:40[檔案][博客][舊帖][轉至博客][給我悄悄話]
Majorcatalyst:OilpricedeclineafterJuly4.
Aspredictedbysomem...[
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theirwholebusinessmodelisbroken.Theyusedtosecuritizestudentloans,sortoflikeFNM.Withthecreditmarkettightning,theycannolongerdothat.Theyhaven'tdoneanysinglesecuritizationdealforalmostayear.
Itwon'tgobankruptinthenearterm,though.Itcancontinuetoserviceitscurrentcustomers.Butnonewdeal,youknow,zuo4chi1shan1kong1.
Don'tbotherwiththesepigcompaniesunlessyouDT.Theydon'tprovideanylongtermvalues.[
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1.dollarhasreachedmajorresistanceof1.40.Itneedstoconsolidatethehugerunfrom1.6to1.4.
2.witheconomyslowingandtherecentdropincommodities,Fedmaycutinterestrates,whichwillgiveabigboosttocommodity.
3.longtermsupplydemandstillpointtohigheroilpriceeventually.GrowthinChindiawillpickupanydemandslackinUS.
4.Thereisbloodeverywhereonthestreet.Peoplearescaredtodeathtobuy,whichironically,isthebe...[
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Standonthesideline.
Thisrallyisextraordinary,butactuallyithasprecedent.
Ifyoutradelongenough,youwillrememberonedayinearlyJanuary.Inthemorning,FEDcutinterestrateby50points,Irememberallthebubbletechstocks,up50%inasingleday,thenitgivesbackmostofthegainsinthenextfewmonths.
Ifyoufollowmetojumpinattherighttimewithrightsectors,commoditybeforeyesterday,andfinancialatyesterday'slow,youshou...[
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AnextremeexamplecomesfromPakistanwherethelocalSECrespondedtoastockslumplastmonthbybanningshortsellingandlimitingdailypricedeclinesto1%whileallowingthemtoriseby10%.Theinitialreactionwasamassive8.6%onedayrallyfollowedby15straightdaysofslumpingpricesamidextremelylowturnover,theworstsuchperiodforthatmarketinseveralyears.AsriotinginvestorsstormedtheKarachiStockExchangelastweek,theruleswererescinded."[
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Basedon2007=1987,IhaveknowthatthemarketwilldropinmidJuly,but
知道大市下跌不等於short就能賺很多錢。
實際上這次下跌,我long的錢比short睜的還略多一些。
short裏掙得最多的是QQQQput,FTEK($34-$26.x),EDU($54->$48).BIDU($212-$215->$17x).其它根本short不動啊.
Themarketmayfindtemporarysupportnextweek,不過,thisdoesn'tmean下星期long容易掙錢,除非DayTrade,
Inthenext2-3weeks,那些牛股應該...[
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Inthemorning,Ihadafeelingthatthemarketmayretestyesterday\'slow,soIsoldmoststockholdings.
Theindexindeedtumbled,yetallthestocksIsoldwereflying.
以後操作上一定要大盤作大盤,個股做個股,不能讓對大盤的分析影響個股的操作。
經驗教訓啊。[
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