給手裏有現金難受的同誌
(2010-01-18 10:57:00)
下一個
我對近期的看法和我交易的原則在我以前的貼中已有表述,這裏不再重複。我發現很多大千人手裏有錢難受,不交易難受。我也理解,自己以前就是這樣。不把現金當成投資。
我建議短期短期內如非要交易,可中性交易,長短結合。例如 long FNM, short FRE. I do not see why FRE should be traded higher than FNM. Similar to ABK and MBI, It is for hedging risk.
It is not my style, just a suggestion for the people who have to have positions. I do not short individual stock.