博文目錄
【我的文章】
【LDK】
【GA】
【Solar】
【中概藍籌】
【cool piece from DQ】
【Investment and Trading】
【misc stocks】
【general market】
【my China bug】
【random thoughts】
【being a person】
【picked flowers】
【QQQQ】
【GOOG】
2010作業報告
人生除了算賬，還有一些別的
舍得
周末看了“集結號”
滿地的皮夾子...大中小號都有,隨便撿吧... 天上掉錢的日子
HOV 4.25->12.5, C 22->30, ==> fear receding,
MSFT bidding YHOO ==> they see VALUE,
HOKU, might hit 25-30 if like SOLF/CSIQ/CSUN
TA 的死穴：趨勢無限延長，曆史必然重複
[GA]今天 圖 = LDK on 12/7
more...
【 LDK】
STP invested $25m in HOKU (from DQ)
GS sold 60% STP, 95% FSLR, bot 300k LDK in Q4 07, upgrade LDK
The LDK story for the next year, [fun piece from yahoo board]
LDK\'s history, 彭小峰：被質疑的英雄
LDK Solar: Constructing A Bright Future (from SeekAlpha)
LDK: sitting on volcano
the best weapon longs have: time, (from yahoo msg board)
LDK, today I started to sell some SNP to buy LDK
LDK, mid term trend set again, today the same as at 30
LDK, hand-in-hand with STP, ZT yahoo msg board
more...
【 GA】
GA background, Shi\'s character reading
trading special opportunities
GA, some background facts, (only for interested)
GA， 與LDK 圖比較
[GA\'s FA homework] knowledge is power!
[GA trading plan] if you do it, do it for mid term,
[GA] 10 is here, risk takers can start a position
time for closure, year 2007,
[GA investing] if you like LDK, you may want to start
SNDA NTES GA comparison table,
more...
【 Solar】
[Solar scan] FSLR vs CSCO
[Solar scan] LDK is
[STP rebound] good but weak now, hope stronger EOD
[Solar scan] FSLR STP SPWR week, WFR/CSIQ strong,
[STP shorting putting] covered/closed now
[STP correction] someone with better counting,
TSL, , 龍卷風
Chinese solars
more...
［shock and awe, 中國 2008］遙遠的序曲
SNP, 共和國真正的的長子
good reading, the real gate keeper of Chinese market
再說中概
左也不是，右也不是
SNP, 兩年以後的估價會是多少？
中概的高潮
“國資阻擊戰” players:
投資級中概, 又一個($13B!)追求者
Trigger investing (TM): SNP
more...
cool piece from DQ: \'交易之道，守不敗之地，攻可贏之敵。\'
cool piece from DQ, 股市金剛經
cool piece from DQ, 【資金管理重要性】
Cool Piece from DQ, 要想在股市裏\'永不消失\' by CyberBug
cool piece from DQ, 某操盤手的語錄
怎麽讀北美市場的MM？
[market reading] my
sign of craziness in volume: 10m day
don\'t throw away, and buy if can, great US exporters,
the end game of this US currency crisis
any, or what, will save the market? 牛牛之音
timing沒人能徹底把握，大波動時趨勢也難，但價值判斷容易
to Warsteiner... a couple of words on value vs price,
它山之石: 股市裏賺錢的人都不“正常”
我國確定13個核電站備選廠址 zt
more...
C: the new CEO has lots of guts at least,
the usual suspects... (big cap high price high volumn leaders li
key issue: C\'s write-down is NOT realized loss,
C到盡頭
PCLN, the magic is that if you used once, you use forever
Tigger Investing (TM): LONG
pick first batch of TSL at low 36 as planned
main attraction for JASO is its future capacity and margin
GLD: 這畫線好象不是太難？...還是MM心比較軟？
on STP: 5 is a crowd
more...
DIA 2007/12/17 圖，上周五收攤的原因
說句風涼話，上周五收攤時，對指數還是有些不詳之感的，
the real big news lately is NOT about Fed, it is
DIA chart, 2007/12/11, today = 9/6? or...
today\'s real big news,
[mkt time frame] min chart important, but so is mid term trend
不能再單一思維了，不光 Fed\'s rate cut，是組合拳，
some MBS now 10+ cents on dollar
QQQQ/SPX/DIA weekly charts, 中期熊的陰影？ 2007/11/10
DIA chart, 2007/11/09, flush has to be total...
more...
wiring money out of China
最好的鐵礦石，未經熔練，也無法成鋼
世上最荒謬最無趣最傲慢的事之一，就是替別人評判人生
why not China? why not China as the new rule maker?
if I misread, I apologize for getting over the line
for the record, about Wendy Deng etc,
和一和秋月
皰丁解牛，歎為觀止
more verbose explanation on why all should go back
羊群震撼世界... 10, 9, 8, 7...
more...
msg delivery
xplor
LDK misc
蒙蒙, statistics rules
說名詞，少說形容詞
a few words on family career conflicts
the 'straw man' trap
bye Anna
嘁哩喀喳， 我來打打你的假
on raising children
more...
很深刻的問題，也有偽命題
泛政治化，總在尋找對錯的思維，其實往往是驢唇不對馬嘴
bias discount,
think positive, from Tony Robbins, (ZT)
think positive, from Jack Canfield, (ZT)
有空看看電影，
寬容是一種努力，是超人性
關於出錯和寬容
it's VERY silly to argue for a 99% rule with 1% exception
more...
analyze issues and communicate recommendations
美鳳的話
不覺流水年長, long lost and just found
一個成功領導者應有的七種品質
斯坦福'海歸MM'辭職辦農莊 白領爭著下地幹活
廊坊下雪了... an excpetional beauty
classic haiku(俳句)
DEShow: what can be done
窈窕淑女司令：生兒生女
more...
【 QQQQ】
QQQQ chart, 2006/09/13, indeed another Wesdenday reversal
QQQQ chart (pic), another Wesdenday reversal coming?
QQQQ chart, 2006/09/08, breakdown-retest?
QQQQ, 2006/8/15, the little up channel
QQQQ, 2008/08/18, after the first rush (pic)
QQQQ, brekout-consolidation-confirm or a M to be? (pic)
more...
【 GOOG】
GOOG is the new Madison avenue
GOOG gap up after OE
GOOG next target 428
GOOG chart,
GOOG, near term target 430, mid term 520
GOOG chart, 2006/09/13, option 戒貪, stock mid term hold
GOOG chart, 2006/08/30, slow cooking
GOOG, 2006/08/01, first (of three) line broken,
GOOG, 2006/08/15, beginning of climb to 500? (pic)
GOOG, 2006/08/15, it's yesterday once more. (pic)
more...