g*********0
发帖数: 672 | 1 指数完全失真
牛看着指数涨,心想我怎么不赚钱,一看账号亏钱了
熊看着指数涨,心想完了,要亏钱,但一看账号,发现也没怎么亏
到底是谁在赚,谁在亏?
最近彻底不明白,这个破市场 | L****a
发帖数: 572 | 2 主要是 retail 和 finance 在涨。都是靠政府的钱在死撑。 | w****l
发帖数: 6122 | 3 they are economy sentitive.
actually, energy should reboud too, but strong dollar hurts the price of oil.
【在 L****a 的大作中提到】
: 主要是 retail 和 finance 在涨。都是靠政府的钱在死撑。
| L****a
发帖数: 572 | 4 ok. I think Obama's tax cuts help quite a lot. Oil is ok, the main
problem is natural gas, which hurts U.S. domestic prodcuers atrociously.
I think people still have to be caucious about those energy companies.
oil.
【在 w****l 的大作中提到】
: they are economy sentitive.
: actually, energy should reboud too, but strong dollar hurts the price of oil.
| L****a
发帖数: 572 | 5 Government stimulus is gonna slowly fade out in Q3 and Q4.
Goldman Sachs's forecast is stumulus fadeout will contribute
-1% to GDP growth in Q4. However, U.S. GDP should be still
positive because of other components. |
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