s********n
发帖数: 1962 | 1 The whole damn so called sign of recovery is nothing but a rush
spending from China. |
b*****e
发帖数: 1125 | 2 I saw signs that they may willing to spend more. |
G******0
发帖数: 737 | |
c****o
发帖数: 32446 | |
g**y
发帖数: 1106 | 5 They've got money, they've got tamed ppl, little governmental responsibility
ppl can hold them accountable for. I
guess it'll drag for a while..
【在 s********n 的大作中提到】
: The whole damn so called sign of recovery is nothing but a rush
: spending from China.
|
f****t
发帖数: 1063 | 6 sign of what?
【在 c****o 的大作中提到】
: 这就是老大所说的sign了吧
|
c****o
发帖数: 32446 | 7 sign of“精尽人亡”
【在 f****t 的大作中提到】
: sign of what?
|
f****t
发帖数: 1063 | 8 krugman(?) 都说depression over.
糊涂了
【在 c****o 的大作中提到】
: sign of“精尽人亡”
|
c****o
发帖数: 32446 | 9 depression完没完俺不知道，最近超买是完全可能的 |
s******t
发帖数: 12883 | 10 depression当然是不会有了, 所有的银行和房地产坏账都由政府和fed抗下了,
还depress个啥呢. but recovery, at best, will be a recoverless recovery.
【在 f****t 的大作中提到】
: krugman(?) 都说depression over.
: 糊涂了
|
|
|
s********n
发帖数: 1962 | 11 Depression is not about stock market, it's about the economy.
The bail-out, no matter how extensive it is, only save a few banks and
companies. It doesn't necessarily mean the whole economy can do any
better.
【在 s******t 的大作中提到】
: depression当然是不会有了, 所有的银行和房地产坏账都由政府和fed抗下了,
: 还depress个啥呢. but recovery, at best, will be a recoverless recovery.
|
f****t
发帖数: 1063 | 12 thanks. I think the stock market is a reflection of the economy?
【在 s********n 的大作中提到】
: Depression is not about stock market, it's about the economy.
: The bail-out, no matter how extensive it is, only save a few banks and
: companies. It doesn't necessarily mean the whole economy can do any
: better.
|
s******t
发帖数: 12883 | 13 depression是流动性不足引起的. fed+gov bail out banks and real estate,
往市场注入了巨大的流动性, depression就没有了.
【在 s********n 的大作中提到】
: Depression is not about stock market, it's about the economy.
: The bail-out, no matter how extensive it is, only save a few banks and
: companies. It doesn't necessarily mean the whole economy can do any
: better.
|
h****r
发帖数: 2056 | 14 我靠， depression要是这么容易就被fed+gov发发票子就给打发了，全球人民还不赶紧
party？
【在 s******t 的大作中提到】
: depression是流动性不足引起的. fed+gov bail out banks and real estate,
: 往市场注入了巨大的流动性, depression就没有了.
|
s********n
发帖数: 1962 | 15 The cause of depression is lack of liquidity is only a theory that has
never been proven right during the history. If a government can simply
print itself out of trouble, this economy would be too easy to manage.
What you heard from media and government can be very wrong. They never
get it right actually, otherwise where all the trouble came from?
Even if liquidity can save the economy, whether bailing out banks can
really inject liquidity into the real economy is still a big unknown.
【在 s******t 的大作中提到】
: depression是流动性不足引起的. fed+gov bail out banks and real estate,
: 往市场注入了巨大的流动性, depression就没有了.
|
s********n
发帖数: 1962 | 16 You still don't get it.
On Wall Street, it's never 经济决定股市, it's always 屁股决定脑子.
【在 f****t 的大作中提到】
: thanks. I think the stock market is a reflection of the economy?
|
F*******e
发帖数: 485 | 17 一语中的
【在 s********n 的大作中提到】
: You still don't get it.
: On Wall Street, it's never 经济决定股市, it's always 屁股决定脑子.
|
s******t
发帖数: 12883 | 18 注入流动性can not save the economy, 但是能够阻止经济掉入深渊.
但是副作用是阻止经济自我修复的机会.
所以我对美国经济长期不看好. 失业率将一直居高不下, 以前4%的失业率恐怕在几十
年内见不到了.
【在 s********n 的大作中提到】
: The cause of depression is lack of liquidity is only a theory that has
: never been proven right during the history. If a government can simply
: print itself out of trouble, this economy would be too easy to manage.
: What you heard from media and government can be very wrong. They never
: get it right actually, otherwise where all the trouble came from?
: Even if liquidity can save the economy, whether bailing out banks can
: really inject liquidity into the real economy is still a big unknown.
|
s********n
发帖数: 1962 | 19 最近一系列大陆银行主动或被动紧缩贷款的消息，就是最大的 warning.
昨夜暴跌 4.6% 基本上是 confirm signal 了。
这种情况下，Fed 说什么基本不重要，最多管一两天的走势。
Generally, it's time to go bearish, unless China market can make
a sharp return.
【在 s********n 的大作中提到】
: The whole damn so called sign of recovery is nothing but a rush
: spending from China.
|
b*****e
发帖数: 1125 | 20 aglee
I cut a lot last night.
【在 s********n 的大作中提到】
: 最近一系列大陆银行主动或被动紧缩贷款的消息，就是最大的 warning.
: 昨夜暴跌 4.6% 基本上是 confirm signal 了。
: 这种情况下，Fed 说什么基本不重要，最多管一两天的走势。
: Generally, it's time to go bearish, unless China market can make
: a sharp return.
|
|
|
f****t
发帖数: 1063 | 21 老大,这是不是你以前所说的到顶的信号?
美股要掉头往下了?
【在 s********n 的大作中提到】
: 最近一系列大陆银行主动或被动紧缩贷款的消息，就是最大的 warning.
: 昨夜暴跌 4.6% 基本上是 confirm signal 了。
: 这种情况下，Fed 说什么基本不重要，最多管一两天的走势。
: Generally, it's time to go bearish, unless China market can make
: a sharp return.
|
u**o
发帖数: 4652 | 22 您不是前一周刚入了一部份？
【在 b*****e 的大作中提到】
: aglee
: I cut a lot last night.
|
f****t
发帖数: 1063 | 23 what did you cut? the US stocks or Chinese ones?
【在 b*****e 的大作中提到】
: aglee
: I cut a lot last night.
|
s******t
发帖数: 12883 | 24 看来跟中国的关联性还是不大. 华尔街MM有预定的路线要走, 不管recovery倒底
是什么样子,所以也不管中国到底是真复苏还是假复苏.
【在 s********n 的大作中提到】
: The whole damn so called sign of recovery is nothing but a rush
: spending from China.
|
m******t
发帖数: 2416 | 25
The stock market is a reflection of investors' perception on the economy.
【在 f****t 的大作中提到】
: thanks. I think the stock market is a reflection of the economy?
|
s******t
发帖数: 12883 | 26 老大怎么看今天的全盘上涨?
【在 s********n 的大作中提到】
: 最近一系列大陆银行主动或被动紧缩贷款的消息，就是最大的 warning.
: 昨夜暴跌 4.6% 基本上是 confirm signal 了。
: 这种情况下，Fed 说什么基本不重要，最多管一两天的走势。
: Generally, it's time to go bearish, unless China market can make
: a sharp return.
|
s********n
发帖数: 1962 | 27 I don't believe market manipulation over more than a day.
【在 s******t 的大作中提到】
: 看来跟中国的关联性还是不大. 华尔街MM有预定的路线要走, 不管recovery倒底
: 是什么样子,所以也不管中国到底是真复苏还是假复苏.
|
s******t
发帖数: 12883 | 28 那你如何解释昨晚future红了百点,今天dow却涨了130呢?
难道toll brother和macy's的er给了市场如此之强的强心针?
【在 s********n 的大作中提到】
: I don't believe market manipulation over more than a day.
|
s********n
发帖数: 1962 | 29 And I don't care short-term movement.
【在 s******t 的大作中提到】
: 老大怎么看今天的全盘上涨?
|
s******t
发帖数: 12883 | 30 你关心中期走势吗?
【在 s********n 的大作中提到】
: And I don't care short-term movement.
|
|
|
s********n
发帖数: 1962 | 31 Why do I need to explain that?
Some drunk person wanders the street. Do you always ask why his last step
was to the left but not the right?
【在 s******t 的大作中提到】
: 那你如何解释昨晚future红了百点,今天dow却涨了130呢?
: 难道toll brother和macy's的er给了市场如此之强的强心针?
|
s********n
发帖数: 1962 | 32 yes.
【在 s******t 的大作中提到】
: 你关心中期走势吗?
|
u**o
发帖数: 4652 | 33 意思是不是不准备spend了，或者之前spend太快了，对经济不好？
【在 s********n 的大作中提到】
: 最近一系列大陆银行主动或被动紧缩贷款的消息，就是最大的 warning.
: 昨夜暴跌 4.6% 基本上是 confirm signal 了。
: 这种情况下，Fed 说什么基本不重要，最多管一两天的走势。
: Generally, it's time to go bearish, unless China market can make
: a sharp return.
|
s********n
发帖数: 1962 | 34 Okay, to be fair, today's movement is due to Fed meeting.
Either the expectation is high, or news has leaked out.
Either way, the only Fed decision that can generate what are happening
in various markets is that they are going to let the treasury purchase
plan expire in Sept. but expand the TALF.
We don't really know what's going on at this stage. We have to wait
until the news is out public. Could be a boost in the afternoon, could
be a big disappointment, I have no idea right now.
However, as
【在 s********n 的大作中提到】
: Why do I need to explain that?
: Some drunk person wanders the street. Do you always ask why his last step
: was to the left but not the right?
|
s******t
发帖数: 12883 | 35 fed给市场注资,这些资金可以进入股市. 现在市场liquidity这么大, 很大原因是之前
fed的大量注资. 所以, 就像你说的,如果fed扩大talf program, 那么市场就又有了一剂
强心针.
但是market从-100到130还是很奇怪的,因为fed meeting在这半夜到早上期间并没有
meet,没有news leak之类的事情. 要leak, 那也是昨天就leak了. 可是昨晚的future
从+14一路跌到 -100
【在 s********n 的大作中提到】
: Okay, to be fair, today's movement is due to Fed meeting.
: Either the expectation is high, or news has leaked out.
: Either way, the only Fed decision that can generate what are happening
: in various markets is that they are going to let the treasury purchase
: plan expire in Sept. but expand the TALF.
: We don't really know what's going on at this stage. We have to wait
: until the news is out public. Could be a boost in the afternoon, could
: be a big disappointment, I have no idea right now.
: However, as
|
m******t
发帖数: 2416 | 36
You lost me here - how much money let lose by the Chinese
monetary policy is getting into the US markets (or other world markets
for commodities)?
【在 s********n 的大作中提到】
: Okay, to be fair, today's movement is due to Fed meeting.
: Either the expectation is high, or news has leaked out.
: Either way, the only Fed decision that can generate what are happening
: in various markets is that they are going to let the treasury purchase
: plan expire in Sept. but expand the TALF.
: We don't really know what's going on at this stage. We have to wait
: until the news is out public. Could be a boost in the afternoon, could
: be a big disappointment, I have no idea right now.
: However, as
|
s********n
发帖数: 1962 | 37 The drop in futures last night was due to China ...
一剂
【在 s******t 的大作中提到】
: fed给市场注资,这些资金可以进入股市. 现在市场liquidity这么大, 很大原因是之前
: fed的大量注资. 所以, 就像你说的,如果fed扩大talf program, 那么市场就又有了一剂
: 强心针.
: 但是market从-100到130还是很奇怪的,因为fed meeting在这半夜到早上期间并没有
: meet,没有news leak之类的事情. 要leak, 那也是昨天就leak了. 可是昨晚的future
: 从+14一路跌到 -100
|
s******t
发帖数: 12883 | 38 但是china收盘之后没有任何变化, 可是us market & europe market却很high.
所以这里面有猫腻.
【在 s********n 的大作中提到】
: The drop in futures last night was due to China ...
:
: 一剂
|
b*****e
发帖数: 1125 | 39 That's US mkt. Cut in Chinese mkt.
【在 u**o 的大作中提到】
: 您不是前一周刚入了一部份？
|
s********n
发帖数: 1962 | 40 How much... I don't know the number.
But look around, any country who claim they are out of or almost out of
recovery is among those who have natural resources sold to China. Any
company that was doing good in this ER season is among those who have
large sales in China, with exception of Singapore and banks of course.
those are liquidity driven.
The whole US economy and market recovery is hanging on the hope that
China-driven spending will save their banks before they implode again
on commercial
【在 m******t 的大作中提到】
:
: You lost me here - how much money let lose by the Chinese
: monetary policy is getting into the US markets (or other world markets
: for commodities)?
|
|
|
s******t
发帖数: 12883 | 41 however, treasury/fed will bail out the commercial loans as well.
So I don't see any possibility of implode of US large banks again.
Yes, Canada, Australia etc climb out of recession due to chinese purchase.
US companies with better than estimated ERs are mostly earning money from
China to compensate their loss in US. But all of all are excuses, as
you have mentioned. Stock market is not tired to the real economy.
【在 s********n 的大作中提到】
: How much... I don't know the number.
: But look around, any country who claim they are out of or almost out of
: recovery is among those who have natural resources sold to China. Any
: company that was doing good in this ER season is among those who have
: large sales in China, with exception of Singapore and banks of course.
: those are liquidity driven.
: The whole US economy and market recovery is hanging on the hope that
: China-driven spending will save their banks before they implode again
: on commercial
|
s********n
发帖数: 1962 | 42 yeah... let them bail out. Then leave the Fed and Treasury implode.
One way or another...
Man, stock market is not tied to economy, but it's tied to money.
If money is gone, stock market has nowhere to go but hell.
【在 s******t 的大作中提到】
: however, treasury/fed will bail out the commercial loans as well.
: So I don't see any possibility of implode of US large banks again.
: Yes, Canada, Australia etc climb out of recession due to chinese purchase.
: US companies with better than estimated ERs are mostly earning money from
: China to compensate their loss in US. But all of all are excuses, as
: you have mentioned. Stock market is not tired to the real economy.
|
s******t
发帖数: 12883 | 43 中国银行开始收紧贷款, 可是美国没有任何收紧吧. 国债还是在大规模发行.
老大你说的sign是中国股市下跌的confirm吧,不是美国股市的? 我是不是搞错了?
【在 s********n 的大作中提到】
: yeah... let them bail out. Then leave the Fed and Treasury implode.
: One way or another...
: Man, stock market is not tied to economy, but it's tied to money.
: If money is gone, stock market has nowhere to go but hell.
|
m******t
发帖数: 2416 | 44
Sorry, that was a rhetorical question.
Hmmm it's certainly an interesting angle to look from. I guess the gap
for me is still that I don't see how the money spent in China could flow
into US banks in any significant amount. If anything, the stimulus seems
to be spilling into the _Chinese_ stock market for sure, and in turn drawing
some large amount of foreign funds into China.
【在 s********n 的大作中提到】
: How much... I don't know the number.
: But look around, any country who claim they are out of or almost out of
: recovery is among those who have natural resources sold to China. Any
: company that was doing good in this ER season is among those who have
: large sales in China, with exception of Singapore and banks of course.
: those are liquidity driven.
: The whole US economy and market recovery is hanging on the hope that
: China-driven spending will save their banks before they implode again
: on commercial
|
s********n
发帖数: 1962 | 45 I mean US market.
I cannot go too deep into this topic as there are too many unknowns
and can-not-be-answered questions. If I say too much, I am sure
one part or another will be wrong. I am still learning. Let's follow
the market.
【在 s******t 的大作中提到】
: 中国银行开始收紧贷款, 可是美国没有任何收紧吧. 国债还是在大规模发行.
: 老大你说的sign是中国股市下跌的confirm吧,不是美国股市的? 我是不是搞错了?
|
c****o
发帖数: 32446 | |
o*****c
发帖数: 241 | 47 u may give too much credit to china and its stimulus plan, although china is
kinda a global force now, not as "local" as before. shanghai did bottom out
after 11/9 when china's stimulus plan was announced, but US market started
its rally 4 months after. at least timing wise, there is no way to play "all
about china card" in trading US stock market.
【在 s********n 的大作中提到】
: The whole damn so called sign of recovery is nothing but a rush
: spending from China.
|
d*****1
发帖数: 1837 | 48 From what you said, China market is indeed an advanced indicator for US
market. |
o*****c
发帖数: 241 | 49 between nov/08 and mar/09, so many things happend. obama won the election,
steelers won the superbowl, 大裤衩配楼发生火灾, mitbbs shut down 1 week for
some stupid updates. do you think all these are advanced indicators for US
market bottom in March. oh, i forgot my birthday was inbetween too. kekeke.
do you think US market will peak in 4 months since it bottomed out 4 months
later than shanghai. if not, how many days/weeks/months will US market's
peak lag behind Shanghai's? did shanghai really peak on 8/
【在 d*****1 的大作中提到】
: From what you said, China market is indeed an advanced indicator for US
: market.
|
b*****e
发帖数: 1125 | 50
for
Lol! Good recap!
months
Not sure how fast China will lead the US market, but there is a high
probility that 8/4/09 is a short term peak for SH index.
【在 o*****c 的大作中提到】
: between nov/08 and mar/09, so many things happend. obama won the election,
: steelers won the superbowl, 大裤衩配楼发生火灾, mitbbs shut down 1 week for
: some stupid updates. do you think all these are advanced indicators for US
: market bottom in March. oh, i forgot my birthday was inbetween too. kekeke.
: do you think US market will peak in 4 months since it bottomed out 4 months
: later than shanghai. if not, how many days/weeks/months will US market's
: peak lag behind Shanghai's? did shanghai really peak on 8/
|
|
|
t*******n
发帖数: 446 | |
m******t
发帖数: 165 | 52 I request Bao Zhi because I posted a paper to explain the rally is due to
china spending as early as on Jun 25
http://www.mitbbs.com/article/Investment/31204789_0.html
德国之声／几个星期来，国际市场上原油、铜和锌等原材料的价格大幅回升，给人造成
了世界经济复苏的印象。而实际上，每天传来的却是经济萎靡不振的消息。最近，世界
银行把对今年的世界经济预测又下调了一个百分点，预计平均负增长3%。 (
chinesenewsnet.com)
《法兰克福汇报》分析了经济低迷形势下原材料价格上涨的原因："早期出现的一些征
兆使人产生了希望，认为今年年底世界经济将复苏，股市行情会稳定，美元疲软会使购
买原材料变得更有吸引力。但主要是中国对原材料的饥渴推动了过去几周的价格攀升。
几个月来，中国的战略规划部门利用相对低廉的价格和宽松投放的国家资金，补充自己
的原材料储备。(chinesenewsnet.com)
五月份，中国的铜进口量连续四
【在 s********n 的大作中提到】
: The whole damn so called sign of recovery is nothing but a rush
: spending from China.
|
s********n
发帖数: 1962 | 53 hehe, fine.
【在 m******t 的大作中提到】
: I request Bao Zhi because I posted a paper to explain the rally is due to
: china spending as early as on Jun 25
: http://www.mitbbs.com/article/Investment/31204789_0.html
: 德国之声／几个星期来，国际市场上原油、铜和锌等原材料的价格大幅回升，给人造成
: 了世界经济复苏的印象。而实际上，每天传来的却是经济萎靡不振的消息。最近，世界
: 银行把对今年的世界经济预测又下调了一个百分点，预计平均负增长3%。 (
: chinesenewsnet.com)
: 《法兰克福汇报》分析了经济低迷形势下原材料价格上涨的原因："早期出现的一些征
: 兆使人产生了希望，认为今年年底世界经济将复苏，股市行情会稳定，美元疲软会使购
: 买原材料变得更有吸引力。但主要是中国对原材料的饥渴推动了过去几周的价格攀升。
|
s********n
发帖数: 1962 | 54 It's all about China ...
【在 s********n 的大作中提到】
: 最近一系列大陆银行主动或被动紧缩贷款的消息，就是最大的 warning.
: 昨夜暴跌 4.6% 基本上是 confirm signal 了。
: 这种情况下，Fed 说什么基本不重要，最多管一两天的走势。
: Generally, it's time to go bearish, unless China market can make
: a sharp return.
|
F*******e
发帖数: 485 | 55 sigh
【在 s********n 的大作中提到】
: It's all about China ...
|
k**u
发帖数: 698 | 56 赞 china's leading everything!!
【在 s********n 的大作中提到】
: It's all about China ...
|
l******p
发帖数: 149 | 57 老大觉得DBA还值得投资么?
【在 s********n 的大作中提到】
: It's all about China ...
|
p********t
发帖数: 1219 | 58 Money outflow from China will save US stock and housing market. Is that news
good enough? However, only when the price is even lower.
【在 s********n 的大作中提到】
: It's all about China ...
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s********n
发帖数: 1962 | 59 You kidding me. China is the best place to place speculative money, if
you have any. If Chinese market is down, it only means money is vanishing.
Any money forced back to US will only serve for one purpose -- fill the
bottomless hole of US housing market.
news
【在 p********t 的大作中提到】
: Money outflow from China will save US stock and housing market. Is that news
: good enough? However, only when the price is even lower.
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l******n
发帖数: 641 | 60 but for short term, usd will act strongly.
this might due to the inflow of money into the us.
【在 s********n 的大作中提到】
: You kidding me. China is the best place to place speculative money, if
: you have any. If Chinese market is down, it only means money is vanishing.
: Any money forced back to US will only serve for one purpose -- fill the
: bottomless hole of US housing market.
:
: news
|
|
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s********n
发帖数: 1962 | 61 DBA is the absolute long term investment for me. So what I am doing is
very simple: DCA every month.
I have been doing this since the beginning of this year and I don't have
a plan to end it any time soon.
I don't really buy other commodities for long term right now. Because I
feel there will be sort of deflation before the long-term inflation trend
starts. However, this is too hard to predict for me. So I started DBA
earlier just in case.
【在 l******p 的大作中提到】
: 老大觉得DBA还值得投资么?
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s********n
发帖数: 1962 | 62 JPY is even stronger...
【在 l******n 的大作中提到】
: but for short term, usd will act strongly.
: this might due to the inflow of money into the us.
|
p********t
发帖数: 1219 | 63 Best place for investment. China or US? That is the key question. Is China
ready to lead the world? No.
【在 s********n 的大作中提到】
: You kidding me. China is the best place to place speculative money, if
: you have any. If Chinese market is down, it only means money is vanishing.
: Any money forced back to US will only serve for one purpose -- fill the
: bottomless hole of US housing market.
:
: news
|
s********n
发帖数: 1962 | 64 There is Apple, and there is Microsoft.
Who is the big brother? I guess it's Microsoft.
But where will you put your speculative money in? I guess it's Apple.
Not a very good comparison. But you get my idea.
【在 p********t 的大作中提到】
: Best place for investment. China or US? That is the key question. Is China
: ready to lead the world? No.
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u**o
发帖数: 4652 | 65 这个DBA里面不都是future么
也可以用来DCA呀？
sorry for the dumb question
【在 s********n 的大作中提到】
: DBA is the absolute long term investment for me. So what I am doing is
: very simple: DCA every month.
: I have been doing this since the beginning of this year and I don't have
: a plan to end it any time soon.
: I don't really buy other commodities for long term right now. Because I
: feel there will be sort of deflation before the long-term inflation trend
: starts. However, this is too hard to predict for me. So I started DBA
: earlier just in case.
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m******t
发帖数: 2416 | 66
JPY is looking great, although I'd watch out under the circumstances -
if something ugly comes out of North Korea, money will be fleeing Japan
like hell.
【在 s********n 的大作中提到】
: JPY is even stronger...
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s********n
发帖数: 1962 | 67 They'll keep rolling over the future contracts, so DBA will not expire :)
From our point of view, it's just like an index fund.
【在 u**o 的大作中提到】
: 这个DBA里面不都是future么
: 也可以用来DCA呀？
: sorry for the dumb question
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K****D
发帖数: 30533 | 68 Does it have contango issue? @_@
It also takes a lot of space to store rice (just like oil), no?
【在 s********n 的大作中提到】
: They'll keep rolling over the future contracts, so DBA will not expire :)
: From our point of view, it's just like an index fund.
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s********n
发帖数: 1962 | 69 Good point. It has ... just not so bad as oil.
DBA is not a front-month contract fund. It's managed to minimize contango
issue. So I hope it can do a better job.
【在 K****D 的大作中提到】
: Does it have contango issue? @_@
: It also takes a lot of space to store rice (just like oil), no?
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c*******a
发帖数: 653 | 70 DBA是这个PowerShares DB Agriculture Fund么？
如果DCA every month，比如俺帐户在scottrade，那每个月俺都要付$7的交费费，是吗
？还是如果DCA每个月的话，就不用交易费咧？？
【在 s********n 的大作中提到】
: DBA is the absolute long term investment for me. So what I am doing is
: very simple: DCA every month.
: I have been doing this since the beginning of this year and I don't have
: a plan to end it any time soon.
: I don't really buy other commodities for long term right now. Because I
: feel there will be sort of deflation before the long-term inflation trend
: starts. However, this is too hard to predict for me. So I started DBA
: earlier just in case.
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|
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s********n
发帖数: 1962 | 71 Yes, it's PowerShares DB Agriculture Fund.
I don't think you can waive the commission. But that's a question for
your broker, not for me...
【在 c*******a 的大作中提到】
: DBA是这个PowerShares DB Agriculture Fund么？
: 如果DCA every month，比如俺帐户在scottrade，那每个月俺都要付$7的交费费，是吗
: ？还是如果DCA每个月的话，就不用交易费咧？？
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c*******a
发帖数: 653 | 72 sorry啊，俺关键是资金少，所以对commission现在还比较计较的。。。
谢谢你还nice滴回答俺：）
【在 s********n 的大作中提到】
: Yes, it's PowerShares DB Agriculture Fund.
: I don't think you can waive the commission. But that's a question for
: your broker, not for me...
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f**********r
发帖数: 2137 | |
f**********r
发帖数: 2137 | 74 搞农业买些化肥也可以，pot, mos are both fine. |
n******n
发帖数: 12088 | 75 DBA都是期货，contango问题怎么解决？
have
trend
【在 s********n 的大作中提到】
: DBA is the absolute long term investment for me. So what I am doing is
: very simple: DCA every month.
: I have been doing this since the beginning of this year and I don't have
: a plan to end it any time soon.
: I don't really buy other commodities for long term right now. Because I
: feel there will be sort of deflation before the long-term inflation trend
: starts. However, this is too hard to predict for me. So I started DBA
: earlier just in case.
|
s********n
发帖数: 1962 | 76 Not 解决, but try to minimize the contango loss.
I don't know the detail.
【在 n******n 的大作中提到】
: DBA都是期货，contango问题怎么解决？
:
: have
: trend
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n******n
发帖数: 12088 | 77 I mean how do you handle it, just ignore?
【在 s********n 的大作中提到】
: Not 解决, but try to minimize the contango loss.
: I don't know the detail.
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s********n
发帖数: 1962 | 78 吃亏 ... 还在琢磨怎么能不吃亏 ...
【在 n******n 的大作中提到】
: I mean how do you handle it, just ignore?
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a*****s
发帖数: 3643 | |
p********t
发帖数: 1219 | 80 If China is Apple, what are China's iPhone and Mac?
China is nothing but a giant dinosaur, and will crash as other Asian
countries in 1997.
【在 s********n 的大作中提到】
: There is Apple, and there is Microsoft.
: Who is the big brother? I guess it's Microsoft.
: But where will you put your speculative money in? I guess it's Apple.
: Not a very good comparison. But you get my idea.
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|
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s********n
发帖数: 1962 | 81 I said it wasn't a good comparison. So I am gonna ignore the iPhone
and Mac part.
I do think Chinese stock and real estate market will crash in not far
future, just like other Asian countries did in 1997, only with a much
bigger impact to the rest of the world, which might eventually bring
THE bottom to the secular bear market. And only then we'll have a
sustainable bull market in China runs for maybe 20 years.
But that only justifies that China is the thermometer of speculative
money.
Keep in m
【在 p********t 的大作中提到】
: If China is Apple, what are China's iPhone and Mac?
: China is nothing but a giant dinosaur, and will crash as other Asian
: countries in 1997.
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