d******8
发帖数: 1972 | 1 Jim Cramer has come to only one conclusion about markets today: "No one
knows what the heck he or she is doing." Not hedge funders, not bankers...
no one.
Things sure have changed over the years.
In the past week, he's noted 6 weird happenings that show the market is
totally out of whack.
1.Europe is weak, but the price of oil is still climbing: He says maybe
China is buying oil like mad — but still, there's a ton of supply from the
U.S., Brazil and Iraq even without Libya. He says something is manipulating
the markets. "What might be happening, and the more likely case, is that
financial firms are betting that China is going to stop tightening and that
Europe isn't going into recession so they are buying up ships of oil --
because the day rates are so, so low -- and storing them."
2.The Euro is stabilizing, but Greece and Italy are still falling like a
knife: "We have seen the euro plummet before. It isn't plummeting now.
Another hedge fund bet gone wrong? Certainly a possibility. Two weeks ago we
wanted stable governments in Europe. Now we want a change in governments?
Can we be that fickle? How can that be justified?"
3.European banks are unloading their sovereign bonds, and their stocks are
staying high even as the dividend gets canceled: "Shouldn't these banks be
swooning as our American banks did in 2008, since this is surely their 2008
moment? Not happening, perhaps because they are taking action. Perhaps
because you can't short them because of rules that were put in place to
avoid the rampant shorting that we saw in our country that contributed to
the speed of the collapse of so many institutions?"
4.Gold is still surging: "This should mean chaos, right? "Could it mean
that gold's going up because the Europeans are going to have to inflate?
Maybe, but again, the euro isn't going down, which is what would be
happening if that were the case. Perhaps this is a signal that the Chinese
are buying, which is something that the Hong Kong data showed Monday?"
5.Copper has stabilized, yet China is weaker: "Monday night we got Chinese
one-year bill yields lowered ever so slightly. Could that mean the Chinese
are starting their easing because property rates are falling so fast? Could
this be the signal of the soft landing, which is making so many industrial
stocks act better? How can that counteract a European recession?"
6.American companies in Europe are still doing fine: "I would lump in Eaton
(EV -4.30%) and Parker-Hannifin (PH -2.93%) and Caterpillar (CAT -3.17%) as
not seeing much weakness. Same with Honeywell (HON -2.87%) and Oracle (ORCL
-3.99%). How in heck is that possible if Europe is already in or going into
a recession? How can only a few -- like IBM (IBM -1.74%), which saw a
slight decline, and PPG Industries (PPG -3.37%), which saw a slowdown in its
optical business courtesy an aggressive German competitor -- be among those
to see some softening in Europe? "
Here's Cramer's conclusion. He blames hedge funds for making huge bets that
move the market into contrarion positions. What can you still count on when
financial instruments are too small and the money moving markets in one
direction is so big? Stock yields, perhaps
Read more: http://www.businessinsider.com/jim-cramer-reasons-why-markets-crazier-than-ive-ever-seen-2011-11#ixzz1dFDwRSfD | g******n
发帖数: 53185 | | d*********2
发帖数: 48111 | 3 这人属于骗子
the
【在 d******8 的大作中提到】
: Jim Cramer has come to only one conclusion about markets today: "No one
: knows what the heck he or she is doing." Not hedge funders, not bankers...
: no one.
: Things sure have changed over the years.
: In the past week, he's noted 6 weird happenings that show the market is
: totally out of whack.
: 1.Europe is weak, but the price of oil is still climbing: He says maybe
: China is buying oil like mad — but still, there's a ton of supply from the
: U.S., Brazil and Iraq even without Libya. He says something is manipulating
: the markets. "What might be happening, and the more likely case, is that
| d******8
发帖数: 1972 | 4 自从上次听他把SOHU比作EBAY后，就得此人就是一小丑。
【在 d*********2 的大作中提到】
: 这人属于骗子
:
: the
| s******n
发帖数: 6806 | 5 cnbc这帮主持说白了就是戏子, 他们的话不能当真。
the
manipulating
【在 d******8 的大作中提到】
: Jim Cramer has come to only one conclusion about markets today: "No one
: knows what the heck he or she is doing." Not hedge funders, not bankers...
: no one.
: Things sure have changed over the years.
: In the past week, he's noted 6 weird happenings that show the market is
: totally out of whack.
: 1.Europe is weak, but the price of oil is still climbing: He says maybe
: China is buying oil like mad — but still, there's a ton of supply from the
: U.S., Brazil and Iraq even without Libya. He says something is manipulating
: the markets. "What might be happening, and the more likely case, is that
|
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