g*******h
发帖数: 1327 | 1 ER beat on lowered expectation, showing growth compared to last quarter.
Don't compare or pay much attention to yoy decline reported by many
companies, investors care most that companies are performing better than
last quarter, and this is very good sign for US economy growth. Why? because
a lot of money is waiting to get into US as a safe heaven. Equity is not
the best choice, but the dividend and buyback of US companies is also at a
record high level. It's better than Europe, UK and many places around the
world.
SP PE at a record high of 25 is a problem during the ER season? I don't
think so. Global interest rates is also at record low through history. |
s******9
发帖数: 4623 | 2 我的总结如下：
只要日本/欧盟不出事，spx不会下2000
只要中国不出事，spx不会下1800
只要美国大选不出事，spx不会下1600
很遗憾还在看空的同学们：你们错过火车了
Long live SPX!
because
not
【在 g*******h 的大作中提到】
: ER beat on lowered expectation, showing growth compared to last quarter.
: Don't compare or pay much attention to yoy decline reported by many
: companies, investors care most that companies are performing better than
: last quarter, and this is very good sign for US economy growth. Why? because
: a lot of money is waiting to get into US as a safe heaven. Equity is not
: the best choice, but the dividend and buyback of US companies is also at a
: record high level. It's better than Europe, UK and many places around the
: world.
: SP PE at a record high of 25 is a problem during the ER season? I don't
: think so. Global interest rates is also at record low through history.
|
g*******h
发帖数: 1327 | 3 看看今天的ER surprise，基本能看出来positive news居多
https://biz.yahoo.com/z/20160719.html
当然我的bullish，不包括任何未知的国际局势的risk。
【在 s******9 的大作中提到】
: 我的总结如下：
: 只要日本/欧盟不出事，spx不会下2000
: 只要中国不出事，spx不会下1800
: 只要美国大选不出事，spx不会下1600
: 很遗憾还在看空的同学们：你们错过火车了
: Long live SPX!
:
: because
: not
|
g*******h
发帖数: 1327 | 4 With stocks continuing to climb, investor nervousness has cooled. The CBOE
Volatility Index, a measure of market turbulence known as the VIX, fell 1.7
percent today to 11.77, the lowest since August 2014.
Of the S&P 500 firms that have released results so far this season, 78
percent beat earnings estimates and 61 percent topped sales projections. |
h********o
发帖数: 3320 | 5 I am bearish. ER doesn't look good , down from 2015 and 2014. But all that
doesn't matter. Market is trading high because it wants to trade high.
This is probably the election front run and looks like nothing will stop it.
It looks like break out and most likely will consolidate sideway and no
pattern of reversal in a short term. I will not long SP 500, but will long
XIV although I think the market is seriously overvalued. |
h********o
发帖数: 3320 | 6 VI X most likely will stay low in a while and at the same time, XIV will
gain daily. If you still own UVXY or VXX, it's better to cut your loss. |
g*******h
发帖数: 1327 | 7 我会选择下周ER差不多了，选择空仓并且long vix
that
it.
【在 h********o 的大作中提到】
: I am bearish. ER doesn't look good , down from 2015 and 2014. But all that
: doesn't matter. Market is trading high because it wants to trade high.
: This is probably the election front run and looks like nothing will stop it.
: It looks like break out and most likely will consolidate sideway and no
: pattern of reversal in a short term. I will not long SP 500, but will long
: XIV although I think the market is seriously overvalued.
|
h********o
发帖数: 3320 | 8 I would rather short SP 500 than long VIX.
: 我会选择下周ER差不多了，选择空仓并且long vix
: that
: it.
【在 g*******h 的大作中提到】
: 我会选择下周ER差不多了，选择空仓并且long vix
:
: that
: it.
|
f******t
发帖数: 19544 | |
W*******e
发帖数: 590 | 10 去去桃说的合理不合理不知道 ，但看似是花街想push 的方向。 |
g*******h
发帖数: 1327 | 11 我赌AAPL ER之前，大盘还会向上冲新高
【在 f******t 的大作中提到】
: 看这楼的亢奋情绪，大盘要回调一下了。
|
