w*******o 发帖数: 6125 | 1 Credit Market其实星期三就不对头了,JPM, WFC, BAC的CDS狂涨
我以前说过,"股市是资本市场里面的弱势群体"
http://www.zerohedge.com/article/creditequity-disconnect-now-co
"Be careful trading financial stocks: JPM's earnings were actually very bad, and so far only credit has figured it out. Equities, being traded now exclusively by Fed-frontrunning retards and virus-infested robots, are a little slow." | m*z 发帖数: 2356 | 2 还有GE.
好多人前赴后继的往BAC里跳啊. 都自栩为价值投资. | w*******o 发帖数: 6125 | 3 WallStreet 2: Money never sleep.
MitbbsStock: People never learn.
【在 m*z 的大作中提到】 : 还有GE. : 好多人前赴后继的往BAC里跳啊. 都自栩为价值投资.
| q*********u 发帖数: 9501 | 4 今天整理过去的邮件发现一封。
时间是2008年的7月31日
当时有人写Email,请教我如何处理手中RIG。
俺是这样回答的:
如果是我的话riG不做任何考虑,出!!!
原因,1,技术上走弱。
2,周期性。
已经从20涨到160了。
这位ID给我回的是这样:
谢谢!你的观点不管对错,对我还是很有启发!
我买股票比较一根筋,很少多角度考虑。
时间过去两年了,他还是非常活跃地在古板上,但和我变成了路人,还是一根筋的坚持
着。
【在 w*******o 的大作中提到】 : WallStreet 2: Money never sleep. : MitbbsStock: People never learn.
| v*****a 发帖数: 353 | | g***y 发帖数: 1025 | 6 厚厚
【在 w*******o 的大作中提到】 : WallStreet 2: Money never sleep. : MitbbsStock: People never learn.
| N***i 发帖数: 2063 | 7 金融是真的弱,,,
bad, and so far only credit has figured it out. Equities, being traded now
exclusively by Fed-frontrunning retards and virus-infested robots, are a
little slow."
【在 w*******o 的大作中提到】 : Credit Market其实星期三就不对头了,JPM, WFC, BAC的CDS狂涨 : 我以前说过,"股市是资本市场里面的弱势群体" : http://www.zerohedge.com/article/creditequity-disconnect-now-co : "Be careful trading financial stocks: JPM's earnings were actually very bad, and so far only credit has figured it out. Equities, being traded now exclusively by Fed-frontrunning retards and virus-infested robots, are a little slow."
| w****o 发帖数: 2210 | 8 老牛么?
【在 q*********u 的大作中提到】 : 今天整理过去的邮件发现一封。 : 时间是2008年的7月31日 : 当时有人写Email,请教我如何处理手中RIG。 : 俺是这样回答的: : 如果是我的话riG不做任何考虑,出!!! : 原因,1,技术上走弱。 : 2,周期性。 : 已经从20涨到160了。 : 这位ID给我回的是这样: : 谢谢!你的观点不管对错,对我还是很有启发!
| f*****x 发帖数: 675 | 9 Did you short JPM, WFC or BAC last Wednesday? Just curious.
bad, and so far only credit has figured it
out. Equities, being traded now exclusively by Fed-frontrunning retards and
virus-infested robots, are a little
slow."
【在 w*******o 的大作中提到】 : Credit Market其实星期三就不对头了,JPM, WFC, BAC的CDS狂涨 : 我以前说过,"股市是资本市场里面的弱势群体" : http://www.zerohedge.com/article/creditequity-disconnect-now-co : "Be careful trading financial stocks: JPM's earnings were actually very bad, and so far only credit has figured it out. Equities, being traded now exclusively by Fed-frontrunning retards and virus-infested robots, are a little slow."
| w*******o 发帖数: 6125 | 10 没有,我现在很少Short,
最多也就是很偶然买点SDS什么的打打酱油。
【在 f*****x 的大作中提到】 : Did you short JPM, WFC or BAC last Wednesday? Just curious. : : bad, and so far only credit has figured it : out. Equities, being traded now exclusively by Fed-frontrunning retards and : virus-infested robots, are a little : slow."
| | | w****l 发帖数: 6122 | 11 银行的某些业务还是亏损的吧,这是和其他sector最大的不同点,
bad, and so far only credit has figured it out. Equities, being traded now
exclusively by Fed-frontrunning retards and virus-infested robots, are a
little slow."
【在 w*******o 的大作中提到】 : Credit Market其实星期三就不对头了,JPM, WFC, BAC的CDS狂涨 : 我以前说过,"股市是资本市场里面的弱势群体" : http://www.zerohedge.com/article/creditequity-disconnect-now-co : "Be careful trading financial stocks: JPM's earnings were actually very bad, and so far only credit has figured it out. Equities, being traded now exclusively by Fed-frontrunning retards and virus-infested robots, are a little slow."
| f*****x 发帖数: 675 | 12 The reason I asked is that there are so many news out there, but only MMs
have the right to interpret.
Maybe TA is the best way?
【在 w*******o 的大作中提到】 : 没有,我现在很少Short, : 最多也就是很偶然买点SDS什么的打打酱油。
| m*********y 发帖数: 582 | 13 银行手上最大的毒瘤---房子还有太多,没个2-3年根本清不完,房市又比较疲软,要恢
复元气,需要漫长的过程,再加上股市收益的减少,所以季报肯定是不行的了。跟同期
比没有增长是肯定的了
【在 f*****x 的大作中提到】 : The reason I asked is that there are so many news out there, but only MMs : have the right to interpret. : Maybe TA is the best way?
| m*********n 发帖数: 6098 | 14 歪個樓
不是通漲麼? 房市在通漲時應當漲才對
可現在銀行這個問題又說明房市疲軟
怎麼理解房市呢
【在 m*********y 的大作中提到】 : 银行手上最大的毒瘤---房子还有太多,没个2-3年根本清不完,房市又比较疲软,要恢 : 复元气,需要漫长的过程,再加上股市收益的减少,所以季报肯定是不行的了。跟同期 : 比没有增长是肯定的了
| N***i 发帖数: 2063 | 15 美国现在是担心通缩吧? 通胀不是坏事,除非过度,适度的通胀是有利经济健康成长的
美国现在是大量印钞票,造成物价上涨(如果可以的话),, 大量印钞票举个极端的例子,
,,以前1940年中国,,,最近的津巴布韦,,几百万的钱只能买一袋大米,,,
不过我不是学经济的,不知道说的对否,,,,
【在 m*********n 的大作中提到】 : 歪個樓 : 不是通漲麼? 房市在通漲時應當漲才對 : 可現在銀行這個問題又說明房市疲軟 : 怎麼理解房市呢
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