03/16/2011 白天灌水

yaobooyao

回复  yaobooyao


    yao老大，是不是现在就可以买入ARMH？一直想进它。 谢谢
tomorrow 发表于 2011-3-16 11:59

可以开始买点儿。 我三天前进了点儿，昨天又进了点儿。。 （个人看法，不构成任何投资建议，YMYD）

市场动荡得厉害，逆势操作，不能太贪。

nova

最新：２号機の圧力なぜ急低下

revolver

:(302):

回复 220# maserati

kenwind

回复  kenwind


    Hmmm..., so you plus/minus the numbers this way.

But things may not be ju ...
revolver 发表于 2011-3-16 12:03

1995 Kobe earthquake tells us not to worry too much.
The repatriation effect may not last as long as 1995. Jpn household savings rate is a lot lower today, pub sector debt is a lot higher and underlying econ growth is much weaker.

jpm

Japan's contribution to global growth is about 2-3% over the last five years.
Even if Japan's G ...
kenwind 发表于 2011-3-16 10:57

Good point. If Japan's auto/electronic manufacture falls apart, those of US/South Korea should be benefited. ( Provided the nuclear waste issue is not a global problem. )
Buy F, GM on dip.

QWE

日元兑换美元下80了，谁在买日元阿？

tstones

how does that fare for JPY?

1995 Kobe earthquake tells us not to worry too much.
The repatriation effect may not last as lo ...
kenwind 发表于 2011-3-16 12:07

wave

上车咧，里面还有座，过时不候，下一站，黑瞎子屯牛猪肉联厂。
maserati 发表于 2011-3-16 12:05

tomorrow

回复 221# yaobooyao


    风险自负

kenwind

I am going to lunch, watch firework in FX mkt to guide your trade today.

revolver

YEN, big bang is coming! Watch out the impact of YEN under 80!

sds

Need a lower low here, then I am all in.

beatles110

可以开始买点儿。 我三天前进了点儿，昨天又进了点儿。。 （个人看法，不构成任何投资建议，YMYD）

...
yaobooyao 发表于 2011-3-16 12:06

同谢

google

MM说，老蛇不把昨天抢的食退出来，就摔给你看

北京哥哥

K，我正在给你打字，ie就崩了...

老乡好久不见了，最近都还好吧。

另外，你就别星大星大的了， ...
X!nG 发表于 2011-3-16 11:25

    谢谢，还好。大跌时在蛇总的暗示下其实已经早有准备，但还是太轻敌，乐观了，好在损失不大。对油，我的看法难得和你合拍一次。油这次的回落应该是反弹至08年全年高低点FIB61%后的调整。因此很可能在90-104这个范围内震荡相当长一段时间。但我觉得这次上涨还是造成了原油价格上抬了一个台阶。这对世界经济恢复来讲还很难说是好是坏，但现在原油和商品的相关性是72%（周线）。所以我对商品目前总体感觉是震荡向下。

yaobooyao

日元兑换美元下80了，谁在买日元阿？
QWE 发表于 2011-3-16 12:08

海外回归日本的资本，卖出外币，买入日元。

invest4long

牛心不死，很好。

ninemao

Today is MOD?

revolver

回复 224# kenwind


    Great points. But, the global economy is much more integrated than 90's. The entangled financial markets have made any economical shock to be transmitted like in a superconductor. Japan has had very poor growth in the past decade, but it may not necessarily mean it can't have a big pull to the global economy. JM2C, enjoy your lunch.

QWE

海外回归日本的资本，卖出外币，买入日元。
yaobooyao 发表于 2011-3-16 12:12

    那最大就是日本抛出美国债券，收回日元了，用来重建日本本土，这下FED的QE计划也没用了，日本不买美债，中国也早要撤出美债了，美国要出事了