这时候再出新高，政治上是不正确的

Whigs

考虑到美国当前的政治气象，这时候让股市有一个成规模的调整 （15-20%, SPX 1100附近），则是必要的：

1）有助于松动茶党议员反对提高Federal Debt Limit的决心。参见TARP投票
2）有助于缓解QE2结束后国债无人接盘的窘境 （逼股市的钱进债市）
3）有助于营造急需QE3的环境和气氛

时间点上，本轮调整会持续到8月2日前1~2周。

所谓：欲想取之，必先与之 - 欲擒故纵是也！

chenwt77

有点道理，应该迭出一个大家很意外的低点

Blausee

goldbug

wyjhyd

wyemlyy

请教一下为什么是8月2号？

ppteam

so the market is totally, 100% manipulated?
if so, what happens if people's political analysis is wrong?

Whigs

wyemlyy 发表于 2011-6-2 09:18
请教一下为什么是8月2号？

The absolute deadline to raise U.S. debt ceiling.
If the ceiling is not raised by 8/2, only one choice will be left: U.S. debt default.

Whigs

ppteam 发表于 2011-6-2 09:24
so the market is totally, 100% manipulated?
if so, what happens if people's political analysis is w ...

As to market manipulation, didn't Helicopter Ben tell you so?

As to political view, just my guess... Time will tell the truth.

ppteam

回复 Whigs 的帖子

so ,what is Ben's view right now?

z_crochio

if politicians screw themself, who cares about what's politiically right here, hehe.
congress will keep dancing, like the fake vote. two months in a hurricane season and not so peaceful world, if they are caught by a surprise, then boom...

LLN