★ 挤上凉山。。。★

多吉

The philosophy of  trading must not be focused on trying to guess where exactly the market is going to topping or bottoming，but rather trying to understand what the market is currently doing。。。

SP500连续三天收盘守住1000大关，全天美元/国债出人意料持续走跌，银行、地产板块借题发挥（RDN/AIG）逆势飙涨托住大盘，显示强烈做市意图，空头心理压力空前沉重。

银行股的表现常常领先大盘。像今天这样financials借故反向暴涨，通常都会引起sector rotation轮涨跟进。。。

都说08年的原油牛市因为大空头接二连三暴仓而结束，那09年这一波创纪录强力反弹，是否也将瞄着HF大空头而去？听说Paul Paulson本周还在大力买入公司债券和银行/保险股，他三月底就将其strategy re-aligned with GS，但是市面上自认为smart money实际上却是dumb money的HF还有不少。。。看看蛇大的Institutional Buying and Selling Trending Chart，Funds distribution又创新低。记得四个月前我在他那个blog回帖说，这条线要下5000，呵呵，现在已是4500。。。

根据实际情况想了好久，结论，就是这波牛市还没结束的迹象，目前看来会是一个至少6个月的上升波，buy dip strategy可以一直用到九月初。美股顶在哪里？Only God knows。。。

Trade on tape with a time frame, rather on the presumed targets of the market top。Remember the big money is made by sitting, not by trading。。。

COS

COS

沙发!

seafood

多吉，转牛了？

slp

还没来得及仔细看，先抢一板凳

多吉

银行股的表现常常领先大盘。
像今天这样financials借故反向暴涨，
通常都会引起sector rotation轮涨跟进。。。

zhyangi

Thanks.

seabiscuit

Thanks for the update.

superxy

转牛了，明天跟进，buydip

sexydaytrader

Agrees, it's not the the market is worth, but what the market think it worths.
All the policies are forcing the market to go up, what's going to happen in one or two years is a later problem.  For the next few months, I would BUY.

dara

银行股的表现常常领先大盘。
像今天这样financials借故反向暴涨，
通常都会引起sector rotation轮涨跟进。。。



多吉 发表于 2009-8-6 00:16

can not agree more.

Especially today's huge volume.

Diver

多谢老大指点！
那么现在，我们手上的空头仓位是否应该止损呢？

1# 多吉

jackyking

buctusa

完了，胡同最后一个看熊的老大都变牛了。。。。。。。。。。。。。。。

buybuy

thanks.

Bencat

good call.

maimait

that is OK. let us, left foot step on right foot and right foot step on left foot, from left hand to right hand and from right hand to left hand, from you to me and finally from me to you, pump s&p to 2k. hehe, how about that?

完了，胡同最后一个看熊的老大都变牛了。。。。。。。。。。。。。。。
buctusa 发表于 2009-8-6 00:37

低手啊

多老大, 低手问个低级问题啊, 象今天大盘向下但垃圾股暴涨, 在过去是否可以认为是MM通过垃圾股提升市场人气而掩盖主力出货的行为. 如果现在认做是新的一轮上升的开始...那么是否因为FA有了本质的区别? 什么区别呢?

谢谢多老大.

Diffusion

Ding!

buctusa

DJ Lao Da, do you still have your QQQQ short???