牛牛莫猖狂，熊军只是暂时呆若木鸡

china_wei

呆若木鸡，相当呆若木鸡

天真的冷酷

我不呆了。。。。。 不就是个trap, trap, trap.................................

Roubini

Because I am bearish in the mid term, but in the near term, I don't want to fight the wind mill
每个人都有自己的trade style, 但是不管做什么都得根据自己的承受能力设置风险控制 (risk management), 不能逆势而动。

对tech sector来说，intc 今天的ER是实质性的利好
--- Beat earning estimate 只是表面 (earning can be manipulate), 关键是revenue beat estimate 将近10% (8 billion v.s. 7.2 billion)
--- Higher guidance for 3rd quarter revenue (经济可能好转的迹象)，also intel don't speak out if it's not confident (see last quarter)
--- Higher predicted gross margin for 3rd quarter, means company is more efficient (same to all tech companies)

从year 2000 以来， intel ER就是tech sector的风向标,明天也许会有小回调,但短期tech sector 还是bullish的。
本周四IBM和goog的ER恐怕也不差... Just FYI.

I don't know why your name is Dr. Doom, you definitely ain't worth it.
hithere 发表于 2009-7-14 18:32

逍遥山人

Because I am bearish in the mid term, but in the near term, I don't want to fight the wind mill
每个人都有自己的trade style, 但是不管做什么都得根据自己的承受能力设置风险控制 (risk management), 不能逆 ...
Roubini 发表于 2009-7-14 21:06

good。

snowball2009

Thanks for sharing the thoughts.  Let's make projections and also be nimble to the market changes.

COS

xnz

thanks.

goldentea

23# Roubini


Ding!

mtlu2

Whitney turned bull is a markable issue, Soros not doing short since May.  I respect these two more than roubini, he is just a talker.

After 4 months doing short, very hard and tired, once wipe out all my gain in 2 years and finally gain them back in 10 days.  I changed mind to neutral pro bull.

good luck bears.

vivian

............周4， 下周1， 如果周4没错的话，7/28也是。。。。8月份的我回头再看。。。。。。。。下周1很大机会会爆跌。。。。。。
brcm 发表于 2009-7-14 20:52

   


下周一暴跌的前提是周五SPY 比现在高

harley

happywacom

regret being a bear

逍遥山人

不要去猜测市场会怎么走，让市场来告诉我们它的走势吧。

layschips

不要去猜测市场会怎么走，让市场来告诉我们它的走势吧。
逍遥山人 发表于 2009-7-14 21:37

agree!
一颗熊心，两手准备。。。

shyla

Because I am bearish in the mid term, but in the near term, I don't want to fight the wind mill
每个人都有自己的trade style, 但是不管做什么都得根据自己的承受能力设置风险控制 (risk management), 不能逆 ...
Roubini 发表于 2009-7-14 21:06

谢谢分享！