ｆｉｎａｌｌｙ，　Ｉ　ｓａｗ　ｓｏｍｅ　ｗｅａｋｎｅｓｓ

jsl · 发表于 2009-7-21 10:03 AM

ｄｏｎｔ　ｋｎｏｗ　ｈｏｗ　ｌｏｎｇ　ｉｔ　ｗｉｌｌ　ｌａｓｔ．
９４０？

seabiscuit · 发表于 2009-7-21 10:15 AM

Thanks.

I even did not feel any weakness. However, it could be suddenly changed... Who knows...

freefly · 发表于 2009-7-21 10:15 AM

snowwolf229 · 发表于 2009-7-21 10:17 AM

10 points pullback on ES should be in order, but if the markets manage to close HOD today, all short bets are off

mary666 · 发表于 2009-7-21 10:18 AM

no way

jsl · 发表于 2009-7-21 10:28 AM

I do believe Ben can handle the monetary properly and in turn transform a more damaging fast contraction/deflation to a lengthy mild deleveraging process using the Fed balance sheet as a buffer.

jsl · 发表于 2009-7-21 10:41 AM

quick summary:

TLT up big: Ben will keep the rate low
Not much reaction on commodities.
No credit concern yet. indicating the coming pullback is no more than profit taking. However, the market fundamentals are still bad. So I won't buy dip very aggressively.

snowwolf229 · 发表于 2009-7-21 10:56 AM

wk, 早上的沽单现看起来帅呆了

jsl · 发表于 2009-7-21 10:58 AM

"沽单" ???
可恨的个噢噢乖拼音

snowwolf229 · 发表于 2009-7-21 10:59 AM

9# jsl

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