简单数学题

dara

靠，这都要figure out？ 偶傻瓜都算得出来。 偶觉得market还是要向上，o8喜欢假大空嘛。偶分析这个是提醒一下各位，FA的改变没有媒体吹的那么好。与market无关


soulvirus 发表于 2009-7-31 16:12

O8 is a good showbiz man.

Did you guys watch yesterday nite's TV news? He asked the black professor and white police to come to whitehouse and have a beer party. After tons of TV reporters took picture of them, he told the reporters they should not focus on the news.

maomi

17# soulvirus

I am a bigger 傻瓜. To be honest, I did not bother to calculate, but I knew something is fishy this morning as they changed the Q1 data in today's GDP report. Most Chinese are good at math, but not most of American people.

dara

17# soulvirus

I am a bigger 傻瓜. To be honest, I did not bother to calculate, but I knew something is fishy this morning as they changed the Q1 data in today's GDP report. Most Chinese are good  ...
maomi 发表于 2009-7-31 16:19

Why cares about the number? it all depends on how MM explain the number.

For some article, the expectation is -0.7%, but for others, the average expectation is -1.5%.

All we see is that big guys want to pull market up, that is what I heard one months ago from a chinese MM. I posted it somewhere in HT, but could not find it now.

soulvirus

哈哈，这个话题干脆停了吧。免得呆哥等会过来看见，他会笑偶的。偶

maomi

23# dara

any update from the Chinese MM?

maomi

even though O8 and MM want to pull up the market, but fundamental does not support, also average people (who lost job or went bankrupt) dare not to chase the high. I have very difficult time to understand how it can go, I felt that MM is working very hard to pull up the market while unloading the shares, which can be told from the decreasing volume in the past months, also the higher down volume vs up volume.

dara

23# dara

any update from the Chinese MM?
maomi 发表于 2009-7-31 16:23

had a lunch with him month ago when he came to US. have not talked to him since then.

soulvirus

猫咪，这个想法比较wishful哈

even though O8 and MM want to pull up the market, but fundamental does not support, also average people (who lost job or went bankrupt) dare not to chase the high. I have very difficult time to unders ...
maomi 发表于 2009-7-31 16:26

soulvirus

dara， 偶们的赌悬在这里哈。mm怎么不pump激烈一点咧，好让偶大胜dara哈

maomi

28# soulvirus

sign, the wishful thinking kills me as a new bear

soulvirus

28# soulvirus

sign, the wishful thinking kills me as a new bear
maomi 发表于 2009-7-31 16:30

dara

even though O8 and MM want to pull up the market, but fundamental does not support, also average people (who lost job or went bankrupt) dare not to chase the high. I have very difficult time to unders ...
maomi 发表于 2009-7-31 16:26

While, if you look at the big picture.

DOW is just at the same level as beginning of 2009. (Though many individual stocks are much higher now)

People can say we are in a much better shape than January2009.  

My own thinking is market index is closing to top, because those index-stocks either already go up a lot and do not have much more room to go up(like Apple/IBM, GS/JPM ), or  not so good on fundamental like (XOM, MSFT)

but many individual stocks still have room to go up.

dara

dara， 偶们的赌悬在这里哈。mm怎么不pump激烈一点咧，好让偶大胜dara哈
soulvirus 发表于 2009-7-31 16:29

you would not win, 1200, no way.

soulvirus

走着瞧嘛，别急哈

you would not win, 1200, no way.
dara 发表于 2009-7-31 16:33

flying_bird

agree with the data twist. but one thing is for fact: decreasing 1.5% this time versus 5.5% last time, the diving slows down quite a bit, that's the hope.  Will the next GDP be contraction again and worse than 1.5%? does anybody know it happens before?

I have seen this somewhere before and this lesson i learned lately from myself: 看空不等于做空
in very short term of time frame, MMs make the trend, period.