which sectors are (relative) safe bets with QE3

lite1067 · 发表于 2012-9-14 09:29 PM

周四是普涨。周五其实就很清楚了。

一个小提示：ddd老大以前关注的一个sector 是其中的一个safe bet.

superxy · 发表于 2012-9-14 11:31 PM

金融？能源？贵金属？

lite1067 · 发表于 2012-9-14 11:35 PM

superxy 发表于 2012-9-14 11:31 PM
金融？能源？贵金属？

贵金属应该算一个。能源还得看中国的stimulus.. 。有几个银行应该还行。

but the safest bets I am referring to are necessarily with the highest return...

contr · 发表于 2012-9-15 12:00 AM

lite1067 发表于 2012-9-14 11:35 PM
贵金属应该算一个。能源还得看中国的stimulus.. 。有几个银行应该还行。

but the safest bets I am r ...

老大，快讲讲。

dsp · 发表于 2012-9-15 12:04 AM

lite1067 发表于 2012-9-14 11:35 PM
贵金属应该算一个。能源还得看中国的stimulus.. 。有几个银行应该还行。

but the safest bets I am r ...

home builder

1198 · 发表于 2012-9-15 01:59 AM

铜，铁，铀矿应该会应声向上

Prada! · 发表于 2012-9-15 02:24 PM

waiting...

估盛 · 发表于 2012-9-15 10:57 PM

Returns in the one-month period after each announcement
Group Ticker QE1 Announced QE1 Expanded QE2 Announced
S&P 500 SPY            2.74% 9.73% 7.51%
Materials XLB                   2.97% 14.65% 7.87%
Energy XLE                -6.45% 4.75% 6.17%
Industrials XLI                   3.14% 16.55% 9.25%
Health Care XLV                   7.38% 2.51% 7.04%
Technology XLK                   2.60% 11.33% 10.33%
Consumer
Staples XLP                   0.09% 5.04% 5.19%
Consumer
Discretionary XLY          9.42% 17.71% 9.45%
Financials XLF                   7.11% 19.30% 5.48%
Utilities XLU                   -2.53% 2.46% 2.24%
Telecommunications IYZ 7.59% 7.08% 10.33%
Gold GLD                         3.15% -8.45% 4.72%
Long-dated
Treasuries TLT             19.73% -2.27% 0.25%

		自动登录	找回密码
密码			注册

[讨论] which sectors are (relative) safe bets with QE3

评分

评分

评分

点评

评分