关于这个场外基金的问题，多军阀提到了，我再说两句

colderdown

这是我在十月初看到的，现在转一下吧。当时已经不停的小屋里喊放空了，不敢到大堂来，因为逆市风险大，无意误导大家。"What about fund flows in the US financial markets? Here the remarkable point is the lack of inflows so far into domestic equity mutual funds this year despite the 61% rise in the S&P500 from the March bottom. Thus, US domestic equity mutual funds had estimated outflows of US$17.9bn in the six weeks ended 7 October, after reporting US$5.3bn of inflows in the first eight months of this year, according to the Investment Company Institute (see Figure 11). A bull would naturally take the view that this is a positive since it is a signal of how much money could still come into equities. GREED & fear, however, draws a different conclusion. That mutual fund investors are still not really chasing the equity rally is evidence of a fundamental change of psychology in America in terms of an increase in risk aversion because of a growing focus on capital preservation. By contrast, inflows into US bond funds have been much healthier. Estimated inflows into US bond funds totalled US$70bn in the six weeks ended 7 October, following reported inflows of US$220bn in the first eight months of 2009."

但从另外一点看，提醒一下，死皮去1020时是不是就要再空呢？去年胡同在1020抄底，今年放空会不会又是做反了呢？市场暴跌回800的因素我看不见，涨到1200的动力我也看不见。大家还是听狗剩的，年终目标1100-1050。洗洗睡鸟！

trueself

有沙发就坐

colderdown

Watch out corp. bonds, if SP go below 700 again in the future, that is your trigger.

yuliang

agree: 大家还是听狗剩的，年终目标1100-1050。洗洗睡鸟！

MLat42

MHP

BS U

slcgh

colderdown

5# MLat42

MHP, are you sure?

http://blog.hutong9.com/space.ph ... o=blog&id=20033
http://blog.hutong9.com/space.ph ... o=blog&id=19206

yaobooyao

I saw your blog article that time. A good call for today's market.

nomisy

Alchemist

这个不好说。除了mutual fund，还有hedge fund。MM掌握比散户多得多的资源，能看到散户看不到的数据，或者散户能看到的数据他们可看得更早，其财力雄厚的多。而且很多MM条件类似，易于向同一个方向动作。这样他们一动，本身影响就比较大--不像单个散户，顶多是噪音上的毛刺--，小MM，散户跟进，波波就起来了。而大MM完全可以事先预计市场的反应，最大限度地加以利用。

wnd4

thanks

ByStander

呵呵，07年时就说场外有$3 TRILLION SIDELINE MONEY. 去年CRASH的时候也没见到他们登场。现在又炒这个。感觉这是牛牛绕着坟堆吹口哨，给自己壮胆。

busywind

THX!

牛二买刀

呵呵，07年时就说场外有$3 TRILLION SIDELINE MONEY. 去年CRASH的时候也没见到他们登场。现在又炒这个。感觉这是牛牛绕着坟堆吹口哨，给自己壮胆。
ByStander 发表于 2009-10-30 21:39

想发

Thanks

soulvirus

场外有p资金， 全被房产搞死了。 要有也是政府印出来的。。。

svntn

Fed is providing zero percent financing to the big banks to build position. If you run the banks, what would you do?

龙腾四海

Thanks

silverado

ding

frank

12# ByStander



牛牛绕着坟堆吹口哨，给自己壮胆。