06/11/2009 白天灌水

dara

指数看起来是蛮吓人的，但是那些龙头股GOOG,AMZN,AAPL全都赖在地板上，死活不上去。
逍遥山人 发表于 2009-6-11 13:44

Goog/Apple/Amzn
JMP/GS/WFC

no new high. But MSFT/CSCO caught up in the last 2 weeks and lift naz high.

Fig

Goog/Apple/Amzn
JMP/GS/WFC

no new high.
dara 发表于 2009-6-11 09:46

Energy is the key player. tech is lacking.

dara

Energy is the key player. tech is lacking.
Fig 发表于 2009-6-11 13:48

energy and material so strong. I got out SMN at 21.x last month, otherwise it would really hurt.

Those 2x short ETF really s*x hard.

Cobra

Cobra, based on the bond sale, can we say
people now tend to think america will not be in good shape in 10 years but will be in better shape in 30 years? compared to the other country?
wyemlyy 发表于 2009-6-11 13:31

No idea.

CoolMax

五分钟图上有些ND，需要回调修正一下。

colderdown

158# Cobra

The yields of U.S. Treasury notes can reveal a lot about markets. The "usual shape" of the yield curve is positive; that is, with short term rates lower than long term. Almost all recessions have been preceded by an inverted curve (with short term rates higher than long term, 2006, 2007), and such a curve usually points to lower rates in the future. A steeply positive curve points to future higher rates (this normally happened in bull market). So, today's narrow spread means bond traders don't expect FED will increase rate soon and US economy is not in booming stage. The best you can take from this is that they expect US economy will become relatively stable but it is too early to chase high risk equity market. On the other side, this drop will help to contral fast increasing mortgage rate, that explains IYR's moving up.

Key note: take look at RTH

Cobra

158# Cobra

The yields of U.S. Treasury notes can reveal a lot about markets. The "usual shape" of the yield curve is positive; that is, with short term rates lower than long term. Almost all rece ...
colderdown 发表于 2009-6-11 13:59

Very good. Really appreciate your update, please keep on.

dara

OIL is like last year 03-06. up every day, no matter what.

subprime

Cobra老大，你刚才的最后发言砸山了哪？

Cobra

Cobra老大，你刚才的最后发言砸山了哪？
subprime 发表于 2009-6-11 14:05

数据错了，是昨天的，那今天就没有问题so far。

Cobra

可能是突破后的回测。No sure。

maimait

thanks a lot for the live analysis.

ByStander

数据错了，是昨天的，那今天就没有问题so far。
Cobra 发表于 2009-6-11 14:06

不过今天RUT严重滞后是真的

Cobra

不过今天RUT严重滞后是真的
ByStander 发表于 2009-6-11 14:15

别管这个，熊熊现在要担心的是CPC < 0.8，又要放焰火了。

大泡泡

“The Labor Department said Thursday that initial claims for unemployment benefits fell last week by 24,000 to a seasonally adjusted 601,000. That's below analysts' estimates of 615,000.

Still, the number of people claiming benefits for more than a week rose by 59,000 to more than 6.8 million, the highest on records dating to 1967. The department also revised last week's data on continuing claims, replacing what had been a drop of 15,000 with an increase of 6,000.

That means continuing claims have set records for 19 straight weeks. The data lag initial claims by a week.

Retail sales rose for the first time in three months in May, as a rebound in demand at auto dealerships and gas stations helped offset weakness at department stores. The Commerce Department said retail sales increased by 0.5 percent last month, in line with economists' expectations. It was the largest increase since sales rose 1.7 percent in January following six straight declines.”

有意思。

逍遥山人

SOX依然是红的，与NAZ走势背离，可能说明科技股方面卖盘相当重。

fidofido

194# Cobra


熊熊可怜啊，整天提心吊胆的

Cobra

So funny:

Anonymous said...
them bears are gettin killled!

*snort* *snort*

*lota chortin goin on*

DA CHIEF

1:41 PM


Jay Strauss said...
CHIEF
This is the kind of comment I was referring to
I dont come over to your site and gloat when the bears are in charge, so why do it here??
***************
Never MIND, keep doing it
SNEORT all you like
It just shows me when we are near a TOP right at 1;41 pm
Thanks
Jay

ggsddu

Cobra

194# Cobra


熊熊可怜啊，整天提心吊胆的
fidofido 发表于 2009-6-11 14:20

牛牛可怜的时候，你还没看见呢。俺才可怜呢，涨的时候要替熊熊担心，跌的时候又要替牛牛担心。