|
发表于 2010-5-7 09:49 AM
|
显示全部楼层
change some longs to GE and AA for swings.
smells too bearish here, add some bullish water.
1. american economy is improving.
my SDS was underwater almost 2 months. i never study the econ data so carefully as i did in the last 2 months.
2. european debt mess: PIIGS one by one -> England -> USA
what british/american need is time.
3. the one last the end is winner - USA, who doesn't want to see any adversaries (EU, China) getting stronger any bit. well, you still need pay some price for the victory. |
|