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发表于 2010-2-11 04:07 PM
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I agree that in a longer term - (say in a few months) the market needs further correction (it might be flat or zigzag down) but in a shorter term I see great chance the market will go up from here in the next a few days to a couple of weeks and the room up may worth 3-7% from here which is good enough for me. I plan to just take pieces (those that I am most comfortable with). Even if the market will go down further in the next a few months, I do not dare to short from here (NYMO, NYSI, CPC and VIX patterns are all unfriendly to bears at this point). After a couple of weeks, when the oversold conditions are relieved a little bit I will re-evaluate the market to make decisions whether to short or long or sidesit at that point.
你这个问题,我也考虑过,uncertainty is gone,可能涨。问题是uncertainty gone了吗?只是推迟到3月份再说。还有最重要的是liquidity,Fed要收缩liquidity,这才是大问题。下面是长期liquidity的图,现在已经是 ...
Cobra 发表于 2010-2-11 14:56  |
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