10/21/2009 白天灌水

Alchemist

151# layschips


谢仁兄鼓励。前日读古人“长郊草色绿无涯”句，加减几个字借来用的。

tryittry

148# Cobra


I noticed. I am even thinking buying more TIP to hedge inflation. Seems inflation is coming. I saw a report yesterday that to prevent another financial crisis in US, USD has to depressiate another 25%. Nor sure true or not.

But one thing for sure, Fed reserve wants inflation thus home price could finally stable and move up!

90ufo

VIX暴跌，欧元暴涨，石油暴涨，怎么看俺也不觉得介是好消息啊。
Cobra 发表于 2009-10-21 12:53

TA看USD 破了76,下个是74. 但是没胆子做ST,只敢DT 受美元影响的东西,怕中国/欧洲半夜鸡叫.

北京哥哥

153# Cobra


拿稳了PUT！商品还是要涨涨的，但估计也涨不了多少，所以可以DT hedge一下空头。

都看通涨，其实看看现在美元的汇率比危机开始前是高是低就知道有没有通涨了。。。。

嘿嘿嘿。。。。操作，唯有操作。。。

Cobra

153# Cobra

why? EUR break out is well expected, just matter of time. check out daily chart...1.5000 is not that important, just a psyco level. So it's no big deal, more to come I guess.
Some peo ...
ppteam 发表于 2009-10-21 13:00

欧洲人不跳起来？等着鸡叫吧。加拿大昨天就跳起来了，俺就不信，欧洲人无所谓。

Braveheart

158# Cobra


I think US does want US$ low, thus, some jobs may come back to US instead of overseas.  So, US$ may be low for a while

NumberRules

160# ppteam

in these crazyness, even 1.6 isnt that big deal.

superxy

欧洲人不跳起来？等着鸡叫吧。加拿大昨天就跳起来了，俺就不信，欧洲人无所谓。
Cobra 发表于 2009-10-21 13:08

You mean EUO will increase rate?

Cobra

158# Cobra


I think US does want US$ low, thus, some jobs may come back to US instead of overseas.  So, US$ may be low for a while
Braveheart 发表于 2009-10-21 13:10

US$疯狂的跌，然后你还要借4T的债，然后大家觉悟还很高，都疯狂的买，介么好的事情？

Cobra

You mean EUO will increase rate?
superxy 发表于 2009-10-21 13:11

会动嘴抗议，呵呵。

mocca

GOLD也像是要突破的样子

trueself

欧洲人不跳起来？等着鸡叫吧。加拿大昨天就跳起来了，俺就不信，欧洲人无所谓。
Cobra 发表于 2009-10-21 13:08

Diffusion

关于美元，转自Barron's "Five Modern Myths".

"The dollar is collapsing." Not really. Sure, it's been in a well-defined downtrend since March, and is not far from record lows against other major currencies and gold. And, for sure, its decline has been a tailwind for riskier assets such as stocks and commodities. But the ICE U.S. Dollar Index is about where it was a year ago, and is above where it spent much of 2008. It's just that the panic-driven safety trade that boosted the dollar in the March market-reversal has been fully unwound. This doesn't mean the dollar looks terribly healthy -- but that there's room and time for it to continue sliding steadily before any "dollar crisis" is at hand.

trueself

会动嘴抗议，呵呵。
Cobra 发表于 2009-10-21 13:13

最好法国别出声，要不美国佬说“俺听不懂耶”

layschips

You mean EUO will increase rate?
superxy 发表于 2009-10-21 12:11

反了。。。

要么降利率到无可降
要么买进美金
要么大发欧元
不过多数还是先骂娘再看看

Diffusion

反了。。。

要么降利率到无可降
要么买进美金
要么大发欧元
不过多数还是先骂娘再看看
layschips 发表于 2009-10-21 13:17

还有一招，发美元定价债券。反正美元在跌，这债就越来越贬值。德国发了，连委内瑞拉都发了。

happylux

不明白的是天朝在干什么。是不是已经暗中把美国国债转了一部分成欧元资产。

weigoodone01

weigoodone01

EUR up crazy, but stock not going up much any more compared to this morning!

Cobra

反了。。。

要么降利率到无可降
要么买进美金
要么大发欧元
不过多数还是先骂娘再看看
layschips 发表于 2009-10-21 13:17

骂娘，如果没效果，就砍树，看谁家树多。NND

要是真出现介种情况，俺到看看笨飞机还说不说：We saved the world!