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日一水贴.
1. There will be no V recovery, how can economics V recover when jobless rate is 10%. NO WAY, anyone saying that is trying to take money away from you.
2. Because of 1, so the sky is limited. But would it mean market down all the way, not really.
3. China and US stimulus packet will help economics, so we will see some positive news in the middle.
4. The recession key is a deleveraging. In one word, stock, house and oil and everything else just do not worth they are selling. Time will cure it, not stimulus packet. |
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