周议

90ufo

barrons last week had about three articles mentioning potential vix spike. this week cover story is falling earning expectation. 看来这回风向变了，要回调个大的，几周了。

开小差

90ufo

好像风向又要变向下了？

09/210 For Stock Investors, It's Time to Take Chips Off the Table   By JACQUELINE DOHERTY
http://online.barrons.com/articl ... 72853309482442.html

09/20 The GOP's Threat to Investors
By JIM MCTAGUE | MORE ARTICLES BY AUTHOR
John Boehner's inability to control the Republicans' Tea Party faction could fuel a debt-ceiling crisis and the shutdown of the U.S. government. The key issue: funding for Obamacare.
http://online.barrons.com/articl ... html?mod=BOL_hpp_dc


09/20 The days of easy money may be over
Commentary: New indicator says the time to sell is here
http://www.marketwatch.com/story ... -be-over-2013-09-20  

90ufo

info only
Going 519 days without a big stumble is rare, but not unprecedented, says Bespoke Investment Group. The market trekked 1,153 trading days without a correction from March 2003 to October 2007, and 1,767 sessions from October 1990 to October 1997. We know how those runs ended, but there's no denying the pull exerted while they lasted. "The current streak would have to extend all the way out to Oct. 1, 2018, to match that record," notes Bespoke.

Diffusion

短期底应该很快就会来，2，3天，3，4天吧。以反弹回20天均线为目标。

中期看，这轮下跌是以年末profit taking为诱因，fed tapering为catalyst。因此时间上看可能会跌到12/17, 18的fomc meeting。

长期看，fed暂时还不会taper。近期向好的经济数据会反映在q1 er上。因此到明年1，2月还有一波上涨。

先看这么远吧。

tcm328pan

Diffusion 发表于 2013-11-7 07:32 PM
短期底应该很快就会来，2，3天，3，4天吧。以反弹回20天均线为目标。

中期看，这轮下跌是以年末profit t ...

Thanks