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[戒急用忍 stock]拼音码字不容易啊,但还是在这儿码几行吧。 |
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theoretical [博客] [个人文集]
头衔: 海归上校 声望: 院士 性别: 加入时间: 2006/10/13 文章: 5521
海归分: 69567
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作者:theoretical 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
今天不是反转日,所以没有在早上抄家伙上的同学也不必遗憾,大盘一直掉到下周也不是不可能,但不管怎么说,现在离底已经很近了,要是憋着做空一定要手快。金融那个烂摊子暂时还不要碰,当然这和俺胆小有关,比较喜欢顺势躲在人背后往人堆里扔砖头,而不太擅长横刀跃马。不过手里要是有些金融的东西,忍一忍,三个月以后就会好很多。
油嘛虽然今天掉了些,可也没掉出上升通道,空油的大佬们多多保重,俺在精神上是大力的支持,毕竟油在这个价位搞得俺很不舒服。盯反转的同学要看紧了油价,这是颗大炸弹。
还有就是象J版说的,美子是太弱了,尤其是对YEN, 这对大盘很不好,所以盯紧了美元走势也是判断大盘走向的一个风向标。
VIX就不用多说了,已经两次接近30,这样比较好。其实今天市场交易量巨大,可惜早上那一跌幅度还有些不够,VIX也不够高,这就是俺盘尾没有买回SSO的原因。所以看量,看点,看VIX也是找底的依据。有时宁可错过,不可做错。还是不要当狙击手争吃全鱼的好,顺势而为吧。真的反弹还是反转都不会是惊涛骇浪那种,而是润物细无声,缓缓拉起。
INTC季报不错。其实从AAPL也可以看出hardware是现在的热点,所以俺今天抄了些BRCM,虽然前一两天价位更低,但今天突破了28.8的阻力,俺看高,第一波能先到32。但是话说前头,明天Naz高开低走,甚至低开低走的可能性都很大。毕竟是OE周,也许你能比我买的更便宜呢。俺只是今天玩了些SSO,赚了点盒饭钱,所以胆子稍微大了些。半导体下半年应该走高,BRCM捂捂看能不能多少挣点儿。
金子今天甩了,粮食也在前一阵甩了。留着现金等拉回是再进吧。最近大家对股市太悲观了,不用急,VIX近30两次了,在来一两次就差不多了。世界末日还没到,美国会继续衰退,但全力做空还不应该是现在,更象是在年底或明年上半年。当然,要是比较懒呢就还是那句话,多买金,广积粮,不买房。
Happy trading.
顺便说一下,SEC没说不能空二妹, 而是说别乱空:
Cox Confuses Traders On Naked Short Selling Of Fannie, Freddie
Posted By:Bob Pisani
Topics:SEC | Investment Strategy | Stock Market
Companies:Fannie Mae | Freddie Mac
SEC chief Chris Cox made a statement that is puzzling traders today. In verbal comments to the Senate, Mr. Cox said that he will institute an emergency order that will prohibit naked short selling in Fannie Mae and Freddie Mac.
Naked short selling is shorting a stock without actually borrowing it.
There are two reasons this statement is puzzling:
1) the rules are already in place regarding naked short selling; and
2) there is no evidence that naked short selling is widely practiced regarding Fannie and Freddie.
First, the government appears to be trying to enforce rules that are already in place. In general, it is a violation of federal securities law to short a stock without first borrowing it. There are some exceptions to this, for example in the case of broker dealers, but in general you cannot short a stock without first borrowing it.
While this may have been lightly enforced, it is strongly enforced by prime brokers.
FRE, FNM are among the most liquid stocks in the country; it is not difficult to borrow the stock to short it, fully covered.
I seriously doubt that naked short selling of Fannie and Freddie is an issue at all.
作者:theoretical 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
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- [戒急用忍 stock]拼音码字不容易啊,但还是在这儿码几行吧。 -- theoretical - (2208 Byte) 2008-7-16 周三, 14:25 (1927 reads)
- 谢!大家对 -- 明子鉅 - (8 Byte) 2008-7-17 周四, 02:29 (356 reads)
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