xyin
[讨论]最近的股市
2041
13
2006-07-15 00:50:00
refer to my previous post, i started to build positions in GLD, SLV and TIE since end of june. since then GLD and SLV gave me very good returns. altho TIE took a big dump recently, I added more today and yesterday 26, 24.
I am very patiently build my positions. Altho when I posted last time end of June, I thought there maybe a better buying opportunities in august, I think because of the war, this opportunities maybe already presented itself to us. However, the war situation is not very clear. altho i am very tempted to buy more, i know i should be patient. If a few months later, this did become one of the best buying opportunitie of the year, I would not feel regret to miss to load fully up here.
I am not paying too much attention to the overall market any more. so can't speak for other stocks. I have very limtied time, I will only trade the ones I have researched and keeping my eyes on the ongoing progress.
Happy investing and trading.
今天很象双底啊。。 不过依赖TA,是很危险的一件事。 但是我非常tempting认为今天是双底。。
我一般来说, new low 要test, 在这次中东危机前, 我认为这个test 会在大概8月份, 中东危机可能使这个test 提前了。
小心是好事情。
美国和日本情况是不一样的。 就好象中国和印度不一样。中国为什么在经历如此多的政治磨难之后, 撅起如此之快和强, 这一点印度作不到的, 同样我不认为美国会走和日本一样的路, 这不意味着说美国经济不会走弱, 但我认为如果走弱也是不同的走法, 这两个国家有本质的文化差别。
现在的跌法我觉得没有什么了不起的, 和2001年的时候根本没有办法比。 美国能从那个时候走出来, 没有道理这个调整之后就此走入熊市了。
但是现在也确实有新的情况, 油价, 房市, 利率, 我最担心的不是inflation, 而是通缩。
高油价不是坏事情。 房市我不认为会有national wide crash. 利率杠杆能否在一次发挥作用, 值得关注。
到底了
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