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Agree with a correction, then it should go back up. My target for the year is 1400.
I am too correct late last Aug... This is the first time I see a good sized correction coming since then.

2010-9-8

2010-9-8 15:54
AGA7d
ROUBINI是个学究,危机时他是对的(KASS也对),现在不能听他的。

所有IB的年底目标都比现在高 --  我觉得SP在1100以下的天数屈指可数了
2010-9-5

2010-9-5 06:24
AGA7d
我说过我过去看空的厉害,但现在时候不一样了,往后一定是做多容易,
做空难,这世界闲钱太多。

说实在的,没个CONVICTION,除非
是短线真牛,蹦蹦跳跳的挣不了多。但短线极厉害的能有几个?
See my reply to Da-Sha.

Also, sold my QID earlier today. Waiting for a better entry.
本帖最后由 AGA7d 于 2011-1-24 12:11 编辑

That's the time QiuYue kept saying buy TLT

AGA7d Aug 28 06:43 PM
Saying there is no bubble in bond now is like saying there is no bubble in the housing in 2005. The Fed will bid more aggressively on the new T-notes if necessary, so there is no hiding there. As for the economy, it is hanging, there is nothing in sight that can cause a collapse. This will guarantee a healthy corporate earnings down the road. No top-line growth? Who cares - is 3x yield (SPX earnings yield vs 10-year T-note) not enough? Historically, corporate earnings are doing just fine during stagnant growth period. Today lots of people are afraid of the equity market - wait a year (or less) and see if they are afraid or jealous...
yes, that's it
10# AGA7d
""Overextended" is the reason to short, not quite the others. If the Fed continues QE, there will be new high. It is not because of the fantastic economy, but because there are not many p ...
not4weak 发表于 2011-1-24 12:06
I don't think there is 1100, actually 1200 is a bit hard to see now.

I was quoting 2010-09-08 when SP is below 1100.
发表于 2010-8-2 07:22 | 只看该作者

[放炮] SPX 2010 and 2011 close

2010 - 1270
2011 - 1350

我大跃进呢
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