2008 Stock Market View (II) (转载) - 未名空间MITBBS历史存档

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2008 Stock Market View (II) (转载)

2008 Stock Market View (II) (转载)# Investment - 投资

s*n2008-01-07 08:01

1 楼

【以下文字转载自 Stock 讨论区】
发信人: desertz (我所热爱的传说), 信区: Stock
标题: 2008 Stock Market View (II)
发信站: BBS 未名空间站 (Fri Jan 4 20:00:57 2008)
Now let’s look into the sectors.
Natural Resource
The natural resource sector will continue the boom into 2008. However, there
has been a great run so far and most of commodities are at historical high,
so it doesn’t look as safe as one or two years ago. We need to look more
closely at the fundamental dynamics to distinguish values from hypes.
Out of the all resourc

d*z2008-01-07 08:01

2 楼

Mid-year check.
1. On natural resource. Very close call on continuous bull of oil and
agriculture products. Also correct on caution toward gold.
2. On financials. No recommendation since I had no specific insights on the
the complexities and scope of problems. But what has played out on muni-bond
, auction-rate securities, and high-yield bond markets kind of follows that
thinking - price dislocation caused by temporary panic tend to reverse.
3. On consumer products - Bad year for consumer produc

【在 s********n 的大作中提到】

: 【以下文字转载自 Stock 讨论区】
: 发信人: desertz (我所热爱的传说), 信区: Stock
: 标题: 2008 Stock Market View (II)
: 发信站: BBS 未名空间站 (Fri Jan 4 20:00:57 2008)
: Now let’s look into the sectors.
: Natural Resource
: The natural resource sector will continue the boom into 2008. However, there
: has been a great run so far and most of commodities are at historical high,
: so it doesn’t look as safe as one or two years ago. We need to look more
: closely at the fundamental dynamics to distinguish values from hypes.