g*u
2 楼
好，同北上!
w*o
3 楼
From conspiracy perspestive, I think it's doing a setup for QE3:
in order to push the yield down(QE), you have to pull it up first.
But the muni bond market sounds fishy, check my post on
Stockcafeteria, However, I need to do more homework to see
is there any muni bond expiration event happened in shorterm,
This is important just like I called for "the bulldozer" is
coming before 5.19, I knew that 5.19 will be a judgement day,
since that day was the greece debt due day,something must happen.
【在 s********u 的大作中提到】
: 理由： 最近债券市场跌的厉害， 异动明显。FED在挥舞大棒把债券投资者的钱向股市
: 赶。
: 特别希望听听午夜未眠人对债市最近异动的看法。
in order to push the yield down(QE), you have to pull it up first.
But the muni bond market sounds fishy, check my post on
Stockcafeteria, However, I need to do more homework to see
is there any muni bond expiration event happened in shorterm,
This is important just like I called for "the bulldozer" is
coming before 5.19, I knew that 5.19 will be a judgement day,
since that day was the greece debt due day,something must happen.
【在 s********u 的大作中提到】
: 理由： 最近债券市场跌的厉害， 异动明显。FED在挥舞大棒把债券投资者的钱向股市
: 赶。
: 特别希望听听午夜未眠人对债市最近异动的看法。
y*5
4 楼
怀疑中上涨
u*e
5 楼
To be honest, I believe the party is almost over. Good news have all been
priced into the market right now.
I bet for the opposite, market will start to pull back from this week
priced into the market right now.
I bet for the opposite, market will start to pull back from this week
s*u
6 楼
I bet there would not be any serious pullback until Xams. Otherwise it
would be very hard for me to understand where all the money withdrawn from the bond market will go. The total bond market has suffered a loss of more than 6% very recently. It is a tremendous amount of money.
Let me re-assert myself: any pullback, if there is any, would be a good opportunity for me to buy more stocks.
【在 u********e 的大作中提到】
: To be honest, I believe the party is almost over. Good news have all been
: priced into the market right now.
: I bet for the opposite, market will start to pull back from this week
would be very hard for me to understand where all the money withdrawn from the bond market will go. The total bond market has suffered a loss of more than 6% very recently. It is a tremendous amount of money.
Let me re-assert myself: any pullback, if there is any, would be a good opportunity for me to buy more stocks.
【在 u********e 的大作中提到】
: To be honest, I believe the party is almost over. Good news have all been
: priced into the market right now.
: I bet for the opposite, market will start to pull back from this week
s*u
7 楼
UP
the bond market will go. The total bond market has suffered a loss of more
than 6% very recently. It is a tremendous amount of money.
opportunity for me to buy more stocks.
【在 s********u 的大作中提到】
: I bet there would not be any serious pullback until Xams. Otherwise it
: would be very hard for me to understand where all the money withdrawn from the bond market will go. The total bond market has suffered a loss of more than 6% very recently. It is a tremendous amount of money.
: Let me re-assert myself: any pullback, if there is any, would be a good opportunity for me to buy more stocks.
the bond market will go. The total bond market has suffered a loss of more
than 6% very recently. It is a tremendous amount of money.
opportunity for me to buy more stocks.
【在 s********u 的大作中提到】
: I bet there would not be any serious pullback until Xams. Otherwise it
: would be very hard for me to understand where all the money withdrawn from the bond market will go. The total bond market has suffered a loss of more than 6% very recently. It is a tremendous amount of money.
: Let me re-assert myself: any pullback, if there is any, would be a good opportunity for me to buy more stocks.
r*m
8 楼
有人卖，就有人买。bond价格是跌了，但卖bond出来的钱等于买bond进去的钱，哪里推
出有很多钱流出来呢？
The total bond market has suffered a loss of more than 6% very recently. It
is an tremendous amount of money.
【在 s********u 的大作中提到】
: UP
:
: the bond market will go. The total bond market has suffered a loss of more
: than 6% very recently. It is a tremendous amount of money.
: opportunity for me to buy more stocks.
出有很多钱流出来呢？
The total bond market has suffered a loss of more than 6% very recently. It
is an tremendous amount of money.
【在 s********u 的大作中提到】
: UP
:
: the bond market will go. The total bond market has suffered a loss of more
: than 6% very recently. It is a tremendous amount of money.
: opportunity for me to buy more stocks.
s*u
9 楼
过去10年是债市的牛市。 保守投资者承担很低风险赚取每年超过10%的回报。最近
TOTAL BOND MARKET在很短时间内 跌了7%。 即使保守的投资者，都会不得不增强在股市上的投资比例。要不你让别人把多余的钱全部存银行赚每年1%的利息？
今年目前为止股票基金的钱还是净流出， 债券基金的钱在净流入。 这种趋势会被债市的大跌改变。
现在债券市场接盘本来就不少FED的钱。 这些FED的钱将会在被LEVERAGE 以后流入股市。
It
【在 r*m 的大作中提到】
: 有人卖，就有人买。bond价格是跌了，但卖bond出来的钱等于买bond进去的钱，哪里推
: 出有很多钱流出来呢？
:
: The total bond market has suffered a loss of more than 6% very recently. It
: is an tremendous amount of money.
TOTAL BOND MARKET在很短时间内 跌了7%。 即使保守的投资者，都会不得不增强在股市上的投资比例。要不你让别人把多余的钱全部存银行赚每年1%的利息？
今年目前为止股票基金的钱还是净流出， 债券基金的钱在净流入。 这种趋势会被债市的大跌改变。
现在债券市场接盘本来就不少FED的钱。 这些FED的钱将会在被LEVERAGE 以后流入股市。
It
【在 r*m 的大作中提到】
: 有人卖，就有人买。bond价格是跌了，但卖bond出来的钱等于买bond进去的钱，哪里推
: 出有很多钱流出来呢？
:
: The total bond market has suffered a loss of more than 6% very recently. It
: is an tremendous amount of money.
l*u
10 楼
My PTTRX went down about 8% from this year's high. If it contnues, I will
add a little more positions.
add a little more positions.
u*e
11 楼
如果U.S. financial market 是一个封闭市场的话你的分析就很有道理了。
但事实上这不是一个封闭市场， 这也是为什么FED敢这么大幅度印美元的原因。 去bea
网站看看每季度有多少美元资产流出吧， 看看这些数字你可能就会修正你的债市下跌
股市必涨的结论。
股市上的投资比例。要不你让别人把多余的钱全部存银行赚每年1%的利息？
市的大跌改变。
市。
【在 s********u 的大作中提到】
: 过去10年是债市的牛市。 保守投资者承担很低风险赚取每年超过10%的回报。最近
: TOTAL BOND MARKET在很短时间内 跌了7%。 即使保守的投资者，都会不得不增强在股市上的投资比例。要不你让别人把多余的钱全部存银行赚每年1%的利息？
: 今年目前为止股票基金的钱还是净流出， 债券基金的钱在净流入。 这种趋势会被债市的大跌改变。
: 现在债券市场接盘本来就不少FED的钱。 这些FED的钱将会在被LEVERAGE 以后流入股市。
:
: It
但事实上这不是一个封闭市场， 这也是为什么FED敢这么大幅度印美元的原因。 去bea
网站看看每季度有多少美元资产流出吧， 看看这些数字你可能就会修正你的债市下跌
股市必涨的结论。
股市上的投资比例。要不你让别人把多余的钱全部存银行赚每年1%的利息？
市的大跌改变。
市。
【在 s********u 的大作中提到】
: 过去10年是债市的牛市。 保守投资者承担很低风险赚取每年超过10%的回报。最近
: TOTAL BOND MARKET在很短时间内 跌了7%。 即使保守的投资者，都会不得不增强在股市上的投资比例。要不你让别人把多余的钱全部存银行赚每年1%的利息？
: 今年目前为止股票基金的钱还是净流出， 债券基金的钱在净流入。 这种趋势会被债市的大跌改变。
: 现在债券市场接盘本来就不少FED的钱。 这些FED的钱将会在被LEVERAGE 以后流入股市。
:
: It
s*u
12 楼
这个版上有的ID 10月底 11月初就开始天天喊熊了。 尊重他们天天喊熊的权利，再次重申对大盘 BULLISH 的 看法。
【在 s********u 的大作中提到】
: 理由： 最近债券市场跌的厉害， 异动明显。FED在挥舞大棒把债券投资者的钱向股市
: 赶。
: 特别希望听听午夜未眠人对债市最近异动的看法。
【在 s********u 的大作中提到】
: 理由： 最近债券市场跌的厉害， 异动明显。FED在挥舞大棒把债券投资者的钱向股市
: 赶。
: 特别希望听听午夜未眠人对债市最近异动的看法。
s*u
13 楼
熊熊里面， RIM 貌似RP还是不错的， 可惜今年10月起就做错了方向，整得现在只好从炒股票变成炒信仰了。 让人叹息卿本佳人， 赖何做贼啊
次重申对大盘 BULLISH 的 看法。
【在 s********u 的大作中提到】
: 这个版上有的ID 10月底 11月初就开始天天喊熊了。 尊重他们天天喊熊的权利，再次重申对大盘 BULLISH 的 看法。
:
次重申对大盘 BULLISH 的 看法。
【在 s********u 的大作中提到】
: 这个版上有的ID 10月底 11月初就开始天天喊熊了。 尊重他们天天喊熊的权利，再次重申对大盘 BULLISH 的 看法。
:
s*u
14 楼
看来过去的12月我是看对了。
【在 s********u 的大作中提到】
: 理由： 最近债券市场跌的厉害， 异动明显。FED在挥舞大棒把债券投资者的钱向股市
: 赶。
: 特别希望听听午夜未眠人对债市最近异动的看法。
【在 s********u 的大作中提到】
: 理由： 最近债券市场跌的厉害， 异动明显。FED在挥舞大棒把债券投资者的钱向股市
: 赶。
: 特别希望听听午夜未眠人对债市最近异动的看法。
B*e
15 楼
You got your credits!
【在 s********u 的大作中提到】
: 看来过去的12月我是看对了。
【在 s********u 的大作中提到】
: 看来过去的12月我是看对了。
相关阅读