Dennis Gartman: Here's the Most Important Aspect of Fed Statement （CNBC) - 未名空间MITBBS历史存档

Dennis Gartman: Here's the Most Important Aspect of Fed Statement （CNBC)# Stock

s*m2011-11-02 07:11

1 楼

一直有老人在身边照顾宝宝，所以他们都尽量亲自作新鲜的东西给给宝宝吃。
以后就只有我们自己带了，估计没有那么多时间完全作新鲜的鸡汤阿什么的。这些超市
的罐头类东西可以用来烹饪吗？还有冰冻蔬菜，冰冻super可以给宝宝作吗？
谢谢。

d*82011-11-02 07:11

2 楼

“The most important thing was the dissents,” says strategic investor
Dennis Gartman. "That was a huge change.”
Gartman is referring to the latest Fed statement and the fact that after
past Fed meetings dissenters have been hawkish, but this time the dissenter
said the Fed was not easing enough.
“That’s a huge change in my opinion,” Gartman says.
And that one aspect of the Fed statement was enough to influence the way
Gartman trades. Here's his takeaway:
“If you thought QE3 was on the table it’s not – and tightening is not on
the table until 2013.” In other words, no catalyst will be coming from the
Fed. Position accordingly.
The other Fast traders agree that the dissents are the big takeaway.
”The hawks could have dissented and said the Fed is already doing too much;
they could have criticized Operation Twist. But they didn’t,” says Brian
Kelly.
”The statement is a disappointment for anyone who thought QE3 was imminent,
” says trader Steve Cortes.
Cortes takes the statement to mean QE3 is off the table not only now but
through the rest of the year. “Accommodation is not on the way.”
Trader Stephen Weiss was cheered by other commentary.
The committee, in a 9-1 vote, said economic conditions actually have
improved somewhat and the outlook for inflation has eased as commodity
prices have dropped. The market could take that part of the statement as a
sign the economy is improving, at least on a relative basis.
"I wouldn't take that as a sign to buy stocks," cautions Cortes. "I think a
lot of the recent optimism in the market was based on expectations of QE3"
and not economic growth.
If you're looking for a trade our pros say the strength in the dollar [.DXY
77.06 -0.20 (-0.27%) ] post-Fed is noteworthy. “I’m adding to my
long position in the dollar,” adds Cortes.
Gartman is watching the strength in gold [GCCV1 1733.50 21.70 (+1.27%)
]. Considering the EU will probably have to drop rates, Gartman says, "
gold will probably climb quietly higher in dollar terms but materially
higher in euro terms."

y*n2011-11-02 07:11

3 楼

美国超市的罐头鸡汤，我们大人也不吃的。

【在 s********m 的大作中提到】

: 一直有老人在身边照顾宝宝，所以他们都尽量亲自作新鲜的东西给给宝宝吃。
: 以后就只有我们自己带了，估计没有那么多时间完全作新鲜的鸡汤阿什么的。这些超市
: 的罐头类东西可以用来烹饪吗？还有冰冻蔬菜，冰冻super可以给宝宝作吗？
: 谢谢。

d*22011-11-02 07:11

4 楼

很多这些analysts缺乏基本的理性与逻辑训练

dissenter
on
the

【在 d******8 的大作中提到】

: “The most important thing was the dissents,” says strategic investor
: Dennis Gartman. "That was a huge change.”
: Gartman is referring to the latest Fed statement and the fact that after
: past Fed meetings dissenters have been hawkish, but this time the dissenter
: said the Fed was not easing enough.
: “That’s a huge change in my opinion,” Gartman says.
: And that one aspect of the Fed statement was enough to influence the way
: Gartman trades. Here's his takeaway:
: “If you thought QE3 was on the table it’s not – and tightening is not on
: the table until 2013.” In other words, no catalyst will be coming from the

p*22011-11-02 07:11

5 楼

我不相信那是真的鸡汤，是，为什么能保鲜这么久？我喜欢自己炖骨头汤。

d*82011-11-02 07:11

6 楼

其实我没有看懂他们的意思，对于股市究竟有什么影响？

c*e2011-11-02 07:11

7 楼

自己可以周末做鸡汤，然后分成一小格小格的冻起来，吃的时候解冻
再煮面条蔬菜在里面。冰冻蔬菜营养没有新鲜的好，蔬菜我们尽量每
周买两次。冰冻的蔬菜和supper偶尔吃吃没啥，不要作为主要食品
就是了。

d*22011-11-02 07:11

8 楼

明明实际显示的是3个鹰派， 1个QE支持者， 6个中间路线。
愣能被看出来huge change, 要么是傻子，要么是骗子。
这个fomc的精神，就是， no more action, let the free mkt run.

【在 d******8 的大作中提到】

: 其实我没有看懂他们的意思，对于股市究竟有什么影响？

M*n2011-11-02 07:11

9 楼

罐头鸡汤很难喝,感觉象国内饺子店里的饺子汤再加点盐.冰冻蔬菜号称不损失营养,但
是口感真差,蔫巴巴的

d*82011-11-02 07:11

10 楼

“The most important thing was the dissents,” says strategic investor
Dennis Gartman. "That was a huge change.”
Gartman is referring to the latest Fed statement and the fact that after
past Fed meetings dissenters have been hawkish, but this time the dissenter
said the Fed was not easing enough.
“That’s a huge change in my opinion,” Gartman says.
And that one aspect of the Fed statement was enough to influence the way
Gartman trades. Here's his takeaway:
“If you thought QE3 was on the table it’s not – and tightening is not on
the table until 2013.” In other words, no catalyst will be coming from the
Fed. Position accordingly.
The other Fast traders agree that the dissents are the big takeaway.
”The hawks could have dissented and said the Fed is already doing too much;
they could have criticized Operation Twist. But they didn’t,” says Brian
Kelly.
”The statement is a disappointment for anyone who thought QE3 was imminent,
” says trader Steve Cortes.
Cortes takes the statement to mean QE3 is off the table not only now but
through the rest of the year. “Accommodation is not on the way.”
Trader Stephen Weiss was cheered by other commentary.
The committee, in a 9-1 vote, said economic conditions actually have
improved somewhat and the outlook for inflation has eased as commodity
prices have dropped. The market could take that part of the statement as a
sign the economy is improving, at least on a relative basis.
"I wouldn't take that as a sign to buy stocks," cautions Cortes. "I think a
lot of the recent optimism in the market was based on expectations of QE3"
and not economic growth.
If you're looking for a trade our pros say the strength in the dollar [.DXY
77.06 -0.20 (-0.27%) ] post-Fed is noteworthy. “I’m adding to my
long position in the dollar,” adds Cortes.
Gartman is watching the strength in gold [GCCV1 1733.50 21.70 (+1.27%)
]. Considering the EU will probably have to drop rates, Gartman says, "
gold will probably climb quietly higher in dollar terms but materially
higher in euro terms."

r*32011-11-02 07:11

11 楼

我们也很忙阿.但是我们给BB吃得几乎都是顿顿新鲜.BB量不大,另作也很快的.做汤可以
买个电高压锅,饭菜做好,汤也好了.

d*22011-11-02 07:11

12 楼

很多这些analysts缺乏基本的理性与逻辑训练

dissenter
on
the

【在 d******8 的大作中提到】

: “The most important thing was the dissents,” says strategic investor
: Dennis Gartman. "That was a huge change.”
: Gartman is referring to the latest Fed statement and the fact that after
: past Fed meetings dissenters have been hawkish, but this time the dissenter
: said the Fed was not easing enough.
: “That’s a huge change in my opinion,” Gartman says.
: And that one aspect of the Fed statement was enough to influence the way
: Gartman trades. Here's his takeaway:
: “If you thought QE3 was on the table it’s not – and tightening is not on
: the table until 2013.” In other words, no catalyst will be coming from the

p*o2011-11-02 07:11

13 楼

搞个慢炖锅很方便

d*82011-11-02 07:11

14 楼

其实我没有看懂他们的意思，对于股市究竟有什么影响？

y*i2011-11-02 07:11

15 楼

你是不是化冻以后再做的？把冷冻蔬菜从冰箱里拿出来直接下锅炒，就不那么蔫巴。

【在 M******n 的大作中提到】

: 罐头鸡汤很难喝,感觉象国内饺子店里的饺子汤再加点盐.冰冻蔬菜号称不损失营养,但
: 是口感真差,蔫巴巴的

d*22011-11-02 07:11

16 楼

明明实际显示的是3个鹰派， 1个QE支持者， 6个中间路线。
愣能被看出来huge change, 要么是傻子，要么是骗子。
这个fomc的精神，就是， no more action, let the free mkt run.

【在 d******8 的大作中提到】

: 其实我没有看懂他们的意思，对于股市究竟有什么影响？

d*82011-11-02 07:11

17 楼

谢谢东北人的解析，学习了。