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利多出尽了?# Stock
p*a
1
As a bear since the beginning of this year, I have been burned by bears for
more than 3 weeks. Please give bears at least one MDD bah.
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T*s
2
at least
AAPL is in distribution although it might be a 500 stock later
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i*e
3
感觉Big Ben江郎才尽了。真的觉得Fed的招数解决不了structural problem。估计市场
也该醒醒了。
通俗的讲:Liquidity就好像发动机的润滑油一样,它能让发动机运行地更滑顺!But,
如果发动机本身就动力不足的话,加再多的润滑油又有什么用呢?
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i*e
4
Liquidity + strong demand will lead to prosperity.
Liquidity + weak demand will only lead to stagnation.
The fundamental question to US economy is DEMAND but not liquidity.
Deleveraging will drag down the demand for years. By re-engineering from Ben
's policy recommendations, I believe the demand won't pick up before 2014!
That is what the market should really read into!
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s*t
5
我觉得还没到顶。 今天这个消息其实并不十分正面, 以为fed托市是意料中的事情,
可是market狂买。 可见MM也好, market也好, 想升。

for

【在 p****a 的大作中提到】
: As a bear since the beginning of this year, I have been burned by bears for
: more than 3 weeks. Please give bears at least one MDD bah.

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