market is still bearish after rate cut# Investment - 投资
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【 以下文字转载自 Stock 讨论区 】
发信人: scarface (人生犹如一场电影), 信区: Stock
标 题: Re: scarface 选股竞赛
发信站: BBS 未名空间站 (Sun Sep 23 18:58:15 2007), 转信
technically, i agree. this might be a recovery like we had before.
but remember there's a lot of quant funds outthere who agree with you but
they lost a lot of money recently. And these quant funds haven't finished
deleveraging yet.
Fundementally rate cut didn't change anything - at least not yet.
housing will continue go down and people still can't afford their morgage
发信人: scarface (人生犹如一场电影), 信区: Stock
标 题: Re: scarface 选股竞赛
发信站: BBS 未名空间站 (Sun Sep 23 18:58:15 2007), 转信
technically, i agree. this might be a recovery like we had before.
but remember there's a lot of quant funds outthere who agree with you but
they lost a lot of money recently. And these quant funds haven't finished
deleveraging yet.
Fundementally rate cut didn't change anything - at least not yet.
housing will continue go down and people still can't afford their morgage