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yesterday once more

yesterday once more# Stock

r*m2010-12-10 08:12

1 楼

now I watch this market keep going higher, higher, higher....
I have the same feeling as in 2008 when I watched the market going lower,
lower, lower

Z*g2010-12-10 08:12

2 楼

and then?....
flash crash?

【在 r*m 的大作中提到】

: now I watch this market keep going higher, higher, higher....
: I have the same feeling as in 2008 when I watched the market going lower,
: lower, lower

g*o2010-12-10 08:12

3 楼

were you bullish in 2008?

【在 r*m 的大作中提到】

: now I watch this market keep going higher, higher, higher....
: I have the same feeling as in 2008 when I watched the market going lower,
: lower, lower

z*g2010-12-10 08:12

4 楼

RIM有米，无所谓，抗着，我都要给MARGIN CALL了。

r*m2010-12-10 08:12

5 楼

yes. I am a contralian. the lower the marker goes, the more bullish I am.
vice versa.

【在 g****o 的大作中提到】

: were you bullish in 2008?

Z*g2010-12-10 08:12

6 楼

姐姐不是避风去了吗

【在 z****g 的大作中提到】

: RIM有米，无所谓，抗着，我都要给MARGIN CALL了。

X*A2010-12-10 08:12

7 楼

high 的有点过分了，一口气快4个月了，不带歇个脚的。

s*u2010-12-10 08:12

8 楼

A friendly reminder: there is only a very thin line between being contrarian, and being
just plain stubborn.

【在 r*m 的大作中提到】

: yes. I am a contralian. the lower the marker goes, the more bullish I am.
: vice versa.

Z*g2010-12-10 08:12

9 楼

快了，等俺的金融垃圾一彪就到顶了，呵呵

【在 X****A 的大作中提到】

: high 的有点过分了，一口气快4个月了，不带歇个脚的。

r*m2010-12-10 08:12

10 楼

I guess if you can hold long enough, that thin line could become very very
wide.
hehe...

contrarian, and being

【在 s********u 的大作中提到】

: A friendly reminder: there is only a very thin line between being contrarian, and being
: just plain stubborn.

s*u2010-12-10 08:12

11 楼

hehe, my idea is to stay in this market and hold long positions for ever.
Can you afford to go short it for ever? That is a very expensive game and time is on my side.

【在 r*m 的大作中提到】

: I guess if you can hold long enough, that thin line could become very very
: wide.
: hehe...
:
: contrarian, and being

r*m2010-12-10 08:12

12 楼

don't need to be for ever, just need another bear market. according to
history, we have small bear markets every 2-3 years, and a big one every 10
years.
how about a 10% correction? more often I guess --- that's all it takes for
me to make some buffett money.

【在 s********u 的大作中提到】

: hehe, my idea is to stay in this market and hold long positions for ever.
: Can you afford to go short it for ever? That is a very expensive game and time is on my side.

l*n2010-12-10 08:12

13 楼

I guess depends on how you play the game.
I believe we are in a secular bull market so I long the market. I also
adjust my risk based on my perception.
However you seem to play in cyclical market. If you are good with timing,
you can also make money, especially in swing market.
that being said, some of your positions seem to be secular bullish play,
such as prgn. Actually a lit bit more bullish than I am.
You also sell/short winner and long loser, which assumes some kind of market
converging cross risky assets. Given you still have long position, make me
feel you are more progressive than contrarian.
My wild guess: you are swing trader with progressive view of the market. So
you tend to short market or particular sector when:
1. recent upward swing can't justify itself. Or
2. compare to other sector, one sector is overly outperformed.
3. a company excessively outpaces it's peers.

【在 r*m 的大作中提到】

: don't need to be for ever, just need another bear market. according to
: history, we have small bear markets every 2-3 years, and a big one every 10
: years.
: how about a 10% correction? more often I guess --- that's all it takes for
: me to make some buffett money.

Z*g2010-12-10 08:12

14 楼

WOW, what an anlysis
Rim,你服不服？

market
me

【在 l***n 的大作中提到】

: I guess depends on how you play the game.
: I believe we are in a secular bull market so I long the market. I also
: adjust my risk based on my perception.
: However you seem to play in cyclical market. If you are good with timing,
: you can also make money, especially in swing market.
: that being said, some of your positions seem to be secular bullish play,
: such as prgn. Actually a lit bit more bullish than I am.
: You also sell/short winner and long loser, which assumes some kind of market
: converging cross risky assets. Given you still have long position, make me
: feel you are more progressive than contrarian.

l*n2010-12-10 08:12

15 楼

sorry I am not trying offend anyone. I enjoy his posts that spark my
thoughts and Rim used a classy title which makes me want to put a footprint
on.

【在 Z****g 的大作中提到】

: WOW, what an anlysis
: Rim,你服不服？
:
: market
: me

Z*g2010-12-10 08:12

16 楼

I am just joking around dude, I enjoy this post too.

footprint

【在 l***n 的大作中提到】

: sorry I am not trying offend anyone. I enjoy his posts that spark my
: thoughts and Rim used a classy title which makes me want to put a footprint
: on.

r*m2010-12-10 08:12

17 楼

俺服了，真心的。
知我者，lucan也。

l*n2010-12-10 08:12

18 楼

呵呵，不过是为了博帮主一笑罢了。

【在 r*m 的大作中提到】

: 俺服了，真心的。
: 知我者，lucan也。

l*o2010-12-10 08:12

19 楼

hehe, not only time is on bull's side, overall historical trend of stock
market and overall cash depreciation are also on bull's side.

time is on my side.

【在 s********u 的大作中提到】

: hehe, my idea is to stay in this market and hold long positions for ever.
: Can you afford to go short it for ever? That is a very expensive game and time is on my side.