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明天死皮。

明天死皮。# Stock

g*u2011-05-08 07:05

1 楼

Shit桶predicts roughly 50-50, and perhaps, a tad on the bearish side.
I will pass spinach this time, as there is no clear edge.
Operation wise, the trade is more straight-forward. Will pay attention to
the open. gap up, long; gap down, short. flat, sideline.

g*52011-05-08 07:05

2 楼

thanks for nice share

【在 g*****u 的大作中提到】

: Shit桶predicts roughly 50-50, and perhaps, a tad on the bearish side.
: I will pass spinach this time, as there is no clear edge.
: Operation wise, the trade is more straight-forward. Will pay attention to
: the open. gap up, long; gap down, short. flat, sideline.

g*u2011-05-08 07:05

3 楼

TLT short term may pull back. Mid-term turns bullish.
As of now, would bet a small gain in SPY tomorrow, on the order of 0.2~0.3%.
Directional bets may have a better chance after taking into account the Open
. the future may look bearish now, but if somehow SPY opens in green, the
market would be more likely to go up than go down. I'd think twice before
shorting it.

t*s2011-05-08 07:05

4 楼

my shit tong predicts reverse on initial direction, close on candle star. No
change.

【在 g*****u 的大作中提到】

g*u2011-05-08 07:05

5 楼

Continuing on, defensive sectors are worth being looked at.
XLU and XLV look to outperform SPY. However, XLY seems in a little trouble
perhaps. Short-term due for some pullback, mid-term seems bearly on par with
the benchmark.

%.
Open

【在 g*****u 的大作中提到】

: TLT short term may pull back. Mid-term turns bullish.
: As of now, would bet a small gain in SPY tomorrow, on the order of 0.2~0.3%.
: Directional bets may have a better chance after taking into account the Open
: . the future may look bearish now, but if somehow SPY opens in green, the
: market would be more likely to go up than go down. I'd think twice before
: shorting it.

t*s2011-05-08 07:05

6 楼

all shit tongs come to same conculsion. Interesting....

g*u2011-05-08 07:05

7 楼

What's interesting is how you come to that conclusion.
just kidding.

【在 t*****s 的大作中提到】

: all shit tongs come to same conculsion. Interesting....

t*s2011-05-08 07:05

8 楼

Europe is the key to tomorrow open.

g*u2011-05-08 07:05

9 楼

one possible solution to the global problem:
RMB jumps and bounces in value in relation to USD. All Chinese all of a sudden
become or feel wealthy and spend like crazy. This demand surge pulls the world out of supply/over capacity glut.
Eventually, current account turns deep red at the same time RMB valuation
reaches an absurd level. China becomes a net borrower. RMB crashes. East
Asian Crises all over again, but at a much larger scale. World goes into
chaos.

t*s2011-05-08 07:05

10 楼

yeah, for short term. plan to buy on dip tomorrow...

t*s2011-05-08 07:05

11 楼

chicken blood is good..

g*u2011-05-08 07:05

12 楼

RMB has no excuse but to appreciate agaist USD.
Chinese exposure may be in focus again.

u*e2011-05-08 07:05

13 楼

probably up big today
seems like SPX might bounce up to 1360 today

g*u2011-05-08 07:05

14 楼

shit桶显示明天偏牛，58%绿。菠菜odds没有太大便宜，小赌一下算了。
老规矩。开盘up, 看牛；down, 看weakness.
目前看，low is in on last Thursday.

w*12011-05-08 07:05

15 楼

多谢。

【在 g*****u 的大作中提到】

: shit桶显示明天偏牛，58%绿。菠菜odds没有太大便宜，小赌一下算了。
: 老规矩。开盘up, 看牛；down, 看weakness.
: 目前看，low is in on last Thursday.

g*u2011-05-08 07:05

16 楼

指数有到球门口了。$INDU，$SPX, $RUT，$TRAN。
按照俺Mastress讲法，墨迹墨迹是没有戏的。最高出个Macro消息，来个强势跳空。
不然找贼惦记。减仓套利搞成瀑布就坏了。
反观，今天房屋消息不好，虽然意料之中，但是MM没有炒冷饭，借题发挥。加强俺做多conviction.
算是弹起来了，但难度大的任务也开始了。卖点更难掌握。

【在 w********1 的大作中提到】

: 多谢。

w*12011-05-08 07:05

17 楼

好多好消息已经出来过了。

【在 g*****u 的大作中提到】

: 指数有到球门口了。$INDU，$SPX, $RUT，$TRAN。
: 按照俺Mastress讲法，墨迹墨迹是没有戏的。最高出个Macro消息，来个强势跳空。
: 不然找贼惦记。减仓套利搞成瀑布就坏了。
: 反观，今天房屋消息不好，虽然意料之中，但是MM没有炒冷饭，借题发挥。加强俺做多conviction.
: 算是弹起来了，但难度大的任务也开始了。卖点更难掌握。

g*u2011-05-08 07:05

18 楼

本周还有啥？

【在 w********1 的大作中提到】

: 好多好消息已经出来过了。

w*12011-05-08 07:05

19 楼

不知到了。
只有欧洲那边，不过应该也没有太多悬念的。

【在 g*****u 的大作中提到】

: 本周还有啥？

g*u2011-05-08 07:05

20 楼

Greek debt, possibility of breaking up with Euro is very hairy matter.
The trouble is not over.
Banks are vulnerable. Serious stuff. Need to pay close attention to the debt
market.

【在 w********1 的大作中提到】

: 不知到了。
: 只有欧洲那边，不过应该也没有太多悬念的。

w*12011-05-08 07:05

21 楼

昨天已经有新的bailout 出来了。
当然还有中国这边送钱团可能会出点儿美元贬值的消息？

debt

【在 g*****u 的大作中提到】

: Greek debt, possibility of breaking up with Euro is very hairy matter.
: The trouble is not over.
: Banks are vulnerable. Serious stuff. Need to pay close attention to the debt
: market.

g*u2011-05-08 07:05

22 楼

bailout好。Greek的债基本是没法还的了。bailout也好，default也好，restructure
也好。反正没法还。
即便不还债，也还是问题大。Greece的结构性问题。这个事情有的扯。

【在 w********1 的大作中提到】

: 昨天已经有新的bailout 出来了。
: 当然还有中国这边送钱团可能会出点儿美元贬值的消息？
:
: debt

w*12011-05-08 07:05

23 楼

中国好象也买了不少greek的债卷儿吧？

restructure

【在 g*****u 的大作中提到】

: bailout好。Greek的债基本是没法还的了。bailout也好，default也好，restructure
: 也好。反正没法还。
: 即便不还债，也还是问题大。Greece的结构性问题。这个事情有的扯。

g*u2011-05-08 07:05

24 楼

对债不了解。回头问问Kevin.

【在 w********1 的大作中提到】

: 中国好象也买了不少greek的债卷儿吧？
:
: restructure