【小小机构】Upgrade SPY as neutral 11/12 - 未名空间MITBBS历史存档

【小小机构】Upgrade SPY as neutral 11/12# Stock

x*n2015-11-12 08:11

1 楼

+ We see market doesn't have sufficient cash flow to support this level
price
+ Tons of small cap hot stock got traded heavily
+ Emergency market does have tons of advantages than US market.
We still seeing SP 500 as super bearish in the next 2 months, however,
technical bounce is very likely to maintain the retail investor emotion.
We are seeing a big sharp dropping in 2 months, but keep positive in the
following week.
Disclosure:
We closed our SPY 203 short position as today, maintain 210 short position
for long term.
YMYD

p*s2015-11-12 08:11

2 楼

emerging markets?

H*62015-11-12 08:11

3 楼

Thank you!

【在 x*********n 的大作中提到】

: + We see market doesn't have sufficient cash flow to support this level
: price
: + Tons of small cap hot stock got traded heavily
: + Emergency market does have tons of advantages than US market.
: We still seeing SP 500 as super bearish in the next 2 months, however,
: technical bounce is very likely to maintain the retail investor emotion.
: We are seeing a big sharp dropping in 2 months, but keep positive in the
: following week.
: Disclosure:
: We closed our SPY 203 short position as today, maintain 210 short position

x*n2015-11-12 08:11

4 楼

If I were fund manager, I will invest China, India instead of US. At least
some

【在 p*****s 的大作中提到】

: emerging markets?

t*y2015-11-12 08:11

5 楼

大牛，185还能到吗，等着捞底啊

【在 x*********n 的大作中提到】

: + We see market doesn't have sufficient cash flow to support this level
: price
: + Tons of small cap hot stock got traded heavily
: + Emergency market does have tons of advantages than US market.
: We still seeing SP 500 as super bearish in the next 2 months, however,
: technical bounce is very likely to maintain the retail investor emotion.
: We are seeing a big sharp dropping in 2 months, but keep positive in the
: following week.
: Disclosure:
: We closed our SPY 203 short position as today, maintain 210 short position

ak2015-11-12 08:11

6 楼

Thanks!
xiaoxiaoren 是大盘的指南针，紧跟xiaoxiaoren。

【在 x*********n 的大作中提到】

: + We see market doesn't have sufficient cash flow to support this level
: price
: + Tons of small cap hot stock got traded heavily
: + Emergency market does have tons of advantages than US market.
: We still seeing SP 500 as super bearish in the next 2 months, however,
: technical bounce is very likely to maintain the retail investor emotion.
: We are seeing a big sharp dropping in 2 months, but keep positive in the
: following week.
: Disclosure:
: We closed our SPY 203 short position as today, maintain 210 short position

n*e2015-11-12 08:11

7 楼

谢谢！
下周回升？俺咋觉得要等到20号左右才会回升。。。

x*n2015-11-12 08:11

8 楼

Please don't ask the same question,
If you a fan, please check my post, I never take words back.
In long term, US market is very bearish, this is not based on technical side
, this is based on fundamental analysis. US market doesn't have enough money
and confidence to support this level of high
In addition, attraction of emergency market is huge to me.

【在 t****y 的大作中提到】

: 大牛，185还能到吗，等着捞底啊

t*l2015-11-12 08:11

9 楼

emergency market, LOL

side
money

【在 x*********n 的大作中提到】

: Please don't ask the same question,
: If you a fan, please check my post, I never take words back.
: In long term, US market is very bearish, this is not based on technical side
: , this is based on fundamental analysis. US market doesn't have enough money
: and confidence to support this level of high
: In addition, attraction of emergency market is huge to me.

x*n2015-11-12 08:11

10 楼

typo。
Do you wanna a bet?

【在 t***l 的大作中提到】

: emergency market, LOL
:
: side
: money

t*c2015-11-12 08:11

11 楼

什么叫closed SPY 203 short position?
干吗不等出水了再关？

【在 x*********n 的大作中提到】

: + We see market doesn't have sufficient cash flow to support this level
: price
: + Tons of small cap hot stock got traded heavily
: + Emergency market does have tons of advantages than US market.
: We still seeing SP 500 as super bearish in the next 2 months, however,
: technical bounce is very likely to maintain the retail investor emotion.
: We are seeing a big sharp dropping in 2 months, but keep positive in the
: following week.
: Disclosure:
: We closed our SPY 203 short position as today, maintain 210 short position

f*e2015-11-12 08:11

12 楼

知道你把dropping作为名词是啥意思么？

x*n2015-11-12 08:11

13 楼

啥意思大牛。
要不bet一下？呵呵呵

【在 f*******e 的大作中提到】

: 知道你把dropping作为名词是啥意思么？

f*e2015-11-12 08:11

14 楼

dung的意思，还不认识的话查字典
另外wanna=want to。Do you want to a bet？

【在 x*********n 的大作中提到】

: 啥意思大牛。
: 要不bet一下？呵呵呵

x*n2015-11-12 08:11

15 楼

我错了555

【在 f*******e 的大作中提到】

: dung的意思，还不认识的话查字典
: 另外wanna=want to。Do you want to a bet？

f*e2015-11-12 08:11

16 楼

没啥别的意思，就是整天看这么拽英文还全是错误，今天看不下去了跟你说俩过于明显的

【在 x*********n 的大作中提到】

: 我错了555

x*n2015-11-12 08:11

17 楼

我说中文要被骂。
哈哈哈

显的

【在 f*******e 的大作中提到】

: 没啥别的意思，就是整天看这么拽英文还全是错误，今天看不下去了跟你说俩过于明显的

S*n2015-11-12 08:11

18 楼

美国利率一涨,全球都跌成s. 南美亚洲只会多跌几倍. .

【在 x*********n 的大作中提到】

: + We see market doesn't have sufficient cash flow to support this level
: price
: + Tons of small cap hot stock got traded heavily
: + Emergency market does have tons of advantages than US market.
: We still seeing SP 500 as super bearish in the next 2 months, however,
: technical bounce is very likely to maintain the retail investor emotion.
: We are seeing a big sharp dropping in 2 months, but keep positive in the
: following week.
: Disclosure:
: We closed our SPY 203 short position as today, maintain 210 short position

t*c2015-11-12 08:11

19 楼

emerging market, 不是emergency哈。我没有笑话大牛，纯属善意提醒，以帮助大牛
成为更大的牛。下次就不会被别人挑出来笑了。

【在 x*********n 的大作中提到】

: 我错了555

t*c2015-11-12 08:11

20 楼

china也是emerging market. 而且是最大的emerging market.
现在股票要重仓中国是对的。当然稍微等等回调也许更好。但是不用等大回调了。
没有大回调了。

【在 S*******n 的大作中提到】

: 美国利率一涨,全球都跌成s. 南美亚洲只会多跌几倍. .

e*m2015-11-12 08:11

21 楼

仁兄拿的是203 210 的一月裸put？
我也准备把11月和12月put roll over到一月，想确认一下。
大盘必有一跌，timing说不准，消耗太狠了

S*n2015-11-12 08:11

22 楼

公认的是eem,eemv
中国的股市不算，连印度的都不如。就ZF自己玩屁民

【在 t*c 的大作中提到】

: china也是emerging market. 而且是最大的emerging market.
: 现在股票要重仓中国是对的。当然稍微等等回调也许更好。但是不用等大回调了。
: 没有大回调了。

d*12015-11-12 08:11

23 楼

SPY185是不去了的节奏么？
那我明天就把我的spy put 卖掉吧。。

m*u2015-11-12 08:11

24 楼

要仔细读贴,xiaoxiaoren大牛说1850 by 年底!

【在 d********1 的大作中提到】

: SPY185是不去了的节奏么？
: 那我明天就把我的spy put 卖掉吧。。

w*k2015-11-12 08:11

25 楼

lol

【在 f*******e 的大作中提到】

: dung的意思，还不认识的话查字典
: 另外wanna=want to。Do you want to a bet？