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15# ychen222


通胀预期来了。 这是好事。 债市的钱会继续下来, 一部分会继续向股市回流。
债券一般比股市走得早一点。
所以若TLT不能走出老蛇的3.0.0 20 Year Treasury Bond Fund iShares (TLT Daily)下跌通道,股市大熊难。
17# ychen222


Why buy bond now? In intermediate to long run, interest rate will only have one-way to go ---- up.  Every bounce will be short-able.
17# ychen222


Why buy bond now? In intermediate to long run, interest rate will only have one-way to go ---- up.  Every bounce will be short-able.
何鸿燊 发表于 2011-2-10 21:18



我没说现在买国债,我是说TLT在下跌通道里。
以后TLT当然有涨破下跌通道的一天。

不过现在TNX再大涨也难了,需要休息一下。

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19# ychen222


哈哈哈。偶不是指责也不是反问。只是加强语气。

恭喜发财!
http://www.gold-eagle.com/editorials_08/ciovacco021111.html

“The S&P 500 was able to break above both moving average bands in late 2010, which was a major milestone for the bulls. Should the market experience a correction of 7% to 8%, the intersection of the two moving average bands near 1,200 will offer a very difficult barricade for the bear to penetrate, especially on the first attempt.”

“A good rule of thumb in the markets is if anyone tells you they know what is going to happen, stop listening or stop reading. If the speaker or analysis uses terms like odds, probabilities, and possible outcomes, review their arguments with an open mind and make your own call.”

这张图很有信息量。若把中期调整的目标订在1137-1232(最可能1180?),对应的NASDAQ点位是2500。我本来怀疑2830-2500=330(中位2665)是一个波段,而一个强跌势往往包含连续两个类似跌波,所以猜测中期走法可能是:
(1)涨到3020做中期顶
(2)3020-330=2690(中位2855)
(3)从2690反弹到2830
(4)2830-330=2500
当前是要涨向3020,而2855附近应该类似2665,盘整一段时间。

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http://stockcharts.com/def/servl ... rvlet?obj=ID3400916

Golden cross

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鲜花鸡蛋赠送记录

http://www.gold-eagle.com/editorials_08/jones021411.html

文章提出1440为一个重要的长期阻力位置。
按21#里对NASDAQ的算法,对应SP500前一波是1335-1175=160(中位1255),后一波将是1435-1275=160(中位1355),所以下面就看市场是否横于1355。
http://www.gold-eagle.com/editorials_08/summers021411.html

“The Chinese stock market has been leading the S&P 500 for years. It bottomed a full four months before the S&P 500 (November 2008 vs. March 2009) during Round 1 of the Financial Crisis.”

若严格按4个月算,当前美股处于A股10月中最后冲刺之前,A股最后冲到11月中迎来大调整,所以美股也将最后冲刺到3月中,然后大调整?

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24#里的文章说中国A股在关键位置,现在中国收紧银根动作频频,照这个样子FXI破42有困难了。文章说A股领先美股,所以引申的问题就是美股牛市到底有多少生命力呢?

胡同的X!nG说当前是A股的历史低位,可高盛又说热钱回流发达国家,最后结果到底如何,拭目以待。

http://pop.6park.com/finance/messages/55953.html
http://www.gold-eagle.com/editorials_08/yun021611.html

“Decline in Treasury Yield Ratio Suggests Continuing U.S. Stock Bull-Market”

“Breakout of Cup-with-Handle Pattern Suggests Further Upside for S&P500”
“ The market then broke out the upside of the cup-with-handle pattern in the early part of last December and has an upside price target projected at 1440.”

“Last Friday, 2/11/2011, the ratio broke out to the upside from the upper boundary of the triangle which indicates that the U.S. stock market is gaining strength as the international markets decline driven by inflation concerns especially in the emerging markets like India, China, and Brazil. Tightening monetary policies to fight inflation in those countries could add pressure on their stock markets and other emerging markets could also continue underperforming. It is also a bullish sign for the U.S. dollar because the strength ratio is a leading indicator for the U.S. dollar index.”

看来SP500的1440目标是合理的。
17#提到的TLT通道破了,25#里说的FXI没能破42。
当然这仅仅是这一两天的发展,苗头能否成势,值得密切关注。
http://www.gold-eagle.com/editorials_08/roy-byrne022211.html

“In our 2011 Market Outlook we called for the market to peak in April or May possibly as high as 1500.”

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鲜花鸡蛋赠送记录

http://www.gold-eagle.com/editorials_08/summers022311.html

"As you can see, the US Dollar has dropped AGAIN and is on its way to test its multi-year trendline. We are literally approaching the "bounce or die" moment for this currency. If the US Dollar breaks below this line it's GAME OVER for the currency. We will be seeing an inflationary collapse followed by potential hyperinflation.

The one thing which could potentially reverse this situation right now is the political elections in Europe.
...."
29# ychen222

Very interesting.

If the dollar collapse, what would you do?
江南有丹桔,经冬犹绿林。 岂伊地气暖,自有岁寒心。 可以荐佳客,奈何阻重深。 运命唯所遇,循环不可寻。 徒言树桃李,此木岂无阴。
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