繁忙
08-03-20 09:58:53, 分类: 大势分析
最近的市场十分精彩，很多事情在同时发生，本来是值得好好写写的。可惜我自己手头的工作太多了，实在抽不出时间码字。
马上是大周末了，本来计划出去玩玩的，只好取消了，准备到办公室加班。那个时候估计有些时间来写写。
提要而言，美国经济的轨迹似乎与我的预料一致。影响所及，不仅是美国股市动荡，更重要的，大约是，全球其他经济体以及资本市场开始感受这种影响。全球股市跌幅远大于美国股市可以视为证明，指示全球投资者开始折现未来的预期在目前的估价中。
我所推论的美元、石油、黄金等重要资本市场的走势正在按照预期行走。
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评论, Trackbacks, Pingbacks:
评论源自: littlechuan
黄金2500! Go, Go,Go
08-03-24 @ 20:56
评论源自: littlechuan
美元flushed to toilet
08-03-24 @ 20:57
评论源自: Stagdeflation · http://www.rgemonitor.com/blog/roubini/
Wat too early to call commodity top. Economists predict recovery in 2nd half of 2008 or end of this year, isn't contradictory to commodity top?
US recession does not mean China, India, Brazil, Russian, Afirica continent will stop their expansion.
BTW, When Obama or Clinton get voted into the office, massive infrastucture rebuild is planned to fight against deflation. To judge commodity burst or boom is no brain.
US recession does not mean China, India, Brazil, Russian, Afirica continent will stop their expansion.
BTW, When Obama or Clinton get voted into the office, massive infrastucture rebuild is planned to fight against deflation. To judge commodity burst or boom is no brain.
08-03-25 @ 09:56
评论源自: Stagdeflation · http://www.rgemonitor.com/blog/roubini/
We predict that due to the current major market turmoil Investment banks will cease to exist in the United States of America.
Two thirds of hedge fund will disappear in couple of years.
Two thirds of hedge fund will disappear in couple of years.
08-03-27 @ 14:04
