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The game seems start. Bull & Bear ? Who will win?

The game has started last night. Oil, EUR, JPY, DOW, S&P. They rocket fire but in opposite direction.

NEW YORK Future Oil : 36.18 Jan 42.09 USD 30 target!
EUR suddenly drop low to 1.4070 5:45pm
JPY didn't have support even rate cut 88.58
London - 63 point -1 % more


All the traders start using the bad news. 10 days battles started.

HS Index 15127 close Future 14995 close
005 Close 76.55 - 5.05 -6.189

Time to train our EQ.
I lost one battle yesterday. One more experience gain.

Comments

Unknown said…
上星期五期油結算，淡友暫佔上風，結算完是否會反向而行？
December 21, 2008 at 1:17 PM
Unknown said…
Interesting future forecast,

http://www.forecasts.org/index.htm
December 21, 2008 at 2:15 PM
Unknown said…
Buffett bought 30mil shares of ConocoPhillips (COP), is it a hint for our investment?
December 22, 2008 at 9:00 AM
Unknown said…
摩根大通龔方雄言：明年1季度A股再度考驗股市大底目標：1700點-1800點
December 22, 2008 at 10:52 AM
Unknown said…
龔方雄認為，今年10月H股一度跌到5000點，港股指數從最高32000點附近跌到10800點，一個重要原因是全球的金磚四國基金為了應對贖回不得不拋售股票。而由於商品價格在10月份急劇下跌，作為金磚四國基金重倉的俄羅斯、巴西和印度市場以及全球資源類股票飛速下跌，基金經理根本無法賣出，只能將手中流動性較好的H股賣掉應對贖回，因此香港恒生指數10月急跌。當應付贖回的空頭力量出盡，港股出現一波強勁反彈，目前H股收在8300點，反彈將近60%，而在此期間其他新興市場的反彈幅度只有25%。香港中資股在10月底開始的反彈中跑贏了所有新興市場幅度高達35%。龔方雄認為未來6到12個月，中資股仍會跑贏其他新興市場股票，但投資者應該有選擇地清倉上、下游企業股票和資源股。”龔方雄說。
December 22, 2008 at 10:57 AM
Unknown said…
2009年，投資者應該把眼光投向哪些行業呢?龔方雄首先看好銀行。龔方雄說：“我們比較看好銀行，但是在前段時間香港銀行反彈了60%，那麼現在我們覺得，不一定要去跟進了，等市場再有深度的調整的時候，比如調整10%、20% 以後，還可以再買。”同時，龔方雄認為銀行股AH價差很小。銀行股，要看它的市淨率，而不是看市盈率，市淨率低於1.5倍是非常好的區域。銀行業的盈利幅度明年可能還會下降，因為它是一個高杠杆的行業。

至於中間行業，龔方雄只看好水泥。“能源、煤炭價格下跌對於水泥企業是有好處的，而我國水泥業不像鋼鐵業有那麼大的過剩產能，基礎設施建設對於水泥生產的拉動也很大。”龔方雄表示
December 22, 2008 at 11:00 AM
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