这种机会来一次少一次。


一家之言。


很多波浪理论的高手都说这是deadly wave C etc，我才疏学浅，不动波浪理论，完全不懂，只看趋势线。


外加资金管理。

先看看小新，最近报的小新的数据，都是很好的。可以去www.singstat.gov.sg浏览。


但是小新很依赖出口，所以如果老美出问题，小新也可能遭殃。出口到中国和香港，分量在上升，所以说对中国的依赖在加大。


关于日本，亚洲龙头早就不再了，很久以前亚洲就不跟他走了，他现在自己struggle，犯不着拉其他人下水。


再说，这几年其实日本刚刚宣称经济有起色的，以前更糟，不过别的国家不也是牛市依旧吗？


美国，job cut在意料之中，我还是不懂为什么80%的economist预测11400的增长，只能说，现实再一次印证了：大多数经济学家混饭吃的说法。（这里的经济学家和本版美女斑竹无任何关联！）


看看很多subprime的大公司裁员裁员，这是自然的自救方法。


我觉得，最近不断公布的经济数据是很重要的，唯一一个non-farm job 不说明问题。如果接下来两周所有数据都sucks，那才开始看看怎么样。


另外，关于本周五公布的industrial production, 经济学家们预测0.2%，我预测0.4%，偷偷放这个帖子里，看看如何。


一塌糊涂我觉得远远不算，很多这样那样的talk看看就好，他们有他们的动机或者目的，或者局限性。


这段时期不过去，pair trade就不结束。过了918，应该就明朗些了。

这帮家伙自己做错了，让Fed来买单。真是撒娇都撒的恶心。


Andy Borowitz
Sat Sep 8, 5:50 PM ET


Demanding further intervention from the Federal Reserve to protect their endangered fortunes, thousands of the nation's leading hedge fund managers marched on Washington today.


Dubbed "The Million Mercedes March," the protest was said to be the largest chauffeur-driven demonstration in the capital's history.

Limousines started jamming the streets of Washington at approximately ten in the morning as irate hedge fund owners converged in front of the Federal Reserve building to demand stronger action to protect their imperiled riches.

Chanting "No Rate Cut, No Peace," the furious money managers were pepper-sprayed by police as their protest threatened to take a violent turn.

Tracy Klujian, a hedge fund manager from Greenwich, Connecticut, said that simmering anger in the hedge fund community was "a powder keg" waiting to explode.

"We have yet to see the ripple effects of this crisis," Mr. Klujian said. "When these guys have to freeze their trophy wives' shopping allowances, there's going to be hell to pay."

Mr. Klujian's words seemed almost prophetic as a mob of angry trophy wives looted a Ralph Lauren boutique in East Hampton, New York later in the day, stripping the establishment of its entire fall collection.

If the Fed fails to intervene, Mr. Klujian warned, an ugly situation among the nation's wealthiest money managers will only get uglier.

"A lot of these guys are mad as hell right now," he said. "But wait until they're down to their last billion."