k********n
发帖数: 18523 | 1
哈哈
老弟这些日子过得如何啊
很久没联系了。
枪多了壮胆啊
再说了哪个猥琐男不爱打手枪啊
石油业又要翘辫子了，downturn了 |
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Z***e
发帖数: 2983 | 2 我的理解是data center的市场还是没有PC的大
pc的downturn现在是板上钉钉的
而基于datacenter的各种云现在还有泡泡的成份。
不过现在硬盘在做5mm的mobile drive，加上几十GSDD做成hybrid drive，在大容量上
还是和SSD有一拼。 |
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D******e
发帖数: 11265 | 3 The reasons are simple.
1.) There wasn't any bad Intel news in the earnings report. There was the
same ole mantra about sluggishness in PC sales of course but we knew that.
And it's been baked in for six months now. For two quarters in a row, Wall
Street has projected huge misses and they just didn't happen.
2.) There was the red herring about excessive Capex, which is, of course,
not excessive. Otellini explained it but the analysts simply aren't smart
enough to understand. No surprise there. I... 阅读全帖 |
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D******e
发帖数: 11265 | 4
五师父
我会随时向你透露那边的就业情况
加拿大在修西海岸天然气管道
还计划未来在西部和东部省份修建各级炼油厂
美国这个市场角色的变换
加国早有准备了
downturn是短期的 |
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D*********t
发帖数: 5748 | 5 I remember somebody said if a stock was up big in a downturn market, then
this stock should be a (1) strong buy (2) strong sell...
I don't agree |
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e********9
发帖数: 444 | 6 好像IBD的CAN SLIM只适合牛市
如果熊市就什么都做不了
我想说，如果2014可能是熊市的话，用IBD要小心，或及时止损
另外，今天在论坛上看到一个人说
2013年把IBD的market downturn做反指
结果效果不错，呵呵
蝌蚪的二分钱 |
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b******r
发帖数: 1619 | 7 The U.S. economy is on track for 3% growth this year, said former Federal
Reserve chairman Ben Bernanke, in his first speech since he left office in
January.
“There are some signs that recoveries are picking up” in the G-7 countries
, Bernanke told a banker’s conference in Abu Dhabi, according to Bloomberg.
“You’re seeing some strength in Japan with Abenomics, you’re seeing a
somewhat stronger U.S. economy,” he added.
Bernanke also reflected on the financial crisis in his remarks, which he
calle... 阅读全帖 |
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a**********2
发帖数: 355 | 8 Americas : Market Intelligence – Morning Update
微信公众平台 USOPTIONS
by Chris Hussey
Published March 27, 2014
Stocks in Asia were decidedly mixed Thursday with the Nikkei gaining ground
while China stocks declined on little meaningful incremental news. Stocks in
India rose again and are now up 5% ytd - one of the best performing stock
markets in the world. Investors appear to be establishing bullish positions
ahead of India's once every 5 years national elections this year - the
subject of Tushar... 阅读全帖 |
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a**********2
发帖数: 355 | 9 NY ROUNDUP – Wednesday, April 2, 2014
微信公众平台 USOPTIONS
COMMENTS
· Equities put in another day for the faithful and make new highs
yet again. The bourses came cruising out of the gate following consensus ADP
numbers and positive revisions as investors focused their sights on the end
-of-week employment metrics. The good spirit was almost universally felt as
all but one sector finish in the green (Utilities small -0.16%). SPX and
Nasdaq now +2.5% for the year, while DJIA is back to flat. C... 阅读全帖 |
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K******S
发帖数: 10109 | 14 看着像，不过欧洲马上QE了，美国这还印着钱呢，现在真不好说。 |
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y****i
发帖数: 778 | 15 January 14, 2000 4,064.27 −0.12% 11,723.00 +1.97% The
day the DJIA peaked.
March 10, 2000 5,048.62 +24.22% 9,928.80 −15.31% The
day the Nasdaq peaked.
January 1, 2001 2,470.52 −51.07% 10,788.00 +8.65%
January 20, 2001 2,770.38 +12.14% 10,587.60 −1.86%
President Bush takes office.
September 10, 2001 1,695.38 −38.80% 9,605.50 −9.28%
Levels before September 11, 2001 attacks.
September 21, 200... 阅读全帖 |
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m******e
发帖数: 1399 | 16 光看图没用。还要放眼美国经济。一般股市是下一个经济周期的预测。现在的形式是美
国经济刚刚复苏。难道说马上又要危机了吗？
★ 发自iPhone App: ChineseWeb 7.3 |
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m******e
发帖数: 1399 | 17 上一波危机非常大所以非常难说这次复俗多久。
★ 发自iPhone App: ChineseWeb 7.3 |
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y****i
发帖数: 778 | 18 复苏如果是靠低利率，房地产，新股上市圈钱是不能持久的。目前传统公司的盈利基本
已到极限，销售额增长放缓，除非进一步裁员。销售额增长快的新上市公司盈利能力又
很差，这些都是顶部特征。
历史上联储从来没有零利率达六年之久。所以可怕的不是下一个熊市，而是所有央行的
弹药都已用尽，下一次复苏会更难。不要忘了2008至少还有中国和格林斯潘留下的接近
5%的市场利率，而2014或2015全世界几乎没有救世主，继续印钱的风险会超出想象。 |
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y****i
发帖数: 778 | 19 DJIA 7286/10632=68% * 16735 = 11468
Nasdaq 1114/2059= 54% * 4372 = 2365 |
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l*********m
发帖数: 16971 | 20 所以不能跌，跌下去就只能打仗了，没有经济手段复苏了 |
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y****i
发帖数: 778 | 22 Money Market Interest Rates and Mortgage Rates, 1980–2002
http://www.infoplease.com/ipa/A0908373.html
Many online and local banks like world saving or HSBC and liberty bank in
NYC had 1-3 year CD rate 5-6% because the mortgage rate was still over 6%. |
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y****i
发帖数: 778 | 23 Yes, maybe only the war can fix the problem. |
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j***u
发帖数: 836 | 24 下面这个太TMD致命了：
While Yellen's remarks were mostly benign and cautious on the economy, a
separate Federal Reserve report indicated concern over asset prices.
"Valuation metrics in some sectors do appear substantially stretched—
particularly those for smaller firms in the social media and biotechnology
industries, despite a notable downturn in equity prices for such firms early
in the year," said remarks in the full policy report accompanying Yellen's
testimony. |
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i*********n
发帖数: 5465 | 25 Apple on Tuesday revealed that the month of July was the best ever for its
digital software downloads, as the App Store generated more revenue and had
more customers make purchases than ever before.
Apple's record setting month was disclosed by the company to CNBC, on
Tuesday, though specifics about July --including how much
revenue the App Store earned or how many active customers it saw -- were not
disclosed.
The details show that the App Store has continued to grow over the years,
becoming th... 阅读全帖 |
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q**x
发帖数: 1636 | 26 nice picture. looks like 40ish is a support so far. wait and see if it will
go up.still holding... sold a few covered call before er so my holding cost
is lowered a bit.
In retrospect, this downturn maybe used to fill the gap up a few months ago. |
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q**x
发帖数: 1636 | 27 apparently, twtr mm has its own will and it wanted to go through a downturn
first. wait to see if it comes up again and break through 55. |
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d******5
发帖数: 4273 | 28 Chinese economic data . This includes GDP,
industrial production, and retail sales.
Data on Tuesday is expected to show that China's
economy likely grew at its weakest pace in more
than five years in the third quarter as a property
downturn weighed on demand, according to analysts
polled by Reuters, raising the chances of more
aggressive policy steps. |
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E******k
发帖数: 389 | 29 Goldman Sachs equity analysts say the corporate buyer has been missing
during the downturn and should return at the end of the month. In a note,
they said they expect the S&P 500 to bottom between 1,850 and 1,890 on a
closing basis, before rallying to their year-end target of 2,050. |
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L****n
发帖数: 12932 | 30 BA led the DOW30 down this week, on top of big market weakness, BA is a
economy sensitive stock, also because of company specific news - possible
delay of 787 delivery. The sharp downturn also exaggerated by the prior
weeks of breakout. - a fairly typical scenario that breakouts are difficult
to sustain in general market weakness. However i'm still optimistic on BA's
outperform prospect in 2015 for couple reasons. of course, based on the
assumption that us economy continue expand, not heading to... 阅读全帖 |
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W*****y
发帖数: 97 | 31 http://ceo.ca/2015/02/03/western-copper-and-gold-targets-permit
Western Copper and Gold (WRN:TSX) is developing the massive Casino deposit
in the Yukon. The Casino deposit hosts 8.9 million ounces of gold and 4.5
billion pounds of copper in reserves. An additional 9 million ounces and 5.
4 billion pounds of copper are part of an inferred resource.
The project does have a large CAPEX at $2.5 billion which will make it
tougher to finance in the current market environment.
The company is well fund... 阅读全帖 |
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W*****y
发帖数: 97 | 32 http://ceo.ca/2015/02/03/western-copper-and-gold-targets-permit
Western Copper and Gold (WRN:TSX) is developing the massive Casino deposit
in the Yukon. The Casino deposit hosts 8.9 million ounces of gold and 4.5
billion pounds of copper in reserves. An additional 9 million ounces and 5.
4 billion pounds of copper are part of an inferred resource.
The project does have a large CAPEX at $2.5 billion which will make it
tougher to finance in the current market environment.
The company is well fund... 阅读全帖 |
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r***e
发帖数: 1840 | 33 curious what will trigger the downturn. |
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k*********2
发帖数: 98 | 34 赞总结，比我啰里八嗦的强多了。学习了。
2008年那一轮的油下跌主要是demand driven，global macro危机。那时候shale
revolution 还没显端倪，USD走弱，OPEC主导全球价格和产能 愿意减产 set crude
price floor。
这一次虽说是global macro 放缓对需求有影响但是没到危机的程度，主要是supply的
问题，shale vs OPEC之间的争斗，加上USD走强 加上地缘政治。比以往的石油周期都
要复杂，也许downturn时间也要长一些恢复的过程也长一些。但是美国一些能源公司抗
压能力也比以前的周期强些，股票表现可能会有较大不同，还有industry 会有一波
consolidation 也是可以投资的方向。
一般能源股反弹的时候，SMID-cap 领涨，beta领涨，E&P是领涨的sub sector之一，最
后因为这一次油周期的复杂多变和油价反弹初期 大部分机构投资者可能还risk averse
, 那么就希望是high quality的股领涨。好多东西很容易跑赢crude。crude基本就是
trading，大部... 阅读全帖 |
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b****y
发帖数: 480 | 35 “Self-control is so important. You have to conserve your assets. That’s
what insulates you from the downturns and gives you the ammunition to make
money.” This is a classic rule for traders, you need to be able to survive
the learning years in order to stay in this game for the long haul, you do
that by taking small losses so you can live to fight another day. You need
to protect your capital and emotional capital in choppy downtrending markets
in order to take advantage of the healthy markets... 阅读全帖 |
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u*****3
发帖数: 257 | 36 http://seekingalpha.com/article/3289395-chesapeake-energy-dont-
Chesapeake Energy: Don't Listen To The Sell Side (If You Want To Keep Your
Money)
Jun. 29, 2015 2:28 AM ET | 15 comments | About: Chesapeake Energy
Corporation (CHK)
Disclosure: I am/we are long CHK, BBRY. (More...)
Summary
Chesapeake Energy's stock has declined 43% year-to-date.
On the back of a UBS stock downgrade, Chesapeake Energy has fallen to new 52
-week lows last week.
The UBS downgrade appears to be ill-timed and, as fa... 阅读全帖 |
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w**********k
发帖数: 6250 | 37 park牛，你的分析我不能赞同。
现在大石油公司的现金流很大一部分靠借贷生存，小石油公司基本已经借不到钱了。
现在不是说，石油公司活不下去，油价就得涨。
现在是大石油公司要的就是这步棋，要的就是小石油公司活不下去。而且不同于以往的
downturn，这一把大油公司摆明了就要小公司破产之后再收购。
所以我赞同阿豆的结论，就是低油价还要走很长一段时间，今年年底之前不会有机会回
到70以上。86年的剧本，本次不会重演。 |
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T*******p
发帖数: 524 | 38 经济一旦downturn，free cash还有吗？ |
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g****t
发帖数: 31659 | 39 经济为啥downturn?
就不说GDP,比去年同期税收高8%。
卖卖油也能拉高1,2个点了。 |
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T*******p
发帖数: 524 | 40 这种“bull”完全不能抵挡trend，根本抵消不了down的percentage。market现在是
downturn已经是street的共识。没有
SB拿着billion去逆势而行 |
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T*******p
发帖数: 524 | 41 经济一旦downturn，free cash还有吗？ |
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g****t
发帖数: 31659 | 42 经济为啥downturn?
就不说GDP,比去年同期税收高8%。
卖卖油也能拉高1,2个点了。 |
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T*******p
发帖数: 524 | 43 这种“bull”完全不能抵挡trend，根本抵消不了down的percentage。market现在是
downturn已经是street的共识。没有
SB拿着billion去逆势而行 |
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m******y
发帖数: 200 | 45 Noticed GPRO went up 3.14%, VRX up 4.38%...You know why bears are covering
their short positions during a big market downturn day? Because they could
loss less, what if market went up 200 points today? They are gonna burn
their ass...let's see what will happen on these heavily shorted stocks
tomorrow. If market turns good, these big "losers" will have another 10%
rally! |
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e*********r
发帖数: 337 | 46 ????? hello..........
http://www.mitbbs.com/article_t1/Stock/36443105_0_2.html
发信人: moneyguy (钱仔), 信区: Stock
标 题: 【应邀征文】GPRO看热闹也要会看
发信站: BBS 未名空间站 (Mon Nov 9 18:33:01 2015, 美东)
Noticed GPRO went up 3.14%, VRX up 4.38%...You know why bears are covering
their short positions during a big market downturn day? Because they could
loss less, what if market went up 200 points today? They are gonna burn
their ass...let's see what will happen on these heavily shorted stocks
tomorrow. If market turns go... 阅读全帖 |
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a*******m
发帖数: 14194 | 47 美联储正式加息。
Federal Reserve raises key interest rate for first time in nearly a decade
https://www.washingtonpost.com/news/wonk/wp/2015/12/16/federal-reserve-
likely-to-raise-interest-rates-for-first-time-in-nearly-a-decade/
Federal Reserve raises key interest rate for first time in nearly a decade
Resize Text Print Article Comments 0
By Ylan Q. Mui December 16 at 2:00 PM
Federal Reserve Chair Janet Yellen (Photo by Matt McClain/ The Washington
Post)
The Federal Reserve voted Wednesday to raise in... 阅读全帖 |
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r**s
发帖数: 266 | 48 Earlier in the week, stocks sold off after the unwinding of short bets on
the euro seeped into most asset classes. The euro posted its largest daily
gain against the U.S. dollar in more than six years on Thursday after ECB
President Mario Draghi's statement fell short of expectation for further
easing.
Some of the selling was related to leveraged funds that were likely forced
to close positions as volatility jumped. According to Bank of America
research, these funds, which were heavily involved ... 阅读全帖 |
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d********1
发帖数: 2462 | 49 买utilities是不是觉得要有correction了比较保守了？ downturn的时候都推荐买
utilities |
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B******e
发帖数: 16928 | 50 Downturns are normal stages of business cycles. The market is not a perfect
solution, but is better than any other solution. |
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