k********8
发帖数: 7948 | 1 Operation TwistThe Federal Open Market Committee known as Operation Twist (
named for the Twist dance craze of the time[1]) began in 1961 was created to
flatten the yield curve in order to promote capital inflows and strengthen
the dollar. The Fed utilized open market operations to shorten the maturity
of public debt in the open market. Although this action was marginally
successful of reducing the spread between long-term maturities and short-
term maturities, it did not continue for a sufficie... 阅读全帖 |
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k********8
发帖数: 7948 | 2 promote capital inflow, strengthen dollar, alternative for quantitative
easing
这句话还需要翻译吗？ |
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B**********r
发帖数: 7517 | 5 Be a contrarian, and do not move after the herd into the growth sector.
Value investors should look at the true values. There are so many value
stocks at 1/2 book value or 5 P/E. |
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d*********2
发帖数: 48111 | 7 greenspan's comment on QE, 以及对未来走势的态度， on july 2011
Alan Greenspan provided his latest thoughts on a variety of economic topics,
including quantitative easing and the potential for a Greek default.
The former Federal Reserve Chairman stated in a CNBC interview that the Fed
’s quantitative easing programs under Ben Bernanke have done little to
increase lending and stimulate the U.S. economy. ”There is no evidence
that huge inflow of money into the system basically worked. It obviously
had some... 阅读全帖 |
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t**e
发帖数: 2379 | 8 http://blogs.barrons.com/focusonfunds/2011/09/23/cme-raises-mar
The CME Group (CME) on Friday raised margin requirements for some gold,
silver and copper futures contracts. The hikes will be effective after the
close of business on Monday, according to the exchange operator.
Initial requirements to trade and hold gold’s benchmark contract rose 21%
to $11,475 per contract. Meanwhile, maintenance margins climbed to $8,500
from $7,000 per contract.
At the same time, initial requirements for silver ... 阅读全帖 |
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d*********2
发帖数: 48111 | 10 这个都是有案可查的， 没法做影子。
前阵子看到的文章， 前一两周， us bond inflow & outflow -70B还是多少。
rumor说中国在抛售。
我对bond不熟， 也没有精力去查。
这个可能是原因之一。 至于谁在卖， 不知道。 |
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j*****h
发帖数: 3292 | 11 楼主好文， 文刀大牛泥？ 大牛你出来哈
HIG 有4个分部，但报表只分成了两部
separate account assets 是mutual funds, >60% outsourced, 有人帮管理，其它是
in-house
separate account Lia. 是VA(Variable annuity), 其中又分两部分，一部分是VA
with GMDB (General maximum death benefit),约 $70B，另一部分 without GMDB 约$
80B (2010 10K 记录)
Separate account asset/Lia. 占了总资产负债的相当大比例，我想这部分应该是life
insurance, 客户一次付给HIG $100W， 要求HIG 每年给回比如约$4W， 直到死亡，可
能多一点，可能少一点，return linked to inflation or stock index or whatever,
cash inflow 是一次性的，outflow 基本是稳定的，有一些上下波动，
VA with GMDB 因为最后突然突突... 阅读全帖 |
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c*******o
发帖数: 1722 | 12 strong money inflow to the us equity today. |
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s********y
发帖数: 831 | 16 不知道为啥最近忽然发现money flow的人多起来了。 几个人不停报告钱流正了钱流负
了，八哥一样。 |
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k********8
发帖数: 7948 | 19 做空和take profit是两回事
if inflow bigger than out flow, yet volatility stay low,
boy this could go on and on forever |
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c*****r
发帖数: 8227 | 20 大盘一直在推高，小散非但不上钩，该下轿的继续下
or the week ended Wednesday, March 14
Equity funds had estimated outflows of $2.57 billion for the week, compared
to estimated outflows of $228 million in the previous week. Domestic equity
funds had estimated outflows of $2.88 billion, while estimated inflows to
foreign equity funds were $306 million. |
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t********s
发帖数: 4503 | 21 My YeJi TA, mm might be buying along the down trend from 24 till today. The
big inflow occurred before that, maybe? |
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e*o
发帖数: 2134 | 22 no, reverse split 1:5 (5.9 to 31), then big inflow drag it from 31 down to 17.8
The |
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t********s
发帖数: 4503 | 23 How does the inflow affect the unit share price? I assume the fund get money
from investors buying the etf and buy same amount of underlying securities
at market price. Then, this means that the price will not be affected, but
both NAV and number of shares will increase. Is this what you mean? |
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c*****r
发帖数: 8227 | 24 For the week ended Wednesday, March 21
Equity funds had estimated outflows of $1.08 billion for the week, compared
to estimated outflows of $2.58 billion in the previous week. Domestic equity
funds had estimated outflows of $1.79 billion, while estimated inflows to
foreign equity funds were $713 million. |
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P***i
发帖数: 44 | 25 Motorola Mobility Holdings Inc. MMI topped the list in late trading for
Buying on Weakness , which tracks stocks that fell in price but had the
largest inflow of money. See the full list . |
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I***e
发帖数: 1136 | 27 Gates owns about 481 million shares of Microsoft, about 6 percent of the
company. Since the software firm's initial public offering in 1986, Gates
has
sold almost $28 billion in stock and collected about $7 billion in dividends
(excluding a $3.3 billion payout in 2004, which he donated to his foundation
).
Most of the proceeds have been plowed into Cascade Investment, Gates's
personal investments vehicle. Cascade owns stakes in almost two dozen
public companies, including AutoNation, Canadian Na... 阅读全帖 |
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u********e
发帖数: 4950 | 28 1. Trading is up
Daily trades at TD Ameritrade have averaged 370,000 in January, up from 331,
000 in December
2. Portfolios have been repaired
The Wilshire 5000, the broadest measure of the U.S. stock market, on
Thursday (2013-01-24) crossed over its all-time high close of 15,806.69
meaning that the nearly $11 trillion in stock market wealth lost in the bear
market has now been restored
3. Money is flowing to stock funds again
Net inflows to U.S. stock funds totaling $11.3 billion in the two we... 阅读全帖 |
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k**g
发帖数: 1558 | 29 这个图没法解释。过去4年，Mutual fund有大量的withdrawal,钱都去了ETF.如果不加
上ETF的inflow,这个图表不完全，没法用来interpret |
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t*********e
发帖数: 630 | 30 Dow Will Hit 60,000 in 20 Years, Ron Baron Says
Highlights:
1.Investors who base their buy and sell decisions on current news generally
sell and buy at exactly the wrong times. It's crazy.
2. This is why the average investor in mutual funds makes 3 percent per year
while the average mutual fund earns 7 percent per year.
3. The economic recovery, he said, is the reason why now is a "great time to
buy.
4. Baron stressed the average length of time his firm holds their stocks is
seven years.
-------... 阅读全帖 |
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I******r
发帖数: 265 | 31 My guess, with QE tampering,
US dollar more valuable/tight supply => money outflow from other countries
in exchange of US dollar => gold sold by other countries in exchange of
money reserve => money outflow from gold;
Bond price drop/yield up => bond is more attractive => money inflow to bond;
Ideally, money out of gold should support bond price not to drop too much.
The key is that gold price needs to drop more rapidly than bond price. We
will see. |
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L****n
发帖数: 12932 | 32 你有PGJ？ good pick。 I have been telling friends who want to invest in ETF
buy CQQQ. They are very similar.
The more A share sucks, the safer PGJ will be. Because the money inflow into
these ETF comes from the A shares. |
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E**********r
发帖数: 2743 | 33 备份：
发信人: Ziheng (紫珩), 信区: Stock
标 题: Re: 单周(02/10-02/14)选股大赛开贴
发信站: BBS 未名空间站 (Sun Feb 9 20:04:40 2014, 美东)
DHI，money inflow going up.
发信人: Mantravadi (榴弹炮), 信区: Stock
标 题: 刚刚上了SQNM
发信站: BBS 未名空间站 (Mon Feb 10 14:46:38 2014, 美东)
没忍住追了高 会亏飞嘛？都是给 TSLA 刺激的。
发信人: godking (GK), 信区: Stock
标 题: Re: 单周(02/10-02/14)选股大赛开贴
发信站: BBS 未名空间站 (Sun Feb 9 07:11:39 2014, 美东)
Grpn ER前涨,为Er后跌铺路
发信人: equinoxor (黑山老妖), 信区: Stock
标 题: Re: 单周(02/10-02/14)选股大赛开贴
发信站: BBS 未名空间站 (Sun Feb... 阅读全帖 |
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Z****g
发帖数: 13731 | 34 DHI，money inflow going up. |
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a**********2
发帖数: 355 | 37 Americas : Market Intelligence – Morning Update
微信公众平台 USOPTIONS
by Chris Hussey
Published March 28, 2014
Stocks in Asia were mixed Friday with a somewhat positive tilt as Japan and
Hong Kong saw gains while Shanghai and Taiwan ticked down a hair. Data out
of the region continues to paint a complex picture. In Japan, February
retail sales were strong (+3.6% yoy) but appears to be tied to consumers
buying items ahead of a planned sales tax hike in April since the February
real household spendi... 阅读全帖 |
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a**********2
发帖数: 355 | 38 微信公众平台 USOPTIONS
Stocks in Asia were mixed-to-slightly down Friday as investors are looking
through the more dovish tone from the ECB Thursday afternoon and appear to
be more pre-occupied with this morning's US March Payrolls report. China - a
country where both fundamentals and stock prices have arguably de-coupled
from the rest of the world - saw perhaps the most movement overnight with
the A shares up almost 1% (see Chenjie Liu's note from earlier in the week,
"China A-share Strategy - Reboun... 阅读全帖 |
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p*****s
发帖数: 4393 | 39 我也是这么理解的。。。和小武贴的那个inflow的文章还挺呼应 |
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L*******n
发帖数: 3169 | 40 这些基金去年都在大把的亏钱。。。这倒说明不了问题。
主要是从目前的cot report上看不出inflow什么时候结束。。。虽然感觉是差不多了
而且黄金的走势不仅仅要看期货，还要看ETF。gld也是七八百吨的规模，short
interest也是非常有影响力的。事实是gld和slv的short interest这几周也一直在飙升。 |
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a***k
发帖数: 1038 | 41 “Over the past 10 years, S&P 500 constituents have bought back nearly $4
trillion of stock while investors have added cumulative inflows of less than
$100 billion to US equities via mutual funds and exchange traded funds,”
Citi’s Tobias Levkovich said in a note to clients。
散户在过去十年才投入了1000亿进股市，而S&P500过去十年就回购了4万亿，去年5530
亿，今年要有6040亿。谁卖了这4万亿的股票啊？还是说散户先卖了4万亿的股票，后来
又买了4.1万亿的股票，因为后来股票涨了，所以减少的持股数量给公司回购了。
另外，这个数字岂不是说美股这些年的爆涨全靠公司回购，没有这4万亿的注入美股恐
怕也和A股一个局面？研究什么利率之类的有啥意义啊？什么？能比得上4万亿的回购？ |
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C*K
发帖数: 400 | 43 my view for the bounce has not changed yet. quick in and quick out before
2pm fomc. as you said, many sectors are certainly deeply undervalued. but
without a more clear sign of long term solid money inflow, i would not hold
it too
long.
：X: Another +10% today. Yes it is just a bounce, albeit a big one.
： |
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C*K
发帖数: 400 | 45 no worry. at least the bull is playing some offense and it just needs some
catalysts to break out.it may take longer than you think. you should not
just focus on crude oil alone, and there is money inflow into oil sectors
which are waiting for a breakout as oil rebounces.
：都piaji了 |
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u********3
发帖数: 3785 | 46 今天在网上偶然看到这里etf.com
简单搜索了一下，
一月触底之前，在触底的前10来天里，有超过1b的资金流入USO
这笔资金在3月1号到7月1号之间，油价在50-60的时候跑掉了一大半
然后再查从7月1号到8月13号，又有密集的超过1B的资金注入了USO
我并没有建议油快到底了，但是从USO的资金流向上来看，未来短期内如果还有大量资
金注入的话，可以作为辅助参考油的底在哪里 |
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