b**t
发帖数: 656 | 1 【 以下文字转载自 pennystock 俱乐部 】
发信人: biot (起得比鸡早睡得比鸡晚), 信区: pennystock
标 题: POMO effect
发信站: BBS 未名空间站 (Sat Dec 11 21:24:45 2010, 美东)
=========转一点对09年pomo的分析============
有个图比较了下trading hour
The theory for which we have the greatest supporting evidence of
manipulation surrounds the fact that the Federal Reserve Bank of New York (
FRNY) began conducting permanent open market operations (POMO) on March 25,
2009 and has conducted 42 to date. Thanks to Thanassis Stathopoulos and
Billy O’Nair for alertin... 阅读全帖 |
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b**t
发帖数: 656 | 2 =========转一点对09年pomo的分析============
有个图比较了下trading hour
The theory for which we have the greatest supporting evidence of
manipulation surrounds the fact that the Federal Reserve Bank of New York (
FRNY) began conducting permanent open market operations (POMO) on March 25,
2009 and has conducted 42 to date. Thanks to Thanassis Stathopoulos and
Billy O’Nair for alerting us to the POMO Effect discovery and the
development of associated trading edges. These auctions are conducted from
about 10:30 ... 阅读全帖 |
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b******r
发帖数: 16603 | 4 黑老大据说也同意pomo rally说法了。。要不就忍忍。。
After a few months of breaking down what the simplest trade in the world is,
that would be frontrunning the Fed for the cheap seats, Finally Goldman
Sachs itself has capitulated and is now indirectly telling its clients to
frontrun Ben Bernanke via POMO. No complicated value investor nonsense, no
pair trades, no cap structure arbitrage, no hedging, no levered beta plays.
Buy ahead of POMO. Sell. Rinse. Repeat.
From a GS distribution to clients:
On the interplay bet... 阅读全帖 |
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m*z
发帖数: 2356 | 5 【 以下文字转载自 Stockcafeteria 俱乐部 】
发信人: mmz (葱爆), 信区: Stockcafeteria
标 题: Fed POMO activity and the Stock Market
发信站: BBS 未名空间站 (Wed Sep 29 03:13:50 2010, 美东)
last week Ben Bernanke pumped an additional $11.05 BILLION into the system ON TOP of the $11.15 pumped via the POMOs. In plain terms, the Fed juiced the system by $20+ billion in a single week, bringing its liquidity pumps RIGHT BACK QE 1 LEVELS. Today, Fed is continuing to pour more and more POMO money into the banking system, this time with... 阅读全帖 |
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b**t
发帖数: 656 | 6 Next POMO day
9/30， 10/5， 10/6
ON TOP of the $11.15 pumped via the POMOs. In plain terms, the Fed juiced
the system by $20+ billion in a single week, bringing its liquidity pumps
RIGHT BACK QE 1 LEVELS. Today, Fed is continuing to pour more and more POMO
money into the banking system, this time with a 'mere' ~$2 billion addition. |
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m*z
发帖数: 2356 | 8 last week Ben Bernanke pumped an additional $11.05 BILLION into the system ON TOP of the $11.15 pumped via the POMOs. In plain terms, the Fed juiced the system by $20+ billion in a single week, bringing its liquidity pumps RIGHT BACK QE 1 LEVELS. Today, Fed is continuing to pour more and more POMO money into the banking system, this time with a 'mere' ~$2 billion addition.
转两个图: |
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m*z
发帖数: 2356 | 9 根据老蛇的统计: 既使POMO当天也并不一定涨。当然，基本上只要有POMO的，中短期几
乎就是guarantee要长了。 |
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c******7
发帖数: 1081 | 10 【 以下文字转载自 Stock 讨论区 】
发信人: NeverLearn (24K Bear - Got Silver?), 信区: Stock
标 题: Fed's POMO continues into Oct
发信站: BBS 未名空间站 (Wed Sep 29 01:41:55 2010, 美东)
Next three POMOs will be Sept 30, Oct 5 & 6. Adjust your short according
to their overt market rigging, bears.
http://www.newyorkfed.org/markets/tot_operation_schedule.html |
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m*z
发帖数: 2356 | 11 Today, the Fed withdrew a whopping $260 million in liquidity from the market
via a Treasury-backed 5 day reverse repo at a 0.20% stop out rate, which is
pretty much what banks earn on their excess reserves confirming that this
operation was nothing but a travesty. Much more importantly, minutes ago the
Fed announced the POMO schedule for the next month: there are 9 liquidity
drowning events coming up in the next month. Expect another $32 billion in
AMZN, NFLX and AAPL purchasing power to appear ... 阅读全帖 |
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m*z
发帖数: 2356 | 12 Today, the Fed withdrew a whopping $260 million in liquidity from the market
via a Treasury-backed 5 day reverse repo at a 0.20% stop out rate, which is
pretty much what banks earn on their excess reserves confirming that this
operation was nothing but a travesty. Much more importantly, minutes ago the
Fed announced the POMO schedule for the next month: there are 9 liquidity
drowning events coming up in the next month. Expect another $32 billion in
AMZN, NFLX and AAPL purchasing power to appear ... 阅读全帖 |
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b******r
发帖数: 16603 | 14 是的，每pomo一次，几个billion price in了。 |
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b******r
发帖数: 16603 | 15 今天据说是个令人失望的pomo日，FED才注了2.2 B的水。
难怪不能够升龙霸。 |
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c*****r
发帖数: 8227 | 16 到OE前，熊熊有喘息反扑机会！
BTW, 今天“泡沫”注入5.19B，the most in last 10 POMOs. |
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N********n
发帖数: 8363 | 18 It's been like this for 3 days. No POMO tomorrow so let's see what happens. |
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w*******o
发帖数: 6125 | 19 有阴谋,我在茶馆一个月前就说POMO了,
估计这段时间MM都是心照不宣的，狗剩
现在才来告诉Clients,还搞得好像重大发现一样，
莫非等Dumb Money冲上来接最后一棒?
//狗剩Front-run它自己的Clients也不是头一回了
is,
. |
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w******s
发帖数: 16209 | 22 现在这个pomo schedule搞得我不敢做空，很难trade了。 |
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N********n
发帖数: 8363 | 23 Started from Friday 12th. The Thanks Giving POMO run. Ben has your back. |
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K*****n
发帖数: 1406 | 24
我一直不懂pomo啥意思，村长简单普及一下吧？ |
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P*B
发帖数: 2876 | 26 what is pomo? is it ppmm? |
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b******r
发帖数: 16603 | 27 Actually what I heard is POMO will continue pass June but no extra purchase
from QE3. |
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p*******h
发帖数: 147 | 28 2nd Pomo today is scheduled for 1:15 to 2:00. Maybe a last chance to get out
of this shit market. Btw, I'm a pure frog:) all up to you.
★ Sent from iPhone App: iReader Mitbbs Lite 7.56 |
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t*******o
发帖数: 1464 | 29 谢谢。好贴。相关性很强啊。做多还得看FED的timing。big picture这网站也不错
对了，你贴的最后图，POMO day 算的是Settlement Date 还是 operation date？我没
发现他的算法。Settlement Date比operation date晚一天。
,
from |
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d******g
发帖数: 2060 | 30 update
May 19
Quote from will1214 View Post :
received card today. called CSR to active the card. i've been told 10k/1yrs
waived pomo under card. told her it shows 50k/2yrs free after $500 in 3
months with screenshot. give her the pomo code 4880. she puts me on hold 1
mins. went back told me she found the pomo code 5970. and shes gonna leave
notes reagarding that i should receive 50k/2yrs free after i spend $500
within 3 months. and points will shows after within 6 months. just FYI. good
luck. |
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z****l
发帖数: 5282 | 31 ☆─────────────────────────────────────☆
phynix (饱乐) 于 (Fri May 13 10:36:03 2011, 美东) 提到:
欢迎给俺发包子 :D
http://slickdeals.net/forums/showthread.php?t=2924895
500 gc or
http://dmn.delta.com/offers/getmore/
If you transfer your points to delta skymiles before May 31, you get a 50%
bonus. So 50K = 75,000 skymiles. I doubt you will get the points before May
31 but they have this promotion every year. You also get 25,000 EQM, which
would earn you silver medallion on Delta. This is by far the best r... 阅读全帖 |
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N********n
发帖数: 8363 | 32
Careful. Equity market is controlled by POMO schedule now, which was why
it's up yesterday (a POMO day) and down today (non-POMO day). There are
two more on Wed and Fri. Play accordingly. |
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w*******o
发帖数: 6125 | 33 The market is totally POMO driven, if you do day-trading, in POMO day,buy in
dip, in non-POMO day, sell on top, your odd to win is big. |
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b*********n
发帖数: 89 | 34 你知道有个pomo，别人也都知道，那股市为啥还没有一步涨到位，还非得等着您老人家
上了船，才涨到那个位置？
一则，作为散户，消息通常你是最后知道的。你知道之前，市场早就反应过了；
二则，就算是之前保密的很好的消息，一放出来市场反应就是很快的。等着你反应过来
，早过了点了。
所以这么多天了还有那么多人抱着POMO不放还一则妄想着股市在POMO的作用下连涨2个
月，是痴心妄想。如果大家都觉得股市2个月后会涨到比如1275点，那么现在大家就会
都买进把股市买到接近1275了。这是很浅显的道理。
总而言之，股市赚钱不是那么容易的。越是期望股市的方向，越是无法得逞。 |
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m********6
发帖数: 1283 | 35
1779年，乔治华盛顿指示JohnSullivan少将攻打Iroquois人民时说：“（假如）将废物
（指印第安人）放到所有定居点附近，那么整个国家将不仅仅是泛滥成灾，而是被摧毁
了。”在屠杀灭绝印第安人过程中，华盛顿还指示他的将军说：“在所有印第安人居留
地被有效摧毁前不要听取任何和平的建议。”在1783年，华盛顿在把印第安人和狼的相
互比较中他的这种反印第安人情绪暴露无疑：“两者都是掠食的野兽，仅仅在形状上不
同。”华盛顿的灭绝政策在他的部队一次又一次屠杀了印第安人以后得以实施。军士们
从Iroquois人的死尸上剥皮，“从臀部往下剥皮，这样可以可以制作出高的或可以并腿
而长的长统靴来。”在那场袭击后幸存的印第安人将美国第一总统改名为“城镇摧毁者
”。大部分Senca人的城镇都在5年时间内被灭绝。
美国基督徒将印第安人绑在木架上活生生烧死，儿童也被扔去喂狗。
曾积极参加和推动这种“残酷地驱逐印第安人的行动”的“当时美国许多杰出的民主领
袖”之一，就是提出“所有的人都是生而平等的”天赋人权说的美国《独立宣言》的主
要起草人、美国第参届总统托马斯 杰斐逊。美国1803年从拿破仑手中购... 阅读全帖 |
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m********6
发帖数: 1283 | 36 1779年，乔治华盛顿指示JohnSullivan少将攻打Iroquois人民时说：“（假如）将废物
（指印第安人）放到所有定居点附近，那么整个国家将不仅仅是泛滥成灾，而是被摧毁
了。”在屠杀灭绝印第安人过程中，华盛顿还指示他的将军说：“在所有印第安人居留
地被有效摧毁前不要听取任何和平的建议。”在1783年，华盛顿在把印第安人和狼的相
互比较中他的这种反印第安人情绪暴露无疑：“两者都是掠食的野兽，仅仅在形状上不
同。”华盛顿的灭绝政策在他的部队一次又一次屠杀了印第安人以后得以实施。军士们
从Iroquois人的死尸上剥皮，“从臀部往下剥皮，这样可以可以制作出高的或可以并腿
而长的长统靴来。”在那场袭击后幸存的印第安人将美国第一总统改名为“城镇摧毁者
”。大部分Senca人的城镇都在5年时间内被灭绝。
美国基督徒将印第安人绑在木架上活生生烧死，儿童也被扔去喂狗。
曾积极参加和推动这种“残酷地驱逐印第安人的行动”的“当时美国许多杰出的民主领
袖”之一，就是提出“所有的人都是生而平等的”天赋人权说的美国《独立宣言》的主
要起草人、美国第参届总统托马斯 杰斐逊。美国1803年从拿破仑手中购买... 阅读全帖 |
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w*********7
发帖数: 2883 | 37 我曾经最夸张的是从开通上网开始， 每一个月的账单都是错的。 每个月都要打电话去
更正。 这样持续了10个月。 终于在最后2个月账单不错了， 第13个月pomo结束了，
价格涨了一倍， 继续打电话去骂。 采取一哭二闹三上吊， 大不了不用他们家的。
只要不怕麻烦和CS扛到底， 最后说pomo的时间只有一年， 没办法延期， 但是他们愿
意给我每月手动改成和原来一样价钱的。 |
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b******r
发帖数: 16603 | 38 帮主，今天还是pomo日，pomo日的pattern基本都是逢低加仓啊。。 |
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b******r
发帖数: 16603 | 39 有三个因素吧
1：AAPL/NFLX/BIDU/PCLN等等领头股的技术反弹
2：金融板块的技术反弹
3：下周一周二都是FED的POMO日，之后到10月13日再无POMO。
10月7号AA ER之后，可能会借一个不好的ER开始一个一定深度的调整，SPX
首先要去1118均线附近找支撑。
个人YY，请勿当真。 |
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N********n
发帖数: 8363 | 40
Fed's pumpers are all leveraged up. If they do 3B POMO at the banks, the
money gets 30X leveraged up to be 90B stimulus on stocks. It's a blatant
market rigging so bears have to be patient while the POMOs are going on. |
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N********n
发帖数: 8363 | 41 There are two more POMOs the next two days so bears are probably holding
off for now, but the trend is pretty clear already: POMO or crash. Market
cannot support itself here w/o Fed's life support. |
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b******r
发帖数: 16603 | 42 今天pomo买了4.7 billion AAPL (zerohedge得夸张说法）
POMO Closes: $4.7 Billion In New Apple Buy Orders |
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b******r
发帖数: 16603 | 43 Since I don't do day trading so I buy on non-pomo day, sell on pomo day... |
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w******s
发帖数: 16209 | 44 pomo still going on, new schedule was out three days ago, and next week pomo
will be over 7 billion every day.
candlestick |
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L****n
发帖数: 12932 | 45 POMO designed to drive up bond price and decrease yield - but bond price
starts tumbling almost as soon as POMO started. and remain at the low end of
year range. whether it actually work at all remain to be seen. |
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w******s
发帖数: 16209 | 46 不怕pomo？
下周4天每天7billion 以上的pomo |
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w********1
发帖数: 3492 | 47 i donno.. today the upside is not big enough..
i think it is the snowballing stuff.. people start to buy stock or buy calls
to neutralize their protections..
pomo is their protection, they start to go aggressive.
I am lucky exit my major short play last night.
today trying to build up options strategy to adapt to this market.
i think if the major move is done by big players (looks like)
then next week could keep going big up.
if is done by dumb players, then next week could be cut and chop..
eit... 阅读全帖 |
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t******r
发帖数: 1036 | 49
现在托市这么明显
POMO前买，POMO后卖
或赌最后30分钟涨 |
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t******n
发帖数: 2939 | 50 ☆─────────────────────────────────────☆
Zephyre (GorgeousGeorge) 于 (Wed Aug 3 17:42:24 2011, 美东) 提到:
原因很简单，川菜用调料太重，很多菜上来都是一堆红辣椒、花椒什么的。以厚重的调
料压住了原材料的味道，比如鱼吃不出鱼鲜，鸡肉吃不出鸡香，很多时候猪肉、牛肉、
羊肉一烧味道都很类似 - 都是调料的味道。如果烹饪出来的都是调料而不是原料的味
道，其实这种做法是比较低档次的。
川菜品种很多，很受欢迎，价格也便宜 -- 原因就是他对原材料很不讲求，而调料大家
都知道是很便宜的。比如在国内小饭店，那些油炸的、用大量辣椒做的菜最好别吃，因
为即使是变质了的肉那么一做你也吃不出来。而饭店会把陈旧、要变质的肉直接扔了？
最好的方式就是油炸爆炒放大量调料。
粤菜相对是比较注重原材料和原汁原味的，不过不包括美国各大唐人街的美式粤菜，那
些在所有中国菜里面基本是最最劣等抵挡的 - 切的很大块的鸡肉/猪肉/牛肉加上什么
西兰花，小胡萝卜玉米一类，在放大量耗油酱，5分钟出锅，类似猪食。
上海菜其实是个伪... 阅读全帖 |
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