i*******e
发帖数: 1904 | 1 Naming policy of Apple: when the appearance of the new gen is identical
to the old gen, then at most it will add an affix like "s" to the existing name.
So far, I didn't see much exterior difference between the new iPad and the
iPad 2. So I highly doubt Apple will name it as iPad 2s or iPad 2 HD.
Such name may reveal the less revolutionary nature of the upgrades (A5X and
retina) and it could downbeat customers' expectation.
Due to this reason, AAPL will face strong selloff after the announcement... 阅读全帖 |
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i*******e
发帖数: 1904 | 2 When bullish MM attacks, do you see any real resistance from the bearish MM?
When bearish MM attacks, do you see any real resistance from the bullish MM?
Remember, the bullish and bearish MMs will never fight each other. They will
only slaughter the retails.
So no fight from the bullish MM today means bullish MM will sideline for a
while and let the bearish MMs make a killing! |
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k********8
发帖数: 7948 | 3 http://www.nytimes.com/2012/03/14/opinion/why-i-am-leaving-gold
Why I Am Leaving Goldman SachsBy GREG SMITH
TODAY is my last day at Goldman Sachs. After almost 12 years at the firm —
first as a summer intern while at Stanford, then in New York for 10 years,
and now in London — I believe I have worked here long enough to understand
the trajectory of its culture, its people and its identity. And I can
honestly say that the environment now is as toxic and destructive as I have
ever seen it.
To put ... 阅读全帖 |
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i*******e
发帖数: 1904 | 5 我承认我经常front run市场，因为我看的主要是一些leading indicator。其实现在的
楼市，车市已经显现出一点resilience了。
我3月的看空也跟欧债问题，一些订单数据的弱化及暖冬的修饰作用有关的。虽然大跌3
，4月没来，但毕竟还是在5月来了。基于此，我不是弱化了我对leading indicator的信心，而是根据
leading indicator在timing上做一定的修正。
另外，Crisis data对春夏季的失业率有丑化的作用，而对秋冬季的失业率有美化的作用。
所以最最最迟到了8月数据也会开始upbeat的。
我推荐大家低价持股打个埋伏。Long比short对timing的要求要低得多，所以大家不用太担心。
最后，我承认当前市场上的leverage在减少。但当QE3，LTRO3来临的时候，funds还是会加leverage和加
仓的。一年的return不能总靠年初的那一点点来撑场面吧，况且年初时不少fund sideline了。 |
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k********8
发帖数: 7948 | 6 http://money.cnn.com/2012/06/01/news/economy/Fed-Fisher/
NEW YORK (CNNMoney) -- The elephant in the room - QE3 - is stomping around
again thanks to that deeply disappointing jobs report. So, will the Federal
Reserve open the floodgates and throw more stimulus into the market? Or will
it remain on the side lines, jawboning that "policy options are available .
.. should it be necessary."
Sometimes words are enough to calm the markets, sort of like a lullaby.
Other times, you need action - as we've... 阅读全帖 |
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r******9
发帖数: 2632 | 7 那也还好。基本只能算个sideline。 想追难道还没机会么？! |
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d*******r
发帖数: 301 | 8 空AMZN的和多SINA的都赚了吧
下面好戏开场， 明日GDP和jobless claim, 两个重磅砸蛋！
但如果只想sideline 操作， 多几千股LDK吧，shortsqueez 也要开始了！ |
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s******t
发帖数: 12883 | 9 sideline liquidity非常充裕。 来个short squeeze的话很容易就烧焦了。
所以比较稳妥的办法是卖covered call, 而不是空。
不过市场现在的模样真难看啊。 |
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c*****t
发帖数: 10738 | 10 I guess the only way to be market neutral is to stay at sideline. |
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p*********r
发帖数: 4593 | 11 Yes, I have been posting C for a while. C and BAC both equally undervalued,
but C has more upside because it
* Has more cash available sits sideline than BAC.
* Has exposure to the emerging market, eventually long term growth
is bigger in emerging countries than US. |
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M*****8
发帖数: 17722 | 13 【 以下文字转载自 Military 讨论区 】
发信人: MB80528 (肥猫(Contrarian)[食MM而肥]), 信区: Military
标 题: Why I Am Leaving Goldman Sachs
发信站: BBS 未名空间站 (Mon Sep 17 16:23:48 2012, 美东)
Why I Am Leaving Goldman Sachs
By Greg Smith
March 14, 2012 "New York Times" -- Today is my last day at Goldman Sachs.
After almost 12 years at the firm — first as a summer intern while at
Stanford, then in New York for 10 years, and now in London — I believe I
have worked here long enough to understand the trajectory of its culture,
its p... 阅读全帖 |
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f******y
发帖数: 830 | 14 have fun there. I am sideline |
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k********8
发帖数: 7948 | 15 yes! i still have some money sideline not in short positions yet! |
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B*******n
发帖数: 20645 | 16 SPX 4.7% 1st weekly gain will NOT be sustainable.
ER season starts, MM will massively unload position on GOOD news.
SPY target around 142 to 143, gap fill is the plan; it will happen so
quickly that sideline money has no time to react. 肥手指即将重现！
Just my two dollars. |
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C*********8
发帖数: 475 | 17 小心
等踏空的都跑去追高 觉得要奔1600再烧也不晚
现在很多人还在Sideline呢
个人认为等个2-4 weeks再看
吃那把大跌比较安全 |
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a*****1
发帖数: 3134 | 18 The most scary thing is when bubble comes, you are outside of the bubble.
Remember internet bubble? Nasdaq at 3000 should be considered a bubble at
the time. It would be much more painful at the time to see it all the way to
6000 if you are on the sideline. Don't time the market. If you are not sure
, just leave it in there. At least, not sell all at once.
Market can be wrong, but it can last as long as you are solvent. |
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r***l
发帖数: 9084 | 19 不过估计大家都sideline了，大盘图看着很养眼... |
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a*****1
发帖数: 3134 | 20 Watching from the sideline is much easier and more objective. |
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s******s
发帖数: 1793 | 21 牛市做熊要不得啊,宁可sideline也不要空. |
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L****n
发帖数: 12932 | 22 Good question. 那个gap down 前一天有征兆的。你在sideline很难看的出， 必须有
钱在里面。 为什么我卖完都会留些股票在手， 就是能够摸到买卖双方动量的变化。
跟医生摸脉搏有类似的地方， 呵呵。长涨的股票到了一而再再而仨气竭的时候就是你
出逃或者进场扑杀的时机。 AMD的跳空前那天价钱还微涨， 正好扑。 HPQ前一天是跌
的，迹象已经非常明显， 盘前还有异动， 我就出了Warn了一下。
这个ER感觉也是被manipulated的很厉害， 没有了正常的波动， 跟GRPN也异曲同工。
就猜到有行情。 做出来的图量价都可以很逼真，但不活， 就像蜡像。 当然也是运气
， 刚好周五从卖靠上挣了钱， 下周的靠开卖了， 就算了一下， 选了个比较
aggressive的位置。 |
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B*******n
发帖数: 20645 | 23 too much sideline money buying the dip, Wall Street is NOT happy.
I start to believe allence's claim, 2013 must be very bullish, just like
1995. |
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u**********n
发帖数: 8905 | 24 You can stand on sideline and buy after one or week or get in now at around
1.9 or 2. I don't expect much chance to make much money in next 10 days. |
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g****e
发帖数: 1426 | 25 The whole sector is up big today. AH trading looks good and tomorrow
probably will go up too. No position here, just on the sideline watching the
mining sector. Good luck. |
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h*****e
发帖数: 3624 | 27 you can bet with god an |
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b*****p
发帖数: 9649 | 28 鸟神v5!
let us watering! LOL |
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N********n
发帖数: 8363 | 31
If PPT continues staying on the sideline then this sucker should at
least retest the previous low. |
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G*******1
发帖数: 6411 | 32 Feds sues B. of A. over $850 mln MBS sales
WASHINGTON - Federal regulators on Tuesday filed civil charges against Bank
of America Corp. BAC -1.08% alleging that the big bank lied to its investors
about the riskiness of loans packaged and sold in $850 million worth of
mortgage-backed securities. The Justice Department and Securities and
Exchange Commission filed a civil complaint alleging that Bank of America
defrauded investors when it sold them the securities. The civil charges come
after the b... 阅读全帖 |
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j*****7
发帖数: 4348 | 33 Don't know，大跌那天捞的当天没出的话就太贪心了。那天涨太多了，后头可能有的升
能都
被耗尽了。Sideline吧，这种外国小药厂属于打一炮就走的路线。 |
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u**********n
发帖数: 8905 | 34 CJR_MS
$FNMA Still watching from sidelines |
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g****e
发帖数: 1426 | 35 Just added some. So manny people are at sideline, the current price is
acceptable to me. |
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h*****e
发帖数: 3624 | 36 sideline是什么意思阿。。。
站在旁边观看？ |
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b*****p
发帖数: 9649 | 37 http://www.cnbc.com/id/100968089
Updated 10:19 p.m. The U.S. Congress passed a last-minute deal Wednesday
night to avert a damaging debt default and to reopen the government after a
more than two-week shutdown. President Barack Obama is expected to sign the
bill momentarily.
The U.S. House of Representatives voted to pass the bill shortly after 10 p.
m. with 285 members voting for the legislation and 143 opposing it. The
Senate passed the same bill 81 to 18 shortly after 8 p.m.
"I want to thank ... 阅读全帖 |
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t*****9
发帖数: 10416 | 38 sideline 无数的钱等着进场，博难克 QE 的直升机还在盘旋 ～～ |
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i******r
发帖数: 1175 | 39 Jim Rogers was holding Gold, avoiding U.S. market, and betting on China and
emerging market. I don't see him as a good investor the recent 2 years.
He called U.S. to head down again last year. He could easily avoided 30%
upside till now with sitting on the sideline, that does not make him a smart
investor. |
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t*****9
发帖数: 10416 | 40 艹，41.6万 on sidelines ～～～ 土豪呀 |
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b*******e
发帖数: 6389 | 41 S&P 500 Will Be at 2,000 Sooner Than You Think
By Jeff Macke
Craig Johnson of Piper Jaffray has some bad news for the bears. In the
attached clip the technical analyst says the S&P 500 (^GSPC) is going to hit
his long-time target of 2,000 and it's going to happen sooner than most
people think.
Johnson is well aware of the fact that a lot of the "smart money" is going
to take the other side of his call. Five years into the bull markets it's
become quite trendy to sneer at the market. Whether it's... 阅读全帖 |
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M****s
发帖数: 1430 | 42
please stand on sideline and enjoy our carnival show. |
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V******n
发帖数: 881 | 43 lihai!
sideline with no position but will be watching |
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E******2
发帖数: 88 | 44 All you care is if he is losing at the moment, when the others are making
money.
He will profit when TWTR returned to normal valuations, and he got millions
on the sidelines w8ing to short, so I dont think you need to worry about him.
亏。 |
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V******n
发帖数: 881 | 45 better to go sideline now
if you look at inventory report and we still have a long winter to go |
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V******n
发帖数: 881 | 46 or falls back to below 1
it could go either direction here
better sideline
not worth gambling... |
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V******n
发帖数: 881 | 47 better go sideline now
I cut a small loss and left earlier today |
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e********9
发帖数: 444 | 49 thought about betting XIV
however, do worry about today and tomorrow's data
probably stay sideline
BTW, I am new, and not good at day trading, so do not trust me |
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r***l
发帖数: 9084 | 50 NTES下周3盘后ER Q4 2013报表,花街平均预测410M收入，大概25亿人民币,同比增加12%
左右。我只根据网易服务器的数量和一些其他因素大概估计总收入
网易目前所有的服务器大概1500个，和Q4 2012相比，Q4 2013主要有一下几个游戏变化
1. 武魂公测。Q4 2012时候武魂在2012年12月中开始，公测是2013年4月。目前武魂120
个服务器左右，考虑到内测也有大概30个服务器开启，保守计算武魂给网易收入相比12
年Q4多贡献了50个服务器
2. 网易点卡涨价50%. 涨价是去年年初执行的，目前看没有导致玩家流失问题。网易游
戏点卡主要是西游系列游戏，一共大概600个服务器。给一个涨价负面影响0.7, 600*0.
5*0.7=210,也就是相比Q42012, 涨价在Q42013给网易相当于增加了200个服务器。
3. WOW, 暴雪昨天的Er不错。高管在回答WOW玩家情况时候说
”Global subscribership in the quarter ended at 7.8 million subscribers
worldwide, and sligh... 阅读全帖 |
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