l******n 发帖数: 641 | 1 what to do?
currently 3/3/4 for stock/bond/cash |
h*******y 发帖数: 864 | 2 You guys are so bearish. I thought I was bearish enough to move 40% of my
money into cash last few months when the S&P was above 1300. Apparently
not when comparing to all cash people on this board.
That said, one month Shibor rate is again 7.37% today (and this time it
can't be explained with Chinese new-year effect). So I may move a
little bit more into cash this month.
But 70-100% in cash/bond? It is like you are certain without any
reasonable doubt about your market timing skills. What is your
track record? And if so, when not just buy index puts?
【在 l******n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : what to do? : currently 3/3/4 for stock/bond/cash
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D*******a 发帖数: 3688 | 3 I think it is because China is upping bank reserve requirements.
【在 h*******y 的大作中提到】![](/moin_static193/solenoid/img/up.png) : You guys are so bearish. I thought I was bearish enough to move 40% of my : money into cash last few months when the S&P was above 1300. Apparently : not when comparing to all cash people on this board. : That said, one month Shibor rate is again 7.37% today (and this time it : can't be explained with Chinese new-year effect). So I may move a : little bit more into cash this month. : But 70-100% in cash/bond? It is like you are certain without any : reasonable doubt about your market timing skills. What is your : track record? And if so, when not just buy index puts?
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h*******y 发帖数: 864 | 4 Yes, I know, but that means the liquidity crunch is coming for a nation with
50% investment/GDP ratio and investment contributes to 90% of the GDP
growth.
【在 D*******a 的大作中提到】![](/moin_static193/solenoid/img/up.png) : I think it is because China is upping bank reserve requirements.
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