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】
: what to do?
: currently 3/3/4 for stock/bond/cash
|
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】
: 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?
|
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】
: I think it is because China is upping bank reserve requirements.
|
