N********n
发帖数: 8363 | |
g*****u
发帖数: 14294 | 2 火凤，您fall for this kind of cheap talk?
这火鸡就是一street smart的江湖混子，拿它挑战大本不是降低您的可信度嘛!
看来饥不择食了! |
N********n
发帖数: 8363 | 3
No one 挑战 大本 no more. Everyone knows he's the biggest inverted index
out there in the market.
【在 g*****u 的大作中提到】
: 火凤，您fall for this kind of cheap talk?
: 这火鸡就是一street smart的江湖混子，拿它挑战大本不是降低您的可信度嘛!
: 看来饥不择食了!
|
d****7
发帖数: 2241 | 4 What does this "double dip" mean, NeverLearn? Thanks.
【在 N********n 的大作中提到】
:
: No one 挑战 大本 no more. Everyone knows he's the biggest inverted index
: out there in the market.
|
N********n
发帖数: 8363 | 5
"It means fasten your seat belt Dorothy. 'cause Kansas is going bye-bye."
Nah, just kidding. He's predicting market going lower toward Mar/09 low
until government coming out with stimulus 2.0
【在 d****7 的大作中提到】
: What does this "double dip" mean, NeverLearn? Thanks.
|
d****7
发帖数: 2241 | 6 That is dead serious and bold statement. Do you believe this guy, NeverLearn
? The economy is not that bad, is it?
【在 N********n 的大作中提到】
:
: "It means fasten your seat belt Dorothy. 'cause Kansas is going bye-bye."
: Nah, just kidding. He's predicting market going lower toward Mar/09 low
: until government coming out with stimulus 2.0
|
N********n
发帖数: 8363 | 7
The guy is saying what I've been saying for almost a year here. Healthy
economy growth cannot come from just spending either borrowed or printed
money. What Obama & Bernanke are doing is to kick the can down the road
and expect a hail marry miracle. Not gonna work.
【在 d****7 的大作中提到】
: That is dead serious and bold statement. Do you believe this guy, NeverLearn
: ? The economy is not that bad, is it?
|
g*****u
发帖数: 14294 | 8 这么说吧。很多人上次401K被腰斩。不过什么没干也都快涨回了。如果有继续加钱，已
经涨回了。
这次咋搞出更大的scare，让同样这批尝到甜头的人去割肉？
没更多人割肉，咋能砸出3月那个坑？
在有这样的机会，估计很多人砸锅卖铁要上了。 |
g*****u
发帖数: 14294 | 9 Buying some time is a legit approach.
People have over spent or lived beyond their means for too long. So, they
have to start to save more and produce more and consume less. The
unemployment is a structural problem that can only be resolved over time.
Just do whatever it takes to buy some time. People are resourceful, and will
innovate their way out of this mess. That's why I'm optimistic.
【在 N********n 的大作中提到】
:
: The guy is saying what I've been saying for almost a year here. Healthy
: economy growth cannot come from just spending either borrowed or printed
: money. What Obama & Bernanke are doing is to kick the can down the road
: and expect a hail marry miracle. Not gonna work.
|
k***n
发帖数: 3158 | 10 现在看，当然很多人都会说到时候砸锅卖铁也要上
要真到了那点位，就panic了，青蛙总是不少的
【在 g*****u 的大作中提到】
: 这么说吧。很多人上次401K被腰斩。不过什么没干也都快涨回了。如果有继续加钱，已
: 经涨回了。
: 这次咋搞出更大的scare，让同样这批尝到甜头的人去割肉？
: 没更多人割肉，咋能砸出3月那个坑？
: 在有这样的机会，估计很多人砸锅卖铁要上了。
|
|
|
g*****u
发帖数: 14294 | 11 我了解的情况是很多人根本不管那些被动投资。莫名奇妙就过来了。你认为这些人
second dip会反而更panic？
【在 k***n 的大作中提到】
: 现在看，当然很多人都会说到时候砸锅卖铁也要上
: 要真到了那点位，就panic了，青蛙总是不少的
|
k***n
发帖数: 3158 | 12 who is going to save more with 0% saving rate?
who is going to consume less with all the stimulus?
will
【在 g*****u 的大作中提到】
: Buying some time is a legit approach.
: People have over spent or lived beyond their means for too long. So, they
: have to start to save more and produce more and consume less. The
: unemployment is a structural problem that can only be resolved over time.
: Just do whatever it takes to buy some time. People are resourceful, and will
: innovate their way out of this mess. That's why I'm optimistic.
|
k***n
发帖数: 3158 | 13 这些人可能不会，但上次panic的人到时候估计还会，还有新的青蛙
人性总是不变的
【在 g*****u 的大作中提到】
: 我了解的情况是很多人根本不管那些被动投资。莫名奇妙就过来了。你认为这些人
: second dip会反而更panic？
|
g*****u
发帖数: 14294 | 14 Answer is the people.
Look at the household savings. It's already rising while debt paring down.
Interest rate will change over time. The same people who questions recovery
cannot at the same time complain about the low interest rate. Just cann't
have both ways.
【在 k***n 的大作中提到】
: who is going to save more with 0% saving rate?
: who is going to consume less with all the stimulus?
:
: will
|
j*****h
发帖数: 3292 | 15 ?
投资到BOND 和投资到股市(包括指数被动投资)的比例是14:1
【在 g*****u 的大作中提到】
: 我了解的情况是很多人根本不管那些被动投资。莫名奇妙就过来了。你认为这些人
: second dip会反而更panic？
|
