b******r
发帖数: 16603 | | w******s
发帖数: 16209 | 2 很mixed的样子。看不清。 被你吓的不敢烧。
【在 b******r 的大作中提到】
: 真萎靡，难道月神终究是要下凡了？
| b******r
发帖数: 16603 | 3 weekly OE AAPL pain几钱啊？
低的话就烧吧。。
【在 w******s 的大作中提到】
: 很mixed的样子。看不清。 被你吓的不敢烧。
| w******s
发帖数: 16209 | 4 310呀。不敢烧呀。
【在 b******r 的大作中提到】
: weekly OE AAPL pain几钱啊？
: 低的话就烧吧。。
| b******r
发帖数: 16603 | 5 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 between the FED and STOCKS: Since Sept 1 – when QE was
becoming a mainstream focus – if you only owned S&P on days when the Fed
conducted Open Market Operations (in US Treasuries), your cumulative return
is over 11%. in addition, 6 of the 7 times when S&P rallied 1% or more, OMO
was conducted that day. this compares to a YTD return of 5.8%. the point:
you would have outperformed the market 2x by being long on just the 16 days
when – this is the important part – you knew in advance that OMO was to be
conducted. The market's performance on the 19 non-OMO days: +70bps. | w******s
发帖数: 16209 | 6 hehehe..
is,
.
【在 b******r 的大作中提到】
: 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 between the FED and STOCKS: Since Sept 1 – when QE was
: becoming a mainstream focus – if you only owned S&P on days when the Fed
| w*******o
发帖数: 6125 | 7 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,
.
【在 b******r 的大作中提到】
: 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 between the FED and STOCKS: Since Sept 1 – when QE was
: becoming a mainstream focus – if you only owned S&P on days when the Fed
| b******r
发帖数: 16603 | 8 有道理，this is the top, let's short the market to death!!! | a****b
发帖数: 3588 | | T*********s
发帖数: 17839 | 10 那就再推高一程吧
【在 w*******o 的大作中提到】
: 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,
: .
| b******r
发帖数: 16603 | 11 ORZ, 刚去大千就看到捣乱置顶明天大盘要应声而落。。。
待我去胡同转转，看看是否双剑合璧。。。 | b******r
发帖数: 16603 | 12 果然不出所料，老蛇一眼就看出了两个top信号！
按照大帅说法，明天又是个ALL IN上靠的好日子！！ |
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