r*******t
发帖数: 8550 | | a****h
发帖数: 6153 | | s***m
发帖数: 6197 | 3 回顾之前commodity的一篇文章
是一个意思吗？
发信人: commodity (佛说我是猪), 信区: Stock
标 题: Re: bear squeezed next week??
发信站: BBS 未名空间站 (Sun Jan 12 09:59:05 2014, 美东)
what do you mean by "反着来呢"?
before release, expectation was high, only citi warned about weather.
ADP had very low correlation but this time was well above expectation. I
think the consensus was pretty optimistic(not bad).
I think it was pretty knee-jerk reaction to dump initially, but
the first price action is not always right. The reaction was to trim further
QE tapering in Jan and later FOMC. So market was bought, in light volume. I
think it's not so convinced yet.
After all, this piece of news is just for fun not some guideline.
possible conspiracy,
1. goldman wants commissions.
2. goldman wants your stocks. (dump to them)
3. goldman bets on volatility.
From my personal experiences, goldman made so many stupid calls-stupid
in terms of market reactions. But most of which were not set-up, they
have as many super stupid giant traders as good ones. |
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