今天再加一点儿展望。
1. market now is focusing on the global slowdown, while inflation has become the 2nd consideration, especially after oil retreat to 113 level. just these 2 weeks, EU has shown the obvious negative data, and Australia too. in fact, even japan and china, HK have also shown slowdown last week.
2. over last few days, News goes on in US side: Freddie and Fannie. ok, ppl in the world, i believe, have been tired to hear their names. well, what market is waiting to see if most likely to be Nationalizaion of them, or some other alternatives, but bear in mind, they are NOT to fail, no matter what!
3. so where is bottom? when to recover? i think only god knows. but there r some important turning points needed to monintor: firstly, it is that housing price stops dropping. this is key, as this is the only way stop the f***ing banks MARKING-TO-MARKET! secondly, there must be accommandative credit policy or environment to assist the housing and financial industry to stablize so as to gradually recover their loss. so there we go...these are the phases, but i dun know how long will the phases last.
besides, be cautious on few sectors now: financial, property, base metals(especially steels), coal, engergy. as for the rest, pls find those generating high dividends, i think ,常昊got many these counters. (we do need to learn from senior who has gone through the cycle!)
last but not least, best wishes to all of you. happy investing, happy living!
2 个回答
这里不少人都有点心急，心情可以理解。
但是市场从不以主管意志转移。市场只有一面：不是牛的一面，也不是熊的一面，而是正确的一面。