Happy Holidays

The stock markets have come alive again. It is profit taking time now. Happy trading.

today’s data, prepare to next run

 

All datum are prepared for next run. But not ready yet.

but please be ready!

蓄势，  蓄势，蓄势， 待待待待发

Initial unemployment claims fell to the lowest level since May 2008. The number of workers asking for unemployment benefits for the first time fell 19,000 to 366,000, more than the 9,000 decline expected by economists. The continued improvement in this metric is a sign that the labor market is getting better.
Industrial production dropped 0.2% in November as a decline in auto production dragged the metric lower. Supply chain disruptions due to flooding in Thailand were also to blame. Economists had expected production to be flat for the month.
Higher food and energy costs pushed wholesale producer prices up 0.3% last month. Excluding those volatile categories, prices rose just 0.1%. The slow level of inflation could give the Federal Reserve room to further ease monetary policy without worrying about run away price levels.
Both the New York and Philadelphia Federal Reserve Banks reported gains in factory activity. The data also showed that new orders have begun to strengthen and that manufactures are more optimistic about the future.

today’s data

 

Eurozone !!!   Believe it or not. it’s still a major factor. 

看来我们以前讲的年底冲刺没有了。  现在hold 和 buy in的收益远远大于空仓。 我们现在是乘bond涨股票跌的时间， 把bond 换回股票。 慢慢搞有的是时间。 今年目标也下调了。没几天了， 只能力求保八了。

Eurozone fears once again are keeping stocks in the red at midday.
The Ifo Institute today cautioned of extremely high macroeconomic uncertainty in the European Union, causing difficulty in creating economic outlooks. That said, the agency forecasts Germany's 2012 economic growth to slow to 0.4% in 2012 and gross domestic product to drop to a 3.0% increase in 2011 compared with a 3.7% gain in 2010, indicating recessionary risks continue to pressure one of the EU's strongest nations.
Meanwhile, Germany's Bundesbank said it would offer a EUR 45 billion contribution to the International Monetary Fund as part of last week's agreement among EU officials to lift the IMF's loan purse to EUR 200 billion. However, Bundesbank president Jens Weidmann stated that certain conditions must be met--such as not using the money for sovereign debt bailouts of other EU nations--for Germany to complete the loan.
Fears in the eurozone sent the currency below the $1.30 exchange-rate level for the first time in 11 months, indicating that euro debt woes are increasing and that general sentiment of euro-denominated assets continues to dwindle.
In the United States, the Labor Department reported that a 3.6% increase in petroleum prices last month allowed overall November import prices to rise by 0.7%, the largest month-over-month gain in seven months. However, the gain was still less than the expected 1.1% reading, and minus petroleum, prices fell by 0.2% compared with October's tally. The sharp increase last month has some keeping a close eye on inflationary pressures.

今天的数据比较重要

 

比较正面. 就是让大家不要恐慌. 

大盘现在还是比较稳定(区域内).  近几周换上牛股强势股. 减少bond的持有量。

Early optimism came from a better-than-expected Spanish bond auction and improved economic sentiment in Germany for the first time in nine months. However, German chancellor Angela Merkel expressed that she did not support raising the upper limit of the eurozone's bailout fund, the European Stability Mechanism. Merkel is seeking more collaboration--such as linking energy grids--among eurozone members to p ush growth.
In the United States, sequential monthly retail sales increased by 0.2% in November, but they did not match expectations of a 0.5% gain. Electronics and appliance sales showed the largest gain at 2.1%, but sales for food products and services as well as building materials dropped. Economists point to continuing problems with unemployment and Europe as likely contributors to the narrow gains.
Even though retail sales were strong in October, retail inventories for that month were unchanged from September as storeowners showed caution ahead of holiday spending. Overall U.S. business inventories in October increased by 0.8%, meeting expectations. The inventory/sales ratio remained unchanged at 1.27.

风险市场

股市是风险市场，“一赢二平七输”是古今中外股票市场中的正常现象，而且无论熊市还是牛市。“贪婪和恐惧”两个恶魔纠缠着每一个股票投资人，如何控制风险将成为每一个职业投资人的第一课题。“百年大计，安全第一”，想要成为股市赢家，不能靠一时的大盘走牛或天降好运，一定要有持续获利的技巧和能力，以及回避风险的“防弹衣”。

 

年未做得不是很好。 捂着过冬了， 1 到 4 月熊熊还能折腾一会儿。

大家不要被忽悠忽悠

 

就把chip扔在半山腰上。 捞了底的要敢于持有。 真把上次的底再给戳漏了。 SP 就要到900左右转一圈了。

其实说实在话，这两个月是进货的绝好时机。有cash就逢低买进。

败也欧洲， 胜也欧洲。 又见1280

 

久违了1280。 同样的1280， 不同的心理境界和感受。 我们这么跑了一圈。 总结是什么， 教训又是什么？

总结是股市总是起起伏伏，上上下下。

教训是捞底的延迟要再大一点。 而且绝不感情用事。 一个“快乐炒股”， 致使自己损失不少。 不是快乐炒股不对，是第一次average down的时机，自己都很不看好。 就为了showoff自己有多牛， 多么明智。 有30%的backup plan. 结果是--

惨败。

 

不过it's my time again.  I am still the best.  

这次是托欧洲和occupy ws 的福。 败也欧洲，成也欧洲。

当然还是要快乐炒股。 心态比什么都重要。
被套不可怕， 可怕的是过于担心，over thinking makes thing worse.  over analyzing makes us choose the wrong direction every time.  有时候一定要站的远一点。 太近了会迷失了大方向。 大方向搞准了，再开始每日预测， 日测错了又如何，就是多休息一两个月。 但是大方向错了， 日测对了，也是个陷阱套子。

 

今天很高兴， 子弹还在飞~ ~   ~

很久没发贴了. 因为我忍者神龟了

不想干扰大家和自己的判断. 

我对自己的看法也会有犹豫,也会有怀疑.  以前是跟着大势跑.  也就是follow the trend.  这次再average down的时候操之过急， 不然现在就不只只是新高了。

当然我们没有傻到在最低点割肉。 本次操作不好照样抄到了底。

有人讲这样很危险， 没有原则。 
但是这样讲， 股市只有一个原则， 就是要赚钱。

不能为了所谓的”纪律”和”原则”, 而做出错误的决定。 任何时候应该根据当时的条件来做出最明智的选择才是最正确的。

我错的很厉害， 但是却恢复的比很多人快的多。
没有豪气和决断力， 永远都只能后悔。
只有豪气， 没有技巧哪是找死。我的技巧都是烂大街的， 那就是抄底要狠，但只抄牛骨，和大盘股。

这次其实只有30%的资金逃了顶，10%的资本和现在打平或者略高些，20%的资本打次低点， 30%马金也打在次低点， 12%马金打在了很低的低点。 现今马金回笼截瘫。基本上是停车坐爱枫林晚，霜叶红于二月花。

我不是牛人， 但是有成为牛人的基本素质，那就是自我欣赏， 自我陶醉， 最重要的是要自吹牛皮。 ：）

今天我们就不“将进酒”了，免得冲了喜气。

今天是我的生日，

祝我生日快乐 太伤感了。