oldhorse

回复  oldhorse

想不明白叶轮为什么要这么讲，联储主席这么具体的讲股票合适么？
读读书 发表于 2014-7-15 20:48

没人明白，估计过几天会有分析文章，再看看。
不过到时可能已经晚了。
我也觉得这么讲不合适，但是他讲了，你有什么办法。
所以我买了tza，预防吧。这个基本上会伤害到所有high p/e 的高增长股票。投资者肯定会以此推彼的。

qzhou3

回复 194# oldhorse

If both go down 10% or more, then there would be no bubble anymore? That will stable the market maybe?

oldhorse

回复  oldhorse

If both go down 10% or more, then there would be no bubble anymore? That will sta ...
qzhou3 发表于 2014-7-15 21:32

不知道。
她的语言是
substantially stretched
   
我的理解10% 不叫substantially,至少20%-30%才能算。10%也就是haircut
我说的是rut总体10%。

qzhou3

回复 198# oldhorse

Got you. substantially can be 20-25%? If more than 25%, that would be significantly

qzhou3

回复 198# oldhorse

So if one stock, like DATA/SPLK etc, is already 10% lower than the buying price (I have several of those), I should still sell because it will go down further...
Pain!!!

qzhou3

回复 198# oldhorse

Da Da,
Is DATA forming a head and shoulder? I bought at 65. Since it has been on the market for only such a short time, don't know where is the bottom... Do you have any suggestions? Thanks!!!

oldhorse

回复  oldhorse

Da Da,
Is DATA forming a head and shoulder? I bought at 65. Since it has been on ...
qzhou3 发表于 2014-7-15 22:40

    yes, it is a classical head and shoulder, and the right shoulder failed challengin resistance 74.2 where it 's heading south since.
the recent bounce more looks like a dead cat bounce and if it fails at support 59.5, watch for next support at 52.

读读书

回复 196# oldhorse

不能同意更多

oldhorse

data p/e
is 2,936.51?

crazy

oldhorse

回复  oldhorse

Got you. substantially can be 20-25%? If more than 25%, that would be significant ...
qzhou3 发表于 2014-7-15 22:27

no idea, significantly to me is not used often in quantities, but in impact.

oldhorse

回天放贴的，贴到这吧，警醒世人，不要再玩vix了。   

不要看 vix了，没用，有很大的缺陷。
发明人自己都说了。
另外所有与vix有关的etf都有溢价贬值的问题，很严重，我不仅研究过而且以身试法，it absolutely doesn't work!
大盘涨，他跌，大盘跌，他也跌，大盘横盘， 他却跌得稀里哗啦的。
有道是：
升跌，跌跌，横盘亦跌，
这次第，怎一个跌字了得。

oldhorse

回复  oldhorse

不能同意更多
读读书 发表于 2014-7-15 22:53

market watch 上说的，他越界了。
Yellen also noted possible overvaluation in biotech, social media and small-cap stock-market sectors, which seemed outside the Fed's bounds of commentary.

qzhou3

data p/e
is 2,936.51?

crazy
oldhorse 发表于 2014-7-15 22:53

:) It indeed is crazy!!! But many other stocks don't even have a p/e.  :) :)

oldhorse

我想通了， 耶伦说的是手下人 给她准备的材料， 她自己并不很清楚，所以有口误。
应该以fed的最后文本为准。
这就是说：
说的是小公司和生化和social 公司
这个概念是：
小公司，不管什么sector。
生化，不管大小；
social，不管大小。
as well as 是并列的意思。


因此rut已过顶， 不会再挑战前高。
今后几个月乃至一年，rut都会背离大市，直到大市转熊。
而大市短期不会大跌，因为耶伦说了没事。
short rut，做大盘股是正确的，热门大盘股都将继续升，加上道指个股。

oldhorse

我想通了， 耶伦说的是手下人 给她准备的材料， 她自己并不很清楚，所以有口误。
应该以fed的最后文本为准 ...
oldhorse 发表于 2014-7-16 19:26

    不能编辑了，只能再加。
twiter之类的大概接着跌，生化必须远离了。