海归网首页   海归宣言   导航   博客   广告位价格  
海归论坛首页 会员列表 
收 藏 夹 
论坛帮助 
登录 | 登录并检查站内短信 | 个人设置 论坛首页 |  排行榜  |  在线私聊 |  专题 | 版规 | 搜索  | RSS  | 注册 | 活动日历
主题: Euro correlation and market view 马后炮
回复主题   printer-friendly view    海归论坛首页 -> 谈股论金           焦点讨论 | 精华区 | 嘉宾沙龙 | 白领丽人沙龙
  阅读上一个主题 :: 阅读下一个主题
作者 Euro correlation and market view 马后炮   
emperorfan
[博客]







年龄: 51
加入时间: 2010/02/05
文章: 2008

海归分: 814623





文章标题: Euro correlation and market view 马后炮 (3031 reads)      时间: 2010-5-20 周四, 13:35   

作者:emperorfan谈股论金 发贴, 来自【海归网】 http://www.haiguinet.com

马后炮
EURO与SP 关联很强,此趋势会持续。
但今早,EURO持平,欧股略跌,
却被美股开盘大跌拉下水,欧美股齐跌,但欧元不动
感觉是CORRELATION 差别 背离大了,

若意在欧股,那欧洲闭市后可翻盘,至少与欧元趋同,
在12:00前CLOSE SPY PUT, 改做多:买SPY MAY CALL,
果然成V字翻盘,于14:00卖了SPY MAY CALL,
(但感觉THURSDAY EUROPE 会升,EURO已above 1.24)
打字太累,看图
I am not a day trader, above trades are for fun.
However, please watch euro trend when trade.











May 21, Eurozone will meet. It may still bitch each other, or it may find a way to keep the old euro while organize a core-euro group inside old euro,
and resolve the issue to kick the weakest link out,
This could be a bullish news squeeze the shorts.

a link for Euro discussion
[url]
https://www.stratfor.com/weekly/20100517_germany_greece_and_exiting_eurozone[/url]

Overall markets are trying to hold on 200 DMA which corresponds to
DJ-30 - 10280, SP-500 1105, NASDAQ 2220.
1050 is a key level for bull/bear in SP500.
For euro, it seems 1.21.

The world is in overall protectionism and deflation zone. Deflation trend favor growth, large cap, low beta, which can be loaded around the capitulation. I believe the market is a little oversold, please be ready to load some safe bet.

Or you can Long large-cap/growth/low-beta ETFS and short small-cap/value/high-beta.
Same as long GXF + EZU or EPU
(Long Nordic country, short club med)

The trend will reverse somehow when companies start preannouncing Q2 earnings preview next month and bulls will resume their uptrend for a while.
Then it might go down again

Stocks to watch
-----------------------

There are many stocks down over 20% such as F, C, BAC, GS, FCX, STLD, AKS, MT, V, MA and many more. They all will go up when the dust settles.

IBM is not bulging and will resolve in upside breakout in the next couple of quarters and is heading towards 150-160 area.

SNDK is benefiting from AAPL's innovation, is heading towards 60 area[url][/url]

作者:emperorfan谈股论金 发贴, 来自【海归网】 http://www.haiguinet.com









相关主题
market view for 2011 转折点在哪里 谈股论金 2011-1-20 周四, 07:46
经典案例分析——对广寒宫中秋宴的马后炮建议 春来茶馆 2010-9-28 周二, 00:25
my market view short term and middle ... 谈股论金 2010-8-04 周三, 04:58
马前炮,不止到为何,总觉得这几天有大事发生 海归主坛 2010-6-15 周二, 23:27
Update on my market view 谈股论金 2010-3-12 周五, 13:19
my market view 2010-3-06 周六, 14:29
my market view 谈股论金 2010-3-03 周三, 03:23
[马后炮原创]由归网晚会女主持人的临时换角,分享项目运作中对tough s... 海归主坛 2009-12-31 周四, 03:13

返回顶端
阅读会员资料 emperorfan离线  发送站内短信
显示文章:     
回复主题   printer-friendly view    海归论坛首页 -> 谈股论金           焦点讨论 | 精华区 | 嘉宾沙龙 | 白领丽人沙龙 所有的时间均为 北京时间


 
论坛转跳:   
不能在本论坛发表新主题, 不能回复主题, 不能编辑自己的文章, 不能删除自己的文章, 不能发表投票, 您 不可以 发表活动帖子在本论坛, 不能添加附件可以下载文件, 
   热门标签 更多...
   论坛精华荟萃 更多...
   博客热门文章 更多...


海归网二次开发,based on phpbb
Copyright © 2005-2026 Haiguinet.com. All rights reserved.