I tend to believe that there will be no QE3

来源: 越王剑 于 2011-03-09 10:55:46 [] [旧帖] [给我悄悄话] 阅读数 : 0 (671 bytes)

If that is the case, it is time to sell equities.

Market is a forward moving mechanism. If it starts to believe that there will be no QE3, funds will withdraw their risk trades and significantly raise cash. 

Recent sell off in treasury seems overdone. Now I think treasury can rally when Bill gets out of the way. People are also too optimistic about the corporate earnings moving forward, however high energy cost will simply kill it. Investing in US is also overblown, remember that many US corporations earning come from oversea. When oversea markets start to tumble, how these US multinational not to get hurt?

Time to sell stocks.

所有跟帖： 

• then where to put money? -longterminvestor- ♂ 给 longterminvestor 发送悄悄话 longterminvestor 的博客首页 (0 bytes) () 03/09/2011 postreply 11:06:35

• I have no idea at this moment -越王剑- ♂ 给 越王剑 发送悄悄话 (766 bytes) () 03/09/2011 postreply 11:13:28

• could you provide high dividend companies -instein- ♀ 给 instein 发送悄悄话 (0 bytes) () 03/09/2011 postreply 13:42:32

请您先登陆，再发跟帖！