牛经沧海投资感悟生活点滴
吾言吾所思，君闻君所愿。【声明】仅供交流之用，不作投资建议。
博文
(2008-10-16 11:00:36)
ThegovernmentsaidThursdaythatthemaximumamountofearningssubjecttotheSocialSecuritytaxwillincreaseto$106,800in2009from$102,000thisyear.About11millionwillpayhighertaxesasaresultoftheincrease.
Itimpliesthatonly11millionofAmericansmakemorethan$102,000annually.Certainly,itonlyaccountstheearningsfromtheirlabor,notfrominvestment.Thehighearningpopulationissurprisinglysmall.
Few,ifanyonthisboar...[阅读全文]
(2008-10-13 16:31:16)
牛经沧海
10/13/2008
因上周LEH的CDSEVNET，CDS卖方被迫变现400B以应付清算，直接导致剧量MARGINSELL，引发道指创下有史以来最大的单周跌幅。请关注近期CDSEVENTS。估计不会再有LEH的冲击力，但不可不防喔。 WashingtonMutual:10/23/08 Lansbanki:11/04/08 Glitair:11/05/08 Kaupbing:11/06/08 LehmanBrothers:10/10/08(Done) [阅读全文]
10/13/2008
因上周LEH的CDSEVNET，CDS卖方被迫变现400B以应付清算，直接导致剧量MARGINSELL，引发道指创下有史以来最大的单周跌幅。请关注近期CDSEVENTS。估计不会再有LEH的冲击力，但不可不防喔。 WashingtonMutual:10/23/08 Lansbanki:11/04/08 Glitair:11/05/08 Kaupbing:11/06/08 LehmanBrothers:10/10/08(Done) [阅读全文]
(2008-10-13 15:35:16)
牛经沧海10/13/2008盼反弹，迎反弹，迎来反弹怎么办?上周大市崩盘，确实出乎沧海之预料。原以为一场金融危机而已，不料已重创美国经济，乃至世界经济。如此看来，我们或处于二十年周期的下行区间，或处于七十年代滞涨阶段?嘿，谁会关心久远的事！还是谈近的吧。崩盘之前，DJIA在11500附近徘徊将近三月，直至上周突然崩溃，一泻两千点有余。这种崩溃，完全脱离FA，多半[阅读全文]
(2008-10-10 14:22:22)
belowtheir50Dayand200Daysimplemovingaveragenow.
[阅读全文]
(2008-10-09 20:02:33)
(2008-10-07 14:50:55)
牛经沧海
10/7/2008
Thismessageisintendedtonewinvestors.Themarketbecomesastrangernow,atleastforme.Doleaveenoughbreathroomtoavoidmarginsqueezesinordertosurviveabearmarket.Don'ttotrybeingaheroortakingchances.In1998,Iexperiencedseveralmomentsofacompletelywipe-outofmypositions,onlytotheseetheportfoliorecoveredindaysoncethesqueezeisdone.Suchthrillingsurvivalssetmeupanillusion.Theluckranoutandthe...[阅读全文]
(2008-10-07 13:07:02)
Admitmymistakeswhengotcornered~~~
OrderDetailsforOrder#4784TransactionStatusOrderDescriptionDate&TimePrice
ExecutedOrderPlaced-FXISellFXIMktDay10/07/0803:50:48PMEDT--Executed-FXISellFXIMktDay10/07/0803:50:50PMEDT28.73OrderDetailsforOrder#4783TransactionStatusOrderDescriptionDate&TimePrice
ExecutedOrderPlaced-HOLXSellHOLXLimitGT6010/07/0803:50:04PMEDT--Executed-HOLXSellHOLXLimit...[阅读全文]
OrderDetailsforOrder#4784TransactionStatusOrderDescriptionDate&TimePrice
ExecutedOrderPlaced-FXISellFXIMktDay10/07/0803:50:48PMEDT--Executed-FXISellFXIMktDay10/07/0803:50:50PMEDT28.73OrderDetailsforOrder#4783TransactionStatusOrderDescriptionDate&TimePrice
ExecutedOrderPlaced-HOLXSellHOLXLimitGT6010/07/0803:50:04PMEDT--Executed-HOLXSellHOLXLimit...[阅读全文]
(2008-10-05 12:43:46)
牛经沧海10/05/2008Whereisthemarketnow?Itisinanunknownterritory.Nodoubtsaboutit.LastFridayatclose,VXOwas52andQQV50.Thesereadingsputtheleveloffeartoamongthehighestinthelasttwentyyears.Suchnumberswerereachedpreviouslyonlyintheinfamous87crashes,the98financialstorm,theSept11panic,andtheSeptof2002.Ateachsuchoccurrence,themarketbouncedbacksmartly.ImagethatyouboughtsomeEBAYat13ashare,CSCOat10orDIAat8...[阅读全文]
(2008-10-04 17:22:24)
OrderDetailsforOrder#4776OrderTypeSecurityPriceTypeTermPriceOtherOrderDetailsBuy
VMWAREINCCLACOM(VMW)
LimitGT6023.05TransactionStatusOrderDescriptionDate&TimePrice
ExecutedOrderPlaced-VMWBuyVMWLimitGT6009/24/0803:55:45PMEDT--Executed-VMWBuyVMWLimitGT6010/03/0801:44:23PMEDT23.05Executed-VMWBuyVMWLimitGT6010/03/0801:44:23PMEDT23.05Executed-VMWBuyVMWLimitGT6010/03/0801:44:24PMEDT23.05...[阅读全文]
(2008-09-21 07:07:52)
牛经沧海9/21/2008自称蠢女人者问东方之珠三期会否跌倒零，沧海试答之。本产品将募集而来的人民币资金转换成美元投资于开放式基金(包括股票型基金和债券型基金)和现金类资产。1.投资组合最多可保留不超过10%的人民币资金应对日常赎回需要，其他资金均转换为美元进行投资。人民币投资范围包括但不限于存放于境内托管人的银行存款。沧海:这部分基本安全。2.美元投资[阅读全文]
