加小罗空仓和能源股的多仓。

来源: Beyond_Soros 2022-10-28 09:25:17 [] [博客] [旧帖] [给我悄悄话] 本文已被阅读: 次 (172 bytes)

所有多空仓位从50%增加到65%。国债收益率和美元指数都在大涨,VIX已经非常接近周线中轨26 附近。行情随时可能反转。YMYD。

所有跟帖: 

Too early to short IWM, too late to long XLE, :-) -NPNG- 给 NPNG 发送悄悄话 (0 bytes) () 10/28/2022 postreply 09:31:56

I have been longing XLE since the beginning of this year. -Beyond_Soros- 给 Beyond_Soros 发送悄悄话 Beyond_Soros 的博客首页 (75 bytes) () 10/28/2022 postreply 09:41:01

XLE is not dipping but topping, :-). I was long XLE too, :-) -NPNG- 给 NPNG 发送悄悄话 (0 bytes) () 10/28/2022 postreply 09:45:08

当心能源股 -飞天的花无缺- 给 飞天的花无缺 发送悄悄话 (106 bytes) () 10/28/2022 postreply 09:53:16

不能同意上面说的,货币紧缩起码还有几个月,如果11月和12月加息,就远远超过金融崩盘需的利率了,大跌早晚的事,至于XLE -_学无止境- 给 _学无止境 发送悄悄话 _学无止境 的博客首页 (696 bytes) () 10/28/2022 postreply 11:48:31

You have been so wrong lately, need a break, :-) -NPNG- 给 NPNG 发送悄悄话 (0 bytes) () 10/28/2022 postreply 09:32:22

over the year, he is right, and he is one of the few -12qw- 给 12qw 发送悄悄话 12qw 的博客首页 (64 bytes) () 10/28/2022 postreply 09:37:03

I really like him, which is the reason to follow his post :) -NPNG- 给 NPNG 发送悄悄话 (0 bytes) () 10/28/2022 postreply 09:38:20

Really? I have made a big money from shorting IWM this week. -Beyond_Soros- 给 Beyond_Soros 发送悄悄话 Beyond_Soros 的博客首页 (523 bytes) () 10/28/2022 postreply 09:55:04

-hz82000- 给 hz82000 发送悄悄话 hz82000 的博客首页 (0 bytes) () 10/28/2022 postreply 09:46:07

小罗涨3个点补缺口还是可能的 -leon_北美- 给 leon_北美 发送悄悄话 leon_北美 的博客首页 (0 bytes) () 10/28/2022 postreply 09:46:09

6个点, :-) -NPNG- 给 NPNG 发送悄悄话 (0 bytes) () 10/28/2022 postreply 09:54:43

我是算IWM从现在涨到9.22最低点,差不多3个点 -leon_北美- 给 leon_北美 发送悄悄话 leon_北美 的博客首页 (0 bytes) () 10/28/2022 postreply 10:01:45

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