回复：现在的问题是：油价，美元与次贷

do not be too bearish, sure we have problems as always, yet there are also many positive/bright stuff there, a friendly FED, reasonable GDP growth, "contained" inflation, yield curve is positive, money supply is very strong, low SP500 P/E ratio, sentiment is bearish which is good (many people around me are talking about recession everyday), etc. Look at the bright side as well. Of course one need to be cautious, yet please try not to be too bearish.