scott: you hit the right word, data=1st order, economy, story=2nd order, derivate, market trading;
We are done with the euro debt and us deflation economic data for now, both data and story wise;
Talking about data: US now is two economy, the going down and hurting old, domestic and the working class ; then the financial and international commerce economy and the elite behind it;
The 1st one will do worse, and 2nd one will be ok if not better in the incoming 2Q ER, then FED QE2;
Then you have this financial stability combined with the mid term election brewed new political stability, with china and IMF help EU to take care of PIGS, at least unitl around Christmas and new year, so global capitalism survived as 2011 starts, why not?
If this is THE STORY, then how can you short this one?
scott: you hit the right word, data=1st order, economy, story=2n
所有跟帖:
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data=1st order, economy, story=2nd order future
-marketreflections-
♂
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09/17/2010 postreply
12:43:13