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自7月26号以来,债顶谈判使得股市逐渐回落,油价回落,USD/CAD稳定上升,
2号:美债升顶通过The immediate crisis of 2011 ended when a complex deal both raising the debt ceiling and reducing planned future government spending was reached on July 31. After the legislation was passed by both the House and Senate, President Barack Obama signed the Budget Control Act of 2011 into law on August 2, the day of the deadline.
5号:美债降级AA+ on Friday. S&P cut its long-term credit rating on the U.S., to AA+ from AAA and kept a negative outlook.When market open Monday crude drop to 76.
SPX 自7-25号(1340)喋喋不休,7月31号债顶协议8月2号签署SPX1290降至1255。隔日4号大降至1200 (这是个胸罩,没有得到要领)。8号降级后开盘第一日再大降至1120 (被套)。经验:要等第二支鞋子。
6.7.周末无话。
8号:Goldman Sachs keeps constructive view on commodities remains positive on oil, copper, zinc, UK Natural Gas and soybeans.
9号: Merrill Lynch “For many governments, monetary policy could be the only tool for expansion. Given the broad supply constraints in this (oil) sector, an extensive monetary response would create a rather positive backdrop for commodities," moneycontrol.com
GLT should be a good one. Velocys). Oxford Catalysts Group PLC is listed on the AIM market of the London Stock Exchange (LSE: OCG). The Group has some 80 employees with facilities near Columbus, Ohio, USA and Oxford, UK.
9日,FED保持低利率致2013(我看是到天长地久)。国债跌,钱无处走,回股市。For all their volatility as we have seen, there is now no other place except stocks,” said Todd Colvin, an interest rate strategist at MF Global.
9日:The EIA now expects benchmark U.S. crude to average $96 a barrel in 2011 and $101 a barrel in 2012,according to its monthly Short-Term Energy Outlook report released Tuesday. Bakken Shale formation, for example, can see a 10% return in a range of $40-65, In the Eagle Ford in south Texas, the range is $48-80. Nymex September crude is up 2.3% at $81.12.
11日,MS,DJ, 同时看好石油。
今天是aug12. 昨天铜反弹,但我不看好铜,因为SBZF正在提利率清债对内立牌坊。因此铜可能会再次跌到3.9甚至更低。还应该再有震荡。不会现在买入。
石油恢复到90应该指日可待。
12:Crude Gains After Retail Sales Data-- US retail sales strong in June, Jul一
-- Short-selling ban stabilizes European stocks-- Crude finds bottom after fall below $80
玩了半年的汇市。赚回来了利息。学了经验。也给自己报税增加了麻烦。
经验:汇市和股市不是给需要钱的人玩的。是给钓鱼的闲人玩的。
汇市和股市,大宗本为一体,是大市场的不同侧面而以。
东方西方对市场有不同的态度。西方更主动,东方跟从和配角!
心愿:上帝知道!
12号:DJ: Saudi Arabia's budget breakeven price for crude oil rise from below $80 to nearer $100 a barrel, analysts at Barclays Capital said. "We believe this is the new oil price floor." Over next 12 months, expects prices to rise from $100 to $130 "even with potentially slower economic recovery in OECD countries" OPEC reference basket oil price now at $103.29/bbl.
16: OIL CLOSE AT 87.9 someone wants oil go higher: US OIL INVENTORIES SURVEY: Crude Stocks Seen Down
18:机场听见O8讲话,很带劲。不禁感叹中国政体之封闭(封建?)。封闭必然黑暗。谁见过那个高高在上的东西托稿说过一句真话?一句实话?一句有自己思维的话?那些人就是这样在没有任何外界刺激的日子里变成了行尸走肉。有人说中国ZF是大SB,不是偶然!
不知道为什么股事大跌。只身在外无法接底错过一个机会。NewOrleans郊外新建一个立交,附近周围什么都没有的荒地上建了一个大旅馆,同事问能有人住么?这就是美国,印的钱没地方用。物业管理业能吸收不少工人就业不是?晚上去湿地看鳄鱼,顺便看了湿地里的一个油井。不象外国的油井,需要泵抽。人家的井直接往外冒油。据说由于环保法,不允许往湿地里扎眼了。那口井是几十年前扎进去的。油一直冒到现在。归途不禁感叹,谁说美国在衰落,才TMD是白痴。今天太邪,欧洲焦虑症能把油价打回到79.38。
30: OIL RAISED TO 89: US OIL INVENTORIES SURVEY: Crude Stocks Seen Rising Published: Aug 30, 2011 NEW YORK (Dow Jones)--
9月15号,尽管欧洲波澜壮阔,GS对石油锌价格预测不变,没有提金。 去银行买了0.5盎司金币。壹千元没了。一个15克的金属币!不能吃喝玩,疯了?决不再卖。金价肯定要降回900美元。没有的人想买,真让你买,你肯定忧虑。不是老百姓的游戏。银行家的游戏。