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Plato @ Investment

~ Trying to make money out of all kinds of market condition

Plato @ Investment

Daily Archives: May 12, 2012

省吾身

12 Saturday May 2012

Posted by Platoooooo in May 2012

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過了被大市陰乾的一週,相信各大小股民都不好受。這星期小弟基本上都只是坐係度眼光光望著個大市跌,既無撈底 (雖然有想過),亦無追沽。老實說,7連跌都只是跌你1000點多一點點,其實已經很俾面!不過難看的是20000點在星期五失手了,應該有一定的心理影響。

星期一講過法國大選後,薩爾科齊輸了、香港大跌500點似乎反應過敏。當然,又再一次證明市場是對的我是錯的!原來小弟捉錯用神 — 市場怕的是希臘,不是法國… -_- 所以星期一之後,星期二見到市場彈都彈不起時,我就應該收起自己的「大膽假設」,因為市場先生已告訴我們他無力彈,我們應該順勢而行 — 看淡,即使有點不太肯定都應該看得偏淡一些。事實上,還有一個較遠期的計時炸彈:美國的「加班計劃」 (Operation Twist, OT) 6月就加班完畢收工。如果貝南克 (Bernanke) 無新招出爐,市場資金又再收緊,環球股市的下行風險是不是更大?!

btw,真的不能不佩服淡馬錫 (Temasek) 的眼光,一配股大市就跌,這份高沽低買的能耐認真厲害!似乎將來小弟亦應該將淡馬錫的看法作為參考!

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