自7月26號以來,債頂談判使得股市逐漸回落,油價回落,USD/CAD穩定上升,
2號:美債升頂通過
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號:美債降級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號(1340)喋喋不休,7月31號債頂協議8月2號簽署SPX1290降至1255。隔日4號大降至1200 (這是個胸罩,沒有得到要領)。8號降級后開盤第一日再大降至1120 (被套)。經驗:要等第二支鞋子。
6.7.周末無話。
8號:Goldman Sachs keeps constructive view on commodities
remains positive on oil, copper, zinc, UK Natural Gas and soybeans.
9號: 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(我看是到天長地久)。國債跌,錢無處走,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, 同時看好石油。
今天是aug12. 昨天銅反彈,但我不看好銅,因為SBZF正在提利率清債對內立牌坊。因此銅可能會再次跌到3.9甚至更低。還應該再有震蕩。不會現在買入。
石油恢復到90應該指日可待。
-- Short-selling ban stabilizes European stocks
-- Crude finds bottom after fall below $80
玩了半年的匯市。賺回來了利息。學了經驗。也給自己報稅增加了麻煩。
經驗:匯市和股市不是給需要錢的人玩的。是給釣魚的閑人玩的。
匯市和股市,大宗本為一體,是大市場的不同側面而以。
東方西方對市場有不同的態度。西方更主動,東方跟從和配角!
心愿:上帝知道!
12號: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.
18:機場聽見O8講話,很帶勁。不禁感嘆中國政體之封閉(封建?)。封閉必然黑暗。誰見過那個高高在上的東西托稿說過一句真話?一句實話?一句有自己思維的話?那些人就是這樣在沒有任何外界刺激的日子裡變成了行屍走肉。有人說中國ZF是大SB,不是偶然!
不知道為什麼股事大跌。隻身在外無法接底錯過一個機會。NewOrleans郊外新建一個立交,附近周圍什麼都沒有的荒地上建了一個大旅館,同事問能有人住么?這就是美國,印的錢沒地方用。物業管理業能吸收不少工人就業不是?晚上去濕地看鱷魚,順便看了濕地里的一個油井。不象外國的油井,需要泵抽。人家的井直接往外冒油。據說由於環保法,不允許往濕地里扎眼了。那口井是幾十年前扎進去的。油一直冒到現在。歸途不禁感嘆,誰說美國在衰落,才TMD是白痴。今天太邪,歐洲焦慮症能把油價打回到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號,儘管歐洲波瀾壯闊,GS對石油鋅價格預測不變,沒有提金。 去銀行買了0.5盎司金幣。壹千元沒了。一個15克的金屬幣!不能吃喝玩,瘋了?決不再賣。金價肯定要降回900美元。沒有的人想買,真讓你買,你肯定憂慮。不是老百姓的遊戲。銀行家的遊戲。