子夜读书心筆
写日记的另一层妙用，就是一天辛苦下来，夜深人静，借境调心，景与心会。有了这种时时静悟的简静心态， 才有了对生活的敬重。
博文
(2007-09-11 05:24:30)
MyDiary327---MonthMonthUp,BadforA-shares,GoodforLargeCap,OilBlowsUpandWhatifFedFailedSeptember11,2007ItoftenseemsthateverythingismadeinChina,butcertainlynotthelatestturmoilinthefinancialmarkets,becauseitisuntiltoday(September11,2007)forthepastfewtoughweeks,A-sharesmajorindicescomedownaround5%.Atthemeantime,three“big-mouth”Fedgovernors’seemedcontradictorytalks(Mishkin&YellenvsFisher)regardin...[阅读全文]
(2007-09-10 04:05:47)
MyDiary326---USIsStillImportant,FedDoesn’tHelpMuch,TurnGoldIntoDiamondandBuyCheapTicketsSeptember10,2007TherestofSeptemberwillbeoverwhelmingwithsportseventsandtonsofeconomicdatatobewatched.Well,IthinkthisisagoodseasonasyoucanreleaseyourstressfromthefinancialmarketsbywatchingNFLfights,USOpenFinalsandRugbyChampionshipsinParis.Butdon’tforget,thereisanevenbiggergameforfinancialmarkets--thenextFOMCme...[阅读全文]
(2007-09-08 08:03:21)
泡吧族最爱：北京上海6个五星级酒吧(组图)
泡吧，你会选择哪里？想到酒吧，也许你会说那里有轻狂妩媚的音乐、有醇香不醉的美酒、还有寂寞的男人与迷离的女人……其实，你错了，谁还愿意去理会那种纸醉金迷的生活？我们要的，是一种近乎于完美的浪漫与惬意的优雅生活。
在这样的环境下品一杯美酒或一支雪茄，是不是很惬意？
绿茶荞麦面
玄界滩寿司盖饭[阅读全文]
(2007-09-07 03:59:26)
MyDiary325---CentralBanks’Show,NextLegDown,DoomedCPDOs,StockCalmingStocksandDancingYen/OilSeptember7,2007TodayismybirthdayandUSnon-farm-payrollday.Gettingolderisjustpartofahumanbeing’slifeandIwishthemarketwillsailthroughthecurrentfinancialstormsoon…CentralBanksonShows!Overnight,globalcentralbankerswereunderthespotlightsagain.Inanunanimousdecision,theECBleftratesunchangedasexpectedcitingtheuncer...[阅读全文]
(2007-09-06 04:09:28)
MyDiary324–HistoryRepeatsItself,ASpringWaterPlease,HoldupChina’sRedFlagandEastvsWestScene
September6,2007Overnight,equitiesweredown(S&P-1.2%/Dow-1.1%)andtreasuriesrallied(10YR@4.47%and2YR@4.02%).Theyenwasstrengthening,suggestiveofapullbackfromcarrytrades.Separately,signsofmoneymarketwoescontinued,with1Mand3MLIBOR(5.72%)stillclimbingintheUSandtheEuroarea.Ineconomicfront,thependinghomesale...[阅读全文]
September6,2007Overnight,equitiesweredown(S&P-1.2%/Dow-1.1%)andtreasuriesrallied(10YR@4.47%and2YR@4.02%).Theyenwasstrengthening,suggestiveofapullbackfromcarrytrades.Separately,signsofmoneymarketwoescontinued,with1Mand3MLIBOR(5.72%)stillclimbingintheUSandtheEuroarea.Ineconomicfront,thependinghomesale...[阅读全文]
(2007-09-05 05:36:15)
MyDiary323---EyeonFundamentals,WorsegettingUgly,LoveisDelayedandPickGold&Coal,DumpZincSeptember5,2007Iknowthatthepassageofthissummerwillnotbringmeanycoolair.Thus,todayIwanttomakeanoteoneachmajorassetclasses.MarketsNotCoolYetAlthoughitistruethatvolatilityhassubsidedsomewhat,marketshavenotreturnedtoanysenseof"normal"(or“Cool”inmywords),atleastnotinthestatusthatexistedpriorJune.Theequitymarketa...[阅读全文]
(2007-09-04 05:00:27)
MyDiary322---ISavetheMarket,WaitForaRelief,ThisIsVolatility,Youcan'thedgeLiquidity!September4,2007AquietstarttodayacrosseverymarketafterLaborDay……Ihavealotofthoughtshangingoverinmymind.Oneofthe”can’t-wait”answersisthatwiththeUSandCanadabackintoday,marketwilltelliflastFriday'sstockmarketgainsonthebackoftheTwoBsassaultwasaoneofforwhetherweseeanotherroundofriskreduction……Sokeepyoureyesopentoni...[阅读全文]
(2007-09-03 03:54:12)
MyDiary310–PropertyBubble,HostagedBernanke,IBelieveICanFlyandShippingtheEconomySeptember3,2007Hello,friends:Iamcomingbacktonormal.ThereIsABubble!Bubble,theredoesexistabubbleinChina’sPropertymarket,atleastinthehigh-endsegment.ThisiswhatIsaidtomyINVESCOcolleaguesintoday’sweeklymarketreview.Infact,fromthesoldbutvacantHangzhouvillasandhigh-endresidentialapartments,fromtherecent69Krmb/sqmlandpricein...[阅读全文]
(2007-08-25 03:00:48)
MyDiary320---Mr.Market,Bull&BearFight,Pert-upYourEarsandSqueezedYen(Notes:thankstomanyfriends’encouragementsonthemarketdiary.Iwilltrytoliveupwithyourexpectations.Forpreviousdiaries,youcanfindtheminmyblogathttp://blog.wenxuecity.com/myblog.php?blogID=1016Atmeantime.IsincerelywelcomeyourfeedbacksandcommentsonthemarketasIcanlearnfromyouandwecanlearnfromeachother.Again,Iwillbeoutofofficeforatight...[阅读全文]
(2007-08-24 03:57:45)
MyDiary319---Whatweknow,Whereweare,ItsBOCandWhocaresFourDays’Up,OneDay’sDown…Toequityinvestors,thelastfivedaysaredefinitelyworthofaglassof“VeuveClicquot”astheS&P500+4.1%andHSI+12.5%sincethebottomonMid-August.Doyoureallybelievewhathaveyouseen?...well,youshould…asmarketshowsthescorecard,butIdon’tWhatweknow?Basically,fromwhatIhavereadandheardovertheweek,Idon’tthinktherehaveanymeaningfulch...[阅读全文]
