主题：黑老大发话... 弟兄们, cut short, -- parishg
家园 黑老大发话... 弟兄们, cut short, http://www.youtube.com/watch?v=L4AEUWP_KFE&playnext_from=TL&videos=xVHUPsn_hTA
and withdraw. Now is time to reap the gains (in my case, 80% in three months overall, but more in shorting Euro), sit on the sideline and wait for the next wave to kill Europe. Euro is oversold and there might be temporary support in the European stock market due to covert ECB intervention.
Britain has a hung parliament, but over the weekend, coalition gov. of Con and LB should clear the cloud over England.
In the meantime, ECB must do something next week to temporarily relieve the Latin European banks. ECB will not let the system collapse. America will also lend support here to ensure that the European implosion will be a LONG, PEACEFUL AND PAINFUL process without systematic spillover into America, except for the collapse in European demand for American export in the real economy.
For people who do not understand at all what I am talking about here or people live in China with limited financial tools to hedge against the evil government printing press: buy and keep PHYSICAL gold coins (.9999 fine type).
Because all governments in the world, Euroland/US/Canada/Japan/China are going to use their printing press to print away their problems---at least they believe that they can achieve that.
家园 早点看到你的文章就好了。 对于身在海外的华人来说，你有什么投资方面的建议吗？Index ETF(SP500), Energy/Commodity ETF or physical gold? What is your view on the U.S. market? Thanks.
家园 I am quite conservative physical gold should be one component of your portfolio: it protect against inflation risk and central bank counterparty risk.
家园 再啰嗦两句 央行印钞票，并不一定等于通货膨胀。如果经济不景气，大家都不愿意花钱，银行不愿意借钱，货币的流通速度下降，还可能导致通缩。发过来，经济好转了，央行还是有办法把流动性抽回来。只是在经济开始回暖但是还很脆弱的时候，央行会对通货膨胀容忍一段时间。这段时间是商品包括黄金大涨的时候。所以关键是要确定经济处于什么阶段。历史上黄金也曾经长时间的处于熊市。如果切入点选错的话，损失会很大。
这是我的一点浅见，希望听到大家的讨论。
家园 one more question: Any reliable sources of physical gold? Local coin dealers? Online Stores? Or just buy from US Mint? Thanks in advance.
家园 brothers, hope you win big in today's market!
Trichet finally threw down his pretentious mask and showed his true color: Bernanke No.2, the great inflationist, a hypocritical Frenchman faked as Germanic style inflation-hawk. He is very cunning in Thursday and throw a trap for Euro-shorter, but GS head had clear got signals and gave you and me warning to reap gains and withdraw! Long live Goldman Saches!
The global money printing competition just starts!
Gold will shine since all fiat money is on a way of self-destruction.
家园 黄金是与全世界的政府与资本家作对 大家要小心谨慎，不要下注太狠，不要期望太高，亲朋，消费品，安全，卫生，教育，思考等等更是好投资
家园 你确定你不是 为炒金做广告？
不过看来你说的很有道理，纸是印的越来越多了
家园 这么一搞，国债发行应该没有问题了，可以收工了 等下一次拍卖吧
家园 10-year rate collapse from around 4% to 3.42%.
Alan mentioned that the threshold level is 5%. America is very safe now with respect to its recent budget financing need.
家园 Well done, the Jews all we need to do to now is to follow their steps and make some money!
Chinese people are quite friendly to Jews and the two can form a good partnership, long live G2!
家园 估计忙了半天，就为这个，随后还有下一轮，O8累
家园 不过呢，美国不是欧洲 美国的经济已经不是2008年的经济了。所有志高气昂泡泡都被挤过了一遍，再挤水分不多了。
这次的心理恐慌程度上升的极快。市场心理一下子就跌倒了谷底。VIX从20窜到40只花2-3天的工夫。几乎是同时大家喊跌。据此估计这个跌不会是2008式的，倒像是一伙对冲基金在捣鬼，利用计算机的交易程序在套短。
只是老山一家拙见。