Friday, June 08, 2007

Sector performance the day after sell-off


Utility solf off the hardest, but climbed the least
Technology sector seems the strongest in these 2 up/down days




Vix straddle view



Thursday, June 07, 2007

6-7-07 sell off and Vix spike










Vix and its option on 6-1-70



Wednesday, June 06, 2007

Stock traded higher in a big downday

crzo,hte,x,b,vsec,jci,ges,dltr,nile,aapl

crzo and hte are the rare standouts in the oil sector, up in up volume

x in steel sector is in new high, helped by JPM's upgrade

vsec and b are the leaders in the Aerospace/defense sector, and b was recommended by Cramer

jci in machinery sector was recommended by an analyst

ges, dltr and nile are the big winners in retailer sector

aapl, as always, just ignored the big market and moved in her own way.

Among other strong stocks are ice,crox, hpq,nvda,goog

Sunday, June 03, 2007

台湾股市泡沫是大陆的前车之鉴──台湾股市从泡沫泛滥到破灭的过程
香港《经济导报》2007年第22期朱磊/(提要)大陆股市狂升的情景,早在上世纪八十年代中期的台湾也出现过。当年由于台湾连续出现贸易顺差,大量外资涌入,迫使新台币大幅升值,造成股市和房市狂升不止,泡沫化严重。当局屡屡采取措施对应,并祭出了釜底抽薪的一系列办法,其后金融泡沫破灭,台湾经济也受到严重打击,彻底告别了经济高增长时代,遗患直至今时今日。台湾股市泡沫是上世纪八十年代中期,台湾出现连续贸易顺差,同时大量外资涌入,形成国际收支双盈余,迫使新台币兑美元汇率短短两年间大幅升值近40%,由于民间的投资机会和渠道有限,大量游资进入股票和房地产市场,引发股市和房市泡沫。从1986年台湾股价指数超过1000点,到1990年超过12000点,期间经历长达40个月的多头,而后股价开始狂跌,在不到八个月的时间内,股价跌落万点以上,到1990年10月1日,跌到2485点,造成台湾空前的泡沫破灭,并给台湾经济带来长期的负面影响。
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