1） 出QE3--等待QE3消息
估计市场走势：周一周二周三上午股市看跌，QE3在众望所归之下姗姗来迟，然后市场（可能先跌一下shake the weak hands, 然后周三下午，周四周五暴涨。（哇，what a magic)
社会，经济，市场是由人组成的；人，才是市场的决定性因素。 政治高于市场。
Blindly believing that market will function itself will not give you a big picture.
Asset classes to watch：
Long多: Vix, spy, Euro, gld, slv,ETF-CEF，commodities ETF: RJA, Inflation: tips, Gold miner: KGC
Short空: Dollar
重点：盘面走势, 关键点位，分批建仓。预期涨幅最大的：白银，黄金，欧元，英镑，
思路：以上是我本周的Hypothesis, 建仓然后止损。
2）地产周：周一HMI，周二Housing Start 周三Existing Home Sales, 周四FHFA HPI,周五最大的地产公司KB
9/22/11
Didn't trade for some other reason.
Yes I didn't make a right hypothesis, but I wouldn't be losing much money because I might cut loss & change my bet direction. Follow the market.
Market is down 5%, major institutional investors are selling everything & holding cash. You see Swiss Franc are going up, along with vix.
Only one group of people are happy right now: Intra-day traders, High Frequency Traders, Hedge Funds, those who use double-ultra ETFs are extremely happy about this volatility. Check the last 30 minutes trading volume, those are short covers.
9/22/11
Didn't trade for some other reason.
Yes I didn't make a right hypothesis, but I wouldn't be losing much money because I might cut loss & change my bet direction. Follow the market.
Market is down 5%, major institutional investors are selling everything & holding cash. You see Swiss Franc are going up, along with vix.
Only one group of people are happy right now: Intra-day traders, High Frequency Traders, Hedge Funds, those who use double-ultra ETFs are extremely happy about this volatility. Check the last 30 minutes trading volume, those are short covers.
Good to know!
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