Monday, March 30, 2009

點解美銀行三月突然唔掂

3月9日,恒指收11344點,跟住就一支箭咁升,到上星期五收14119點。3個禮拜升25%。

花旗國一樣,標普500指數由3月6日嘅低位,一升就升22%。

食中呢個浪,今年已可收工等花紅。

升市火箭冇咗一截


相信大家想問嘅問題係:「係咪繼續升先?」

咁孫柏文就要反問大家:「個市靠乜升咗3個禮拜先?」

如果你話係因當今世上至勁股市分析員,花旗總統奧巴馬喺3月3日話股價合理,可長揸,咁我就要攞塊笑聲拍板出嚟打吓你個頭。

其實今次升市,係支有兩段燃料推進器嘅火箭。

第一段,就係月初啲花旗國銀行紛紛走出嚟話1、2月嘅業績好掂。係咪真係掂?嗰陣已有人玩踢爆,不過因拋空咗嘅人太多,淡友認為博唔過,搞到個個都買貨平倉。

火箭第二段,就係財長蓋特納嘅「將聯儲局印咗嘅鈔票,轉移畀啲銀行,去換毒資產」計劃。

不過,啲銀行大佬就喺上個禮拜五話,3月生意難做,推翻1、2月好掂,生意復蘇嘅憧憬。股市冇咗呢個因素推動,大家小心。

拒國有化保烏紗

其實,啲銀行3月初時話1、2月好掂,係因為當時國有化風吹得好行,一話自己掂,政府即時冇藉口國有化,銀行高層先保住烏紗。

到鈔票轉移計劃落實之後,就可以講番真話,話自己唔掂,跟住攞錢。咁多消息,全部都係啲銀行嘅大龍鳳。

4 comments:

  1. Hi,
    I just want to ask you one thing: who's article in Wall Street Journal you would highly recommend?

    ReplyDelete
  2. two of them

    1. Holman Jenkins

    2. Peggy Noonan

    ReplyDelete
  3. Thank you very much!
    Your show on Cable's Money Cafe is really good :-)

    ReplyDelete
  4. Thanks. I was just wondering why HSI has gone up to 14000+.
    The economy is really bad now. Mor laid-off will be happening across different industry.
    Pay cut or no-paid leave has already implemented in many companies.

    ReplyDelete