This time, the difference is only 0.007. Do you still remember that the global capital market plummeted and melted on August 5? Then in September, the Federal Reserve cut interest rates by 50bp urgently. After the data was released, the probability of the Fed's interest rate cut was 90.5%. After the meeting, the most eagle representative said that we should not look at this data, but the inflation rate. Then next Wednesday, the US cpi is also very important, so beware of short-term risks, especially the risk control at the index level.It is understood that there will be no big risk on our exchange rate side at the moment, and the stock market will not be as pessimistic as everyone thinks, and there are enough bullets.Here, everyone who has read history should know that there is an old saying called "the power is not lower than the county, the county is the only clan, and the gentry is built by ethics". Let's retranslate this sentence and put it down. The decentralization of local debt approval is accelerating the process of debt conversion. You can understand that the major policies have been set and can be implemented, and the approval criticized by everyone is directly cut off. We must quickly complete the debt conversion and the county is the only clan.
Well, I wish you all a smooth investment in the new week. Some of the contents are a bit so, and you can go to the public snowball if you can't see it. I wish you all a good account.We used to tell you that we should look at the expectation of news stimulus together with exchange rate, national debt and bulk. From our point of view, the biggest problem in the A-share market lies in the mood. Compared with other markets, professional investors will be relatively calm. Let's take a look at Friday's composition about the biggest interest rate cut in ten years, right? Let's look at the exchange rate, national debt and commodities, which are definitely devalued. When the A-share market moves, it is accelerating the appreciation range. Look at 30 bonds and 10 bonds. Theoretically, the interest rate is reduced, and the interest rate is also reversed. Let's look at commodities. The sharp differences fell below 0.5 of Fibonacci's retracement after the morning closing, and even hit a new low at night. Several representative threads and so on can almost be said to have gone down after a while, that is, the attitude of big money is an emotion. On the other hand, A shares resisted all day, so you said that the national team did not intervene?Finally, let's talk about value investment. You can read a book called "Smart Investor". There is almost no value investment at this time. The so-called core assets you eat are his growth attributes, while the value itself puts forward that Graham, the teacher of investor Buffett, was born in a big era and was originally a manufacturing industry. It is very simple how much your computer room equipment is worth. As long as your stock is lower than this price, there is a margin of safety. This is the meaning of value investment itself, and the current company value is very high. I don't know who cared about dpi in the primary market in 15 years. I only care about the dream value, and why a large number of institutions like to buy Maotai, because it is the company with the simplest financial statement in the whole A-share market (except the one that runs scallops), and its price-earnings ratio, spread, poor growth rate and valuation center are all good ways to evaluate, including some ETFs that have fallen into transformers.
First, the economic transformation. Let's talk about the debt. In the past, our big bull markets all relied on the mapping of overseas currency issuance. As we said before, whether it was 05 or 15, it was essentially a small basin with a lot of water. The currency overflow caused by the rapid increase of foreign exchange reserves flooded into the stock market, and a crazy bull came quickly, including our institutional blue-chip bull in 1718. In essence, it was the rapid growth of foreign exchange reserves or the superposition of high reserves exceeding m2. Here is a message that everyone needs to pay attention to.Finally, let's talk about value investment. You can read a book called "Smart Investor". There is almost no value investment at this time. The so-called core assets you eat are his growth attributes, while the value itself puts forward that Graham, the teacher of investor Buffett, was born in a big era and was originally a manufacturing industry. It is very simple how much your computer room equipment is worth. As long as your stock is lower than this price, there is a margin of safety. This is the meaning of value investment itself, and the current company value is very high. I don't know who cared about dpi in the primary market in 15 years. I only care about the dream value, and why a large number of institutions like to buy Maotai, because it is the company with the simplest financial statement in the whole A-share market (except the one that runs scallops), and its price-earnings ratio, spread, poor growth rate and valuation center are all good ways to evaluate, including some ETFs that have fallen into transformers.Well, I wish you all a smooth investment in the new week. Some of the contents are a bit so, and you can go to the public snowball if you can't see it. I wish you all a good account.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
Strategy guide
12-13