美財長洩露天機;中國中了美國(量化寬鬆)的重拳,口噴鮮血..

made_in_HK

The Fed today just signal they will raise interest rate this year.  Whatever that means, you will have to decide for yourself.  

谷村富郎

made_in_HK 發表於 2011-4-2 09:44
The Fed today just signal they will raise interest rate this year.  Whatever that means, you will ha ...

美國今年加息？是否年尾？上次有講好像明年第一季架,唔通美國經濟各項數據都顯示確認轉好？咁咪可以唔使再出QE3羅！
今早Obama电視上話US就業率好左好多咁話,美元近日轉強(對日元),對其它仍弱,前两日數据又話樓市仲未掂架？何以轉得咁快,美國是否通脹有惡化走向啦？石油今早報升到近期高位,是否喊定加息防通脹？照看目前歐,美,日等發達國都仲係病到五颜六色,此時喊加息除左出口術壓通脹仲有甚么其它作用？讓美元轉強？
made in hk兄小弟對實金,銀,铜等是門外漢,絕少沾手,只畧知皮毛,但一直以來投資國企的金股,铜股都有所收獲,因為我很多年前看到中印等亞洲新興國經濟的崛起,人民生活改善,消費和建設高速增長必定會拉動這些資源的價格向上,小弟之所以買股不買實物是貪其有股息派,實金就冇,因為有些我是把一部分長揸的,另一部份炒其上落,長短棍戰術。我的理念是就算綁死,最多咪收股息同佢鬥長命,反正銀行冇息收,港幣又跟掛勾美元貶值。

谷村富郎

Bippwin 發表於 2011-4-1 23:24
我個人覺得，工業用銀不會是很大量，民用才會大量。
ipad 和 iphone 對銀的使用量亦有限。
以前銀價高的 ...

Bippwin兄您好
兄所指:民用才會大量是否指首飾银器,？又或洋人喜愛收藏的各種银器皿？
照小弟觀察好像中國和印度等國人民喜愛收藏金飾多過银飾很多,像香港市面上金鋪多過米舖,银飾舖只倘然見到一間,西方有錢洋人就喜用銀具,論消耗量应是工業多D播,我估。
兄所言自從菲林工業式微之後,銀之用量大幅減少此點小弟絕對讚同
但觀看近期國際銀價都是反覆向上,是否有些用途或國家在收集而又大家不知的呢？
made in hk兄,是否被您買到貴晒？後實招來！

bullet

谷村富郎 發表於 2011-4-2 17:04
美國今年加息？是否年尾？上次有講好像明年第一季架,唔通美國經濟各項數據都顯示確認轉好？咁咪可以唔使 ...

谷兄, 小弟都係覺得出口術居多. 雖然油價上升會令通脤問題更嚴重. 但美國樓市仍未見有起色.
加息會令供樓支出一同上升. 會雪上加霜. 斷供, 收樓, 強拍增加或令疲弱的樓市進一步下陷.
更外, 在加息前一切的退市步驟, 聯儲局是否已一切都準備就緒. 例如持有大量的MBS及國債要沽出.
令資產負債表回復正常. 貼現窗跟聯邦基金利率的息差又要調整回救市之前等等...

因為銀行能在救市中銀行可容易賺錢都是靠從貼現窗借平錢去購國債賺取息差. 銀行根本沒有將
流動牲注入實體經濟. 退市真的耍進行, 會否更大病後的銀行體系再出現問題 ?????

Bippwin

谷村富郎 發表於 2011-4-2 17:44
Bippwin兄您好
兄所指:民用才會大量是否指首飾银器,？又或洋人喜愛收藏的各種银器皿？
照小弟觀察好像中 ...

以前，菲林、銀飾、銀具都常用的，消耗大量銀的民用品．
現在，菲林沒有了；銀飾和銀具都不流行了．
其實，銀不是首飾和器具的好材料，現在都被各種先進合金代替了．
所以，個人認為銀沒有長線大升的條件．

made_in_HK

hmmmm... after reading some of the comments, I would like to add this, and I hope those who are really interested in this subject will seriously think about this  (hmmm...看完的一些messages後, 我想補充一點. 我希望那些真正關心這個問題的c-hing將認真想一想):

The current inflationary situation is not ordinary.  In a normal economy, inflation is a sign of economic growth.  Right now, it is not. (目前的通脹形勢並不普通經濟組件.  在一個正常的經濟,通貨膨脹是經濟增長的一個信號. 但現在不是正常的經濟)

** 在我的愚見, 經濟學不等於政治學, 但經濟學同政治學有一個很大的連接.  經濟學總是有基本數據, 但政治學就像玩遊戲棋...千變萬化.(90樓) **

made_in_HK

谷村富郎 發表於 2011-4-2 17:44
Bippwin兄您好
兄所指:民用才會大量是否指首飾银器,？又或洋人喜愛收藏的各種银器皿？
照小弟觀察好像中 ...

"made in hk兄,是否被您買到貴晒？後實招來!"... 關我mud事... 問問Mr. bullet... 昨天他好似買了幾噸

bullet

made_in_HK 發表於 2011-4-3 00:10
"made in hk兄,是否被您買到貴晒？後實招來!"...  關我mud事... 問問Mr. bullet... 昨天他好似買了幾噸 ...

made_in_HK兄, 真的見笑, 小弟那裡有這能耐可以買到幾噸呀 ! 係就好啦 !

谷村富郎

最近有一部電影: Inside Job(呃錢帝國),得到本屆奧斯卡最佳紀錄片獎,聽說內容精彩,盡數華爾街大行和財金官員之醜態,此片一定要看。
此片在HK已做優先場,賣個滿堂紅,好評如潮,散場時全場觀眾不自覺起來鼓掌;有人提議本地的金融才俊,政府官負統統一定要看,各只弟咪錯過看大鱼噩如何啃人不吐骨。

想睇

有戲睇lu~

bullet

made_in_HK兄, 白銀今日再升穿38美元, 時間許可的話. 小弟想跟兄談一談
對銀市未來嘅睇法. 謝謝 !

made_in_HK

bullet 發表於 2011-4-4 18:43
made_in_HK兄, 白銀今日再升穿38美元, 時間許可的話. 小弟想跟兄談一談
對銀市未來嘅睇法. 謝謝 ! ...

sorry I didn't have time to do what I said I was going to this weekend.  
however, to answer your question quickly, I will do this right now.  (4:43 am here... heheh)

part of the theory in trading precious metal (gold, silver, platium, etc) is that when there is a war, there is a market for it to go up.

part of the theory in trading silver is, it is gold's little brother.  most of the time when gold is up, silver will go up.  

part of the theory in trading silver and copper (i don't trade copper as mentioned before) is that you can buy more with your money as they're less expensive than buying gold.  

part of the theory in trading is look at the overall volume to check for real movement or head-fakes (fake movement) in either directions (up or down)

part of the theory in trading commodity is look at what's going on in today's world, and given all the parts that I mentioned in the above, and make an educated estimate on what you think the commodity (in this case, silver) should be in the next 3 months, 6 months, 1 year, and 2 years.

part of the theory in trading without losing a large sum of money is to know when to set your stops (meaning how much losing you're willing to take)

hope this help, Mr. bullet.  (i am sitting in front of the computer now, if you have other questions, shoot it over and i will answer right away)

bullet

made_in_HK 發表於 2011-4-4 19:49
sorry I didn't have time to do what I said I was going to this weekend.  
however, to answer your  ...

多謝師兄之回應. 小弟非常看好白銀. 目標價在這裡提及可能很多師兄會罵我儍.
不知made_in_HK兄對銀價有沒有小弟般樂觀. 實銀買賣, 師兄是否覺得是最佳選擇.
多謝您分享.

made_in_HK

bullet 發表於 2011-4-4 19:57
多謝師兄之回應. 小弟非常看好白銀. 目標價在這裡提及可能很多師兄會罵我儍.
不知made_in_HK兄對銀價有沒 ...

"很多師兄會罵我儍" ... why?   no one knows where the top is or where the bottom is on all stocks (except 0).
for your information, i assume that you know how to look at charts, and gold is looking very bullish at the moment.

* added this line:  and unless you have a LOT of money to buy gold, silver is a good alternative

made_in_HK

bullet 發表於 2011-4-4 19:57
多謝師兄之回應. 小弟非常看好白銀. 目標價在這裡提及可能很多師兄會罵我儍.
不知made_in_HK兄對銀價有沒 ...

if you want to play it safe, buy some now with part of your investing money and save some money for hedging or buy more later

made_in_HK

bullet 發表於 2011-4-4 19:57
多謝師兄之回應. 小弟非常看好白銀. 目標價在這裡提及可能很多師兄會罵我儍.
不知made_in_HK兄對銀價有沒 ...

pay extra attention to these two lines:

part of the theory in trading precious metal (gold, silver, platium, etc) is that when there is a war, there is a market for it to go up.

part of the theory in trading silver is, it is gold's little brother.  most of the time when gold is up, silver will go up.  

bullet

made_in_HK 發表於 2011-4-4 20:02
"很多師兄會罵我儍" ... why?   no one knows where the top is or where the bottom is on all stocks ( ...

可否回答剛才實銀的問題 ?

明日假期, 小弟會有多些時間與兄詳談, 謝謝 !

bullet

made_in_HK 發表於 2011-4-4 20:05
if you want to play it safe, buy some now with part of your investing money and save some money fo ...

多謝您的意見 !

made_in_HK

bullet 發表於 2011-4-4 20:07
可否回答剛才實銀的問題 ?

明日假期, 小弟會有多些時間與兄詳談, 謝謝 ! ...

I did answer on floor 134.

*unless you have a lot of money to buy gold, silver will be a good alternative.

in short, silver looks good.  

now i have a question, do you follow charts?

bullet

made_in_HK 發表於 2011-4-4 20:10
I did answer on floor 134.

*unless you have a lot of money to buy gold, silver will be a good alt ...

我是指買實銀(Solid Silver) !

小弟很少看圖, 只用基本分術.