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[原创]To 英格兰之风 About 油价... |
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not sure what u r talking about -- hghg11 - (200 Byte) 2009-3-12 周四, 10:41 (410 reads) |
天凉好个哈糗
头衔: 海归上校 声望: 教授
加入时间: 2006/03/27 文章: 731
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作者:天凉好个哈糗 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
Also to me a quick but easy way to touch on the reason behind what u called specific demand.
Simple argument, if there was no such a de-coupling thought back in that time, i would not think people will be that silly to increase their oil inventory when they already knew that business was going to be in a bad shape rite?
Also I guess ur statement of "De-coupling" was never a trade, is a bit over. Please don't just narrow it to that extent, it can also be used to describe a wishful conception... which, i am afraid, is still there these days given the hope that those guys r having on the stimulus.
More importantly i still think it is more a inflation scare stocking vs a deflation reality's de-stocking trade, FOR THIS CASE, and definitely for this case.
Much, much more than the fundamental in micro S/D
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Also, as a wording geek, i am very careful on the way i put up my words:
Pls read:
I was trying to explain why it had a such a SPIKE UP and then a NOSE DIVE rather than explaining why there was a BUBBLE...
If u understand what i was trying to say...
S/D can never explain the shape of a bubble, rite?
作者:天凉好个哈糗 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
上一次由天凉好个哈糗于2009-3-12 周四, 11:29修改,总共修改了2次
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