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#61: posted before seeing yours, otherwise I wouldn't add this 作者: 网客JT,

时间: 2009-3-12 周四, 12:12
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作者：网客JT 在海归商务发贴, 来自【海归网】 http://www.haiguinet.com

extra唠叨。。。so you got your break, I'll shut up Smile

天凉好个哈糗写道:

I am glad that...

Some one is much much more 唠叨 than me, even though we r talking about the same sh1t.

Oh pls, would u pls, give me A BREAK bro?

作者：网客JT 在海归商务发贴, 来自【海归网】 http://www.haiguinet.com

#62: Haha... 作者: 天凉好个哈糗,

时间: 2009-3-12 周四, 12:15
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Was kidding mate.

Don't take it serious.

#63: heihei 作者: 网客JT,

时间: 2009-3-12 周四, 12:20
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天凉好个哈糗写道:

Was kidding mate.

Don't take it serious.

就兴你开玩笑？别人就得serious?

哼哼，嘿嘿，哈哈，呼呼，呵呵。。。。

#64: totoally agreed. 作者: nflfan2007,

时间: 2009-3-12 周四, 13:35
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this is the Single biggest factor in this buble ( C??). Other factor might amplify the bubble. When Frank Gong visited U.S last autumn, people here is ery just so fcuk funny

#65: 有人说, 股票70%由大势决定, 20%由sector决定, 10%由公司本身决定. 作者: china_firefly,

时间: 2009-3-12 周四, 13:40
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不知道这个比例算出来的.

#66: Hehe... 作者: 天凉好个哈糗,

时间: 2009-3-12 周四, 13:52
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I am not a fan of him neither...

Guess that is why Jpm got Jing Ulrich these days to head the team in China.

#67: you are good trader now, better than a lot of guys here:-) 作者: nflfan2007,

时间: 2009-3-12 周四, 13:55
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#68: 网客很聪明! 顶!!! 作者: china_firefly,

时间: 2009-3-12 周四, 13:57
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如果你不想理谁, 可以做鸵鸟, 把那人加入黑名单即可.

#69: After Thursday , especailly some interesting report. not in 作者: nflfan2007,

时间: 2009-3-12 周四, 13:58
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a short time.

#70: 惭愧惭愧, 我知道自己是低手. 作者: china_firefly,

时间: 2009-3-12 周四, 14:00
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#71: these two factors are supporting each other to prop up the 作者: nflfan2007,

时间: 2009-3-12 周四, 14:04
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fear and some fake demand. Still remember, we have a very "healthy" GDP growth in U.S last Q2 in US and amazing growth in Big C. So agreed with 天凉好个哈糗

上一次由nflfan2007于2009-3-12 周四, 14:11修改，总共修改了1次

#72: but i saw him 作者: nflfan2007,

时间: 2009-3-12 周四, 14:10
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ruling out 8 T stimulation in his note end of Feb.
He still has some connection in our dear central planning heart

#73: Yes... 作者: 天凉好个哈糗,

时间: 2009-3-12 周四, 14:16
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He has, and he screwed up once...

U remembered last yr he leaked out some info and pissed off the high up?

#74: 你好像知道么! 请讲, 我再送你李冰冰美女照! 10张? 作者: china_firefly,

时间: 2009-3-12 周四, 14:17
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#75: yes. but that is why we like him. just use him 作者: nflfan2007,

时间: 2009-3-12 周四, 14:33
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as a reliable source for big C rumors. JP people were joking he could even call Wen or Hu directly:-)

#76: Hehe... 作者: 天凉好个哈糗,

时间: 2009-3-12 周四, 14:43
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That i am not very sure with.

But he definitely has those 2's cell number, haha.

-------------------------------------------------------------------

DB's Ma Jun as well, i guess.

#77: 呵呵作者: tahiti,

时间: 2009-3-12 周四, 16:31
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我知道的也不算多。

上面帖子说过实货交易和炒期货是两回事，世界上的买家和卖家都没有几个。所以能做交易的人，没有公开讨论的必要，这也算是行规吧。

这么多人写了这么多帖子，挺有意思的。这个话题看来关注的人还挺多。 Cool

#78: I think u did misunderstand sth... 作者: 天凉好个哈糗,

时间: 2009-3-12 周四, 20:46
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What I was talking abt is macro economic backdrop and asset allocation...

If that is not to that extent I would not bother looking at oil as just a product, at all...

That is why simply a "炒期货" isn't giving a whole picture or should say is not relevant...

It is not speculation but global asset allocation and that is why ppl don't talk abt S/D too much under that circumstance.

#79: guess if we like, 作者: hghg11,

时间: 2009-3-12 周四, 21:14
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we can keep going on for days. But it is good to have different views and argument, always good. Never intent to impose my views on others. Good discussion here and I enjoyed it. Mayb can move to the next one. LOL

#80: 呵呵，放下石油不谈， 作者: tahiti,

时间: 2009-3-12 周四, 22:51
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作者：游客在海归商务发贴, 来自【海归网】 http://www.haiguinet.com

就谈宏观经济和全球化的资产配置。在给英格兰大侠的回帖中，我提到爱丁堡，都柏林，曼岛，那些地方都是没有石油的。 Cool

又跑题了。

谈宏观经济和全球化的资产配置，每个人对这个话题关注点仍然不尽相同。我更关心最大的100家对冲基金，共同基金都由谁来掌舵，以及他们的生平和个性特点。再细一点说，我更关心SOROS来北京的时候坐哪一架飞机，住哪一家酒店。说实话，我对各大机构分析师的文章关注不太多。

不过还要提一下石油。我不是学石化专业的，只想说我花了巨大的精力和时间在这方面，就因为它不是一种普通的商品。在这个坛子里，关于石油的帖子很难让我加星。

其他话题就不同了嘛，我经常给别人加星的。 Cool

作者：游客在海归商务发贴, 来自【海归网】 http://www.haiguinet.com

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