Adjustment stride

 Ta is having a hard day ah. Seeing it from the tower and watch it live in high-rise, high-rise watched it windy, but their own hands empty, but also to accept the ridicule from the tower Ruoyouruowu.'d like to comfort themselves with, money, so many new investors, fund managers are so many rich and powerful, so many eyeing the foreign, then so much the desire to make money, how is it under it? money is not even the long name for a warrant can be 1 per Scoop above, that the growth performance of blue chips, Scoop 20-30 times earnings, what is not? what can not it?
So, Ta were not enough reason to deceive ourselves weaving material. do not buy blue chip immediately die! bought blue-chip, the future may die, but there are hopes of escape. So, we bought blue-chip. blue-chip less, we grab blue chip. Then again, blue-chip become a scarce species, such as instant noodles as to price, rose prices have been rising out of foam. When that bubble burst apart, into the air,UGG boots, and a myriad of money. However, there is a bubble just starting at the right time, who can accurately predict the exact time the bubble burst it? warehouse full of course those who can not, Ta who can not even.
Today, real estate stocks have started rising bubble, a small real estate companies, frequently billion worth, to do real estate development has been selling real estate than stocks. Today's real estate company, in addition to capital-intensive in addition, may have little technical content? they earn, but is to take place to sell it during the period of time profits. prices higher and higher, the more excess profits selling the later, until the profits of people jealous, people hesitate to count the money has not ended. such a happy life will not last long. the real estate bubble, is not conducive to social harmony and stability, unpopular, and not the views of the regulators. in layers of heavy pressure, eventually there will be a thing, as the last straw that breaks the camel.
Today, financial stocks also began brewing bubble. the value of fifty billion in local banks, is still a strong organization with the object, the price nearly hundred dollars of insurance stocks, continues to be the first holding, securities companies peak performance in Q2, 3-4-quarter results will be significantly reduced. the face of rising prices, the central bank to raise interest rates to become the choice of no choice, how could does not affect the growth of financial stocks as well? plus stamp duty, how can you not affect the income of broker do?
Fortunately, the blue chips, only the real estate and financial bubble beginning to show signs. While consumer stocks had a bubble, but their weight is not large, and iron and steel, petrochemicals is still relatively undervalued. Therefore, the bubble collapse, but also take time. Ta were waiting to see if br> For example last night, suddenly the U.S. and European stock markets fell by 1.5%,UGG bailey button, and Ta as I, the first reaction was: Today, Hong Kong stock market will fall, so the mainland stock market will fall. But think again, and felt at a loss : What if the U.S. stock market has gone up today? In an era of globalization, it is necessary to reverse the trend, is difficult. I need to do, should or must follow the trend, and not given a free hand to attack trends. current trends ,UGG boots cheap, Yan Liang is with this global stock markets, and constantly reaching new heights. In such circumstances, only short-term short.
keep your position. Cheng Zai Adams statement. a part of the stock, may be more accurately judge the market , and will not be superficial and subjective desire to confuse. This is to do the proper meaning of stock index futures. So I decided to wait after the new share capital return, to come up 20-40% of the funds indexed to configure and buy a package of stock, tracking their changes, timely adjustment of variety, so that they can remain relatively objective ideas, there is a sense of balance, will be conducive to the final battle in the stock index futures.
meeting note:
then saw a news, ICBC has become the world's most valuable bank, 2,500 billion dollars,UGG shoes, more than Citigroup. So, checked and Citigroup's latest financial report, found it a static price-earnings ratio of 11.7 times, the dynamic price-earnings ratio of 9.7 times. net assets ratio of 2. ICBC's performance is roughly equivalent to half of Citigroup, is half of the net assets. Citi has a good index, assets of 2 trillion U.S. dollars, the market value of only $ 250,000,000,000. representing 12.5% of the asset price. 7.5 trillion of assets in the bank, about 1 trillion market capitalization of 250 billion U.S. dollars, equivalent to 25% of assets. is 2 times the standard valuation of Citigroup. In other words, asset quality, profitability, market value of the Comparisons, ICBC is not inferior to Citigroup, but the valuation level than Citigroup doubled it high, taking into account China's economic growth, generally should be considered normal, because what the Chinese companies to what the valuation, this to be controversial. 5% of U.S. deposits, while China only 3% , not the same as the rate of return of capital, that the valuation of Chinese enterprises should be higher. As for whether we should twice, could be explored. However, from this perspective, the price could stabilize if the Citibank, the bank will not fall space.