華爾街大咖畢業了!驚爆「空頭慘死」內幕 - 股票
By Hazel
at 2020-06-18T08:52
at 2020-06-18T08:52
Table of Contents
1.原文連結:
https://www.chinatimes.com/realtimenews/20200617006255-260410?chdtv
2.原文內容:
23:562020/06/17 中時電子報 吳美觀
美股自3月下旬低點強勁反彈,在這波上漲過程中,曾警告投資人熊市還沒結束的專家
James Bianco如今決定轉向多頭,並改口美股年底前不排除再創新高,其背後最大推手就
是聯準會(Fed)空前的救市行動。
CNBC報導,研究機構Bianco Research總裁James Bianco表示,聯準會宣布開始購買個別
公司債,是當前股市主要驅動力,並有效地營造了一個市場環境,讓散戶和當沖客都認為
即使經濟衰退或爆發二次疫情,都不會遭受損失。
Bianco指出,聯準會主席鮑爾 (Jay Powell) 表態,將有幾乎無限的現金來確保美股走高
,並吸引大量資金進場,「因此跟聯準會作對是愚蠢的」。
回頭看3月初疫情在全球延燒時,Bianco幾乎將手中的部位降低、重押現金,即使美股從
低點反彈,他依舊持續看空,5月時還警告「股市僅是大熊反彈」,直到近期聯準會祭出
一連串救市措施,他才「投降」由熊轉牛。
不過Bianco坦承,經濟的根本問題仍然存在,目前市場估值過高,只要資金持續進場就會
被高估,然而當前仍有成千上萬人瘋狂湧入股市。
他還透露已在6月初投資股票,但也提醒,這並非無風險的交易,發生任何事情都可能搞
砸,如疫情可能出現第二波感染、經濟復甦恐比預期差,更擔心聯準會可能改變政策等。
3.心得/評論:
別跟FED對做,FED要做多,就跟著做多。
全球央行都不會希望經濟轉空,無腦多就對了。
--
如果還有來世,我想當一個獸人
--
https://www.chinatimes.com/realtimenews/20200617006255-260410?chdtv
2.原文內容:
23:562020/06/17 中時電子報 吳美觀
美股自3月下旬低點強勁反彈,在這波上漲過程中,曾警告投資人熊市還沒結束的專家
James Bianco如今決定轉向多頭,並改口美股年底前不排除再創新高,其背後最大推手就
是聯準會(Fed)空前的救市行動。
CNBC報導,研究機構Bianco Research總裁James Bianco表示,聯準會宣布開始購買個別
公司債,是當前股市主要驅動力,並有效地營造了一個市場環境,讓散戶和當沖客都認為
即使經濟衰退或爆發二次疫情,都不會遭受損失。
Bianco指出,聯準會主席鮑爾 (Jay Powell) 表態,將有幾乎無限的現金來確保美股走高
,並吸引大量資金進場,「因此跟聯準會作對是愚蠢的」。
回頭看3月初疫情在全球延燒時,Bianco幾乎將手中的部位降低、重押現金,即使美股從
低點反彈,他依舊持續看空,5月時還警告「股市僅是大熊反彈」,直到近期聯準會祭出
一連串救市措施,他才「投降」由熊轉牛。
不過Bianco坦承,經濟的根本問題仍然存在,目前市場估值過高,只要資金持續進場就會
被高估,然而當前仍有成千上萬人瘋狂湧入股市。
他還透露已在6月初投資股票,但也提醒,這並非無風險的交易,發生任何事情都可能搞
砸,如疫情可能出現第二波感染、經濟復甦恐比預期差,更擔心聯準會可能改變政策等。
3.心得/評論:
別跟FED對做,FED要做多,就跟著做多。
全球央行都不會希望經濟轉空,無腦多就對了。
--
如果還有來世,我想當一個獸人
--
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