美世界級品牌(K,YUM,MCD, SBUX, PEP, KO,KFT,WMT,BBY,PG,JNJ,UPS,GE,CL,KMB,BUD,NKE, MMM,SBUX)

美世界級品牌(K,YUM,MCD, SBUX, PEP, KO,KFT,WMT,BBY,PG,JNJ,UPS,GE,CL,KMB,BUD,NKE, MMM,SBUX)
備而不用

美國最新失業率圖

 

Chart of today一張圖勝千言萬語…可以看到這一次的經濟風暴所造成的失業問題是遠遠超過平均的。

所以相信要花更久的時間才能回復到之前的就業獎況，

換句話說大概要到36個月以後會回穩…下句話就是經濟可以忍受這些次這麼久的失業，消費的動能會不會突然失去

5 watching dog in good place....

結論：一隻跳水，一隻已跳，兩隻正在猶豫；最好還是觀望吧！總經指標只待金融、失業回穩了

MS已衝向半年線，遇線立刻彈回來…多頭正強…

其它四隻都很乖的回到崗位，

200909Investment Outlook : On the course to a new normal

PIMCO - Gross Sept On the Course to a New Normal:

Gross提醒想要大賺一把的投資人注意下列幾項

As of now, PIMCO observes that the highest probabilities favor the following strategic conclusions:

1. Global policy rates will remain low for extended periods of time.
2. The extent and duration of quantitative easing, term financing and fiscal stimulation efforts are keys to future investment returns across a multitude of asset categories, both domestically and globally.
3. Investors should continue to anticipate and, if necessary, shake hands with government policies, utilizing leverage and/or guarantees to their benefit.
4. Asia and Asian-connected economies (Australia, Brazil) will dominate future global growth.
5. The dollar is vulnerable on a long-term basis.

我想他寫的時候還沒有發生上海股市跳水事件，這世界經濟可能還是以美國馬首是瞻，而且看來這跳水還沒到個底。

5 watching dogs in 4 sectors

Peter Navarro's comment on Aug. 31
5 watching dogs in 3 sectors
(Full bully in real estate sector)

Morgan Stanley

Microsoft

QCOM

PSS

RSH

今日財經部落簡摘

Econbrowser: Econbrowser Emoticon shifts to neutral

又一位經濟學者相信經濟狀況趨於穩定。

Calculated Risk: Shanghai Cliff Diving

上海股市跳水中

Calculated Risk: Restaurants in July: 23rd Consecutive Month of Declining Traffic

餐飲業的景氣仍在惡化，作者的黑色幽默：

The cook must have put the green shoots in the soup.

美國股市確立多頭技術格局

VTI