Chapter 333: How to be Bearish?
I have nothing, I have nothing to fear.
If the hardware is poor, use software to make up for it, this is what Wang Nuo learned from Zhou Minghai.
Wang Nuo's current education is a bachelor's degree and a bachelor's degree, but for the financial research circle, a bachelor's degree is almost the same as a kindergarten graduation certificate.
If you want to work in the Institute of Finance, even if you are a low-level information collector, you must have a bachelor's degree, and the well-known research institute does not even recruit newcomers with a bachelor's degree...... The base is thin.
Therefore, Wang Nuo can start here, and Zhou Minghai can be called his teacher who entered the research circle, teaching not only professional analysis ability, but also that kind of ...... How to fight for a good career prospect with a weak foundation.
"You are already an analyst on the list, your ranking will be announced in December, and your research report should be taken seriously, which is very important, which is why the company wants you to publish a research report. Tao Hui reminded.
"So in this environment, if I fight a beautiful battle, are you going to recruit new people?" Zhou Minghai looked at Tao Hui and quipped: "I take the company's resources, I want to return them, but how to pay them back, we will choose the way ourselves." ”
"Brother Hai is mighty, how to pay it back, we will decide for ourselves!" Yao Shuliang waved his flag beside him.
"Pay back half first, and the remaining half will be offset by the increase in fame, and we are also a part of Wanli. Wang Nuo also chimed in.
Tao Hui rolled her eyes again, but ...... She is a top student at the Wharton School of the University of Pennsylvania, and she has been single for many years and has fallen in love with a man like Zhou Minghai with a "low education", isn't the reason obvious?
Without the ability and the heart, Zhou Minghai couldn't get into Tao Hui's eyes at all.
Wang Nuo is also treated like this, he has no ability and corresponding pursuit, and he has no way to get the equal right to dialogue with the elites of the financial circle, Tao Keren, Tao Hui, and Arslen.
"You should first make the December research report, this time in November, the research report is too vague. Tao Hui didn't want to waste her tongue, but quickly stood on Zhou Minghai's side.
The research institute's requirements for Wang Nuo's research office are very simple, maintain the relationship and business with the buyer, and then must publish a public research report on the stock market every month, and the rest of the time if there is a task.
This is still the treatment that Zhou Minghai only has when he runs a roadshow, in the past, they all had to publish a big strategy research report, and then push the ticket, which is equivalent to almost two public research reports every month.
Now...... In society, my brother Hai, my worth is already different.
And the business brought by Wang Nuo is enough to shut up the senior management of the institute.
Wang Nuo knows better, don't look at the requirements made by the brokerage now, in fact, if they tear their faces and refuse, it's okay, the institute won't move their research office at all, everyone is in Wanli Financial Research Institute, at least they are already a godfather.
It's a pity that the godfather is not strong, since Wang Nuo began to enter the futures market, the research reports issued by the research office are all "bearish on the market, maybe up, maybe shock" of the twelve mantra mode, in short...... It's been too long.
In the November research report, Wang Nuo still remembers very well that Lu Jianming is the main writer of the research report, and he is also worthy of the rank of "assistant" analyst.
What thinks that the A-share market will fluctuate downward, but there are certain signs of recovery, there are many doji stars at the bottom, etc., that is endless, and it is simply to fool the layman, and there is no edge or corner.
Wang Nuo even asked Lu Jianming to replace him directly, and took the right to sign his name, so Zhou Minghai took the blame strongly...... The chief analyst must sign the research report.
It is now Friday, November 16th, and there is still half a month before December, and if you look through the calendar, you can find that there are exactly 10 days left in the trading day, that is, a research report will be published in two weeks.
The stock market is sluggish, and the volume can be reduced to the point where investors who want to reduce their positions are sad and crying.
What the huge retail investors are thinking now is: Anyway, they have fallen here, how much can they fall again?
I've lost 20 percent, are you still afraid of losing a few percentage points? The market psychology says I don't care anymore.
Often, once this market psychology is formed, it means that the upside probability is large and the upside space is small, but based on the overall market trend, it can be concluded that there is still room for downward movement after capital migration, market malaise, and sideways.
The combination of various contradictory opinions is on the verge of a for stock market analysts.
Zhou Minghai can hide in November, and it won't be like hiding in December, so he was very busy in the first half of November, and now the company has also handed in the task of proposition research, and the pressure and difficulty have naturally doubled.
"There is a high probability that the policy at the end of the year will not be bearish. Wang Nuo also knows Zhou Minghai's difficulties, and with his current status in the research office, he doesn't mind throwing bricks and stones, so when Zhou Minghai shifted his attention, he immediately gave his opinion: "There are a large number of indicators to support ...... data surface"
After half a year of research career, Wang Nuo now has his own "private model" of the financial market, and the data is like a square of changes, forming an overall financial model, and then according to the recent changes, he can extract his own views on the market outlook.
Without being honest, the information Wang Nuo has is enough to be worthy of his analyst's salary.
"The dormancy of the stock market account on the brokerage side is very serious, and the futures market is hot, and it is not only the attention that is divided, but also the ...... funds" Yao Shuliang did not hesitate, and added the data at any time.
"There should be no major changes on the macro level, and the global economy is still stable...... Tao Hui is not a dry eater, although he does not specifically participate in the formulation of the research report, but his eyes have been on the macro strategy analysis of the global financial market.
Wang Nuo listened to Tao Hui's words, but couldn't help but feel a little depressed, grateful to Yuan Rongxin, a strategic analyst on the investment side, really didn't have Tao Hui's ability and confidence to determine the direction of the impact of the international market on the Chinese market.
A top student at the Wharton School of the University of Pennsylvania, Tao Hui and Tao Xiangu have not forgotten her roots even though she is always ready to take over the institute.
Everyone's opinion can be summed up very simply, that is, "stable on the outside, stable on the inside", and it is almost as stable as a dog.
Stable is very stable, but too stable is also a bit bad, and the reality becomes that no matter how an analyst makes a research report, the probability of error is one-in-three.
Optimistic about sideways shocks? When a variable comes down, there may be a wave of ups and downs.
Optimistic about the ups and downs? Maybe it will continue to stabilize, and the market will continue to show what it means to be as stable as a dog.
In this kind of market, in fact, it is best to get some models, what alpha hedging, camp can be used for a round, and the money is still as stable as a dog, however...... Wang Nuo: What they have to do is a proposition composition.
How to be bearish? How to pick out a few of the choices given by the brokerage to be bearish?