Chapter 388: Tortoise and Hare Race (with Closed Skirt Statement)
"First, during the Spring Festival, there are some good new trends in the surrounding market. The U.S. has launched a series of positive news, the U.S. House of Representatives approved the largest bailout order of $819 billion, proposed to divest financial institutions of problematic assets, and the Federal Reserve has also launched a bailout to expand the scale of lending and buy long-term Treasury bills, so U.S. stocks have risen for four consecutive trading days. Hong Kong stocks also rose by 5.56%, the state-owned enterprise index rose by 7.06%, and sectors such as power, steel, and aviation that benefited from interest rate cuts were among the top gainers. ”
"Second, the amount of maturing funds released in the open market in the first week of this year has soared from 10 billion yuan in the previous week to 115 billion yuan, and this is just the beginning. According to media reports, the maturity of funds in the open market will rise to 575 billion yuan in January, the largest monthly maturity of funds since May last year. Although it will weaken in February and March, it will also reach 217.2 billion yuan and 436.1 billion yuan respectively. The total amount of funds released in the first quarter will reach 1.22 trillion yuan. The volume of central bank bills alone will reach 957.5 billion yuan, accounting for eighty percent, almost double that of the fourth quarter of last year. In 2008, the central bank adopted a tight monetary policy and withdrew funds in the open market on a large scale, so the large issuance of central bank bills at the beginning of 2008 was the main reason why the maturity of funds in the open market reached a trillion yuan in the first quarter of 2009. In the first quarter, the total issuance of central bank bills reached 1.75 trillion yuan, of which more than half were one-year central bank bills, and all of them will be released in the first quarter of 2009! ”
"Does this mean that money is going to come in the stock market?" YW raised his eyebrows and asked sensitively.
"Well, the stock market is the most important thing. It's about having money. At present, the tone of macroeconomic regulation and control has changed from 'double prevention' to 'maintaining growth, expanding domestic demand, and adjusting structure'. Monetary policy also shifted from tight to moderately loose in the fourth quarter of last year. The 1.22 trillion funds were released. This equates to a 3 percentage point reduction in the reserve ratio. Under the new monetary policy tone, the easing of funds in the first quarter has become a foregone conclusion, which is certainly good for the market. As long as the stock market is good, some of these funds will enter the stock market, and once the stock market has living water, it can continue to rise, and the miracle Spring Festival red envelope market will continue. ”
The bookrunner nodded, "In addition, although the performance of listed companies is generally not good. But there are still some bright spots, and there will be hype. Because the market in the first quarter of each year is alternated between the Spring Festival red envelope market and the annual report market. From the current point of view, the annual report performance of the better sectors are military, pharmaceutical, public utilities, etc., in addition to the concept of capital injection and restructuring of major shareholders, these stocks and the industry in which they are located, the ability to resist the financial crisis is relatively strong, and the performance is also guaranteed, which will cause financial attention. For example, Zhongbing Optoelectronics is the first share of the Shanghai and Shenzhen annual reports, due to the injection of high-quality military assets by major shareholders. The performance increased by 34% year-on-year, and the profit distribution plan of 10 shares for every 10 shares was proposed. As a result, the market funds were actively pursued, and we also bought it in the group, which is now a record high, and has become the first variety in Shanghai and Shenzhen to 'return to 6000 points'. This exemplary role should drive a number of annual report market stocks and make the market more active. ”
"Well, you have a point." YW top-performing stocks nodded and smiled with relief, "Since that's the case, let's take a look while we go and see if the market can rise sharply." ”
"In fact, there is no need to worry about this problem at all, the market will rise, so don't worry. In fact, you can be like me, go out for a few months, come back and look at the stocks, then you should be able to make a lot of money, and then consider leaving the market and locking in profits. At this time, a new group member named "Banban" made an interesting suggestion.
"Tourism?" Ding Xu asked with some surprise, "Banban, are you so relieved about the market and stocks?" ”
This group friend who called the board was introduced to the group by Qi Fei a few days ago, saying that he was a high-quality customer of Sun Securities, who had a very good set of stock speculation and made a lot of money. During the Spring Festival, Qi Fei went up. Hai got in touch with him, chatted for a long time, and was very inspired, so he invited him into the group and wanted him to share his experience with everyone.
Qi Fei solemnly recommended Banban to Ding Xu, but Ding Xu was busy researching gold stocks in the past two days, and he didn't have time to communicate with Banban.
"The long-term is gold, since we are optimistic about the long-term upward trend of the market, and we have picked safe stocks, what is there to worry about? I did that during the big bull market of 2007. To be honest, I once led a group of retail investors to do stocks like you, and the average return was okay. ”
Ban Ban replied, "Although I am mainly doing over-falling stocks, I have not selected any big bull stocks that are the main rising waves, and I have no short-term ability to accurately escape the top, and I can escape every big adjustment, but fortunately, we can die together, so the yield is relatively stable." I remember that during the 530 tragedy in 07, I didn't run away, and I lost a lot of profits, so I simply stopped looking at the market, went out to travel for a few months, and came back in September to see that the market was 5500 points, and my stock doubled, which is really good. So I think you should go out and travel in a bull market and let the profits run. In the bear market, you should go out to travel to avoid itchy hands and want to buy the bottom. Staying in the market all the time and keeping an eye on the market every day is easy to suffer from gains and losses, and the effect is not good. ”
"Wow, that's pretty impressive. The tourism you mentioned is also very inspiring, which is called people outside the stock market, and their hearts are in the stock market. Ding Xu's eyes lit up suddenly, and he asked, "Then you came back from a trip in 2007 and found that it was almost 6,000 points, how did you operate it?" ”
"It went up too fast, from 4,000 to 5,500 in a few months, and the indicators started to deteriorate. I am a more cautious person, I feel that the market is incomprehensible, and I am afraid, so I liquidate the position and lock in profits. My principle is to eat only the fattest fish and leave the tail for others to eat, because I am afraid that the tail of the fish will be connected to the mouse trap, and it will be a big trouble to photograph it at that time. ”
Banban smiled, "At that time, some group members also cleared their warehouses with me. It's just that there are still many people who are greedy and refuse to run. Because the market rose to more than 6,000 points later, they all laughed at me for being too timid, saying that the market could still rise to 10,000 points, so I continued to fight with my full position. Some people ran away with me at the time, but they always felt that they didn't make enough money. and at 5,000 or 4,000 points. So there were a lot of losses. But overall. Compared with retail investors who operate indiscriminately outside, the yield is stronger. However, there are still many people who are not satisfied, and there are many complaints, I think their psychological quality is still not good, and they feel tired, so they are too lazy to chat with them every day, and let them toss around. After the Chinese New Year last year, I started traveling. It can also be regarded as a retreat, reading books, practicing, mountaineering, watching the sea, enlightenment, and only recently returned to the top. Sea. Because I feel that it has fallen to 1664 points, there is another mid-line opportunity to come, and besides, I have been out for too long, and I have to come back to see my parents during the Spring Festival. ”
"You've been traveling like this for a year? I fainted. How much did you make in the bull market? Ding Xu asked a little speechlessly.
Banban smiled and replied, "Not much, actually. It's only a million yuan, but at least it can satisfy my simple life for ten or eight years, and I'm very content. I also traveled in a spiritual way, riding mountain bikes all over the country, eating some fast food or fast food, staying in small hotels and even camping tents. In fact, it doesn't cost much, so it can be regarded as a cultural journey. ”
Ding Xu listened leisurely.
During this time, Ding Xu was actually very tired, he had to study the stock market every day, write analysis, and die countless brain cells a day, in fact, he also wanted to go to all parts of the country like Banban, integrate himself into nature, and experience a simple and happy life.
However, this kind of life, Ding Xu can only think about it now, after all, he still has to go to college and speculate in stocks to pay off debts.
A free life is more for people who are already financially free, like Banban, who lives in a metropolis, of course, is not completely financially free, but at least he can go out and play for a long time, which can be regarded as a preliminary realization of financial freedom.
"Brother Ban, then share your experience, let's learn some lessons." Ding Xu eagerly asked.
"No problem. In fact, I heard Qi Fei say that you are also walking the same path I have walked before, so I came in to observe and found that you are really similar to me a few years ago, you have a big heart, thinking that you can be a savior and help countless retail investors get rich together. Actually, you are wrong, you want to become a super retail investor, I understand. But who are super retail investors? It is a man who is free from fear and greed! For retail investors, fear and greed are their fatal weaknesses, which are deeply rooted in their bones. It's hard for them to really embrace your long-term philosophy. Even if you spit out wild every day and make them insist on covering it to death, it is estimated that not many people will actually listen to you. But your miracle group is not bad, I found that the long-term atmosphere here is not bad, at least many people cover their buns with you, and they cover it to double, which is very good. ”
Banban smiled, "I started to take my retail brothers to do stocks at the end of 2005, and my level is not good, and I have only covered four doubling stocks." Many friends in the group despise my stocks and think that they are rising slowly, so they all go to look for gold stocks that can rise and fall every day, and they are keen to discuss bull stocks every day, chasing up and down every day, and I can't persuade them. But in the end, my principal of 100,000 yuan increased four times in a row, and it became more than 1.6 million, which is equivalent to earning 15 times over. And many people who like short-term only made one or two times as much, but they didn't outperform the market, and some people even lost their profits because they suffered losses in the 530 tragedy, and then they operated indiscriminately, and they lost money after a big bull market. Later, I made an analogy, it was like a tortoise and rabbit race, and my clumsy old tortoise kept trying to climb and crawl, and finally outperformed the rabbits who thought they had good legs. ”
……………… Dividing line ........................
("Statement: All book friends group is full, the group has been closed, no new readers will be added to the group, forgive me"
As of June 16, 2015, all my book friend groups are full, and the administrator is really limited in energy to manage more book friend groups. And due to my health, I couldn't keep writing anymore, and the book was going to be finished soon. So from today, all book friend groups will be officially closed, and no new readers will be added to the group, please forgive me.
I wish you all good luck in your investment. (To be continued......)
ps: I recommend "The Strongest City King" written by my old friend "Xiucai Killing Pigs", with a 3503452 book number.
This is a story of a small person struggling to survive at the bottom of the city, and after getting future technology, he kills all sides.
…………
To produce the mobile phones of the future ahead of schedule, I want to be with Apple for a long time.
Developing the operating system of the future, I want to make Microsoft have no way out.
Bringing the smart sports cars of the future to the present, I want to leave Tesla in the dust.
Lin Xin, a world tycoon, is on the rise! R1292