百家争鸣
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[主页]->[百家争鸣]->[天亮]->[stock8-31-09]
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·中国往何处去?
·次贷危机和投资浅谈
·美国大选——经济,自由主义,自由派
·宗教知识扫盲(1)
·韩家亮:美国大选——答《为自由派一辩》和《为自由派再辩》兼谈伊拉克战争
·韩家亮:“自由、民主、人权”是普世价值
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·CND1
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·宗教知识 Religion 1.0
·圣经浅谈
·错在哪?(上)
·韩家亮:经济学,经济危机,经济政策
·错在哪?(下)
·关于当前经济危机的几点看法
·中国统一之探讨(1)
·实践是检验真理的唯一标准吗?
·中国统一之探讨(2)
·反恐之战(一)
·Economy 1
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·种族歧视与宗教
·Noble Prizes
·中国统一之商讨
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·stock8-29-09
·伊拉克战争,美国大选,及其他
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·stock8-31-09
·stock9-2-09
·stock9-5-09
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·LetterOct.28,2001
·economy2
·stock9-8-09
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·反恐之战(一)
·Vision 异象
·On Religious Freedom in China
·3fronts
·Judaism
·JimWallis
·也谈力拓案
·经济学入门谈
·中俄民主进程比较
·LETMYPEOPLEGO!
·WarOnTerror1
·AreWeReady?
·economy4
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·economy5
·反恐之战(二)
·faith2
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stock8-31-09

   Today’s Australian is bullish. I concur . Glad I overweight in banks. Aussie banks 10 year performance rivals with Warren Buffet‘s, amazing feat. I had been benefited greatly with my bank stocks.
   
   Hold your nerve while the storm hits. Then, buy aggressively when the worst is over. I am very happy that I bought LEI, ORI (traded away), WDC, WOR. Bought TLS for yield and possible trade. Near margin call, so sold some CBA to reduce loan.
   
   For the US, the storm was even stronger. I checked my holding the other day. I performed much better than the 2001 recession. When the storm is coming, hunk down. Through away the dead meat. ALU and NT were such stocks. INTC was my key holding together with AMAT, JPM, NTAP, TQNT, CREE.

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