5/30-Jay Leno

Strange enough, I miss living in the states once a while. I miss driving, the tonight’s show, and paying tips at dinner. Now that leno’s gone, so I only need to earn more to achieve the rest.

10-year Yield pulled back to 3.4594, but USD lost ground anyway. EUR at 1.415. hm...i doubt they would make any move on 6/4. yuanta sales head is urging investor to stay sideline until later this summer.

- Retail long margin +25%~ in May. Only 6 times in the last 12years has long
margin gained >20%~ in 1mth. If I look at times where the number is >17%~ I
get 9 data points since 1997. Arrows on the attached chart show all these.
TAKEAWAY- Retail have perfected the art of buying highs with many yrs practice!
(Cabbies in Taipei n the stylists at the barber shops have been swapping stock ideas with their customers lately, if u need more signs of the short-term overbought...)



Very interesting graph…I wonder if the total number of shares coincide too .

動物園就像人一樣. 有著太多不可思議的特質.無法很輕易的解釋,人很容易找表面現象來當作是原因.讓自己比較好過.卻也看不到那個真正的障礙? 所以也不能夠使用”double negative”將障礙變成正數, 所以一直是負數. 人氣作家cwyuni 曾經在一篇文中討論了人稱羨的工作banker, 也貼了很多學生自己製作的 video. cwyuni的回應區應該有指標意義所以我看了那篇回應,很有趣沒有人提出一個障礙與迷思. 難怪cwyuni說”其中有些術語又只有行內人才懂”如果是我我會說” 其中有些術語你要認真想過才會懂 “

“Walt Whitman - that's a PUBLIC SCHOOL!”

這裡才是真正的障礙.好像很多人到歐洲募款不知道要看rugby league還是rugby union.一個associate只會做pitch book沒有marketing能力根本不是banker.只是一個晚上不睡覺的宅男.