子曰:『無欲速﹐無見小利﹐欲速 則不達。見小利 則大事不成。』
業餘 炒股 三十多年﹐深深 認同 孔夫子 的智慧。 http://classic-blog.udn.com/mbr8879576/1311502
不幸 小老朽 生來 智商 高出 常人 50%。 久而久之 養成了 走捷徑﹐投機 取巧 的習性。
198x? 左右 開始 閑暇 炒股。 但不幸 能者多勞,身兼數職。 白天 在 死狼不絕 (SLB) 搞軟體。 下班後 到 Houston 社區大學 兼四門課﹐再領另一份全職薪(Full Time)。
回想起來﹐不是沒接觸過 投資正途 (e.g.Morning Star﹐Value Line)﹐而是沒有足夠 閑暇﹐持之以恆﹐走 滑人包肥 Warren Buffett 的 路綫。
後來 接觸到 Option。 走上了 小諸葛 (白崇禧) 的 「積小勝為大勝,以空間換取時間」戰法。 http://classic-blog.udn.com/mbr8879576/7344178
請 注意﹐基本上 偏離了 Growth 選股 之正途。
年初﹐新冠病毒 瘟疫 三鎮(漢﹐昌﹐陽) 起義(疫)﹐小老朽 只有小聰明﹐沒有大智慧。沒想到 美 股市崩盤。
但 在 03/13/2020 盯盤﹐ 發現 棄車保帥 現象。 心知肚明 是 暫時 的 Market inefficiency → 機不可失。 等在 市場 關門 前 一刻 買了 一票 金礦 GDX。 並且 收集 資料﹐寫 了 email 詳加解說 【註一】寄給 144 位 相識﹐同時在 UDN 發表 明牌 貼帖。 http://classic-blog.udn.com/mbr8879576/131946872
兩週過去了﹐略作查詢﹐看來 唉 ! http://classic-blog.udn.com/mbr8879576/273773
可能 的 解釋 ? 世事 似有 定數 ? http://classic-blog.udn.com/mbr8879576/3145671
懇請不吝賜教?
【註一】email 全文 如下 ↓ ↓ ↓
The public seems went insaine at HEB and Kroger. The stock market seems went bizzard. Flu specialist in Texas Medical center says the COVID-19 pandemic will be over about 2 months, ...
Picked up some GDX near the very low at Market closing on Friday the 13th ← 黃曆 : 宜開市。 ← noted yesterday﹐ before market open, So waited until today. Then it is obvious that market went bizzard about GDX and it is free-fall. But do not know about next Monday? It can be lower ? No risk ~ no possible gain ?
The low reached on 03/13/2020 ~ in step with gold on 09/18/2018 about 18 month ago. But Gold is no where near $1,128 that day. The $1,128 is fairly close to the very bottom of $1,015 span over the past 7+ years.
Once again: An educated bet ? ↓ ↓ ↓
http://classic-blog.udn.com/mbr8879576/131946872?raid=8922500#rep8922500
The GDX is more under valued than Gold﹐ may be due to the index margin CALL squeeze ?
But it could squeeze more in the coming days. https://www.google.com/search?q=Connallys%E2%80%99+Bankruptcy ← His mistake ? he admitted that he bought 6 months too early. It is extremely difficult to catch a falling knife.
If GDX goes lower, I may add more﹐average down﹐then sell some at any bounce, "樓梯法" - within means ? !
Vesy good news for Gold and Gold Mining ~ Fed Reserve cut interest rate to near zero today (Sunday, 03/15/2020)
https://www.reuters.com/article/us-health-coronavirus-usa/fed-slashes-rates-in-emergency-coronavirus-move-u-s-death-toll-hits-62-idUSKBN2120RY
https://udn.com/news/story/6811/4417209 『美國聯準會15日緊急降息四碼(1個百分點),將基準利率降至接近零,..... 以挽救受新冠肺炎疫情衝擊的經濟。』
市場 極度 不理性,請 extra 小心。 量力 下 賭注 ? !
Please be careful ~ do not over load your bets.
If one bend the bamboo too much﹐it breaks and can not bounce back.
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