not4weak

当然了，你就是去买白菜也要问问价钱吧？ 如果有人恶意抬高价钱，你当然要管是“贵”还是“便宜”啦。‘贵“了你就不吃，”便宜“了你就囤积点。这么简单的道理。

你心里没有一杆秤，还怎么做股票呢？

not4weak

3# yijianmei
什么时候都有人买（有的人花了￥3万买了个螃蟹王），问题是你买不买？1万美金的LV包，你买不买？

为什么要管股市是“应该”还是“不应该”涨或者跌呢？

如果你不买，那就是因为你“管”了，你觉得它不“应该”涨。

not4weak

3# yijianmei
当然， “秤”的好坏就决定了你的水平高低了，虽然价格有时候高得出奇，但是最后还是要回到价值的。

not4weak

If I expect a stock that I buy will go up more, then I buy it. Simple as that. It doesn't matter if I think it is expensive or not. The only thing matters is if the rest of the market thinks it wi ...
yijianmei 发表于 2010-12-3 17:12

You are playing word game here. Expect = "管“。 Your expectation is your expectation，not necessarily that of market's.
This is NOT simple, the problem is that you never know what the rest of the market thinks.

not4weak

水平的高低不是自己心中的秤的好坏决定的，而是猜出所有其他人心中的秤的位置，和他们心中的秤的变化趋势。
yijianmei 发表于 2010-12-3 17:16

你能猜出别人的秤的位置？ HOW? 你能猜出我心中秤的位置？

not4weak

12# yijianmei

This (the skill of guessing )  is the same thing as what you have criticized, right? Everyone is guessing, or expecting ...

I think the most important thing is to understand the overall economic numbers, money supply etc. These will determine the long trend. Using Microeconomics may not be a good idea for investing as you can only see the leg of an elephant.

not4weak

No, I can't guess the balance in your heart. But I can try to guess all the balances out there as a whole. It's critical to guess what the mass is thinking, not what an individual is thinking, in  ...
yijianmei 发表于 2010-12-3 17:32

哈哈，有意思。 不是有人说，‘群众总是错误的吗？“ 莫非你是猜群众心理，然后反着来?

not4weak

17# yijianmei
Thanks to you. Discussions will only make us understand better.