資金因素仍有利不宜隨便離場

2010/10/15 15:22:42 網誌分類: 其他

15 Oct

女經紀手記

》資金因素仍有利不宜隨便離場　(2010/10/15)

資金因素仍有利不宜隨便離場

2010年10月15日

【明報專訊】在昨天，慧雅提到聯儲局今回可能是兵行險着，希望用資金拉起美國的資產價格，然後逐步出售資產去解決其負債問題。理論上，這不是不沒有機會成功。不過，這是大國遊戲，我們能夠做到的，只是從旁觀看。從這角度看，未來幾年的時間會是頗有趣味，幾乎任何事情也有可能，我們可以斷定的，是人們對紙幣的信心會下降，任何有助儲藏財富的工具，都可能會受到注意和垂青。

值得留意的，是國力是要從相對的角度看，日本和歐洲是各有各的問題。雖然中國目前好像如日中天，但若在匯率和金融制度方面出了問題，情况亦可以逆轉得很快。中國一旦出事，日本和歐洲又一沉不起，美國的世界第一强國地位，是可以再穩坐很久。從這角度看，美國在匯率問題上對中國步步進逼，可能是有更深層次的考慮。

美國寬鬆政策催生新泡沫

不過，有時世事也未必真的很複雜。美國今回可能只是無計可施，蓋自2008年推出一系列刺激經濟措施後，美國的經濟未見有什麼起色，刻下美國國會中期大選在即，20國集團高峰會又將於下月舉行，奧巴馬政府今回可能是在沒有其他選擇的情况下，唯有再推出新一輪量化寬鬆貨幣措施，防止經濟進一步轉壞。不過，這不免會催生一個較大的新泡沫，去掩蓋上一個泡沫的意味。一旦金融市場與實體經濟嚴重脫節，以及資金集體撤出，另一次的資產泡沫爆破可能又再出現。不過，泡沫爆破前是最開心的，若早前已有儲定一定的貨，現階段不妨靜觀其變，或只酌量沽貨或換馬，蓋資金帶動巿的應市策略是，不宜隨便離場。

施慧雅

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慳妹 2013/01/10

chanreborn:

Happy anniversary to you and Little Bee!

慳妹 2012/01/10

chanreborn & Little Bee:

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花姐 2011/12/07

看完真的茅塞頓開

非常認同「人生有破缺，喜悅自相隨，人生無破缺，喜悅從何說。」

你很幸福有如此賢妻

祝夫妻恩愛白頭偕老

chanreborn 2011/02/17

Wilshere and Szczesny give Arsenal far more authority and guts

By Myles Palmer

Arsenal 2 Barcelona 1

Villa 26, Van Persie 78, Arshavin 83

____________________________

The key player in the Nou Camp will be Szczesny.

So pray that nothing happens to Arsenal’s goalkeeper between now and Tuesday, March 8th.

Barcelona’s style is cleverly-timed runs onto sharp little passes, which ｃｒｅａｔｅs a lot of one-on-one chances with the keeper.

Wojciech Szczesny’s fine positional judgement makes him a master of making opponents shoot into the side-netting or just past the post.

On the goal, he was a bit unlucky because David Villa, a razor finisher in these situations, slotted between his legs.

By contrast, he got lucky on the loose ball after his save, when the scrambling Messi headed in but was flagged offside. Messi wasn't offside.

For me, Szczesny was Arsenal’s best player last night for that reason. Making Messi miss was the name of the game.

Yes, Koscielny played his finest game in an Arsenal shirt.

Yes, Jack Wilshere played with remarkable authority at the heart of the team. England need to play Jack football, Fabio - not Capello football.

Yes, of course, CL knock-out ties are a game of four halves.

Arsenal lost the first half 1-0 and won the second half 2-0 and halves three and four will roll round 20 days from now.

Arsenal raised their tempo after half-time and the game turned on 68 when Keita and Arshavin came on.

Keita replaced Villa to stiffen Barca's midfield, which was running out of steam, and allowed young Busquets to go ball-hunting further up the field.

Arshavin’s arrival (for Song) allowed him to link in a cool manner with Clichy, who played a killer ball forward into the box with his right-foot and gave Van Persie a chance to hit a mighty left-foot shot on the half- volley inside the near post of Victor Valdes for 1-1.

Valdes has always had flaky moments. That blunder by allowed Arsenal back into a game that Barcelona were still playing mostly in Arsenal's half.

Still, defending deeper can be good. You can only counter-attack if your opponents are in your half of the field. You can attack too much in a game. If you attack less, you often score more.

Frankly, Fabregas, Eboue and Walcott had been crap.

All three played crap. Only a blinkered, badge-kissing nincompoop would say any of those three played well last night.

Arsenal had nothing on the right flank but now, suddenly, that was where the winning goal came from after a fabulous move.

The cool Koscielny picked up the ball in his penalty area, passed to Bendtner, who passed infield to Wilshere, then quickly forward to Fabregas, who instantly released Nasri with a superb ball down the right flank.

Nasri could have tried the obvious with a low cross to the far post but chose instead to play a lovely pass which allowed Arshavin to curl his sidefoot shot behind Abidal and into the net from 15 yards.

That quality goal gave Arsenal their first victory against Barcelona and it set the seal on the pulsating, rocking, thrilling night that the Emirates has needed since 2006.

Sporting Gijon was a factor last night because game was much harder than the Wolves game was for Arsenal .

After two and half years of staggering success, and intensifying pressure, Barcelona are showing signs of burn-out, so Pep has to husband his resources very carefully.

Coming back off an international break, which is mostly where Barcelona ｄｒｏｐ their points, he conceded an early goal at Gijon in a game that was very passionate, intense and physical, since Gijon are fighting for their lives just above the drop-zone.

I was really enjoying the game but as the second half went on I was thinking : This is taking a lot out of Barcelona !

Indeed, it was a helluva battle that was taking a lot out of both sides.

Just as the commentators began to say that David Villa was about to be taken off, he glided onto a wonder-pass from Messi and chipped the keeper from the edge of the box and it finished 1-1.

Success brings a heavy schedule.

The more games you win, the more the pressure is on you. To handle that you need character and guts. Wilshere and Szczesny have given the team a lot more personality and authority than it had last year.

Big characters, big difference.

As Rufus Thomas said, age ain’t nothin’ but a number.

_________________________________________

ARSENAL (4-2-3-1): Szczesny; Eboue, Djourou, Koscielny, Clichy; Song (Arshavin, 67), Wilshere; Walcott (Bendtner, 77), Fabregas, Nasri; Van Persie. Subs not used Almunia (gk), Rosicky, Denilson, Squillaci, Gibbs. Booked Song, Nasri, Van Persie

BARCELONA (4-3-3): Valdes; Alves, Pique, Abidal, Maxwell; Xavi, Busquets, Iniesta (Adriano, 88); Pedro, Messi, Villa (Keita, 67). Subs not used Pinto (gk), Bojan, Mascherano, Milito, Afellay. Booked Iniesta, Pique (misses second leg)

Possession :Arsenal 47% Barcelona 53%

Shots on target Arsenal 8 Barcelona 7

Man of the match: Szczesny.

Referee Nicola Rizzoli (Italy)

Crowd 59,927.

資金因素仍有利不宜隨便離場

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