美国市场：

技术分析专家告诉我，Strong gains across the major US equity averages after Wednesday’s Fed statement propelled most markets above their respective 61.8% retrace levels allied to the February-March breakdowns. From a technical perspective, this price action has neutralized any remnant negative tone from the sell off and leaves indices with a positive bias within the current range environment. We do not necessarily believe that this activity has indicated the beginning of a renewed bullish up leg to the cyclical rallies, but also consider that moves to new correction lows are very unlikely into early Q2…

经济基本面上， 9 个经济学家正在提供10种推测。

个人方面，一直在减低对美国股市的持有比率。

市场的相关性很强，所以多元化效果是个问题。

不知道对国内投资者，哪个更容易？

十分理解国内大部分投资者没有投资国外的渠道，但是，那并不意味着所有的中国投资者都（面对市场）束手无策。

2004 年，中信有关部门曾向本人询问一种民生已经在国内正式推出叫range accrual 的产品，这种产品允许投资者对美金利率的未来表示一定的看法 （i.g. 炒美金利率曲线）。 此外，光大银行曾推广一种和国际石油挂钩的产品 （从简要介绍看像是 CPPI）等等等。。。 这些只是个人的有限经历，相信您仔细找可以在国内找到不少和国际市场挂钩的产品。

不少聪明人已经走出国内市场，不少聪明人正在等候条件。 想说的是，或者走在前头，或者坐等改革，每人随自己的兴趣。。。 但是记住：

"Where observation is concerned, chance favors only the prepared mind."

The Expert Says : Sideway

[此贴子已经被作者于2007-3-24 6:45:44编辑过]

07/29/07: With slightly more than 300 of the S&P 500 companies reporting earnings for the first quarter, it appears as though the quarter has been a reasonably positive surprise. About 68% of the companies reporting have produced positive surprises. Dow is at historical high...

I am not necessary bullish on US equity but want to make the point that Mr. Market's middle name is "uncertain-ness"

Be careful of the Markets are in their exhaustion phases which normally wouldn't last more than 60 days.

投资日本市场的可以看看这位老兄的半仙分析

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