“Margin debt was up another $7.4 billion in March and now there are only nine months in which the level of leverage has ever been higher,” wrote Newman in his latest newsletter. “Borrowed money was the basis for the housing bubble, borrowed money is the basis for the newest stock bubble.” 靠
In a note to clients making the rounds on trading floors this morning, Goldman Sachs hinted that the peak in the U.S. business cycle may be nearing, meaning its time for investors to reallocate to more defensive sectors and single stocks with big international sales. They cited the slowing rate of growth in the manufacturing economy by the Institute for Supply Management.
发表于 2011-5-5 11:26
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发表于 2011-5-5 11:28
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