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原油持仓2个多月了! 不出意外可能要拿到正月十五了。 如果有我说的外界事件做驱动,去催动行情,也很快快则一周,慢则几个月。 另外生猪后面也会有相对确定的大机会…… 黄金大方向我依然是看空的,现在市场缺乏炒作主题。 本来是再通胀和缩债预期之间,现在这两个炒作主题都被来回吵了很多遍。 今天十年债券收益率也突破了。同时美指和收益率同涨。 年内是肯定要缩减QE的,只要缩减对黄金总归要有质的打压。 差不多就这些,另外美元指数97-100是肯定要上的,逻辑我在文章用有详细讲过。 距离年关不远了……好好做两波过年,过年要花钱的。

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