A Shares Continue To Come Out Of The "Magic Stock" So That The Stock Market Has Become Very Lively.

The stock market is not enough to study fundamentals and technology, but rather to study people, especially people's expectations.

We saw that Trump was also elected, and the US bond market ended with a huge loss in the market value of the bull market, which is the great role expected.

Now that there are not many trading days away from the end of 2016, I believe it will not be plain sailing, because people's expectations are constantly changing, some of which are expected to make the stock market go up, and some may be in the opposite direction.

This is not the lack of efforts of investors, but the change in the world at hand. The question is whether you have thought of any countermeasures before all kinds of changes happen.

From anticipation, we should implement expectations.

For a period of time, A shares have continuously come out of some "monster stocks", which greatly tempted the most tempting place in human nature. I believe that the "monster stocks" began to reflect a state of the market, and the "magic stocks" continued, reflecting the deepening of the stock market. Until the "magic stock" was lifted, it probably came to another state of the stock market. Now I know that the market is still full of expectations for the "monster stock".

Today I would like to talk about anticipation, because reality is giving people lessons.

The interpretation of Baidu encyclopedia is expected to be an estimate of the future situation.

In the stock market, investors' expectations are even more important.

Anticipation has an important influence on people's economic behavior. People's expectation of inflation will lead to inertia of inflation. If the inflation rate is expected to be 10%, when the contract is concluded, the manufacturer will ask for a price increase of 10%, and the workers and manufacturers will also ask for an increase of 10% in the contract, so that the cost per unit product will increase by 10% when other conditions remain unchanged.

By 10%, inflation will inevitably become inertia.

An example of reality is very vivid.

US President elect Trump has sparked controversy in the United States with his extraordinary remarks, but Trump's remarks on the economy still anticipate investors in the capital market after his election.

In his campaign, Trump said he would boost domestic demand, increase inflation and use fiscal stimulus to increase infrastructure spending.

After his election as president of the United States, the market began to anticipate that the domestic demand market in the US is expected to pick up.

The author wrote last week to analyze the impact of Trump's election on technology stocks, and the publication of the article also aroused readers' feelings.

Expect

The logic of the improvement will be that if Trump is elected, if he keeps the promise of capital, he will carry out the tax reform, so that the tax burden on domestic demand will be reduced, and the increase in domestic demand will increase the demand for shipping load, and with the reduction of basic expenditure, the profit margins of shipping companies will increase.

So we look at the shipping stocks in US stocks in recent days.

Recently, a number of shipping stocks listed on Nasdaq have been skyrocketing, and the stock price has risen more than 100%.

Among them, Globus Maritime16 rose 188.06%, which has increased by 28.25% and 72.73% respectively in the first 2 trading days.

The rise of China global shipping is also very similar. Since this week, the single day gains have been reported at 22.60%, 35.20% and 178.10% respectively.

Diana Containerships rose even more frequently, doubling in the last two trading days every day, and its share price rose from 154.77% and 109.45% to $12.86 at $2.41.

We

In the end of 2016, the "goblin" in the stock market played a strong role in the stock market in China and the United States.

Let's take a look at the king of the US stock stock. This is a Greek shipping company called Dryships. The company's stock price closed at 4.56 yuan in November 8th. When Trump was elected as the new president of the United States, it became a Trump concept stock completely. In the next 5 trading days, it rose 11.84%, 133.33%, 13.78%, 216.54% and 70.32%, and it received 73 dollars in November 15th.

Have I ever said that Trump's election to Wall Street would be a mess? Trump's election would be bad for the economy. Trump's concept stocks gave investors a completely different answer.

Our big A shares have not been absent from a stock market, celebrating Trump's election to the stock market.

A shares also have a collective Carnival of shipping stocks. CSCL, long voyage Phoenix, COSCO Shipping, China Shipping Development and Zhonghai Haisheng increase are impressive.

Even researchers in the industry are not scared, though there is logic in explanation. For example, Christmas and Spring Festival are approaching the traditional peak season of shipping industry.

There are also major shipping lines such as the US and South America lines. The price of ocean freight has skyrocketed.

I asked friends of the shipping industry to find out what would happen in the future. He immediately sighed bitterness, pointing to the BDI index. Now, shipping is bottoming out, but it is far from the breakeven point of the industry.

It turned out that he did not expect the shipping stocks to go up and the pressure of customers was enormous.

He said he realized that human happiness is not the moment of living in heaven but the beginning of seeing the sun from hell.