Ace dies at copying a copy, this is a kind of phenomenon with the commonnest stock market.
Under epidemic situation, euramerican stock market drops greatly, investor is in drop relay and " gold pit " in wandered very long, because the price at that time is enough and alluring,perhaps be, connect a divine Ba Fei to also did not keep back especially copy a copy aviation.
A many month went, buffett fails to make money from inside copying a copy not only, instead deficit is huge.
Last week 5, wei expresses Buffett's subordinate Baikexier Hasa, the of about 18% Da Meihang that had sold its hold is empty the stock of the stock of the company and the American southwest airline of 4% .
To aviation pessimism results from the pessimism to epidemic situation, to Buffett, capital is far what come than gain is important, want capital security only, everything can come again.
And in March the middle ten days of a month, media ever had interviewed Buffett, he says him won't undersell aviation stock, he thinks because new coronal is pneumonic,this epidemic situation and oil price drop greatly the crisis that causes, endanger be not a patch on 2008.
The error that sentences beforehand brings about the normal that deficit is capital market.
Trade according to American negotiable securities the file of committee shows, on Feburary 27, when the market begins panic to drop, ceng Yiping of Bai Kexi Er all the price of 46.4 dollars bought 976 thousand aviation that amount to the United States, if press a carry out price of 24 dollars,calculate that is to say, range of deficit of Ba Fei spy is close 50% .
Why to want as to Buffett " cut the flesh " aviation, the orgnaization is forecasted, da Meihang is empty 2 quarters income will fall 90% , I think this is an account that Buffett reduces a storehouse.
To the mood of the market, average person has transition very hard inside a cycle.
"Cut the flesh " aviation later, buffett continues to see empty bank again.
All the time since, buffett to the bank the preference is concealed none, he thinks bank share out bonus every year more seasonable, and bank still be fond of counter-purchase share, to him, one wool money did not spend the likelihood, hold a scale to rise every year somewhat, this also is Buffett likes to buy a bank a reason.
This year when Feburary, he ever expressed, bank have appeal extremely at present, have appeal than other stock. From the point of circumstance of Buffett that maintain a warehouse, he 10 hold greatly there is carry of American bank, United States to connect respectively in the storehouse, Fu Guoyin travel, Magendatong and United States close numerous bank, these banks aggregate hold occupy 35% what always maintain a warehouse.
Be what brought about Buffett so " cut the flesh " bank?
The answer is the bank defers to add liquidity to counter-purchase a stock.
Statistic shows related the basis, up to now, since this year, bai Kexi Er of Buffett with a ha scatters Wei company to be in the stock already loss 46.5 billion dollar, conversion becomes a RMB 325.5 billion yuan, this is equivalent to electric equipment of power of a division perhaps promoting the total market prise of trade bank.
In other words Buffett maintains a warehouse this year total market prise had evaporated since this year 19% the left and right sides,
And hold a storehouse to distributing from its on look, carry of company of travel, apple, United States connects American bank, Fu Guoyin, the United States adds up to numerous bank, Da Meihang the deficit that Mei Longyin of aviation of sky, Coke Cola, Magendatong, combination, Ka Fuheng, new York goes. Although also run so,beat an index nevertheless.
From historical angle character, buffett also was mixed 2001 only had appeared 2008 deficit, also be the finance that causes because of sudden incident these two among them queasy.
Buffett once had said, I am scared when other people is greedy, I am greedy when other people is scared. Current US stock from do not calculate perch locally, why to want as to Buffett " cut the flesh " , I think the likelihood is to await smaller position.
What can foreknow is, at present the US stock is done not have after all, otherwise god also won't " cut the flesh " aviation " cut the flesh " bank.
