Sushi Money 寿司的钱

The market has made amazing gains over the past two days, and posts the biggest 2-day gain in five years .市场取得了惊人的收益在过去两天，和员额的最大的2日涨幅在五年 。 Pretty amazing numbers.相当惊人的数字。 We’ve been here before, but are we staying for awhile or not?我们以前有过，但我们停留一段时间或不？ And how many people took money off the table over the past few weeks?有多少人了钱表在过去数星期？ No surprise there- with all the financial turmoil many of us have become a little more conservative these last few months.毫不奇怪，有-与所有金融风暴我们很多人都变得更加保守，这些在过去几个月。 But as I was looking over the market yesterday morning it just looked ripe with opportunity, hence yesterday’s post.但正如我期待超过市场昨天上午，它只是看着成熟的机会，因此，昨日的职位。 Now the financial pundits will really be out in force debating the merit of this weeks market gains.现在金融专家真的会被列于武力辩论的好处，这周的市场收益。

Through last week the Dow was down almost 10% from it’s high a few months earlier.通过上周道琼工业指数下跌近10 ％ ，由它的高几个月前。 The Wall Street Journal declared a correction a few days ago, looking ahead at the possibility of another 10% down indicating a bear market had returned.华尔街日报宣布一项更正前几天，展望的可能性，另有10 ％下降，显示熊市已返回。 But after the last two days, a re we out of the woods, and is the Bear still in there hiding? Sure looks like it, but that financial Bear is a wily creature.但经过过去两天， 再我们脱离险境，而且是承受仍然藏匿在那里？肯定看起来像，但财政承受是一个老谋深算的动物。 A lot of smarter folks than I expect all the negative news to have significantly more impact to the markets than we have seen lately.很多聪明的乡亲，比我期望所有的负面新闻有显着的影响，更向市场比我们所看到的最近。 And a possible recession, meaning that many folks think we’re just not there yet.和可能出现经济衰退，也就是说，许多乡亲认为我们只是还没有。 We don’t have that “feel-good” factor going!我们并没有说， “感觉好”的因素去！ With the subprime and mortgage mess reaching a peak in mid-2008, there’s still lots of negative news to go around.与次级抵押贷款的烂摊子达到高峰，在2008年年中，有的还有许多负面新闻去左右。

But you know what?但你知道什么？ I think there’sa whole lot of fund managers and investment firms competing to show some healthy gains for investors.我认为有很多基金经理和投资公司的竞争，以显示一些健康收益的投资者。 With the hedge fund derivative losses this year I suspect a lot of smart folks are re-examining just what risk means.与对冲基金的衍生损失，今年我怀疑很多聪明的乡亲是重新审视什么样的风险的手段。 Maybe some of the good quality stocks are pretty decent investments after all.也许一些好的优质股票是相当体面的投资，毕竟。 Maybe we don’t have to go looking for the “next best thing” or crazy combinations of risk in order to show decent returns for investors.也许我们并没有去寻找“下一个最好的事情” ，或疯狂组合的风险，以示体面的回报投资者。 Maybe dividends and solid year-over-year growth is not a bad place to be over time.也许股息和固体比去年同期增长不是一个坏的地方，要随着时间的推移。 Maybe a lot of folks will return to the fundamentals on stocks.也许很多乡亲将返回到基本面的股票。

Then again maybe fear will continue to run amok and the markets will crash. Who the heck really knows where the market’s going? 然后再恐惧也许会继续运行amok和市场会崩溃。赫克是谁真正知道哪里的市场将走向何方？ Certainly not me, but I did put a chunk of money in some key areas yesterday that look even better today.肯定不是我，但是我确实把块钱，在一些关键领域昨天说，看看今天更美好。 Looking ahead I see the Fed cutting rates a quarter point, the holidays making us all feel pretty good, and the election cycle really kicking in for 2008.展望未来，我认为美联储降息25个基点，假期使我们都觉得不错，和选举周期真的踢在2008年。 Maybe we’ll even make more progress overseas, and start bringing some troops home. Some folks see market forecasts intertwined with the election cycle… and a Democrat in the White House next time.也许我们会，甚至取得更大的进展海外，并开始使一些部队的家。 一些乡亲见市场预测交织在一起，选举周期… …和民主党在白宫的下一次。 I don’t know what that means, except perhaps higher taxes on everything.我不知道是什么意思，除了较高的税收，也许就一切。

Something I do know…. 一些我所知道的… … 。 markets go up and down, and change is the only certainty . 市场去向上和向下，改变是唯一的确定性 。 It’s just the name of the game… a game in which I try to keep madness and the risk of emotions out of the way.这只是游戏的名称…游戏中，我尝试保持疯狂和危险的情绪失控的方式。 Ten years from now my only memory of this day will be this post, if it still exists. Looking back ten years ago, I have no idea what I was doing….十年从现在起我唯一的记忆在这一天将这个职位，如果它依然存在。 回首十年前，我不知道我是做… … 。 Oh wait! 哦等待！ Yes I do remember… I was having too much fun and not saving or investing nearly enough! Sometimes I wasn’t having any fun, and still not saving or investing enough. 是的，我记得… …我是有太多的乐趣，而不是储蓄或投资近够了！有时候，我是没有任何的乐趣， 仍然没有储蓄或投资不够的。 Now I know better… just keep plunking money in the pot, and try not to get too excited whether the market’s up or down.现在我知道更好的…只是不断看着钱在盆栽，并尽量不要过于兴奋，是否市场的向上或向下。 But up certainly is better than down isn’t it?! 但肯定是优于下来是不是？ ！

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