For all the contrarian investors, this may be the best evidence of a market top.
所有逆向投资者来说,下面这条资讯可能是市场见顶的最佳明证。
Nouriel Roubini, nicknamed Dr. Doom for
accurately forecasting the 2008
financial crisis, is reportedly turning bullish on equities.
因准确预测2008年金融危机而被人冠以"末日博士"称号的鲁比尼(Nouriel Roubini)据说开始看好股市。
Roubini, who has stayed bearish even as markets have rallied
sharply off the March 2009 lows, is changing his stance largely due to accommodative positioning by the Fed and ECB.
尽管美国股市从2009年3月时的低点一路飙升,但鲁比尼对股市却一直持悲观态度。然而现在他开始改变看法,其依据主要是美联储(Fed)和欧洲央行(ECB)所采取的宽松政策。
From CNBC.com:
以下内容摘自财经电视频道CNBC的网站:
'We're a believer; we're celebrating. We think the rally has legs,' explains Gina Sanchez, Roubini's
director of
equity and allocation strategy. (She is also a CNBC contributor.)
鲁比尼旗下公司负责股票和资产配置策略的主管桑切斯(Gina Sanchez)解释说,对于这一点,我们不仅坚信并为此欢庆,我们认为股市此轮回升是可以持续下去的。桑切斯也是CNBC的撰稿人。
She tells us that Roubini's firm currently recommends being overweight equities, playing cyclical areas of the market such astechnology. 'Also we'd take some tilts into staples and telecom to collect yield. And we'd also be overweight ag and livestock. Generally we'd take
advantage of the risk rally.'
桑切斯对我们说,鲁比尼的公司目前建议增持股票,尤其是科技类等周期性股票。她说,为获得收益,我们会向大宗产品类和电信类股倾斜,而且我们会增持农业股和畜类股,总而言之我们要抓住这次风险反弹的机会。
She topped off the
forecast by adding that investors have months to make money.
桑切斯最后预测说,投资者还有几个月的时间可以赚钱。
Roubini reportedly believes the recent action by the Fed and ECB will continue to make equities an
attractiveinvestment over the next few months.
据说鲁比尼认为,美联储和欧洲央行会将最近采取的行动持续下去,从而使股票在未来几个月成为有吸引力的投资品。
On the flip side, Roubini doesn't expect the rally to last long. He thinks more pain will accompany the
equity markets in the second half of 2012. He sees the S&P 500
ending the year at 1300, which would represent a 3.6% decline from current levels.
不过话说回来,鲁比尼并不认为这次反弹行情会长时间持续。他觉得2012年下半年股市将出现更多麻烦。他认为,标普500指数今年年底将为1300点,也就是说较目前的水平下降3.6%。
That's the Dr. Doom we know and love.
这才是我们认识并热爱的末日博士。