2013年3月27日 星期三

太陽底下有新事 --- 記奇事一則

塞浦路斯單嘢乃劫案一庄,此例一出,後患無窮:If it can happen in Cyprus, it can happen anywhere。 如果你問我有乜嘢 catalyst 可以另金價扭轉頹勢,吸引龐大資金流入金市,我諗唔到有乜嘢比"另大眾對存錢入銀行都冇信心"更有效。但世事好奇怪,金價對"劫案"完全冇反應,升得一日又跌返落去。資金繼續流向美元同美股,完全冇人識驚,business as usual。你話股票比黃金吸引我都明白,但原來就算銀行存款有被充公之隱憂時,美元吸引力仍然遠勝黃金,咁我就真係完全唔明白。

市場依家話我知:寧願要拃住D可能會被充公嘅bank deposits,都唔願意拃住可以傍身嘅黃金!This is a very new concept to me, and yet this is what the market is telling me!I must say that what's happening now has really shocked me because my long-held view on market's preception on gold is totally different from reality。Something is missing here, I just don't know what it is。

如果你係黃金投資者,你可以講哩個只係暫時嘅現象,市場(群眾)永遠係lag behind,市場最終會清醒,you would be proven right eventually。但如果你唔係黃金投資者,以上解釋只會被視為係自圓其說或自我安慰而已。

依家唯有俾D時間等等,究竟最後係市場啱定係黃金投資者啱呢?我拭目以待個答案 (雖然我主觀地認為市場現時是錯的,否則我亦不會繼續投資貴金屬)。

今日特記此事,以作日後回顧時可提醒自己:咪話太陽底下無新事,the world changes faster than we think!

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