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本帖最后由 tigerbalm 于 2015-1-15 13:11 编辑
redyjw888 发表于 2015-1-15 11:31 
thank you for your advice, i know Australian agricultural products will benefit from free trade ag ...
The big picture is that western power(s) are going down hill. A well known, and often successful remedy for their economical malaises used to be war. But this does not work any longer, as demonstrated by recent wars in Iraq, Afgan, etc. So they are using a different approach now, ie, economic war. They drive up their currency, and drive down commodity prices one by one. They will then buy the discounted commodities with their inflated currency. For them, this is much more cost-effective than military intervention.
I am certain that sometime later they will say their currency is over-valued by the markets, so their currency will go down, commodity will go up. Alternatively, they may say world population growth and urburn development will need huge amounts of commodities, and naturally commodity prices will go up too. Then, they will sell the commodities they bought cheaply, making enormous profits. Sometime further down the track, they may say their currency is under-valued and so the currency will go up and commodities will go down. Here comes another cycle of commodity boom and bust. |
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snowball的一些照片 (2007-7-9) 短腿小鳄鱼 
澳洲半年3份工 (2005-7-17) 童心的魔镜 
发表于 2014-10-24 16:53
。自那以后GNC的绯闻不断（有兴趣的可以查看这两年来它的故事），不过我已获利了结没有再碰过，现在我又有点蠢蠢欲动了。虽然这次还是希望ADM卷土重来，但也清楚近期这种可能性不大。对于操作这种成熟的澳洲垄断性行业龙头公司，看报表分析行业基本面很重要，这正是我欠缺的。所以发帖，请善于分析报表大师们给于指点，谢谢！ 
。大师们帮帮忙吧，用通俗语言讲解讲解，先谢了！
