I really thought you just copied someone else article and pasted it here. If I know that you wrote it. I wont say what I said. Cause anyone on this mb should be treat with respect. Unless he/she disrespected anyone on this board. That being said I still think part of the article misleading. 那么报春的小草到那里去找呢？ 最早的有市场影响的，怕是CITI的内部MEMO，今年的头两个月，花旗都是有盈余的。跟着的是BOA，其宣称今年年底前会有大面积的盈余。紧跟其后的是，有数据表现，今年一，二月份开始买房人数，新房开工数都略有回升，有些地区甚至连房价都有回升。最近的消息是，大宗商品订货量也已有反弹。当然有人会反驳，认为大宗商品订货量的反弹是对去年下半年企业清仓的回填，所以这种反弹并不可持续。但我认为，即便后面会有反复，但击穿去年年底的谷底的可能性不大。 1. I truly believe citi and bac and rest banks are lying. I expressed that the moment it came out. jimmy dimon watch the end of it: http://www.cnbc.com/id/15840232?video=1075233650&play=1 ken lewis, again watch the end of it: http://www.cnbc.com/id/15840232?video=1075319339&play=1 Should I say more? 2. New home sales. Read this and pay close attention to the chart. http://dow5k.blogspot.com/2009/03/lies-and-more-lies-it-is-all-good-when.html 3. About Durable goods, January was revised, and the revisions are significantly lower. The headline durable goods was revised to -7.3% from a prior report of -5.2%; and the ex-Transportation revision was more than doubled to -5.9% from a prior reading of -2.5%. Excluding volatile orders for transportation goods, new orders rose by 3.9 per cent. They were up by 1.7 percent after factoring out defense orders, which jumped by 35.3 per cent after plunging by 40.6 per cent the prior month. Read this: http://www.ft.com/cms/s/0/5125dae4-193f-11de-9d34-0000779fd2ac.html?nclick_check=1 “In short, the first rise in orders since September is welcome but it is much less impressive than it looks at first sight and it cannot possibly last,” said Ian Sheperdson, chief US economist at High Frequency Economics. So, if you spent time to write something to inform fellow chinese. Please make sure you get all the information and anylyze it carefully. But still your effort should be appreciated.