S******1
发帖数: 1831 | 1 http://finance.yahoo.com/blogs/daily-ticker/housing-dead-bubble
Five years after the housing market peaked, conditions are not improving in
most areas. The latest data shows housing prices are still down and housing
sales are sluggish. New home sales hit a record low in February and the S&P/
Case-Shiller home price index suffered it's sixth-consecutive price slump in
January.
Unfortunately, the halcyon years of real estate will not return, no matter
how much stimulus is pumped into the economy, ... 阅读全帖 |
|
S**C
发帖数: 2964 | 2 For people ask this question, pick a solid hybrid fund such as TRP target
funds with 60-70% equity would likely works best as when things get ugly or
exuberant, it would be very tempting to sell losers (which have better
values at the time) and buy winners (which have less value at the time). In
other words, it will be so tempting to buy high and sell low. |
|
S**C
发帖数: 2964 | 3 went public in Shenzhen in March and has been going up by the daily limit
ever since. And every one of the 29 IPOs in Shanghai and Shenzhen this month
have risen by the daily limit each day since.
Talking about irrational exuberance. |
|
a**d
发帖数: 64 | 4 这是Yale的Robert Shiller 教授, the author of "Irrational Exuberance", 的大作
.
他说, 你也可以从图上看出, 从1890到1990, 房价与 Inflation Rate 刚好持平. |
|
u*****a
发帖数: 6276 | 5 In the words of Tim Wise,
“What Black parents…understood but which Whites had the luxury of ignoring
was the deep and abiding fear that pumps like blood through the veins of
Black mothers in this country, especially when they are the mothers of black
men: the fear that persons in positions of authority – most immediately
police – may well end the life of their man-child if they misinterpret a
move, a look, a glance, a comment, or a smirk. It is a fear with which they
learn to live early and alw... 阅读全帖 |
|
l****z
发帖数: 29846 | 6 By ANDREW JACOBS
BEIJING — Liu Yang, a coal miner’s daughter, arrived in the capital
this past summer with a freshly printed diploma from Datong University, $140
in her wallet and an air of invincibility.
北京— 刘扬是一位矿工的女儿，今年夏天怀揣大同大学新近颁发的毕业文凭和1000元
人民币来到北京时，眼前似乎没有战胜不了的困难。
Her first taste of reality came later the same day, as she lugged her
bags through a ramshackle neighborhood, not far from the Olympic Village,
where tens of thousands of other young strivers cram four to a room.
到达北... 阅读全帖 |
|
i******l
发帖数: 828 | 7 【 以下文字转载自 Quant 讨论区 】
发信人: BulletTooth (DesertEagle.50), 信区: Quant
标 题: Re: Major props to our coffee guy
发信站: BBS 未名空间站 (Fri Sep 12 11:37:21 2008)
I really would like to get some work done right now, but with the entire
floor watching CNBC and the amount of negative exuberance, it's kinda hard.
oh well, what the hell. this couple of weeks will go down in the textbooks
for the years to come, i can afford to relax a little bit.
Interesting thing is what happens next - now that i think about it, |
|
c*****r
发帖数: 8227 | 8 人群（"herd behavior") 其实真也好不到哪儿去。
没有集体癫狂，哪里会有 Irrational Exuberance?
窃以为，Fed自信可以驾驭局面，终不过是螳臂当车尔。。。 |
|
s****l
发帖数: 10462 | 9 IPO Market Unlocking for 'Omics-related Companies, but It's 'Anything but
Robust'
December 30, 2010
Type size:
-
+EmailPrinter-friendly versionRSS FeedBy Tony Fong
NEW YORK (GenomeWeb News) – For most of 2010, the IPO market froze out the
life science tools and 'omics market, but by the end of the summer, there
were signs that the public markets may be slowly welcoming firms operating
in the space, as a handful of public offerings ended a cold snap.
The IPO market for 'omics firms has been a gri... 阅读全帖 |
|
m********d
发帖数: 1281 | 10 有些IRRATIONALLY EXUBERANT啊 |
|
s*********8
发帖数: 901 | 11 The China uptrend is cracking.
That's bad news for some of China's highest-flying momentum stocks,
including Internet companies like Baidu, Sina, and Sohu.
The latest data from the China Internet Network Information Center (CNNIC)
shows total Internet users in China reached over 457 million at the end of
2010, a 19% growth rate over the past year…
That's huge in comparison to the stagnant U.S. market. But it's down from a
30% growth rate a year ago.
Even worse for China's online giants, the majo... 阅读全帖 |
|
c*****r
发帖数: 8227 | 12 你这种“数据”，姑且不论来源何在。
我先把相关背景数据历数一下：
1948-2005，58年， 共14.5总统任期，其中，GOP当政8.5期34年（其中里根、老布什12
年，取得冷战决定性胜利，埋葬了"邪恶帝国”），民主党6期24年（其中克林顿当政8
年，1992 开始享受冷战的战争红利，1996开始大规模制造泡沫，即Greenspan所指的“
Irrational Exuberance"）。
Democrat |
|
c*****r
发帖数: 8227 | 13 There are many important differences between Japan's experience and the U.S.
today. But both instances, along with the Great Depression, are classic
examples of credit booms turned bust. These are fundamentally different from
garden-variety recessions and expansions triggered by inventory or demand
shocks.
They are supercycles in terms of both time frame and scope. They are marked
by asset-price bubbles that, upon reversal, trigger financial crises as the
banking system struggles to stay afloat.... 阅读全帖 |
|
|
c*****r
发帖数: 8227 | 15 简单些，就是说这些common sense:
1.what goes around comes around
2.there is no free lunch in the end
3.in front the natural law, people struggle against it is in vain...
股市角度：美国股市会跌到你想象不到的程度！DJIA - 3000. |
|
g******n
发帖数: 53185 | 16 gold : dow = 1:1 in 5 years. |
|
s**********n
发帖数: 2343 | 17 您老比我狠， 我老预测的５８８８我以为就够狠了， 没想到还有３０００的。 |
|
d*********2
发帖数: 48111 | 18 美国和日本的本质不同， 是美国有货币供给自主权。
dji的实际value跌到３０００点都不稀奇。 face value长期会保持在１００００以上。 |
|
r********n
发帖数: 409 | 19 好文！美国也许不会跟日本那样二十年还看不到未来。毕人估计十年。但是，也许更快
。因为现在有一只肥羊可宰。就是不知美国有设有这个胆量和时机。 |
|
S**C
发帖数: 2964 | 20 Without google, what was Nikkei P/E before bubble burst, and what is Dow/SPX
P/E before the financial crisis?
S.
from
marked
the |
|
c*****r
发帖数: 8227 | 21 纯技术而言，这图上DJIA的头肩形态是多么的让人浮想联翩！ |
|
G*****S
发帖数: 303 | 22 俺的理解很迷糊，
option大牛给个summary就好了。
http://www.thestreet.com/story/11281149/1/aapl-options-earnings
As I look at the way Apple(AAPL_) options are trading today I can tell you a
few things:
1. There is not very much premium selling going on, especially in large
block orders. This implies that the market thinks that option prices as a
whole are too cheap.
2. There is a lot of buying in two main places, the straddle and upside
calls. The fact that the straddle IV is more expensive in volatility terms
th... 阅读全帖 |
|
l******g
发帖数: 81 | 23 Old And No News Is Good News Apparently?
Tyler Durden's picture
Submitted by Tyler Durden on 10/26/2011 17:16 -0400
Copper
Futures market
recovery
While S&P futures managed to make higher highs in the last hour, the EUR did
not as only TSYs managed to follow stocks to those extreme levels. It was
an odd day, as we have noted many times today, as the total lack of news
combined with rallies on the back of old news seemed enough to juice stocks
higher. It does make one think a little a... 阅读全帖 |
|
r*m
发帖数: 16380 | 24 market is in irrational exuberance, be extremely careful! |
|
r*m
发帖数: 16380 | 25 That's what the market is right now.
Sooner than later, it will be pay back time. |
|
w**********2
发帖数: 764 | 26 Rampant silver manipulation? Rampant gold manipulation? Rampant LIBOR
manipulation? Hiding MF Global client assets? These are all happening at
JP Morgan according to an open letter reportedly written by an anonymous
employee of the firm. The whistleblower also warns of a "cascading credit
event being triggered" by derivatives related to Greek government debt.
Unlike Greg Smith at Goldman Sachs, this whistleblower has chosen to remain
anonymous for now. According to the letter, the whistle... 阅读全帖 |
|
w********o
发帖数: 10088 | 27 FA上看，NFLX已经是在exuberance区间trade了,就看谁站最后一班岗。这个公司的
profit margin很低，靠的是用户群的大小。前段时间季报不错，但我觉得不足以支撑
股价跳升那么多。看看雅虎上那些财务指标，再和200天均线一比。我觉得它往上冲不
过200，往下空间很大，common sense就告诉我这个股票overrated了：）
TA上看，就简单多了，几个指标一摞，早就该跌了。前两天我就喊烧。把trailing
limit设的紧一点，即使获利走人。我不懂option，不知道这几天的上涨和月底有没有
关系。但是即便在上涨，做30min线还是有很大的利润空间。做dt的会很爽，swing的策
略要变更一下，也能做一点。
btw，火车已经发动了
instructor, |
|
B*S
发帖数: 945 | 28 Dow extends win streak to 10
The Dow Jones industrial average rose more than 80 points, or 0.6%, climbing
to a fresh high above 14,530. The gains mark the Dow's 10th straight up day
-- matching the winning streak in 1996, the year of former Fed Chairman
Alan Greenspan's "irrational exuberance" speech.
明天第十一把大? |
|
|
c***y
发帖数: 286 | 30 what is that word again? irrational exuberance! this is 2007 all over again.
I guess the P/E of sp will go to 20 soon, which will lead SP to 1775 and
Dow over 16500. Wow, crazy market. |
|
|
S**l
发帖数: 39 | 32 有大牛可以谈谈中国和欧盟关于photovoltaic 的谈判对中国太阳能股票的影响吗?
minimum
Pavel
★ 发自iPhone App: ChineseWeb 7.8 |
|
|
|
h**********9
发帖数: 3252 | 35
只是在Irrational Exuberance的时候烧，又不是天天都烧，怎么亏费一辈子？ |
|
a**********2
发帖数: 355 | 36 微信公众平台 USOPTIONS
Americas : Market Intelligence – Morning Update
by Chris Hussey
Published March 24, 2014
Stocks in Asia were decidedly higher Monday as evidence that China policy
makers are shifting to a pro-growth mode again mounts in the wake of
continuing disappointing data. Over the weekend, the HSBC PMI survey was
released and indicated another step down in business confidence with the
dispersion index dipping to 48.1 from 48.5 in February. Yu Song highlights
in a brief note Friday, "Ch... 阅读全帖 |
|
c*******e
发帖数: 290 | 37 When Will Twitter Become Profitable
Jun. 29, 2014 8:37 AM ET | 4 comments | About: Twitter, Inc. (TWTR)
Disclosure: The author has no positions in any stocks mentioned, and no
plans to initiate any positions within the next 72 hours. (More...)
Summary
The network’s growth rate is slowing down, but that doesn’t mean it
isn’t growing.
This business generated $24 million in revenue for the company this
quarter. Atpresent, that's 10% of the total revenue. But that doesn't mean
it can't gr... 阅读全帖 |
|
s*k
发帖数: 2941 | 38 看看真正大牛是如何critically think的 |
|
r*m
发帖数: 16380 | 39 美股大盘整体估值已经进入irrational exuberance阶段。 |
|
w********9
发帖数: 8613 | 40 在dot。com时代，这种疯涨和疯入市被称作是irrational exuberance。
反正做多的损失有限。无所谓了。 |
|
a******n
发帖数: 206 | 41 先声明：我没有站边, either pump or dump btc. 只是读到了自己觉得不错的文章，
分享过来，想听听大牛怎么说。
链接在此：https://blog.chain.com/a-letter-to-jamie-dimon-de89d417cb80?from=
singlemessage&isappinstalled=0
原文很长。总结如下。
Cryptocurrencies (which I prefer to call crypto assets) are a new asset
class that enable decentralized applications
Decentralized applications enable services we already have today, like
payments, storage, or computing, but without a central operator of those
services
This software model is useful to people who need c... 阅读全帖 |
|
c**i
发帖数: 6973 | 42 Vikas Bajaj and Keith Bradsher, Optimism from India to Brazil, and Maybe a
Touch of Exuberance. New York Times, June 4, 2009.
http://www.nytimes.com/2009/06/04/business/global/04emerging.html?scp=5&sq=bajaj&st=cse
My comment: Maybe one wants to skip the first part of the report and jump
directly to China, which starts with the paragraph "In China, industrial
production has started to recover." Mr. Bradsher interviewed two brothers.
But, is the recovery in China real? I doubt it. Wall Street Jou |
|
wh
发帖数: 141625 | 43 排名见下。你们去过几个？我也一直很喜欢Yale Center for British Art，宽敞明亮
，袖珍而精。喜欢Constable，Turner的画作，很有代表性。
台北故宫上榜，北京故宫没上，倒是北京的789工厂榜上有名。
第50名是波士顿的museum of bad art，听着很好玩，有人去过吗？
The Times
The world’s 50 greatest galleries
May 4 2013
1 Uffizi Gallery, Florence
The word masterpiece can be bandied about too easily in Italy but the Uffizi
is packed with them. It was here that the Medici
family displayed its magnificent collections. The gallery’s architect,
Giorgio Vasari, said it was here that the greatest artists of
th... 阅读全帖 |
|
H********l
发帖数: 75 | 44 2014/7/25 晚7:30pm 纽约林肯中心免费室外Ballet+Modern 舞蹈表演.
Pam Tanowitz Dance Eighth Blackbird at Damrosch Park Bandshell.
请注册: http://tinyurl.com/k3byolk
到时候邮件通知我们在看台的位置.
Pam Tanowitz Dance
PASSAGEN featuring Pauline Kim Harris
The Spectators (excerpt) featuring FLUX Quartet
Freedom teases form and the graceful traditions of ballet and modern dance
fracture in gorgeous, post–modern moments, set to contemporary scores
performed live. The onstage vitality of violinist Harris, playing John Zorn
’s PASSAGEN, ... 阅读全帖 |
|
n****r
发帖数: 5801 | 45 【 以下文字转载自 LeisureTime 讨论区 】
发信人: wh (wh), 信区: LeisureTime
标 题: Times评选世界50 galleries
发信站: BBS 未名空间站 (Thu May 16 11:34:12 2013, 美东)
看看你们去过几个？
排名第三的彼得堡的state hermitage museum，拍过电影russian ark，就记得金碧辉
煌，没看到什么画……
排第15的Yale Center for British Art我也常觉得比英国的画廊都好……小而精致，
各个时期和画家的代表作收集得很精，介绍也很精，看完印象很深。建筑也很宽敞明亮
，令人愉快，不过太亮是不是对画不好。
有个Doha的Museum of Islamic Art。希望有机会去。
台北故宫上榜，北京故宫没上，倒是北京的789工厂榜上有名。说最近有一个Duchamp
and/or/in China的展览，到六月中截止。听着挺有趣，不知道goldy去看过没。
第50名是波士顿的museum of bad art，听着很好玩，有人去过吗？
Times另外还评选了世界50... 阅读全帖 |
|
M****7
发帖数: 13407 | 46 【 以下文字转载自 Connecticut 讨论区 】
发信人: wh (wh), 信区: Connecticut
标 题: Times评选世界50 galleries, Yale Center for British Art排名十五
发信站: BBS 未名空间站 (Thu May 16 11:15:57 2013, 美东)
排名见下。你们去过几个？我也一直很喜欢Yale Center for British Art，宽敞明亮
，袖珍而精。喜欢Constable，Turner的画作，很有代表性。
台北故宫上榜，北京故宫没上，倒是北京的789工厂榜上有名。
第50名是波士顿的museum of bad art，听着很好玩，有人去过吗？
The Times
The world’s 50 greatest galleries
May 4 2013
1 Uffizi Gallery, Florence
The word masterpiece can be bandied about too easily in Italy but the Uffizi
is packed with them... 阅读全帖 |
|
H********l
发帖数: 75 | 47 2014/7/25 晚7:30pm 纽约林肯中心免费室外Ballet+Modern 舞蹈表演.
Pam Tanowitz Dance Eighth Blackbird at Damrosch Park Bandshell.
请注册: http://tinyurl.com/k3byolk
到时候邮件通知我们在看台的位置.
Pam Tanowitz Dance
PASSAGEN featuring Pauline Kim Harris
The Spectators (excerpt) featuring FLUX Quartet
Freedom teases form and the graceful traditions of ballet and modern dance
fracture in gorgeous, post–modern moments, set to contemporary scores
performed live. The onstage vitality of violinist Harris, playing John Zorn
’s PASSAGEN, ... 阅读全帖 |
|
G***Y
发帖数: 9698 | 48 大苹果活动看板（3/3）
发布于 2013-03-04, 周一 14:41
【本报编译林婷纽约报道】
体育·活动
1.Kids Food Festival
儿童美食节 ★★★★★
第二届布莱恩公园儿童美食节活动精彩，趣味多多。旣可以品尝各式美食，也可以学习
制作曲奇，参与寻宝游戏，聆听音乐会等。
时间：3月2日、3日上午10点至下午5点。
地点：布莱恩公园花旗冰场（Bryant Park Citi Pond）。
地址：5、6大道之间，40至42街之间，大图书馆后面。
交通：地铁Times Square站。
电话：212-620-0619。
网站： kidsfoodfestival.com。
2.New York City First Robotics Competition
纽约首届机器人竞赛 ★★★★★
时间：3月7日至9日。
地点：贾维茨会展中心（The Jacob K. Javits Convention Center ）。
地址：655 West 34th Street New York, NY 10001。
交通：34街地铁站转成M34巴士；或42街时报广场地铁... 阅读全帖 |
|
G***Y
发帖数: 9698 | 49 大苹果活动看板（3/3）
发布于 2013-03-04, 周一 14:41
【本报编译林婷纽约报道】
体育·活动
1.Kids Food Festival
儿童美食节 ★★★★★
第二届布莱恩公园儿童美食节活动精彩，趣味多多。旣可以品尝各式美食，也可以学习
制作曲奇，参与寻宝游戏，聆听音乐会等。
时间：3月2日、3日上午10点至下午5点。
地点：布莱恩公园花旗冰场（Bryant Park Citi Pond）。
地址：5、6大道之间，40至42街之间，大图书馆后面。
交通：地铁Times Square站。
电话：212-620-0619。
网站： kidsfoodfestival.com。
2.New York City First Robotics Competition
纽约首届机器人竞赛 ★★★★★
时间：3月7日至9日。
地点：贾维茨会展中心（The Jacob K. Javits Convention Center ）。
地址：655 West 34th Street New York, NY 10001。
交通：34街地铁站转成M34巴士；或42街时报广场地铁... 阅读全帖 |
|
H********l
发帖数: 75 | 50 2014/7/25 晚7:30pm 纽约林肯中心免费室外Ballet+Modern 舞蹈表演.
Pam Tanowitz Dance Eighth Blackbird at Damrosch Park Bandshell.
请注册: http://tinyurl.com/k3byolk
到时候邮件通知我们在看台的位置.
Pam Tanowitz Dance
PASSAGEN featuring Pauline Kim Harris
The Spectators (excerpt) featuring FLUX Quartet
Freedom teases form and the graceful traditions of ballet and modern dance
fracture in gorgeous, post–modern moments, set to contemporary scores
performed live. The onstage vitality of violinist Harris, playing John Zorn
’s PASSAGEN, ... 阅读全帖 |
|
