t****g
发帖数: 715 | 1 Does this need 大牛牛？ I doubt it.
In case 1: nothing changes, you pay the same
In case 2: you pay less as local currency appreciates
Since you have to 'pay' in both cases, why do you call them cash inflow?
Unless
I totally misunderstood you, it seems you confused me.
cash
increase, |
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l****q
发帖数: 767 | 2 大家好，想问个关于payback period 的问题：
becker书上这么解释的：the time period that is required for the net after-tax
cash inflows to recover the initial investment in a project is considered
the payback period.
公式： net initial investment/ INcrease in annual net after-tax cash flow=
Payback period.
这种算法是不考虑time value of money的。
但是在讲internal rate of return时，为了算irr，也要算payback period，这个
payback period在这里又叫present value factor, 而irr和present value method都
是要考虑time value of money的。这里的公式是：Net incremental investment/Net
a |
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h*******l
发帖数: 359 | 3 Can you elaborate more on your first point, given
1 Inadequate financial market in China causes a large amount capital outflow
to the U.S.
2 Large capital inflow to the U.S. contributes the rise of financial crisis.
Mussa' |
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j**********e
发帖数: 442 | 4 人民币渐进式升值，只会又吸引大量国际游资涌入，在升值预期下，大量外来的美元兑
成人民币，使中国的money supply急剧上升，如何能降低中国的inflation?
前两年的inflation，前车之鉴，中国央行要引以为戒。
人民币渐进式升值其实只会加剧中国的通货膨胀。中国的物价已经如此高了，进一步恶化的通胀。。。
http://kygproperties.wordpress.com/2008/04/06/chinese-inflation-its-money-not-pork/
According to proponents of the money model, China has effectively caught itself in a monetary trap. Large net foreign currency inflows into the country from both the current and capital accounts must be purchased by the PBOC if it is to manage the value of |
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c******a
发帖数: 725 | 5 In the short term, the appreciation of Yen is partially caused by the
expectation that there will be a capital inflow to Japan for
reconstruction
purpose.
History tells us the long term impact of natural disaster on (a big)
economy
is typically minimal.
Personally I don't think the Japanese economy in the long term will be
substantially affected by the earthquake. Their comparative advantage is
still there.
Maybe some macro professors may tell you that the favorable demand shock
(
caused by reco... 阅读全帖 |
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d****n
发帖数: 10034 | 6 差太多了.
比如说水,美国现在正在和storm water run off/overflow/inflow infiltration做斗争
,国内城市生活污水还没处理到30%吧,农村就不说了. |
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d******m
发帖数: 311 | 7 书上的理论讲解我大概也看懂了,可是用到实际情况,输入excell求,就一点想法都没有
了..
如果inflow 和outflow都知道的情况下,怎么用linear programming求一个比如15分钟
的unit hydrograph?
谁能说说大概idea??怎么用excell实现? |
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a****o
发帖数: 264 | 8 This kind of "cleaning lake" is bullshit.Continuous wastewater inflow! |
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l*******G
发帖数: 1191 | 9 water is easier to clean, just stop the inflowing pollutants, sediments on
bottom is harder! 3m usd is little money. Chesapeake bay spends 1billion
usd every year! |
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a****o
发帖数: 264 | 10 oh man, you are thinking too much.
No care cares PCB in sediment. They just want a lake looking good (no
serious eutropification).
And you cannot stop "inflow" by saying. |
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a****e
发帖数: 2064 | 11 I think I figured out. If drain along speed (here is 1/30 min) is faster
than half of the inflow only (here is 1/10min) speed, you cant fully fill it
. Otherwise, you can, and total time not depends on the total depth. |
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n*****a
发帖数: 64 | 12 i haven't done any pump flow CFD simulation before, but if I were given such
a project, my approach might be that fix the flow domain and the blades,
and impose an opposite rpm on the enclosure boundary surface. That way, you
could get a 'steady-state' field relative to a rotating coordinates (blades)
if the rpm and inflow are constant. Hereby, I assume the pump heat is
neglected. If the heat equation is also involved, then the flow pressure
would be larger attribut to rising temperature. that w... 阅读全帖 |
|
发帖数: 1 | 13 QUANTUM SPACE ELEMENTS (QSE)
INTRODUCTION
This is a non-mathematical proposal introducing a cosmological model that is
cyclic, deterministic and infinity-free. For the purpose of achieving this
objective a number of new concepts are introduced. The framework of this
proposal is structured over a number of assumptions, leading to various
considerations of cosmological concerns. Furthermore, verification methods
are suggested of both, observational and mathematical nature.
ASSUMPTIONS
Space is dis... 阅读全帖 |
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l****q
发帖数: 767 | 14 金融版的大牛牛们，能不能帮我看看下面的问题？ 谢谢了！
讨论的是economic exposure to exchange rate fluctuations
当local currency appreciates,那么transactions that influence the firm's cash
inflows 会怎样？
case 1. Firm's imported supples denominated in local currency - increase,
decease or no change?
case 2. Firm's imported supplies denominated in foreign currency - increase,
decease or no change?
Please help!!!! Thanks again!!! |
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m*****n
发帖数: 3575 | 15 I am sorry for the mistake made in the previous post.
Actually the arbitrage needs a condition that future quote is 12 NOW.
Thus, the butterfly can sit on x horizon in the future.
If price falls below 10, both calls are abandoned.2 Puts are exercised that
you need to pay 2*12 dollars for the stocks. And these stocks should be sold
to redeem the two futures short.The cash inflow from this sell is 2F, which
is 24 is F was 12 in t=0.
If price goes between 10 and 12, two puts cancells two futures if |
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a*********n
发帖数: 602 | 16 What is private equity?" was the common question asked in China back in the
1990s.
The terminology was not as widespread as it is today, with only a handful of
private equity firms active in the market. I recall having to conduct a
small
seminar with a company's management team, explaining the virtues of private
equity
before any transaction terms could be discussed. Times have changed since
the
early years as China is now home to over 200 China-dedicated funds raising
over
$15bn (Rmb 103bn, 0.8... 阅读全帖 |
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h*********n
发帖数: 915 | 17 according to us gaap, interests paid is part of cfo outflow. interests
received is part of cfo inflow. |
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l****o
发帖数: 2909 | 18 Plans to launch hedge fund later this summer
* To run CTAs, credit and equity strategies
* To have offices in Beijing and Hong Kong (Adds details, background, quote)
By Nishant Kumar
HONG KONG, May 27 (Reuters) - Principia Capital Advisors is set to launch a
$750 million hedge fund later this summer, three sources familiar with the
matter said, joining the ranks of former Goldman Sachs trader Morgan Sze's
blockbuster launch last month.
Principia, named after a famous book by the 16th century Fre... 阅读全帖 |
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c********r
发帖数: 1422 | 19 his hedge fund AUM $12.5B. net inflows $4B this year, ranked third in the
industry. |
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l********e
发帖数: 220 | 20 没错，AQR叫Portfolio Management Analyst.贴个职位说明，大牛看看这个算
portfolio manager track还是算operation? linkedin上看到有我认识的人干这个职位
的也自称portfolio manager.
Portfolio Management Analyst
ROLE
• Rebalance portfolios based on model views, market frictions, and
investment guidelines
• Oversee and interpret results of daily portfolio optimizations
• Analyze and relay rebalance trades to execution traders across all
GAA asset classes
• Run historical simulations to determine optimal portfolio paramet... 阅读全帖 |
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w********s
发帖数: 1570 | 21 Bonuses for hedge-fund employees in London have dropped by 94 percent since
2012 as returns in the industry declined, according to a salary-data
provider.
The average bonus for directors, or mid-level employees, plummeted to 8,000
pounds ($13,300) this year from 40,000 pounds last year and 135,000 pounds
in 2012, Emolument.com said in a statement today.
“The last two years have taken their toll on the myth of the hedge-fund
executive in their Aston Martins,” the company said. “The slow decline i... 阅读全帖 |
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l**********4
发帖数: 187 | 22 版上的大牛都不出来，我只好献丑了。其实为什么美股大涨是非常好理解的，扯到日本
德国互相竞争有点远了
首先，周五日本是两个消息。一个是增加QE力度，另一个是GPIF增加股票特别是日本以
外股票的投资比例。其实后者对美股影响更大。你看看美国国债利率的变化就知道了，
日本QE对美国的影响没那么大。
为什么GPIF那么有影响，是因为这是真金白银的购买力。有分析认为，GPIF增加的购买
力，相当于美国境内mutual funds两年的money inflow。既然有这么大的一笔钱要进入
股市，股票当然涨了
想不明白求高见 |
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n****3
发帖数: 6 | 23 感觉fund的好日子又开始了。。。BTW, Citadel Tactical Trading 是Zhao Peng那个
组吗？
Highbridge, Citadel and BlueCrest advance smartly, while Millennium and OZ
lag a bit
April was a mixed month for a number of high-profile multistrategy hedge
fund firms. Several firms lost money while others barely broke even,
enabling them to preserve their strong early gains.
Multistrategy funds have grown popular among hedge fund investors. According
to industry tracker eVestment, the strategy took in about $9.4 billion in
March,... 阅读全帖 |
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m***l
发帖数: 267 | 24 【 以下文字转载自 Physics 讨论区 】
发信人: moral (moral), 信区: Physics
标 题: paper help
发信站: BBS 未名空间站 (Mon Jan 8 14:55:39 2007), 转信
Proposed Inflow/Outflow Boundary Condition for Direct Computation of Aerodyn
amic Sound
pages 740-742
J. B. Freund
AIAA Journal (0001-1452) 1997 vol. 35 no. 4 |
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u******3
发帖数: 11 | 25 I did one sensitivity analysis which assess the effect of changes in the
number of shops to NPV of a project (the project is to set up a number of
shops). One partner owns/shares 50% of all cash inflows/outflows and so 50%
of NPV. Then I did another sensitivity analysis which assess the effect of
changes in the number of shops to the partner's share of NPV. For me, there
is no direct assocation between the partner's share of NPV and the number of
shops. the association indeed stems from that bet |
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k****1
发帖数: 133 | 26 小弟， 明天有一个面试，是一家临床开放公司。职位主要做临床试验药品的用量预测
， inflow of lab samples based on subject visits。 好像这个职位主要是预测模
型和sas,请问主要看哪方面的东西啊？请高人指点，不胜感激。。。（fresh master,
没经验，什么也不懂） |
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S******t
发帖数: 8388 | 27 学习不认真哈！
发信人: mmz (酱爆), 信区: Stockcafeteria
标 题: MONEY FLOW
发信站: BBS 未名空间站 (Thu Oct 22 01:06:36 2009, 美东)
以下是最近盘整或还在涨,但MONEY INFLOW开始明显减少或已出现OUTFLOW的. 我只列了
有代表性的几只.
AIG BAC
CSCO SNDK BRCM
FSLR MOS
MA
HIG GNW
DRYS
LVS
AKS PCX
BIDU EJ FUQI
CAR AXL
URE
这只是提醒,不代表就要去空它们.要BUY DIP的童鞋要考虑清楚再摆地铺哈. |
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m*z
发帖数: 2356 | 28 来自主题: _Stockcafeteria版 - CROX touched upper bound of BB and money inflow has been decreased since Tuesday.
It need to rest a bit, I guess. |
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G*********8
发帖数: 644 | 29 Mutual fund outflows were almost $8.5 billion in the week ended Dec. 15,
according to the Investment Company Institute.
But foreign stock funds had net inflows of more than $2.2 billion, a jump
from the previous week’s $1.8 billion.
Domestic equity funds, by contrast, had outflows of $2.4 billion. That was
down from the prior week’s $2.7 billion.
Total bond fund outflows surged past $8.6 billion, up from $1.7 billion a
week earlier.
Most of that came from municipal bond funds, which had outflows... 阅读全帖 |
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l*****7
发帖数: 2844 | 30 record cash inflow to equity fund may break it out? |
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c*****k
发帖数: 2080 | 31 这个预测实际上是开俱乐部来最有用的预测之一，:-p, 另一个是关于天朝股市的。
欧元今天到了一个local的支撑点上，如果顶不住的话，下一个support是1.25左右？
不论如何，如果天朝停止购买美帝国债 - 不论出于政治或diversify的考虑，美元都需
要自强才能吸引money继续inflow，政治上也需要立立万了。
俺个人觉得这波升势不会这么结束，所以1.25也许真要去碰。后面看美国经济了，如果
double dip，那么再次需要鸡血的话，美元将再回到贬值的通道上来。
天朝的房产/基建可望急速放缓，配合美元的升值，下面估计比较好做得就是short
commodity了。
黄金另类，如果考虑各种货币都绝对贬值的话，黄金也许会被利用来保值。是不是可以
long gold，short commodity？ |
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c*****k
发帖数: 2080 | 32 我今天考古准备吹牛，才看到你这个问题。以前在coke1的俱乐部里摆活过：
发信人: chinook (Base Loaded), 信区: MacroInvesting
标 题: Re: 关于美元的单细胞级推测
发信站: BBS 未名空间站 (Tue Feb 23 13:29:25 2010, 美东)
欧元今天到了一个local的支撑点上，如果顶不住的话，下一个support是1.25左右？
不论如何，如果天朝停止购买美帝国债 - 不论出于政治或diversify的考虑，美元都需
要自强才能吸引money继续inflow，政治上也需要立立万了。
俺个人觉得这波升势不会这么结束，所以1.25也许真要去碰。后面看美国经济了，如果
double dip，那么再次需要鸡血的话，美元将再回到贬值的通道上来。
天朝的房产/基建可望急速放缓，配合美元的升值，下面估计比较好做得就是short
commodity了。
黄金另类，如果考虑各种货币都绝对贬值的话，黄金也许会被利用来保值。是不是可以
long gold，short commodity？ |
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c*****k
发帖数: 2080 | 33 你这叫cww棒槌性的盲目打倒。老头俺虽然新疆小姑娘的辫子，随便就能让你们纠住把
柄，这个long gold, short commodity的方针还是叫嚣了一断时间了。 有下文为证，
二月底的厥词：
=========================
发信人: chinook (Base Loaded), 信区: MacroInvesting
标 题: Re: 关于美元的单细胞级推测
发信站: BBS 未名空间站 (Tue Feb 23 13:29:25 2010, 美东)
欧元今天到了一个local的支撑点上，如果顶不住的话，下一个support是1.25左右？
不论如何，如果天朝停止购买美帝国债 - 不论出于政治或diversify的考虑，美元都需
要自强才能吸引money继续inflow，政治上也需要立立万了。
俺个人觉得这波升势不会这么结束，所以1.25也许真要去碰。后面看美国经济了，如果
double dip，那么再次需要鸡血的话，美元将再回到贬值的通道上来。
天朝的房产/基建可望急速放缓，配合美元的升值，下面估计比较好做得就是short
commodity了。
黄金另类， |
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m*z
发帖数: 2356 | 34 Money flowing out of the biggest U.S. ETF, the SPDR S&P 500 ETF (NYSEArca:
SPY), was enough to overwhelm inflows into many assets classes on Monday,
when the U.S. market marked modest gains ahead of earnings, according to
data compiled by IndexUniverse.com.
Investors yanked $922.5 million out of SPY, a big part of the $989.8 million
that flowed out of U.S. equities funds on Monday. Another $174.4 million
moved out of the Financial Select Sector SPDR ETF (NYSEArca: XLF), the No. 2
ETF on the Inde... 阅读全帖 |
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v**********m
发帖数: 5516 | 35 ===========================================================
Jun 30, 2011 Mar 31, 2011 Dec 31, 2010 Sep 30, 2010
Cash 8,244 11,137 15,386 10,505
公司运营费用3-4m/季度，六月底的现金只剩8M，个人认为在2011年底一定会增发股票.
This stock could be played after a new public offering is done in the near
future.
On URRE K-10 of 2010
"In 2010, we raised net proceeds of approximately $19.1 million through the
sale of 35,365,330 shares. In the June/July period we issued 27,142,830
shares at $0.42 per share an... 阅读全帖 |
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v**********m
发帖数: 5516 | 36 This stock could be played after a new public offering is done in the
near
future.
===========================================================
个人认为在2011年底增发股票
Jun 30, 2011 Mar 31, 2011 Dec 31, 2010 Sep 30, 2010
Cash And Cash Equivalents 8,244 11,137 15,386 10,505
公司发薪水，一个季度是3-4m.
一个月内可能会有一个prerun，赚到就走。
In Jun and July 2010. Jump from 0.45 to 0.7 before dilution
URRE K-10 of 2010
"In 2010, we raised net proceeds of approximately $19.1 million through
the
sa... 阅读全帖 |
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g****r
发帖数: 306 | 37 My interpretation:
With the earnings season coming to an end and the 3 indexes at such a high
level, the market may well deserve a significant pullback or break.
Solar and shipping stocks may still offer some speculative opportunities
before their ER announcements in the next few weeks to come.
A good article to read for generally understanding the market behavior.
-------------------------------------------------------------------
Greece Fear Factor May Have Caused Most to Miss Rally
Published:... 阅读全帖 |
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v**********m
发帖数: 5516 | 38 http://www.cameco.com/media/news_releases/2012/?id=607
Saskatoon, Saskatchewan, Canada, May 1, 2012
News Release - PDF
MD&A, Financial and Notes - PDF
Financial Statements - XLS
strong first quarter - steady production, higher uranium sales volumes
and average realized prices
started to receive regulatory approvals for US expansion
solid progress made at Cigar Lake
signed agreement to increase ownership at the Millennium project
Cameco (TSX:CCO) (NYSE:CCJ) today reported its cons... 阅读全帖 |
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i*e
发帖数: 859 | 39 "...that there must be increasing emphasis upon the need for
Harmlessness. Harmlessness prepares the way for the inflow of life;
harmlessness dissipates the obstructions to the free outpouring of
love; harmlessness is the key to the release of the lower nature from
the grip of the world illusion and from the power of phenomenal
existence." (EP2, 129).
"...involves harmlessness in speech and also in thought and
consequently in action. It is a positive harmlessness, involving
constant activity and |
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