s*****n
发帖数: 5488 | 1 reit最大的问题是高杠杆投资。如果经济恶化下去，出租率下降，资产价值不断缩水，
还债压力和借贷成本都会小幅提高，但是由于高杠杆，提高一个两个点就会要人命了。
如果你对reit敢兴趣，自己研究个股比买入fund更为保险。reit股里面是有金子的。
但是，绝对大多数都是比较危险的投资。在经济没出地之前，买入fund等于接飞刀。另
外，如果08政府停止m2m,可以第一时间抢入。 |
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K****D
发帖数: 30533 | 3 I give up, //sigh.
don't you think it's too hard for 理工科? I don't even know where
to start, 55555. |
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n******n
发帖数: 12088 | 4 我的理解，这个东东大概和法律有关。比如规定资本充足率降到多少就要补足，跟码金
铐一样。现在改规则，相当于放松了码金铐，就可以喘口气硬挺了。 |
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u*****n
发帖数: 160 | 5 A patient is dying. How can we save him by change (or add more) his cloth?
We need to nake it and operate on him to save.
It actually makes things worse: less transparency on bank's balance sheet,
more speculation, more rumor, less confidence, more bank-run (even on those
can survive).
We can only see confidence building when banks/insurance companies come out
and present a totally clear balance sheet (no siv, explain all cds and cdo,
etc)
We shall see. This is not going to end well ... |
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u*****n
发帖数: 160 | 6 “How many legs does a dog have, if you call his tail a leg? The answer is
four, because calling a tail a leg doesn't make it a leg.”---Lincoln |
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k****t
发帖数: 12697 | 7 there is a big difference.
the key is what is the fair market value. from my understanding, if the
asset is not liquid enough, fair market value cannot be easily determined.
fair market value is the price a willing buyer and a willing seller can
agree upon, neither party is under pressure to buy or sell. when the asset is
not liquid, there aren't enough wiling buyers to determine the market value.
for the banks, their collaterals are illquid. sales are often fire sale.
when the fas 157 is in pla |
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k****t
发帖数: 12697 | 8 what I want to say is not the fairness of what value of the level 3 assets
should be set on the books, as there isn't much market for such assets. I
want to say suspending fas 157 is going to, at least, put a resistance to
the spiral down, and the banks can have room to breathe, stablize and
recover.
the value is just the value on the book. keep it at acquisition or maturity
value will prevent forced sale caused by just the accounting rule. when they
really have to sell, they sell it at whatever |
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p******h
发帖数: 1783 | 9
一下
this sounds reasonable.
问题是改了会计准则炸弹就拆除了？还是只是被延后了？ |
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h*********n
发帖数: 915 | 10 当然是延后。黄世仁要是延后，杨白劳就不必死，哈哈。
当然延后也可能还不上。 |
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h*9
发帖数: 38 | 11 A country can either manipulate its interest rate or exchange rate. BUT,NOT
BOTH. Fed is messing with interest rate with $ printed from thin air. A
dangerous proposition... an inflated asset price (stock or real estate like
70?) ..., does it do any good in the long term? Not sure. What if it really
sink $, the best all time export of this country?
Alchemy, alchemy...
Better to hold energy and gold as hedge.
btw, about suspending M2M rule, why bother do any accounting at all, just let them report |
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g*****g
发帖数: 34805 | 12 They ain't enough people like you in states. That's why it's
a bubble. They are counting unpayable future debt as current assets,
that's why they'll have more writedown than profit for a long
period if M2M is not modified.
Just to make it worse, people like you will be even fewer if unemployment
rate keeps climbing. |
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q****x
发帖数: 7404 | 13 据我的理解，大通看牛债市，卖了债券指数的CDS。现在又没有债券违约，最多是CDS涨
了，大通有M2M的损失而已。为何市场反应这么激烈。 |
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l****r
发帖数: 175 | 14 Verizon has a job opening at San Diego.
Please send resume to y*******[email protected] if interested.
Thanks.
Job description is as following:
VZ Title: Lead Sys Cslt-IT Quality Assurance
Responsibilities:
· Responsible for establishing methodology and implementing/
executing performance test framework for load/performance testing web
applications.
· Perform capacity testing, obtain and analyze systems performance
data.
Required Skills & Experience:
· Integration and performan... 阅读全帖 |
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l**********y
发帖数: 127 | 15 【 以下文字转载自 SanDiego 讨论区 】
发信人: lovemyfamily (love), 信区: SanDiego
标 题: Verizon 在圣地亚哥site招Performance tester。
发信站: BBS 未名空间站 (Thu May 8 16:07:21 2014, 美东)
Verizon 在圣地亚哥site招Performance tester。
是contractor position。 但是两年的contractor。如果做下来的话会应该没有问题的
转正。可以负责任的说，工作轻松。五点大家都下班了。尤其会有一个很好的老板。
best manager ever。非常体谅员工家庭需要。小孩子有事情要请假，work from home
什么的都很容易。她也很考虑下属的意见。我是真心觉得很幸运有这样一个老板，使得
工作很有乐趣。所以向大家推荐。和计算机， EE， IT infomation system 等相关专
业,相关experience 的都可以。
简历请发给y*******[email protected]
几周前贴过一次。普通的tester招到了。但是Per... 阅读全帖 |
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r***u
发帖数: 75 | 16 我们组共有4个opening,先开了2个,后续还有2个.. 烙印的简历收了好多,老中的基本没
有,有兄弟姐妹愿意来看看?
1) M2M Operation, Management, Administration, and Provisioning (OAM&P)
Architect
2)EPC Network & Network Protocol Architect
工作地点在boston waltham地区, 或者加州 pal alto. |
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c**********a
发帖数: 92 | 17 Topic: Pioneering Technologies - Year 2020 in the Making
Venue: Santa Clara Convention Center (5001 Great American Pkwy, Santa Clara,
CA)
Date: 10/24/2015 (Saturday)
Time: 12:00pm – 9:30pm
Registration: https://www.eventbrite.com/e/caspa-2015-annual-conference-and-
dinner-banquet-pioneering-technologies-year-2020-in-the-making-tickets-
18584070455
Annual Conference Agenda:
12:00-1:00pm, Registration & Networking (first 200 attendees receive
gift)
1:00-1:30pm, CASPA Board of Director Elec... 阅读全帖 |
|
l****r
发帖数: 175 | 18 Verizon has a job opening at San Diego.
Please send resume to y*******[email protected] if interested.
Thanks.
Job description is as following:
VZ Title: Lead Sys Cslt-IT Quality Assurance
Responsibilities:
· Responsible for establishing methodology and implementing/
executing performance test framework for load/performance testing web
applications.
· Perform capacity testing, obtain and analyze systems performance
data.
Required Skills & Experience:
· Integration and performan... 阅读全帖 |
|
l**********y
发帖数: 127 | 19 【 以下文字转载自 SanDiego 讨论区 】
发信人: lovemyfamily (love), 信区: SanDiego
标 题: Verizon 在圣地亚哥site招Performance tester。
发信站: BBS 未名空间站 (Thu May 8 16:07:21 2014, 美东)
Verizon 在圣地亚哥site招Performance tester。
是contractor position。 但是两年的contractor。如果做下来的话会应该没有问题的
转正。可以负责任的说，工作轻松。五点大家都下班了。尤其会有一个很好的老板。
best manager ever。非常体谅员工家庭需要。小孩子有事情要请假，work from home
什么的都很容易。她也很考虑下属的意见。我是真心觉得很幸运有这样一个老板，使得
工作很有乐趣。所以向大家推荐。和计算机， EE， IT infomation system 等相关专
业,相关experience 的都可以。
简历请发给y*******[email protected]
几周前贴过一次。普通的tester招到了。但是Per... 阅读全帖 |
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g*****y
发帖数: 2491 | 20 不行就报警呗~
话说我们家还欠什么m2m公司三万多刀呢~ |
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p****u
发帖数: 2422 | 21 各位哥哥姐姐弟弟妹妹们
帮我推荐个打电话省点的方式吧
是不是用itouch比较省，
这是2/16-3/15的账单，3/16-4/15还没出来，我怀疑也超了
Your usage between 2/16 - 3/15 (see attachment)
M2M (free):161; N&W (free): 1,094; Daytime (you have 200 min quota): 574
This is the invoice of $32 + $74.8 (574-200)*0.2=74.8) = $106.8 for your ser
vice between 4/1-4/30 of 2010. Please make the payment through Paybill (see
attached) by 4/10/2010 to
SA Tech Inc.
4576 Cone Wood Trail |
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h*********o
发帖数: 1265 | 22 哈，肯定是前些天那个 50%价得手机，加 M2M网络。后来AT&T更流氓，直接取消手机，
却送网络帐单。
肯定是要BBB。 |
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p****u
发帖数: 2422 | 23 Your usage between 2/16 - 3/15 (see attachment)
M2M (free):161; N&W (free): 1,094; Daytime (you have 200 min quota): 574
This is the invoice of $32 + $74.8 (574-200)*0.2=74.8) = $106.8 for your ser
vice between 4/1-4/30 of 2010. Please make the payment through Paybill (see
attached) by 4/10/2010 to |
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l****g
发帖数: 249 | 24 19刀的prepaid有free nights&weekends吗？有free M2M吗？有myFAV吗？ |
|
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c**********a
发帖数: 92 | 26 Topic: Pioneering Technologies - Year 2020 in the Making
Venue: Santa Clara Convention Center (5001 Great American Pkwy, Santa Clara,
CA)
Date: 10/24/2015 (Saturday)
Time: 12:00pm – 9:30pm
Registration: https://www.eventbrite.com/e/caspa-2015-annual-conference-and-
dinner-banquet-pioneering-technologies-year-2020-in-the-making-tickets-
18584070455
Annual Conference Agenda:
12:00-1:00pm, Registration & Networking (first 200 attendees receive
gift)
1:00-1:30pm, CASPA Board of Director Elec... 阅读全帖 |
|
n******n
发帖数: 12088 | 27 以前贴的那个，GS和WFC的ER日期都不对。
4-2-09: FASB vote on relaxing M2M
4-8-09: SEC vote on reinstating uptick rule.
4-14-09: GS Q1 ER, BH.
4-16-09: JPM Q1 ER, BH.
4-17-09: C Q1 ER, BH.
4-20-09: BAC ER, BH.
4-21-09: BK ER, BH.
4-22-09: WFC Q1 ER, BH.
4-28-09: Completion of bank stress tests. |
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J**B
发帖数: 96 | 28 lexiking:
关于你的第三点：今年申请m2m可以claim2008年的损失（3000+)来抵消2009的gain吗？
第三, 很多人今年(2009)可能赚钱了，要交capital gain, 建议申请转换身份为mark-
to-market, 这样如果明年(2010)
炒股亏钱的话，可以把今年交的税claim back, 用1045或1040X, claim net operation
loss，这样可以避开max
3000 loss的cap |
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e**s
发帖数: 4638 | 29 it 们还藏了一pg坏帐，M2M的话，这点利润远远不够填窟窿的。。。。。 |
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d******d
发帖数: 1037 | 30 都是账面上的M2M unrealized loss;没准儿下个Q就变正的了。 |
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N********n
发帖数: 8363 | 31 The Financial Accounting Standards Board has proposed new rules under which
banks and other lenders would be required to use mark-to-market accounting.
Banks would have to report both the fair value and amortized cost of loans
and some other financial assets and liabilities on their balance sheets
under the new rules. Changes in fair value would, in most cases, be
recognized in other comprehensive income and could cause swings of billions
of dollars in the book values for the biggest lenders.
So |
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r****d
发帖数: 239 | 32 haha, liked your translation.
Although, the ABA does has its point. it's not easy to mark to market when
the market is not stable. Enhanced disclosure should be the first step. |
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r****d
发帖数: 239 | 33 Good point. they are greedy for sure. Well let's just hope normal
investors like me learned the lesson and watch out for ourselves.
bonus. |
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c****2
发帖数: 1076 | 34 kind of grey area ... ask TAX CPA, if M2M, Tax CPA would be able to deduct
all loss into expensive. |
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s******v
发帖数: 4495 | 35 【 以下文字转载自 EmergingNetworking 讨论区 】
发信人: superdmv (你想咋的), 信区: EmergingNetworking
标 题: 这个ipv6，哪些产商可能得益啊
发信站: BBS 未名空间站 (Wed Feb 9 14:43:58 2011, 美东)
以前看到一篇报道，估计现在internet上面有将近10%的设备是不支持ipv6，也不知道
他们是如何
估计出来的
这个LTE/4G上来，对ip address需求会更加旺盛，还有其他的领域，象smart meter,
M2M,
blah.
这么看上去，这些网络设备商，会比较得益
1）更新那些不支持ipv6的设备
2）Carrier是不是需要在过渡期间，保持两张网？
我能想到的公司，都是大家比较熟悉的
CSCO JNPR ALU ERIC EXTR ADTN?
还有这个ipv6上来，会不会对软件方面也有类似的要求啊。 |
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s******v
发帖数: 4495 | 36 这个是什么东西啊？有什么用途吗？最近看到几篇文章，不过没有搞明白。 |
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s********k
发帖数: 6180 | 37 same as "internet of things", or "car to car" network, or similar ideas |
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B****t
发帖数: 3129 | 38 Market-to-Market
Go google it. |
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a*****e
发帖数: 1717 | 40 US Chicago Purchasing Managers Index SA ?
factory order dropped only 0.1% M2M |
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f******r
发帖数: 3363 | 41 谢谢，包子已发。是不是要先填3115表，然后用tradelog M2M 软件报税就可以了？
能解释一下坏处(自动丧失long term investment status)吗？ |
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l******g
发帖数: 743 | 42 严格来说确实是这样， 需要提前一年申请
但是如果今年用这个M2M对你好处实在太大的话，也可以碰碰运气, 但是会有audit 的
risk, 把各种
文件准备好了
(not
for
， |
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b********0
发帖数: 339 | 43 还有很多人不肯割肉是因为他们误以为不割就不算亏。这本是管理者欺骗客户的常用手
段。
所以我们都是以M2M方式看账户。当然做统计套利的人作大量交易，不断有很多亏损交
易，很多盈利交易，所以与宏观操作者的对割肉的感觉截然不同。 |
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c*****r
发帖数: 8227 | 47 回到 M2M 记帐，全部打出原型 - 还是一坨坨的。
房市不回升，一切都是浮云。 |
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c*****r
发帖数: 8227 | 48 They're saved by changing the M2M accounting rule |
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G*M
发帖数: 6042 | 49 银行的leverage 高，book value 说没就没了。Bear Stern 被2块收购的时候book还七
八十呢，Lehman Brothers 倒闭的时候book也很高。现在不要求M2M，更看不出来了。 |
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h**********9
发帖数: 3252 | 50 捂着的旧股在跌，用来trade的现金在增长。按以前的accounting rule是在赔，用现在
银行的M2M rule 是盈利。lmao |
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