l****z
发帖数: 29846 | 1 既然知道外国纳税人会为希腊人的福利买单，他们怎么会愿意勒紧裤带？
If I were a Greek, I would be out on the streets too
Why should Greeks accept austerity when they know foreign taxpayers will
finance their extravagance?
What would you do this morning if you were a Greek? Would you agree to your
government cutting public sector jobs, pay and pensions, and increasing
taxes? Or would you do what thousands of Greeks are doing and take to the
streets, calling the bluff of Germans and French and making them dig deeper
into their pock... 阅读全帖 |
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l****z
发帖数: 29846 | 2 WSJ的帖子，讲得和顶楼的一模一样，你会不会也笑了？
Venezuela’s Election Downshifts Views on Economy, Debt
By Charles Roth
We hear elections have consequences, which are usually obvious if the winner
’s mandate is strong. Venezuela’s snap election over the weekend has major
implications for the economy and the oil-rich nation’s debt, thinking on
which is changing fast.
The anointed heir of Venezuela’s defunct leader, Hugo Chavez, eked out a
wafer-thin majority of votes in Sunday’s snap presidential election, a
surprise ... 阅读全帖 |
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b**********s
发帖数: 9531 | 3 market cap is usually overvalued when measuring the wealth. not because of
the valuation, but because you cannot sell huge volume at market price, if
you do, your stock simply crash.
underestimated.
at |
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S**C
发帖数: 2964 | 4 I wish TGT drops a lot more so I can buy it into my dividend oriented
portfolio, but too bad TGT did not lose much ground against peers. Currently
I think it is overvalued, as much as the whole market. |
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v***v
发帖数: 5504 | 5 看了奥斯卡5分钟，就是找了些人近距离观摩这些overvalued“明星”们。主持人一个
劲地催快走。。。果断换台
现在就是担心会不会把俺的五分钟算到全程收视率里面了，真亏啊，俺还是手贱 |
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d*******r
发帖数: 3875 | 6 gdp per capita malaysia 4000usd, tg 1500usd
but real living standard should be comparable because ringgit is
artificially overvalued by the gov and rmb is the other way around. |
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x******n
发帖数: 771 | 7 听这口气？！Nissan 比两田差吗？两田overvalue了！在北美以外的市场，两田干不过
Nissan !真是愚昧！没什么亏不亏的，自己满意就好！ |
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e*f
发帖数: 1709 | 8 Snap-on is definitely overvalued. You can get similar quality with half of
the price. |
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h**********r
发帖数: 2284 | 9 Because it's not that popular in China and rear things are always overvalued
. Just a so so vehicle/brand in the U.S. turns out to be selling high in
China. That's because the market and does little to do with the value or
quality of the vehicle. |
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a******o
发帖数: 16625 | 10 本田是个不错的公司，但是我觉得他们市场做得比车好。换种说法就是，overvalued. |
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v****n
发帖数: 40 | 12 最好少碰CAF。 那个用QFII，是封闭基金。看下面：
http://www.etf.com/sections/features/6636-caf-double-trouble-fo
Morgan Stanley’s China A-Share closed-end fund (NYSEArca: CAF) gets a lot
of attention. But that doesn’t mean investors should buy it.
CAF popped onto my radar screen recently because Tom Lydon at ETF Trends
highlighted the fund in this article. It gets called out in the Wall Street
Journal from time to time as well, and we regularly receive questions from
advisers who are interested in the product.
It’s ... 阅读全帖 |
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g*q
发帖数: 26623 | 13 A/H股同权,但是以前不能流通,所以有差价.A比H贵,就是A overvalue.A比H便宜,就是A
undervalue.
现在都沪港通了,按理说差价不应该这么大的. |
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W*******t
发帖数: 317 | 14 It is possible that sometimes students like to overvalue their ideas. |
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G*****9
发帖数: 3225 | 15 So what? True leaders should be able to understand average people and
communicate with them. Scientists are trained to think in a different way.
As for the MBA stuff, I observe a downsliding trend in the US now. MBA
thinking is important, but was overvalued. |
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s********n
发帖数: 1962 | 16 you should be considering dump gold at that time. Very possible gold will
have been already overvalued at that time. |
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g****g
发帖数: 310 | 17 overvalued, Rhodium, Palladium and Platinum all had much higher price than
gold some time ago. |
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p******h
发帖数: 1783 | 18 挑点刺：
"the shares will go up", 对那些毒资产，这个信心从哪儿来？一个公司破产前股票
跌得非常低，也有人这么想着来抄底
"the market is undervalued", 到底是泡沫时候overvalued, 还是泡沫破灭时候
undervalued? 哪个是合理价格？如何确定？
关于spiral down, 这个问题不是由m2m引起的，真正的原因是over leverage, 你用自
己的钱冒险哪来什么margin call? 取消m2m只会鼓励不负责任不记风险的high
leverage,最终只会让危机扩大，问题暴露推迟。 问题是出在监管不力，现在到底是要
加强监管还是放松监管？是要一次到位还是再吹再破再来一轮？01年之后的熊市，03年
之后的牛市以及现今的熊市根本就是同一个熊市中的大波动。如果股指不是用美元，而
是用黄金来标价，连这个大反弹都不存在。
一个泡沫吹出来(大了)，于是有措施出台限制(晚了),泡沫破灭(惨了), 问题不是归咎
于吹泡泡而是使泡泡破灭的措施(傻了)，要取消措施再弄些泡沫出来解决所谓的泡沫破
灭问题(有才)，不知道掩耳盗铃到底 |
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K****D
发帖数: 30533 | 19 Well, although what you said is correct, but from an engineering
point of view, there could be unbiased FA strategies:
1) I investigated one or a few aspect of the company, and
concluded that the company is undervalued.
2) I admit that I do not know anything about everything else.
3) Because of 2), I give myself an estimate that on other aspects,
there is 50% chance that they are undervalued as a whole, and
50% chance that they are overvalued.
4) Combining 1) and 3), I conclude that there is a s |
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s******t
发帖数: 12883 | 20 我也觉得tips是overvalued. 就像所有的bond一样， 风险非常高。
hedge
the
first
is |
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j*****h
发帖数: 3292 | 21 股版好热闹！！人傻，钱多， 速来的感觉，还有人做卖中概的生意
这边淡出个鸟了, 中和一下就好了，
感觉这边是认可有效市场，beat 大盘， 不是没可能，但10年如一日，绝小概率事件
那我有一个问题：
这种情况下， 还需要做股票的内在价值分析去投资吗？
因为这种做法本身就是self-serving 的， 假设不做空，分析了10家股票，5家
overvalued，3家par 或是margin of safety太小， 2 家可以投资。(只有在不认可有
效市场的情况下)
投资那2家公司 (等待价植被市场认可的那一天??? 市场这个时候又变有效了) |
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m****u
发帖数: 229 | 22 newgumin,
Which brokerage firm do you use?
I know Scottrade provide some report for most of the stocks.
It has Standard & Poor's Stock Report (updated on Saturday, January 15, 2011
12:00 AM), Reuters Research Report (updated on Sunday, January 16, 2011 12:
00 AM) and Second Opinion Weekly Report
(updated on Saturday, January 15, 2011 1:05 AM).
S&P stock report states a sell for VZ, fair value calculation is $29.60.
Our blended 12-month target price of $32 is
based on a forward P/E multiple of 14... 阅读全帖 |
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w****n
发帖数: 1737 | 23 我看目前市场对gold好像slightly overvalue,可能panic premium，大家都被2007-200
8的crisis吓坏了。
年代 |
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w****n
发帖数: 1737 | 24 理论如此， 但是很多人还不是用这个，比如还用monster..
linkedin rev 才15MM, 我觉得市场由于对这个新的social network没有参照，加上他是
第一个， 所以有点overvalue了，
考虑要不要每天short之， 呵呵。 |
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n******h
发帖数: 2482 | 25 fixed income? what fixed income? bonds/money-market are all other people's
liabilities, the risk of which are all significantly underestimated at this
moment -- which means bonds/fiat-currencies are all significantly overvalued
at this moment.
The so called risk-free is only a fairy tale that wall street wants people
to believe. There is no safe haven in the paper market.
Owning real assets is not a bad idea but they are hard to acquire and store.
In addition, if demands get destroyed commodity ... 阅读全帖 |
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t*m
发帖数: 4414 | 26 buy CDs
this
overvalued
store.
钱,
出来 |
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y****i
发帖数: 778 | 27 That's why if you consider the total risk, AAA bond is more because when it
defaults, the same as BBB or CC bonds but the yield is too low to offset
such risk. Why we need bond insurance like AGM or MBIA for BBB grade bond,,
because the bond default risk times these two company bankruptcy is lower
than a AAA or AA bond itself. I just want to show bond investors do not
overvalue the rating because it is changing everyday. It's only a reference,
you have to consider yield in addition to rating. In... 阅读全帖 |
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S**C
发帖数: 2964 | 28 Housing. Nothing really fancy.
I do not know any asset bubble that ended well. But this time **might** be
different as China housing bubble comes with rapid economic growth. An
overvaluation might be worked off rather quickly in places where economy
grows at 6-8%, without inevitable bubble busting in place where economy
grows at 1-3% (Japan/US/EU).
So it is possible, but the stars need to aligned for China and the China
policymakers pull the right string at the right time, it will be a very
toug... 阅读全帖 |
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M********r
发帖数: 278 | 29 He did not say.. i did dnot say.. the chart did not say we are xcurrently at
a generational low . The generational low was early 2009. The chart simply
tels ypu that here could be a very long bull market after the generational
low and we are currently 5 years into and the middle of that process. Of
course valuation model can point to a diferent picture. But if history is
any guide, valuation can keep inflated for quite some time. Then either
economic output catches up with the valuation or we ha... 阅读全帖 |
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S**C
发帖数: 2964 | 30 My take, by effectively pegging to USD, CNY is pseudo USD, thus USD is
similarly overvalued as CNY to some extend. When CNY depreciate, it drags
down USD. |
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t**********g
发帖数: 154 | 31 推荐大家看一本找工作的书，据评价是Job Hunting Bible，书名是《What color is
your parachute?》 最好看2009最新版的。里面全面的介绍了找工作从生理到心里如何
应对，哪些是最有效的job hunting方式，然后分章节介绍了如何准备interview的很多
非常实用的技巧。其中还详细介绍了想自主创业的人如何开始。强烈推荐大家看一看。
下面分享几点interview个人心得：
1. 控制时间：interview是双向的，如果是30分钟的interview的话，最好你说15分钟
，对方说15分钟，不要一直都是你在夸自己。而且回答每一个问题最好不要超过2分钟
，如果对方感兴趣，就直接询问对方想不想知道更详细的内容。不要扩散思维，洋洋洒
洒说10分多钟，换位思考，如果咱们是interviewer的话，也会瞌睡，也会烦的。
2. 要真诚：美国的interviewer大多很nice，不会问很刁钻或很尴尬的问题。 所以大
家在参加面试的时候，根据自己的简历真是的介绍自己就行。说实话，大家的resume中
难免有overvalue自己的地方，但是切记不要太夸 |
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P**********c
发帖数: 3417 | 32 125k base 5% bonus 1500 RSU
PhD 一年经验。
L的HR非常push. 说不能negotiate, 接受之后才发正式offer. 不接受他们就可能继续面别人。
现在他们股票80一股，感觉还不错，当然也有很多人觉得他们overvalued. 以后走向不知如何。
bonus比较低，HR的解释是他们上市不久，以前都没有bonus, bonus是上市之后才加的。
作为已经上市的公司来说，感觉他们给的比G还是要差一些，虽然他们刚上市，但是给的股数已然不多了，他们的股价也不会有G的稳定。G我已经没戏了，但是后面还有没上市的T和F的面试，看来把最好的放最后也不见得明智。还是会纠结。
大家觉得要放弃T和F的面试吗？我知道他们两家的面试都很难，但是面到现在了，已经付出了很多，没有试过好像也不甘心。发现现在公司都喜欢让立刻决定，很不人性化。 |
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s*********5
发帖数: 514 | 33 希望能在几家公司之间弄成bidding war，据说拍卖有时候会overvalue，因为有一个争
不到难受的心理，呵呵。我阴险一下。
Fresh MS 给50K sign-on bonus, AMD都干过这事，就是manager看着人家去别家公司急
眼了
level |
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w**z
发帖数: 8232 | 34 http://www.linkedin.com/today/post/article/20131217070749-52594
IVO, a programmer: Ivo Sega here.
CAROL, a company recruiter: Hi Ivo! It's Carol from Vector Industries.
Thanks again for coming out to meet everyone last week. Josh, our CTO, was
really happy to meet you.
IVO: No problem. I was happy to meet him too. You've got some interesting
projects going on. It could be a lot of fun to tackle one of them.
CAROL: I'm glad to hear it. Can you come back and meet more of our team next
Tuesday at t... 阅读全帖 |
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b**********5
发帖数: 7881 | 35 我怎么觉得这种cloud HR没什么好搞的？ 做起来也没什么意思， 严重overvalue。。。 |
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s****s
发帖数: 345 | 36 U给你那么多股票 可是base那么低 就是因为算准了股票overvalued啊 |
|
|
发帖数: 1 | 38 已经有analyst跳出来说significant overvalued |
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f*******e
发帖数: 3433 | 39 传说中的那些“毕业就年薪百万”的华人硅谷精英们，正在面临着挑战。
和刚加入科技公司的年轻员工比，35岁的这一批回国寻找温暖的“高精尖”工程师是真
真地正在经历着中年危机——他们在硅谷无趣的养老生活和看得到的玻璃天花板下寻找
着一个寻求社会阶级上升的出路。而经过长时间的观察，他们认定这条出路就是回国。
但这个出路有时通向康庄大道，更多时候，却将这些人推向了进退两难的尴尬境地。
这辈子好像就这样了。老梁（化名）在自己的35岁生日宴上叹了口气。
在旁人看来，老梁是让人羡慕的——5年前从美国常春藤名校拿到了博士学位，之后顺
利进入Google硅谷总部工作。又因为有博士学位和在校时发出的有分量的论文，毕业不
久就拿到了美国身份。
同时，老梁在房价赶超北上广的硅谷有一套50来万的公寓。相对比其他升职顺利的工程
师惦记着咬咬牙买在斯坦福大学隔壁200万的学区房，这样的生活显得不算宽裕，但对
比那些非科技公司职员来说，这又是让人羡慕不已的。
但老梁在硅谷呆的越久，工作经验越多，他就越对自己失望： “难道这辈子就这样了
？不上不下。”
在他看来，硅谷像个养老院，Google有不错的薪水、细致到家的福利，... 阅读全帖 |
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D*r
发帖数: 1298 | 41 We identify six house price determinants (Exhibit 5):
1. Persistence. Lagged house price appreciation is statistically significant
with a sizable coefficient,
confirming the existence of short-term momentum in house prices. All else
equal, a 1% price decrease over
four quarters is typically followed by another ½% fall one year later.
2. Price/rent valuation. We find a strongly negative effect from “
overvaluation” on future house prices. All
else equal, a 1 percentage point increase in the |
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d*****s
发帖数: 5610 | 42 这个房子明显overvalue，房价年租金比要23,更不用说地税了，估计几年后房价上面
capital loss要有不少。 |
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d*****s
发帖数: 5610 | 43 2个都给offer，1可以猛砍。
1怎么比2多那么多sqft。多500很多了。
2是不是overvalue很多？
renter |
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d*****s
发帖数: 5610 | 44 Anderson overvalued.
有中国人把这种窗户分几个小窗户装，就几百。对resale value也没有什么影响。 |
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j****y
发帖数: 1714 | 45 At least 3 more years of housing troubles seen
http://www.reuters.com/article/idUSTRE6B656N20101207?
loomia_ow=t0:s0:a49:g43:r5:c0.037975:b40349862:z0
By Linda Stern
WASHINGTON | Tue Dec 7, 2010 3:25pm EST
(Reuters) - The housing market will remain depressed, with record high
foreclosure levels, rising mortgage rates and a glut of distressed
properties dampening the market for years to come, industry experts
predicted on Tuesday.
"We don't see a full market recovery until 2014," said Rick Sharga... 阅读全帖 |
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L******e
发帖数: 679 | 46 我们这里中小城市，好的学区只有一个。 虽然刚开始觉得学区不是非常重要，但看了
一圈之后还是决定在所谓的好学区这里买房，主要是这里比较安全。
但出来的房子很少，留下的都是买了近一年都没有卖出去的（比如在路口等）。看了近
一年，也下了offer,但很绝望：
1）一个2010年的房子，4300多尺，land lot 大概0.4 英亩，我代理帮我评估的价格是
400K （平均），但对方死咬470K，查别太大。我后来出到425K,我的代理说这个价格已
经到他们内部评估的最高价了。对方是一直要等他们称之为的“sucker"来买。这个小
区的房子因为都属于小 lot(这里其他小区基本都是1英亩）,所以周围的房价都是低于
400K的，但大多数的房子都是3000多尺，就这家是自己盖的。我们的代理说这家人是用
他们家的房子和旁边的另一个小区（很成熟，都是1亩左右）比较得来的价格。
2）2005年，3500多尺，标准的lot(~1 acre).这家的后院弄得非常的好 （有点专业的
感觉），但二楼的所有房间都有点偏小（3个）。1楼很宽敞（包括master room).代理
又通过他们的内部评估系统告诉我们这个... 阅读全帖 |
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g*****0
发帖数: 2998 | 47 这几个布鲁克林区域是最overvalue的地方 同样的价格都可以买曼哈顿了 为何去布鲁
克林？同等地段如果在queens 要便宜百分之三十 去年以来布鲁克林已经不涨了 并在
缓慢下跌中 现在买差不多接到最高点 |
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f*****e
发帖数: 5177 | 48 hotel又不是除了sharaton就是motel。
美国5家大的hotel chain: Hilton, Hyatt, Marriott, Priority Club和SPG，
spg给其他的四家比起来，整体上没有特别的优势。
没必要把什么东西都神话。
SPG hater整天拿PL来说事是比较可笑。
SPG lover整天用3k换一个晚上来证明SPG也是一样可笑。
SPG在美国总过有几家cat 1的hotel? 一共12家。
马上又会有人说SPG还有C+P。
我觉得有些人对C+P中points部分overvalue了。
最后声明：
我手上有marriott, priorityclub, spg和hyatt的信用卡。
对spg对其他几张卡的优势就是它是amex，可以在costco用。
我唯一对spg不满意的地方就是没有免费早饭。
网可以不上，早饭不能不吃呀。 |
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b**e
发帖数: 88 | 49 虽说跌的很惨, 但鉴于前一年涨的很猛, 我觉得美国股市仍然是substantially
overvalued. 目前没有太好的投资选择,主要是美元走强,其他都有跌价趋势. 要不你先
买点短期国债(Treasury bills)或 CD (<1yr) 什么的吧,呵呵. |
|
z****l
发帖数: 5282 | 50 ☆─────────────────────────────────────☆
ORC (Grunt) 于 (Mon Aug 20 22:47:46 2012, 美东) 提到:
居然在这个版沒什么人appreciate。。。用premium global chain hotel和阿三们开的
motel6 之类的比，用PL的bid的rate和可以任何时候cancel的rate比。。。
就是住同一个酒店，有executive floors, 也有二楼电梯旁的房子。。。
☆─────────────────────────────────────☆
ice2000 (ice) 于 (Mon Aug 20 22:50:08 2012, 美东) 提到:
看不懂，太深奥了，难怪没有人appreciate
呵呵
☆─────────────────────────────────────☆
geon (真子) 于 (Mon Aug 20 22:50:49 2012, 美东) 提到:
。。什么意思？
这个版认为SPG好的人挺多吧
☆───────────────────... 阅读全帖 |
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