B*V
发帖数: 3365 | 1 History of World GDP
by Barry Ritholtz - August 17th, 2010, 3:00pm
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Via the Economist, we see this intriguing histogram of Global GDP (below)
 http://www.ritholtz.com/blog/wp-content/uploads/2010/08/GDP-History.gif" onload="adjustimg(this)">
The Economist notes:
“Data compiled by Angus Maddison, an economist who died earlier this year,
suggest that China and India were the biggest economies in the world for
almost all of the past 2000 years.”
But... 阅读全帖 |
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R****a
发帖数: 6858 | 2 History of World GDP
by Barry Ritholtz - August 17th, 2010, 3:00pm
inShare
7
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Print This Post
Via the Economist, we see this intriguing histogram of Global GDP (below)
The Economist notes:
“Data compiled by Angus Maddison, an economist who died earlier this year,
suggest that China and India were the biggest economies in the world for
almost all of the past 2000 years.”
But then asks a really silly question:
“Why they fell so far behind may be more of a mystery than why they are... 阅读全帖 |
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o***s
发帖数: 575 | 3 From Barry Ritholtz, editor of The Big Picture and all around good egg.
Not at all contrary to the generally held opinion, stock analysts are often
wrong. Usually wrong, in fact.
1. Analysts are almost always too optimistic. "Looking a year out, their
earnings expectations are about twice the growth rate we've averaged," he
says. So far pretty much in line with what we thought, but it gets better
from here.
2. Analysts are "especially wrong at turning points as you head into a
recession."
3. The... 阅读全帖 |
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u****n
发帖数: 7521 | 4 SEC Declines to Sue Moody’s Over Inflated Ratings
http://www.ritholtz.com/blog/2010/08/crowdquery-will-ratings-agencies-escape-justice/
CrowdQuery: Will Ratings Agencies Escape Justice?
Email this post Print this post
By Barry Ritholtz - August 31st, 2010, 8:30PM
The Bloomberg/BusinessWeek headline was enough to ruin your evening: SEC
Declines to Sue Moody’s Over Inflated Ratings.
The facts were even worse: Moody’s, the bond rating company, chose not to
downgrade inflated ratings on almost $1 bi |
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u****n
发帖数: 7521 | 5 答案：下岗（Layoff）.
What Makes America Great: Layoffs!
http://www.ritholtz.com/blog/2010/09/what-makes-america-great-layoffs/
By Barry Ritholtz - September 1st, 2010, 6:47AM
I am watching Squawk Box around 6:30am as I get dressed this morning. The
conversation turns to various incentives in Germany, where firms are
actually paid not to lay people off in a downturn. (Firms cut hours, but
keep most of their staff). The lower German unemployment rate of 7% has less
people with financial hardship, so the |
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u****n
发帖数: 7521 | 6 老美也喜欢用 “黄鼠狼（weasels）”来形容那些可恶的富人！
Not so with the weasels who run Deutsche Bank and Saxon in the Hurley case. They seem to be fighting the Hurley’s tooth and nail.
黄鼠狼们（weasels）运营德意志银行和银行撒克逊，他们对Hurley（一美国驻伊拉克士兵）敲骨吸髓（fight the Hurley’s tooth and nail）。
Too many seem to be run by spineless weasels, and they hurting men and women serving in armed armed forces.
太多的（银行）是那些无脊椎的黄鼠狼们（spineless weasels）在管理着，他们伤害着为这个国家服役的士兵们。
＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝
US Soldiers Losing Homes to Illegal Foreclosures
from ... 阅读全帖 |
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u****n
发帖数: 7521 | 7 http://www.ritholtz.com/blog/2011/12/what-happened-to-my-countr
My father was a real estate appraiser.
He started out as an engineer, but that lasted less than a year, he wasn’t
an ass-kisser, he couldn’t play the game, he was bounced out.
So he opened a liquor store and tried his hand at commercial real estate.
Unsuccessfully, because he didn’t have enough money to purchase property.
Trying to improve his lot in life, he relocated the package store next to an
exit by the newly-finished I-95, ot... 阅读全帖 |
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A*V
发帖数: 3528 | 8 http://www.ritholtz.com/blog/2010/07/the-4-trillion-dollar-question-2/
The $4 Trillion Dollar Question
Posted By Barry Ritholtz On July 15, 2010 @ 9:00 am In Credit, Economy, Real
Estate | 31 Comments
I have been covering the US Real Estate market for decades. I grew up with
RE (mom was a RE broker and an investor). I have been a housing bear [1] for
about 5 years. I recognized the credit bubble [2] and inevitable bust long
before most other analysts/strategists/economists did.
I mention this ju |
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a*l
发帖数: 1915 | 11 In many places, real estate is still not a good investment, says Barry
Ritholtz, CEO and director of equity research at FusionIQ, which ranks the
profitability of investments.
Home prices in the nation’s 20 largest cities need to drop another 15
percent to return to historic norms, he says, or alternatively, prices have
to stay flat while gross domestic product and incomes rise. Neither scenario
is terribly attractive to investors.
Ritholtz also points out that the Federal Reserve already has sa |
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u****n
发帖数: 7521 | 13 老美在抱怨： 银行可以从 Fed 0%~0.25% 拿钱 买 3％收益的国债，空手套白狼。
http://www.ritholtz.com/blog/2010/07/who-owns-us-treasury-debt/
Marc – I agree.
I keep waiting to read about those “bank holding companies” that borrow
funds at 0.25% – then buy treasuries and earn 3%.
How much of whose profit is the result of this tax payer ripoff?
BR – you need to update your 3-6-3 (borrow at 3%, lend at 6%, t-time at 3)
model.
0-3-6 (borrow from USA at 0%, lend to USA at 3%, earn $6M bonus)
Gordo |
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u****n
发帖数: 7521 | 15 http://www.ritholtz.com/blog/2010/08/ft-goodbye-middle-class/
“The slow economic strangulation of the Freemans and millions of other
middle-class Americans started long before the Great Recession, which merely
exacerbated the “personal recession” that ordinary Americans had been
suffering for years. Dubbed “median wage stagnation” by economists, the
annual incomes of the bottom 90 per cent of US families have been
essentially flat since 1973 – having risen by only 10 per cent in real
terms o |
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z******0
发帖数: 1014 | 17 巴菲特昨天在《纽约时报》上发表了一份“致美国大叔的公开信”,感谢政府在金
融危机的救助,否则今天的世界
会大不相同,但是许多的评论对于巴菲特的这封信都不太感冒,甚至还有专栏作家模仿股
神的口吻给美国政府写了
一封信,不过不是感谢信。 www.6park.com
(这封信是Business Insider专栏作家 Barry ritholtz模仿巴菲特的口吻写的,为
方便阅读,特地进行了删节。)
www.6park.com
亲爱的Sucker大叔(不是Sam大叔,笔者也不知道Uncle Sucker应该怎么翻译): www.
6park.com
谢谢你拯救我们的经济...但是刚刚有几个忍者冲进来,给我灌了一碗“真话汤”,
信我重写。. www.6park.com
你是政府行为不当、贪污腐化和不负责任的典范,你把全美国人兜里的钱都放到了
华尔街手里,哦,谢谢你!!山
姆大叔,哦不,Sucker 大叔。 www.6park.com
1999年,你通过了格拉斯·斯蒂格法案,牢牢保护了住了华尔街大佬们的口袋; www.
6park.com
1997年到2010年,由于你允许信用评级机构更改运行模... 阅读全帖 |
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u****n
发帖数: 7521 | 18 美国还摇摇在上。
－－－－－－－－－－－－－－
Japan gets called out
from The Big Picture by Peter Boockvar
http://www.ritholtz.com/blog/2011/01/japan-gets-called-out/
While the S&P credit downgrade of Japan shouldn’t be much of a surprise, it
does highlight what many countries in the developed world face, too much
debt and not enough growth. Japan’s new S&P rating is one notch below Fitch
and Moody’s and is now in line with China and Taiwan. Japanese 5 yr CDS is
rising 5 bps to 84, just a few bps from the highest sin... 阅读全帖 |
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u****n
发帖数: 7521 | 19 http://www.ritholtz.com/blog/2011/03/nations-gdp-as-us-states-c
Way back in 2007, I found this obscure chart from The York Group on a
Norwegian blog, posted previously as Countries GDP as US States.
The Economist has not only dug up this map, but went it one better, doing
the same for China’s provinces that was done for the US. Here are both of
their versions:
> |
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M*****n
发帖数: 16729 | 20 Did India exist in the year of Christ's birth? |
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t****9
发帖数: 4491 | 21 How about this guy?
序号 标记 作者 日期 标题
1 Regina Jul 24 Re: 出国的眼红国内发财的毫无道理
2 Regina Jul 27 Re: 学术海归要趁早
3 Regina Jul 27 Re: 发现侯赛因总统对中国和华人是真的仇视
4 Regina Jul 27 Re: 90年代天朝形象被hongkong电影给涮惨了
5 Regina Jul 27 History of World GDP by Barry Ritholtz - August
17th, 2010,
6 Regina Jul 27 全世界只剩中国人还信日本神话，其实日本没落很快
7 Regina Jul 27 Re: 全世界只剩中国人还信日本神话，其实日本没落
很快
8 Regina Jul 27 Re: 全世界只剩中国人还信日本神话，其实日本没落
... 阅读全帖 |
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a*s
发帖数: 1220 | 26 10 Most Profitable U.S. Corporations Paid Average Tax Rate Of Just 9 Percent
Last Year: Report
http://www.huffingtonpost.com/2012/08/06/most-profitable-corpor
"According to the financial site NerdWallet, the 10 most profitable U.S.
companies paid an average federal tax rate of just 9 percent last year. The
group includes heavyweights Exxon Mobil, Apple, Microsoft, JPMorgan Chase
and General Electric. (Hat tip: Barry Ritholtz.)" |
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l****z
发帖数: 29846 | 27 America’s Fiscal Path, 2009-13
by Barry Ritholtz
America’s path from fiscal improbity to political impasse |
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g*****g
发帖数: 34805 | 30 They are under 1-25 leverage, in other words, worse than Fed would like
to see in worst situation. In other words, they are insolvent if Fed doesn't
keep them float.
And regarding unemployment rate a lagging indicator, check this out.
I don't necessarily agree all these points, but it's true this is the
first deflational recession since 1930 and you don't take it for granted
either.
http://www.ritholtz.com/blog/2009/05/faith-based-economics/
“Normally, labor markets lag the economy because incre |
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g*****g
发帖数: 34805 | 31 大幅逆差如果不能从国债里获得，只能直接印钱并回流美国了。
http://www.ritholtz.com/blog/2009/05/the-paradox-of-deficits/
Long before we get to 2015, let alone 2019, I think the bond markets will
have called a halt to $1 trillion deficits. There will be a real crisis. The
deficits will not be funded at
anywhere close to an interest rate that will not break the budget. Taxes
will
get raised beyond what they were in the Clinton years. And Obama’s budget
makes some very optimistic judgments about how much will be saved in medica |
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D*****t
发帖数: 558 | 33 20 days left for the yr. SP500 is 1790 as of now.
Firm / S&P 500 Target / Missed it by this much (%, as of 12.10.2013)
Wells Fargo / 1,390 / 29.7%
UBS / 1,425 / 26.5%
Morgan Stanley / 1,434 / 25.7%
Deutsche Bank / 1,500 / 20.2%
Barclays / 1,525 / 18.2%
Credit Suisse / 1,550 / 16.3%
HSBC / 1,560 / 15.6%
Jefferies / 1,565 / 15.2%
Goldman Sachs / 1,575 / 14.5%
BMO Capital / 1,575 / 14.5%
JP Morgan / 1,580 / 14.1%
Oppenheimer / 1,585 / 13.8%
BofA M... 阅读全帖 |
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S**C
发帖数: 2964 | 35 Who is this ritholtz guy?
current |
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M********r
发帖数: 278 | 37 whoever posted the first chart ( I saw it on marketwatch.com) needs to go
back to high school to understand absolute change and relative change. dow
had a gain 0f 30% in 2012. but in 1929 it almost doubled. so comparing the
two just doesn't make sense. In the chart Ritholtz posted ( see my earlier
post in this thread), the three trend lines were at least normalized.
again, it is true you can draw a chart to prove almost any point. but there
are good charts and bad charts. just as there are good ... 阅读全帖 |
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l*******r
发帖数: 3799 | 38 This suggests that a reversal is not imminent, at least due to sentiment.
But it also implies that the negativity
that drove the early phases of the rally are no longer present either.
The easy money has been made . . . the sledding now gets more challenging .
. .
http://www.ritholtz.com/blog/2009/12/us-equity-market-sentiment-review/ |
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b********y
发帖数: 5829 | 45 http://www.ritholtz.com/blog/2010/07/greenspan-chair-at-nyu/
John Paulson’s $20MM gift to New York University is to endow a chair in
Economics named after Alan Greenspan. This might have slipped by our notice
over the holiday weekend, but for the intrepid eye of Dan B:
“The Stern School will apply $5 million of John Paulson’s gift to
support two endowed faculty chairs. The first chair is named for alumnus
Alan Greenspan (BS ’48, MA ‘50, PhD ’77), leading economist and former
Chairman of the |
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C****a
发帖数: 1639 | 47
Cautiously bullish, just Barry Ritholtz. Hehe.
今天好多股都在支撑了，buying into support with a tight stop 是我最喜欢的
setting了。 |
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u****n
发帖数: 7521 | 50 Jim Rogers on the Greek Bailout
from The Big Picture by Barry Ritholtz
Full Transcript – Jim Rogers on the Greek Bailout – November 4, 2011 below.
Reuters: Jim, first we had a referendum then we didn’t. Now there’s talk
of a coalition government. How do you see this Greek drama playing out here?
Jim Rogers: Jon, all of this is just pushing for problems out into the
future. Everybody is trying to get past the next election and it’s not
going to end well at all. It’s going to end very, very badly ... 阅读全帖 |
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