|
u****n
发帖数: 7521 | 2 Friday Reads
http://www.ritholtz.com/blog/2011/12/friday-reads-9/
by Anna W
• The Dumbest Idea In The World: Maximizing Shareholder Value (
Forbes)
• Occupy Beijing? (Diplomat) see also Tokyo and Beijing Agree on
Currency Pact (WSJ)
• Goldman Sachs + Warren Buffett = Not Many Jobs (Bloomberg)
• Soros Sees Gold Prices on Brink of Bear Market (Bloomberg) see
also Commodities Poised for First Annual Decline Since 2008 on European
Crisis (Bloomberg)
•... 阅读全帖 |
|
|
l**********o
发帖数: 1573 | 4 fun watching $FB underwriters hold that line...at least they may have gotten
the flippers out.
by DavidFaberCNBC via twitter on Friday, May 18, 2012 at 14:45:48
RT @ritholtz: Note $FB trades down to IPO price where underwriters defend it.
THAT SUPPORT DISAPPEARS MONDAY.
You have been warned. $$
I hope no one was counting on $ from $FB's underwriters next week. They've
spent it all defending $38. Wonder how much of float they've got
by carney via twitter on Friday, May 18, 2012 at 14:52:49 |
|
M*****8
发帖数: 17722 | 5 So Long Suckers! I Am Leaving Wall Street
By David Weidner, MarketWatch
NEW YORK (MarketWatch) — After covering the tobacco industry for three
years in North Carolina, I moved to New York in 1997 to cover a really dirty
business: Wall Street.
Fifteen years after I made that switch, I’m moving on again. More on that
in a moment.
Wall Street, like just about everything else, including me, has changed a
lot in that time. Also, it hasn’t changed a bit. What follows are 15
takeaways from my time liv... 阅读全帖 |
|
|
|
b*****p
发帖数: 9649 | 8 2008年金融危机最严重的时候，一群著名对冲基金经理们像小偷一样站在围栏之中，接
受了美国国会的闻讯，并向愤怒的公众解释着自己存在的意义。这五个人分别是量子基
金创始人索罗斯（George Soros），文艺复兴科技的James Simons，保尔森基金的John
Paulson，先驱资本的Philip Falcone以及城堡基金的Kenneth Griffin。他们之中的
任何一个人都已在之前的几年中通过各自引以为豪的赌博方式赚取了数以百万计甚至亿
计的财富，那些将自己的资金交给他们管理的投资者们也收获颇丰。他们来到华盛顿，
为的是给自己的行业以及工资辩护；回答对冲基金业是否应该受到更严厉监管的问题。
他们之中没有一个人为自己的成功而道歉，他们不可一世。
但之后发生的事情却十分富有教育意义。索罗斯，一位被许多人尊崇为史上最伟大投资
者的人物，在2011年宣布返还所有的投资者资金，并且将基金变成一个家族办公室。
Simons，曾经的数学家以及美国国家安全局密码破译专家，2010年从自己的基金退休。
在经历了完美的几年后，Paulson旗下管理的最大基金收益暴跌。Falcone在今年五月... 阅读全帖 |
|
|
g******4
发帖数: 6339 | 10 到底什么是影子库存 ???
*** What is shadow inventory?
This is important, as lowering the total inventory of houses for sale is how
prices stabilize and sales volume moves higher.
Most buyers are familiar with ordinary inventory — houses listed for sale
with real estate agents or by owners. Unfortunately, shadow inventory adds
to the backlog. It includes bank-owned real estate, distressed houses not
yet for sale, short sales and delinquencies that have not yet defaulted.
Foreclosure properties are also in... 阅读全帖 |
|
g******4
发帖数: 6339 | 11 到底什么是影子库存 ???
*** What is shadow inventory?
This is important, as lowering the total inventory of houses for sale is how
prices stabilize and sales volume moves higher.
Most buyers are familiar with ordinary inventory — houses listed for sale
with real estate agents or by owners. Unfortunately, shadow inventory adds
to the backlog. It includes bank-owned real estate, distressed houses not
yet for sale, short sales and delinquencies that have not yet defaulted.
Foreclosure properties are also in... 阅读全帖 |
|
n*********e
发帖数: 25274 | 12 约翰•韦恩（John Wayne，美国家喻户晓的西部片明星）终于抓住本•拉登
并打死了他。金融市场的初期反应印证了我的观点，即美元的弱势和黄金的强势与美国
正在衰落这样一种看法有关。如果现在这种看法改变，美元可能就会继续走强，黄金或
许至少会在一段时间内停止飙升。我们需要做的是消灭中东地区的其他独裁者和恐怖分
子，比如利比亚和叙利亚的那些。另外我们还应该削减联邦赤字；据预测，联邦赤字未
来10年将增加6万亿美元，总额达到10万亿美元。我的感觉是，如果美国恢复财政约束
，如果约翰•韦恩坐回马背上，那么多数彻底看空美国的人将转变态度，看好美
国。──埃德•亚德尼(Ed Yardeni)，Yardeni Research
很好，可算解脱了。但很难看到这事会带来任何重要改变。──保罗•克鲁格曼(
Paul Krugman)，普林斯顿大学(Princeton University)教授、2008年诺贝尔经济学奖
得主
一方面安全威胁持久地减少，另一方面也有可能发生一些孤立的混乱，综合起来，市场
可能认为风险溢价总体上是减少了。这会提振全... 阅读全帖 |
|
S**r
发帖数: 2478 | 13 The WSJ breaks down the numbers of what it takes to be wealthy in the USA:
“The top 1% of U.S. households have a net worth above $6.8 million or
at least $521,000 in income, according to data from the Federal Reserve and
the Tax Policy Center in Washington. The cutoffs for the top 5% are $1.9
million in net worth, or $209,000 in income.”
http://www.ritholtz.com/blog/2012/12/what-is-rich-in-america/ |
|
M*****8
发帖数: 17722 | 14 【 以下文字转载自 Stock 讨论区 】
发信人: MB80528 (肥猫(Contrarian)[食MM而肥]), 信区: Stock
标 题: So Long Suckers! I Am Leaving Wall Street
发信站: BBS 未名空间站 (Wed Jun 20 12:30:00 2012, 美东)
So Long Suckers! I Am Leaving Wall Street
By David Weidner, MarketWatch
NEW YORK (MarketWatch) — After covering the tobacco industry for three
years in North Carolina, I moved to New York in 1997 to cover a really dirty
business: Wall Street.
Fifteen years after I made that switch, I’m moving on again. More on that
in a moment.
Wall... 阅读全帖 |
|
|
b**t
发帖数: 656 | 16 【 以下文字转载自 pennystock 俱乐部 】
发信人: biot (起得比鸡早睡得比鸡晚), 信区: pennystock
标 题: POMO effect
发信站: BBS 未名空间站 (Sat Dec 11 21:24:45 2010, 美东)
=========转一点对09年pomo的分析============
有个图比较了下trading hour
The theory for which we have the greatest supporting evidence of
manipulation surrounds the fact that the Federal Reserve Bank of New York (
FRNY) began conducting permanent open market operations (POMO) on March 25,
2009 and has conducted 42 to date. Thanks to Thanassis Stathopoulos and
Billy O’Nair for alertin... 阅读全帖 |
|
|
|
|
|
b**t
发帖数: 656 | 21 =========转一点对09年pomo的分析============
有个图比较了下trading hour
The theory for which we have the greatest supporting evidence of
manipulation surrounds the fact that the Federal Reserve Bank of New York (
FRNY) began conducting permanent open market operations (POMO) on March 25,
2009 and has conducted 42 to date. Thanks to Thanassis Stathopoulos and
Billy O’Nair for alerting us to the POMO Effect discovery and the
development of associated trading edges. These auctions are conducted from
about 10:30 ... 阅读全帖 |
|
|
g********n
发帖数: 2314 | 23 来自主题: _GoldenrainClub版 - 熊市死猫崩。 The Dow closed up 246 points on Thursday, ending a short week with a healthy
rally before the Good Friday holiday. Since stocks bottomed out on March 9,
the Standard & Poor’s 500 index has now risen more than 25 percent, one of
its best runs since the Great Depression.
This run-up appears to be a classic bear market rally. Do such rallies
indicate anything more than investors desperate to find good news anywhere?
Or do they suggest a real return of confidence?
We asked two economists, Simon John... 阅读全帖 |
|
c********d
发帖数: 1 | 24 Markets have come increasingly close to their October 10th lows. Contrary to
what you may have read or heard on TV, this is precisely as it should be.
Why? Major lows get retested. That is a basic tenet of market behavior, and
crowd psychology. This has been verified by a variety of studies by
different technicians, economists and traders.
There are a variety of different ways to define the terms, yielding some
variations, but the basic outline remains the same: All major sell offs hit
a point w |
|
y***r
发帖数: 16594 | 25 32 calender day.
The tricky part of this market is that if you missed the first day, you
almost missed half of the rebounce. |
|
