y*******o
发帖数: 6632 | 1 You are right about Asian crisis. However, how these country can borrow so
much? It is because they have upside biased rating and the Wallstreet firms(
gs) promote their sovereign debts to a bubble level. Then they have the
chance to short. Increasing volatility in all financial market is the
ultimate goal of wall street firms(hedge funds, investment bank) The more
volatile, the more power they have. More profit. Look at what they did to
Vietnam.
Another thing need to be noted is that most recom |
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n******i
发帖数: 598 | 4 I heard the same story in the wallstreet journal. |
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j****9
发帖数: 312 | 5 Its possible, as you know WallStreet changes its tune like crazy. Today's
consumer confidence number gave them the perfect excuse to yell fire in
theatre again. |
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j****9
发帖数: 312 | 6 Its not too bad but revenue expectations are too high. Again that confirmed
my belief that WallStreet can change its tune whenever they want. |
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j****9
发帖数: 312 | 7 People on WallStreet tend to over reacting. |
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j****9
发帖数: 312 | 8 LOL. If WallStreet need the Fed to confirm what they already talked about
last month, they should all quit their jobs. |
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j****9
发帖数: 312 | 9 Bears got uncle Ben to thank for today's sell off. Its not like what he
said is something new to the market. What happened today with the sell off
just reiterated my thoughts on those crooks on WallStreet. |
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j****9
发帖数: 312 | 10 Bernanke is no more of a prophet than those stupid experts on WallStreet.
Nobody knows wtf is going to happen next month or 3 months from now. |
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w*********e
发帖数: 5286 | 12 consolidation这个大方向大家都是知道的，关键是怎么做，
IBM可以吃吃老本（其实也不多了），ORCL有Larry E,再加上Hurd
这两个最善于acquisition/integration的人，未来相当看好
看看自从Hurd加盟以来ORCL的股票就知道了。
但是这个新CEO能帮助HPQ什么呢？ 他只有application software的
经验，没有什么middleware，db，os, storage的经验，更不要提
system整合了，所以WallStreet很不买账也是有道理的，
虽然HPQ现在业绩还不错。
HPQ和上面两家在软件上相差的实在太远，要和IBM/ORCL三分天下，
HPQ至少收购SAP，Teradata, Redhat这几个重量级公司才能构建
一个完整的stack能和人家一争高下， 但是这个可能性不大。。
HPQ真正要打败对手是CISCO/DELL，不是IBM/ORCL，现在HPQ board
找了这样一个CEO，难怪让所有人费解，所以Larry Ellison
又出来炮轰HPQ board，说这个board应该立即全部辞职 :)
http:// |
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S**********r
发帖数: 553 | 13 上周4的big drop 4%有部分原因是这个article. 我说$13是因为election快到了再加上
短期超跌反弹.
wallstreet journal 有篇文章说了putback真实的loss应该是$15billion.大概26%of
repurchased loan. 而且assume BAC输掉官司.BACabsorb $15B几年太easy了.
上个BAC ER真是非常的不错. 主要的loss是$10 billion goodwill impairment from
credit card/consumer segment due to financial reform. 这个impariment是non-
cash flow item. 可以说是挤泡泡. 从loan loss allowance里release出来$1.
4billion. 实际的operating income有超过 $2 billion了. 比预计的好太多了. 随着
美国经济的漫漫复苏,operating income会越来越好. 这也是John Paulson bet big on
BAC的主... 阅读全帖 |
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w******s
发帖数: 16209 | 14 V是我最近赌错的一个ER，昨天ER，到今天跌了3刀。我的bet是conservative bullish
。基本上歇菜。
在水下被逼着听了cc，读了读新闻。在这里记录些笔记。
基本面上V暂时还是不错的。现在影响股价的是以下几个问题
1. 预期有调升，但revenue方面比较谨慎。《---- 应该被cashflow 中和
2. Durbin 法规方面还没有结果 《--- 这个比较重要，好像visa 比master 卡这方面
受到的影响大，其实影响有限，但投资人在出结果前不放心。昨天cc里谈到的只是说政
府方面相信他们的数字。。
以上两点在下面转帖的barron的文章中都有提到
3 是竞争力的问题，ebay的paypal明显在mobile上占了先机。同时mastercard也总是
outperform visa。虽然增长率不错， wallstreet 希望看到更好听的股市 （mobile
方面cc里问到好几遍）
我的感觉这次er很solid，但整个business model和将来的竞争力被质疑。增长点可能
只是国际增长率和经济复苏的希望方面的增长。
牛的方面是如果短期Durbin解决，... 阅读全帖 |
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w******s
发帖数: 16209 | 15 fundamental analysis and technical analysis
你去看一本书，叫random walk down the wallstreet
里面对FA、TA都有比较客观的总结和评价 |
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w******s
发帖数: 16209 | 16 diaowai 来拍wallstreet II肯定比影院里得好点。 |
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k********n
发帖数: 18523 | 17 Stock is a serious battlefield, not just for play.
Aapl is wallstreet crooks' weapon to fish money from you guys. Be careful
with it |
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d*******r
发帖数: 301 | 18 另外，有空大家去看看最近的 "Bloomberg Businessweek" , WSJ的报道，充满对垃圾
中概股做空的报道（骂国内的公司到美国骗钱）。基本上国内也类似的报道给来美国上
市降温，角度当然不一样了（骂WallStreet的骗子骗钱），对比读起来相当搞笑。大家
都是婊子。
当然，中概里面还是有好苗的，但大多数都是垃圾。 |
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w******s
发帖数: 16209 | 19 who bet on our bocai yesterday?
must be two player from wallstreet.. |
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w******s
发帖数: 16209 | 20 你当初请我出列? 你是股市好学青蛙吧，现在可能找到道路了？
你没追打牛刀呀，我原来不能理解茶馆掌柜当时干啥抓着牛刀不放，前一段退出来就是
看这种事情比较恶心。现在能理解了，到了宗教程度我们就避免谈，和政治一样，牛刀
轻薄了波浪论，肯定是被信徒追着劈。
我对TA的认识很少，也不相信自己有那闲工夫和信念做到TA上的top5％，所以问得是些
基本TA问题。就问题来谈问题，
一个就是你们的TA的讨论和操作怎么结合的，不能是看跌后真跌了就是上了put，没跌
就没有操作。是否有明确的操作？ 不然也有马后炮嫌疑。
一个是TA上观点会很多，都是号称ta的，也能画出不同的结果，这种情况下怎么办。这
个是个实质问题，random walk down the wallstreet里专门对画图的进行过很多质疑。 |
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w******s
发帖数: 16209 | 22 sina is hold in green today.
but these days the wallstreet seems not friendly to chinese concept these
days. |
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w******s
发帖数: 16209 | 23 the other worry was the wallstreet recently keep bashing chinese stocks
this plus the dapan worry，I exit before the real rally ：（
dapan
drop |
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l*******0
发帖数: 342 | 24 IF I WERE SOHU CEO, I WILL LEARN FROM SNDA CEO, MAKE http://www.sogou.com/ IPO. CALLED (CHINESE BING), SOHU JUST TOO CHEAP ON MARKET CAP...WALLSTREET WILL BE HIGH AGAIN.. |
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l******g
发帖数: 743 | 25 yes, modifying the user increase number in the sec filing, and raising IPO
price in the last 24~48 hours, are
very negative
I feel youku's CEO is a smart ass, he really knows how to play with
wallstreet
its IPO is about 230mil, and the secondary offering is 600 mil with of
course much higher price tag
and even with the dilution, the price goes up today a lot
smart ass, smart ass ah |
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l******g
发帖数: 743 | 26 is anyone in wallstreet committing suicide
such wild swing in commodity price often leads to collapse of such hedgys
there must be a serious dog fight going on with a lot of blood |
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w******s
发帖数: 16209 | 27 the problem is even they report good number,
wallstreet may not believe it |
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d*******r
发帖数: 301 | 28 anywhere from 300 to 500
Reason : this is the last chance wallstreet can send the "warning sign" to
congress
Put pressure for politics over the weekend.
Next week if no positive news over the wekend continue huge drops
However , damage is already done
AAA to AA certainly will happen
Sell off certainly will happen regardless passs or not
Back uptrend week later ..
Bond down
Dollar down
Interest potentially will up |
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x***n
发帖数: 2658 | 29 YUYN,you are a very good trader. We bought same stocks during the similar
time frame. but you bought lower and sold higher
you will kill wallstreet someday soon. |
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Y**N
发帖数: 2628 | 30 哪里有地洞？我要钻进去...呵呵，第一次有人说我是好的trader...
我觉得单枪匹马很难kill wallstreet，至少我不行,版上有牛人行...
有一次听一个教授说，其实大家用教科书上教的这些 strategy 去trading，80%是亏钱
的；只有你有消息，才能赚... |
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l*********n
发帖数: 1410 | 32 O8 is using the Occupying Wallstreet forces. It is not wise to aainst that
trend, is it? |
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l******n
发帖数: 521 | 33 这个market让人sick
我想去occupy the wallstreet |
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d******4
发帖数: 3451 | 34
YOKU may surprise me this afternoon, anyway, I will control my level of
position~ But I am still bearish on YOKU, I don't know how it makes money to
meet wallstreet expectation |
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l******c
发帖数: 2555 | 35 stock market is designed for wallstreet WIN and we lose |
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I*1
发帖数: 5635 | 36 看这样子，是wallstreet一帮人要看Mark脸色看的一天 |
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v**********m
发帖数: 5516 | 37 看这样子，是wallstreet一帮人要看(给）Mark脸色看的一天 |
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m******l
发帖数: 1690 | 38 also wallstreet should lower estimates to -1000 so everybody can beat so bad
. |
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w******f
发帖数: 620 | 39 小心烧焦了，公司的PROFIT MARGIN有很大提高的空间，WALLSTREET 喜欢。 |
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a**i
发帖数: 608 | 40 市场急需 CRASH 一把来提高点人气，
否则很多机构和短线 trader 包括 day trader 都要死掉了。
Wall Street Equities Traders Face Worst Year Since 2006
By Michael J. Moore | Bloomberg
Wall Street banks' equities-trading units aren't getting much relief from
the strongest stock rally since 2009, as sinking volume and already thin
margins threaten to make their annual performance the worst in six years.
Third-quarter equities-trading revenue probably fell 14 percent from the
same period in 2011, the fifth straight drop of more than 8... 阅读全帖 |
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Z***e
发帖数: 2983 | 41 nice, wallstreet pay the bill...
give us some insight first-handed review please |
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H**********1
发帖数: 3056 | 42 you should follow the Xiaoxiaoren, Not our enemy on the wallstreet! |
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H**********1
发帖数: 3056 | 43 you should follow the Xiaoxiaoren, Not our enemy on the wallstreet! |
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m*****y
发帖数: 3981 | 44 i feel the same way, maybe less than a week. I heard that a lot of people on
wallstreet don't like him |
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b****6
发帖数: 1254 | 45 难道不是wallstreet等牛地名牛社区的缩写？！ |
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p********r
发帖数: 1980 | 46 It will continue have downward pressure until its next product launch. But
for people who are not day traders (which pretty much exclude everyone on
this board), AAPL will become a good value play at $350, while it still has
good potential for new innovative product launches. Innovation is not as
easy as wallstreet thinks it is (because those guys never invented anything)
, it needs to wait for the right timing for the overall eco-system to be
ready. |
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h********s
发帖数: 19 | 47 看昨天的wallstreet journal了吗？昨天的晚上email版本就说了,今天的data不会差。
但是新闻就看你怎么诠释了。今天要是涨了就是因为这个。要是不涨呢就说先前涨过头
了。 |
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L****n
发帖数: 12932 | 48 I GIVE PEOPLE RESPECT WHEN THEY DESERVE IT.
I GIVE SYMPATHY TO PEOPLE WHO LOSE MONEY
BUT I DESPITE THOSE WHO SUCK BIG TIME BUT PRETEND TO BE STOCK GOD, INCLUDING：
XXX, SUCK AT CATCHING FALLING KNIFE, BUT CLAIM YEARLY 500% return.
XXX, SUCK BIG TIME AT SELLING PUT, PUT CLAIMING 99% MAKING MONEY.
XXX, SUCK AT PREDICTION, BUT CLAIMING HIRING WALLSTREET MONEY PICKER.... |
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D*********t
发帖数: 5748 | 49 TSLA up to 300 this year
SSYS up to 200 this year
let's buy!!! |
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