Stock版 - 现在的股票市场, 靠消息已经不能吓住投资者了, 要来点真的. |
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l****t
发帖数: 1379 | 1 什么欧债啊, 什么美债啊, 什么衰退啥的已经不能真的吓住投资者了.
买盘很强, 大家都争着抄底. 惟有真的来个违约, 大盘猛撮1,2千点或者更多, 散户才
知道什么叫做好了伤疤别忘了疼.
08年LEHMAN 救不救也是在周六讨论, 然后决定不救. 周日LEHMAN 破产, 周一大盘暴撮
, 全被套.
现在也是那样, 大家都觉得不会破产, 一跌就猛买抄底.
现在知道什么叫做震荡时候现金为王了, 最近做多做空都危险. | B**********r
发帖数: 7517 | 2 Short all those 3x ETFs, and keep a balance. Let volatility decay those scam
ETFs.
【在 l****t 的大作中提到】
: 什么欧债啊, 什么美债啊, 什么衰退啥的已经不能真的吓住投资者了.
: 买盘很强, 大家都争着抄底. 惟有真的来个违约, 大盘猛撮1,2千点或者更多, 散户才
: 知道什么叫做好了伤疤别忘了疼.
: 08年LEHMAN 救不救也是在周六讨论, 然后决定不救. 周日LEHMAN 破产, 周一大盘暴撮
: , 全被套.
: 现在也是那样, 大家都觉得不会破产, 一跌就猛买抄底.
: 现在知道什么叫做震荡时候现金为王了, 最近做多做空都危险.
| i*u
发帖数: 299 | 3 A default is totally different from the 08 bailout fundamentally. That is a
lost in economic/financial leadership, considers that the U.S. treasury is
the most liquid asset in the world economy, which is why we are calling it
as the "risk free rate". A U.S. default will change this role and change the
whole financial modeling system. That is going to be a disaster for
portfolio management and many thing in life. I don't believe on the default
talk. Lehman's failure is much smaller than the U.S. default.
【在 l****t 的大作中提到】
: 什么欧债啊, 什么美债啊, 什么衰退啥的已经不能真的吓住投资者了.
: 买盘很强, 大家都争着抄底. 惟有真的来个违约, 大盘猛撮1,2千点或者更多, 散户才
: 知道什么叫做好了伤疤别忘了疼.
: 08年LEHMAN 救不救也是在周六讨论, 然后决定不救. 周日LEHMAN 破产, 周一大盘暴撮
: , 全被套.
: 现在也是那样, 大家都觉得不会破产, 一跌就猛买抄底.
: 现在知道什么叫做震荡时候现金为王了, 最近做多做空都危险.
| n**********d
发帖数: 270 | 4 If you don't believe the default thing, which, like most of us, I don't
believe either, what do you think the eventual compromised bill will look at
? Will the dems give in to the reps with a two-step debt raise? Or is it
more leaning towards the Reid proposition with no tax increases?
a
the
default
【在 i*u 的大作中提到】
: A default is totally different from the 08 bailout fundamentally. That is a
: lost in economic/financial leadership, considers that the U.S. treasury is
: the most liquid asset in the world economy, which is why we are calling it
: as the "risk free rate". A U.S. default will change this role and change the
: whole financial modeling system. That is going to be a disaster for
: portfolio management and many thing in life. I don't believe on the default
: talk. Lehman's failure is much smaller than the U.S. default.
| i*u
发帖数: 299 | 5 im not a politician, i dont care as long as there is a "deal".
at
【在 n**********d 的大作中提到】
: If you don't believe the default thing, which, like most of us, I don't
: believe either, what do you think the eventual compromised bill will look at
: ? Will the dems give in to the reps with a two-step debt raise? Or is it
: more leaning towards the Reid proposition with no tax increases?
:
: a
: the
: default
| l******c
发帖数: 2555 | 6 I don't think defer the federal government officers salary o couple of weeks
is a big deal. Treasury has enough money to pay the bond interest to china.
Default for a couple of weeks is not a problem.
at
【在 n**********d 的大作中提到】
: If you don't believe the default thing, which, like most of us, I don't
: believe either, what do you think the eventual compromised bill will look at
: ? Will the dems give in to the reps with a two-step debt raise? Or is it
: more leaning towards the Reid proposition with no tax increases?
:
: a
: the
: default
| i*u
发帖数: 299 | 7 it is more about the credit rating
weeks
china.
【在 l******c 的大作中提到】
: I don't think defer the federal government officers salary o couple of weeks
: is a big deal. Treasury has enough money to pay the bond interest to china.
: Default for a couple of weeks is not a problem.
:
: at
| g****u
发帖数: 695 | 8 Don't worry about it. The rating agencies have no gut to lower
US treasury's credit rating. They will make every excuse to
keep it at triple-A.
This is even not about the government's power. It's just that
nobody will be willing to take the responsibility for the end
of the modern financial world.
They only bark, they will never dare to bite.
I told you guys long time ago: nobody on the street really worries
about the US default. Why? because you don't insure for the end
of the world event. To banks, a US default is the end of the world.
If US default, all of them will be gone. It simply doesn't matter
what they do now.
【在 i*u 的大作中提到】
: it is more about the credit rating
:
: weeks
: china.
| S****S
发帖数: 923 | 9 re
a
the
default
【在 i*u 的大作中提到】
: A default is totally different from the 08 bailout fundamentally. That is a
: lost in economic/financial leadership, considers that the U.S. treasury is
: the most liquid asset in the world economy, which is why we are calling it
: as the "risk free rate". A U.S. default will change this role and change the
: whole financial modeling system. That is going to be a disaster for
: portfolio management and many thing in life. I don't believe on the default
: talk. Lehman's failure is much smaller than the U.S. default.
| t**x
发帖数: 20965 | 10 基本不同意。没有什么东西开始就是个大帽子，然后就是严重性。凡事都有个因果。
说不出的道道基本就是奥巴马的咋呼水平了。
原先跟现在最不同的是2008年的泡泡太大了，没有足够的钱来支持这个泡泡的周转，现
在这个问题基本已经没有了。你得说出一个更为严重的问题，且容易成为disaster在
default这个催化剂下。看不出你的解释有任何实际意义。
a
the
default
【在 i*u 的大作中提到】
: A default is totally different from the 08 bailout fundamentally. That is a
: lost in economic/financial leadership, considers that the U.S. treasury is
: the most liquid asset in the world economy, which is why we are calling it
: as the "risk free rate". A U.S. default will change this role and change the
: whole financial modeling system. That is going to be a disaster for
: portfolio management and many thing in life. I don't believe on the default
: talk. Lehman's failure is much smaller than the U.S. default.
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