a*****h 发帖数: 7463 | | r******9 发帖数: 2632 | 2 你这个变态,干点好事也只有在发自肺腑使坏的时候!
【在 a*****h 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 你不买,庄稼怎么杂潘。
| p********o 发帖数: 8012 | 3 五十未必
【在 a*****h 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 你不买,庄稼怎么杂潘。
| a*****h 发帖数: 7463 | 4 我发自内心的,相信我
【在 r******9 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 你这个变态,干点好事也只有在发自肺腑使坏的时候!
| r******9 发帖数: 2632 | 5 I know.
LOL
【在 a*****h 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 我发自内心的,相信我
| m*****i 发帖数: 4342 | 6 如果真的有你讲的庄稼, 他们是在低价卖,高价收啊。
【在 a*****h 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 你不买,庄稼怎么杂潘。
| b*****n 发帖数: 2478 | 7 这个。。。。有点揣着明白装糊涂啊
名菜是某个基金的小MM吧?
【在 m*****i 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 如果真的有你讲的庄稼, 他们是在低价卖,高价收啊。
| m*****i 发帖数: 4342 | 8 Stock is not expensive at all relative to the interest rate.
For instance, MY NCT was up 2-3% almost every day for the past couple of
days. Yet, relative to its earning/yield, it's still very reasonable. I
definately will take my chance and hold it.
【在 b*****n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 这个。。。。有点揣着明白装糊涂啊 : 名菜是某个基金的小MM吧?
| b*****n 发帖数: 2478 | 9 低利率在资本市场会产生bubble,这样的股价要说还不够高,估计连MM都不会同意吧?
哪天美联储要加息前,MM先闻风撤退了,大盘也就piaji了,而那时候就不会每天2-3
%的涨了,可能要放大几倍倒过来了。逻辑上不能用bubble在涨来证明没有bubble么
【在 m*****i 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Stock is not expensive at all relative to the interest rate. : For instance, MY NCT was up 2-3% almost every day for the past couple of : days. Yet, relative to its earning/yield, it's still very reasonable. I : definately will take my chance and hold it.
| m*****i 发帖数: 4342 | 10 I don't believe there is MM at all.
Look at John Paulson, he has billion of dollar on hand, yet, he lost over 50
% last year, if you believe there is MM, who was sino-forest's MM? John
Paulson owns most of the stocks of sino-forest, yet he could not avoid the
huge lost.
Also, look at Bernard Madoff, he owned a Market maker's business, obviously,
this is not very profitable, otherwise, he would not try the Ponzi scheme.
3
【在 b*****n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 低利率在资本市场会产生bubble,这样的股价要说还不够高,估计连MM都不会同意吧? : 哪天美联储要加息前,MM先闻风撤退了,大盘也就piaji了,而那时候就不会每天2-3 : %的涨了,可能要放大几倍倒过来了。逻辑上不能用bubble在涨来证明没有bubble么
| b*****n 发帖数: 2478 | 11 个股的MM是存在的,这个不用讨论
大盘的MM是个泛指吧,相信这里说的主要是花街的金融机构。机构也是有自己的方向的
,不是所有的机构都会站在同一方,各个机构都是利益化自己的holding,对赌获利,
Paulson对赌错了方向,只说明他占错了方向罢了,不能证明没有机构的操纵。机构的
联合作势在花街再常见不过了,GS被称作黑老大并非浪得虚名。另外,资本是逐利的,
没人会把钱闲在那里,就算经济不行,机构还是要吃饭的,拉拉指数,上下震荡一下才
有差价赚饭吃,发bonus。你看看这两年的图形,明显就是震荡取利,其实美国经济大
家心理都有数,撑不起现在的股价
名菜都是几个孩子的爹了,咋对金融还这么纯情啊?
50
,
【在 m*****i 的大作中提到】![](/moin_static193/solenoid/img/up.png) : I don't believe there is MM at all. : Look at John Paulson, he has billion of dollar on hand, yet, he lost over 50 : % last year, if you believe there is MM, who was sino-forest's MM? John : Paulson owns most of the stocks of sino-forest, yet he could not avoid the : huge lost. : Also, look at Bernard Madoff, he owned a Market maker's business, obviously, : this is not very profitable, otherwise, he would not try the Ponzi scheme. : : 3
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