c*****r
发帖数: 8227 | 1 The cult of equity is dying. Like a once bright green aspen turning to
subtle shades of yellow then red in the Colorado fall, investors’
impressions of “stocks for the long run” or any run have mellowed as well.
I “tweeted” last month that the souring attitude might be a generational
thing: “Boomers can’t take risk. Gen X and Y believe in Facebook but not
its stock. Gen Z has no money.”
http://www.pimco.com/EN/Insights/Pages/Cult-Figures.aspx |
q**j
发帖数: 10612 | 2 bill gross macro call 差劲的很。从前年就看空 t bond，结果被修理了。今年老实了
一点。业绩还行。没想到又跳出来显眼。
well.
generational
【在 c*****r 的大作中提到】
: The cult of equity is dying. Like a once bright green aspen turning to
: subtle shades of yellow then red in the Colorado fall, investors’
: impressions of “stocks for the long run” or any run have mellowed as well.
: I “tweeted” last month that the souring attitude might be a generational
: thing: “Boomers can’t take risk. Gen X and Y believe in Facebook but not
: its stock. Gen Z has no money.”
: http://www.pimco.com/EN/Insights/Pages/Cult-Figures.aspx
|
c*****r
发帖数: 8227 | 3 Time will tell...
Go figure!
实了
【在 q**j 的大作中提到】
: bill gross macro call 差劲的很。从前年就看空 t bond，结果被修理了。今年老实了
: 一点。业绩还行。没想到又跳出来显眼。
:
: well.
: generational
|
G*******m
发帖数: 16326 | 4 Boomers can’t take risk. Gen X and Y believe in Facebook but not
its stock. Gen Z has no money
Exactly. |
G*******m
发帖数: 16326 | 5 But there are still some good news.
Currency trading.
You only need $2,000 to open an account.
This means that having $2,000 in your account won't be preventing you from
taking food stamps. |
f*******h
发帖数: 721 | 6 你的理解错误。他说的是对股票的盲目热衷正在消失，而不是股票（作为一种投资选择
）已死。
well.
generational
【在 c*****r 的大作中提到】
: The cult of equity is dying. Like a once bright green aspen turning to
: subtle shades of yellow then red in the Colorado fall, investors’
: impressions of “stocks for the long run” or any run have mellowed as well.
: I “tweeted” last month that the souring attitude might be a generational
: thing: “Boomers can’t take risk. Gen X and Y believe in Facebook but not
: its stock. Gen Z has no money.”
: http://www.pimco.com/EN/Insights/Pages/Cult-Figures.aspx
|
c*****r
发帖数: 8227 | 7 No.I have different take on this.
His opinion is that the "long-term" 6.6% real return in equity is nothing
but "ponzi" - it is hardly imagine it can keep the rate when GDP grows at 2-
3%.
Go read again.
【在 f*******h 的大作中提到】
: 你的理解错误。他说的是对股票的盲目热衷正在消失，而不是股票（作为一种投资选择
: ）已死。
:
: well.
: generational
|
a***s
发帖数: 5417 | 8 这是对的，gdp不涨，企业的收入就不会涨，就不会有蛋糕越来越大的事情。
那股市就只能是ponzi game了。
2-
【在 c*****r 的大作中提到】
: No.I have different take on this.
: His opinion is that the "long-term" 6.6% real return in equity is nothing
: but "ponzi" - it is hardly imagine it can keep the rate when GDP grows at 2-
: 3%.
: Go read again.
|
T*C
发帖数: 5492 | 9 上市公司的市场份额是多少，和非上市公司比，利润率如何？上市公司在海外盈利多少
？这些数据都没有讲审美观GDP和long term回报，都是扯淡
这是对的，gdp不涨，企业的收入就不会涨，就不会有蛋糕越来越大的事情。
那股市就只能是ponzi game了。
2-
【在 a***s 的大作中提到】
: 这是对的，gdp不涨，企业的收入就不会涨，就不会有蛋糕越来越大的事情。
: 那股市就只能是ponzi game了。
:
: 2-
|
