c*****r
发帖数: 8227 | 1 The “tug of war” between Obama and Boehner “reveals nothing new but Obama
holds better cards,” said Gross in a Twitter message Friday. “Tax rates
on high income and capital [are] going up.”
Gross said this is negative for riskier assets, adding that he favors
municipal debt and Treasury bonds in the intermediate sector–those maturing
in five years to seven years. |
B**********r
发帖数: 7517 | 2 一家之言。
从投资理念上看，他跟Buffett就是死敌。我个人更认同Buffett。
Obama
maturing
【在 c*****r 的大作中提到】
: The “tug of war” between Obama and Boehner “reveals nothing new but Obama
: holds better cards,” said Gross in a Twitter message Friday. “Tax rates
: on high income and capital [are] going up.”
: Gross said this is negative for riskier assets, adding that he favors
: municipal debt and Treasury bonds in the intermediate sector–those maturing
: in five years to seven years.
|
m*****i
发帖数: 4342 | 3 Treasury Bonds in 5 years to seven years yields less then 1.5%.
That does not make any sense at all.
Obama
maturing
【在 c*****r 的大作中提到】
: The “tug of war” between Obama and Boehner “reveals nothing new but Obama
: holds better cards,” said Gross in a Twitter message Friday. “Tax rates
: on high income and capital [are] going up.”
: Gross said this is negative for riskier assets, adding that he favors
: municipal debt and Treasury bonds in the intermediate sector–those maturing
: in five years to seven years.
|
B**********r
发帖数: 7517 | 4 有人就看熊世界经济，没办法的。
【在 m*****i 的大作中提到】
: Treasury Bonds in 5 years to seven years yields less then 1.5%.
: That does not make any sense at all.
:
: Obama
: maturing
|
c*****r
发帖数: 8227 | 5 投资界，我只敬重这二位：
Ray Dalio
Bill Gross
而以Bill Gross为最 - 你切实可以跟从他的基金而获得超出市场的回报（excess
return).
Ray Dalio - 对个人而言，进门门槛太高，但是给机构投资者全天候的高回报。
至于Buffett之流，那是吃独食的典范。他的荣华富贵，和我等没有一毛的干系。。。
你要认为你可以复制巴肥的这一套，就当我什么都没说。
【在 B**********r 的大作中提到】
: 一家之言。
: 从投资理念上看，他跟Buffett就是死敌。我个人更认同Buffett。
:
: Obama
: maturing
|
c*****r
发帖数: 8227 | 6 送你一个榜样：日本。。。
【在 m*****i 的大作中提到】
: Treasury Bonds in 5 years to seven years yields less then 1.5%.
: That does not make any sense at all.
:
: Obama
: maturing
|
B**********r
发帖数: 7517 | 7 我们两个互相看不起，没办法的。
【在 c*****r 的大作中提到】
: 投资界，我只敬重这二位：
: Ray Dalio
: Bill Gross
: 而以Bill Gross为最 - 你切实可以跟从他的基金而获得超出市场的回报（excess
: return).
: Ray Dalio - 对个人而言，进门门槛太高，但是给机构投资者全天候的高回报。
: 至于Buffett之流，那是吃独食的典范。他的荣华富贵，和我等没有一毛的干系。。。
: 你要认为你可以复制巴肥的这一套，就当我什么都没说。
|
c*****r
发帖数: 8227 | 8 确实，道不同，不相为谋。
【在 B**********r 的大作中提到】
: 我们两个互相看不起，没办法的。
|
m*****i
发帖数: 4342 | 9 我是想说，买进美国5到7年的国债一点不Make Sense， 因为收益率实在太低啊。
【在 c*****r 的大作中提到】
: 送你一个榜样：日本。。。
|
e**********e
发帖数: 999 | 10 I can only say that your not rich enough....minncai.
keyword: FDIC
【在 m*****i 的大作中提到】
: 我是想说，买进美国5到7年的国债一点不Make Sense， 因为收益率实在太低啊。
|
B**********r
发帖数: 7517 | 11 I don't understand. Can you elaborate?
【在 e**********e 的大作中提到】
: I can only say that your not rich enough....minncai.
: keyword: FDIC
|
m*****i
发帖数: 4342 | 12 Treasure is the most safe place to park the money, say if you have 100
million, even 1% will net you 1 million a year.
I do believe most wealth people also want to protect their wealth against
inflation.
He has a very valid point for some super wealth people who want to park the
money.
【在 B**********r 的大作中提到】
: I don't understand. Can you elaborate?
|
e**********e
发帖数: 999 | 13 for wealthy families and institional clients who are risk aversed....they
are all chasing 5-10 years even if the yield is less than 1% because they
are backed by US govt. FDIC only guranteed $250k per account. |
B**********r
发帖数: 7517 | 14 But, 1% is only 1%. You can have many different ways (and combinations) to
get that 1%.
the
【在 m*****i 的大作中提到】
: Treasure is the most safe place to park the money, say if you have 100
: million, even 1% will net you 1 million a year.
: I do believe most wealth people also want to protect their wealth against
: inflation.
: He has a very valid point for some super wealth people who want to park the
: money.
|
