L****n
发帖数: 12932 | 1 http://online.wsj.com/article/SB1000142412788732334240457907696
in short
- we are coming to a higher rate era.
- higher rate is good for banks' profit margin - the spread increases.
- banking has lagged the big market in the recovery
- of course you don't want the rate too high to kill the demand, but it's
far from that now.
------------------
and most importantly, TA looks great! breakthrough imminent. |
a*****s
发帖数: 3643 | |
u******4
发帖数: 4281 | |
f****r
发帖数: 5118 | 4 higher rate is good for banks' profit margin ?
Fed要涨利息，相当于原材料要涨，虽然，银行业可以涨利息，但是毕竟成本先涨，应
该是hurt profit margin |
A**C
发帖数: 505 | 5 大福的逻辑和assumption都错了
不过或许能负负得正
【在 L****n 的大作中提到】
: http://online.wsj.com/article/SB1000142412788732334240457907696
: in short
: - we are coming to a higher rate era.
: - higher rate is good for banks' profit margin - the spread increases.
: - banking has lagged the big market in the recovery
: - of course you don't want the rate too high to kill the demand, but it's
: far from that now.
: ------------------
: and most importantly, TA looks great! breakthrough imminent.
|
L****n
发帖数: 12932 | 6 Read卫生巾吧。 搞清楚什么是spread。
【在 f****r 的大作中提到】
: higher rate is good for banks' profit margin ?
: Fed要涨利息，相当于原材料要涨，虽然，银行业可以涨利息，但是毕竟成本先涨，应
: 该是hurt profit margin
|
L****n
发帖数: 12932 | 7 maybe you can enlighten us what is the correct logic.
【在 A**C 的大作中提到】
: 大福的逻辑和assumption都错了
: 不过或许能负负得正
|
z**k
发帖数: 945 | |
f*******h
发帖数: 721 | 9 Buying BAC is high return+high risk, buying USB is hig return+low risk. up
to you
【在 u******4 的大作中提到】
: ALL IN BAC?
|
A**C
发帖数: 505 | 10
you are talking bullshit, babe
【在 f*******h 的大作中提到】
: Buying BAC is high return+high risk, buying USB is hig return+low risk. up
: to you
|
|
|
f*********r
发帖数: 7485 | 11 沒訂閱，看不到文章 ：（
不過這個利息增加，貸款的人就少了啊
【在 L****n 的大作中提到】
: http://online.wsj.com/article/SB1000142412788732334240457907696
: in short
: - we are coming to a higher rate era.
: - higher rate is good for banks' profit margin - the spread increases.
: - banking has lagged the big market in the recovery
: - of course you don't want the rate too high to kill the demand, but it's
: far from that now.
: ------------------
: and most importantly, TA looks great! breakthrough imminent.
|
f*******h
发帖数: 721 | 12 you are talking thru your mom's asshole, sucker.
【在 A**C 的大作中提到】
:
: you are talking bullshit, babe
|
L****n
发帖数: 12932 | |
h*****7
发帖数: 6781 | 14 what is 卫生巾 please?
【在 L****n 的大作中提到】
: Read卫生巾吧。 搞清楚什么是spread。
|
L****n
发帖数: 12932 | |
