w*****m
发帖数: 20421 | |
a*******g
发帖数: 3500 | |
w*****m
发帖数: 20421 | 3 现在人民币并没有大幅度下滑的迹象，做空不容易的
【在 a*******g 的大作中提到】
: short中国房市 就相当于空rmb啊。
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w*j
发帖数: 6104 | |
w*****m
发帖数: 20421 | 5 这个办法可行。万科是NO1吧，这个可能有政府出面来保，有没有NO2到NO10的名单啊
SHORT这些把握可能比较大些,LOL
【在 w*j 的大作中提到】
: IB 上开帐户，做空万科的H股。万科最近疯长。
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c**2
发帖数: 8496 | 6 In the movie "big short", shorters negotiate a new product with bank, so
they gambled with bank, bet against each other (shorters vs bank).
However, they forgot the fact that bank was the MM in this case, and can
influence rating firms (Moody's, Std&Poors) as well. So even in beginning of
2007 when mortgage default everywhere, MM still made that EFT price go up,
and still gave those products AAA rating, even though in reality, those MBS
CDSs should be worthless in 2007. At last, when MM (Bank) could no longer
cover the truth, they just refused to pay up and claimed themselves too big
to fell, so tax payers in 2008 stepped in and bailed MM out by paying their
debts. Shorters were then get profits. |
w*****m
发帖数: 20421 | 7 这个太复杂，咱们就是顺着大势赚一把就跑，当然大势还没来
咱先看看理论上有什么办法，真的来的时候跟上就行了。
of
,
MBS
big
their
【在 c**2 的大作中提到】
: In the movie "big short", shorters negotiate a new product with bank, so
: they gambled with bank, bet against each other (shorters vs bank).
: However, they forgot the fact that bank was the MM in this case, and can
: influence rating firms (Moody's, Std&Poors) as well. So even in beginning of
: 2007 when mortgage default everywhere, MM still made that EFT price go up,
: and still gave those products AAA rating, even though in reality, those MBS
: CDSs should be worthless in 2007. At last, when MM (Bank) could no longer
: cover the truth, they just refused to pay up and claimed themselves too big
: to fell, so tax payers in 2008 stepped in and bailed MM out by paying their
: debts. Shorters were then get profits.
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s******9
发帖数: 4623 | 8 看看big short这部电影，你就有启发了
你得筹集个几千万，然后去找中国的银行，跟银行对赌
【在 w*****m 的大作中提到】
: 如何SHORT中国房市，是个值得探讨的话题
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f*******t
发帖数: 7549 | 9 所以最终被大空头收割的还是屁民
of
,
MBS
big
their
【在 c**2 的大作中提到】
: In the movie "big short", shorters negotiate a new product with bank, so
: they gambled with bank, bet against each other (shorters vs bank).
: However, they forgot the fact that bank was the MM in this case, and can
: influence rating firms (Moody's, Std&Poors) as well. So even in beginning of
: 2007 when mortgage default everywhere, MM still made that EFT price go up,
: and still gave those products AAA rating, even though in reality, those MBS
: CDSs should be worthless in 2007. At last, when MM (Bank) could no longer
: cover the truth, they just refused to pay up and claimed themselves too big
: to fell, so tax payers in 2008 stepped in and bailed MM out by paying their
: debts. Shorters were then get profits.
|
s******9
发帖数: 4623 | 10 洪水来的时候，大势是跑，在旁边观望
等洪水退了，再进去
小p民还想在洪水里捞鱼，那不等着找死吗？
【在 w*****m 的大作中提到】
: 这个太复杂，咱们就是顺着大势赚一把就跑，当然大势还没来
: 咱先看看理论上有什么办法，真的来的时候跟上就行了。
:
: of
: ,
: MBS
: big
: their
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w*****m
发帖数: 20421 | 11 洪水退了？搞不好春去春又回，第二波大洪水又来了，直接淹死？
【在 s******9 的大作中提到】
: 洪水来的时候，大势是跑，在旁边观望
: 等洪水退了，再进去
: 小p民还想在洪水里捞鱼，那不等着找死吗？
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s******9
发帖数: 4623 | 12 那属于抄底炒在半山腰的，各人有各命
【在 w*****m 的大作中提到】
: 洪水退了？搞不好春去春又回，第二波大洪水又来了，直接淹死？
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w*****m
发帖数: 20421 | 13 还是跟着洪水跑比捞洪水的底容易些吧
【在 s******9 的大作中提到】
: 那属于抄底炒在半山腰的，各人有各命
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s******9
发帖数: 4623 | 14 各人有各人的想法和操作
我觉得一边short一边捞底是个好主意
任何单向的操作，都可能会亏到跳楼
【在 w*****m 的大作中提到】
: 还是跟着洪水跑比捞洪水的底容易些吧
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w*****m
发帖数: 20421 | 15 空口白牙地谈也没什么意思，我们假设这样的撒那油，如何上，如何赚钱
S1：北京上海深圳房市一个月内下跌20%
S2：北京上海深圳房市连续跌三个月
S3：北京上海深圳房市一年内跌成半价 |
a*******g
发帖数: 3500 | 16 这好办， 你去跟买房的人说，付你10万定金， 我给你买现价便宜百分之十的房子。
找一百个人签合同， 拿1000万定金， 然后等楼市下跌呗。
【在 w*****m 的大作中提到】
: 空口白牙地谈也没什么意思，我们假设这样的撒那油，如何上，如何赚钱
: S1：北京上海深圳房市一个月内下跌20%
: S2：北京上海深圳房市连续跌三个月
: S3：北京上海深圳房市一年内跌成半价
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a*******g
发帖数: 3500 | 17 只要你能确定趋势，赚钱的方法多了去了。
但很难确定趋势啊
【在 a*******g 的大作中提到】
: 这好办， 你去跟买房的人说，付你10万定金， 我给你买现价便宜百分之十的房子。
: 找一百个人签合同， 拿1000万定金， 然后等楼市下跌呗。
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g****t
发帖数: 31659 | 18 烧银行就可以了。H股ETF基本上是外盘对A股金融股的定价。
: IB 上开帐户，做空万科的H股。万科最近疯长。
【在 w*j 的大作中提到】
: IB 上开帐户，做空万科的H股。万科最近疯长。
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