l*****9
发帖数: 9501 | 1 他这类金融吸血鬼的本质是：搞掉别人10亿，自己得利一亿。美国人民还是有判断力的
，让鸭上台美国才真正完了。
08年金融危机，多亏奥巴马的政府干预政策，到现在这样，美国经济从全球来看还是不
错的。奥巴马的历史评价将会很高。 |
f*********g
发帖数: 1637 | 2 Very good title to define his enterprise practice. From his history He is
more a gambler than an investor. |
l*****9
发帖数: 9501 | 3 Romney is a sharking speculator, Buffet is an investor.
【在 f*********g 的大作中提到】
: Very good title to define his enterprise practice. From his history He is
: more a gambler than an investor.
|
g******y
发帖数: 1101 | 4 很高兴看到这样的理性分析，美国是被律师，医生和华尔街给搞垮的。 |
i**t
发帖数: 3556 | 5 obama也是律师出身的哦。
【在 g******y 的大作中提到】
: 很高兴看到这样的理性分析，美国是被律师，医生和华尔街给搞垮的。
|
g******y
发帖数: 1101 | 6 呵呵，我不会因为他是，就否认事实，我从来不像右派那样走极端。 |
N********n
发帖数: 8363 | 7
HOHO, 幼稚。疤蟆的经济就是举债在自己这一任花光，给子孙后代留一屁
股债去清理，爷卖崽田心不痛。这一招以前可以玩现在已经债务堆积如山
不用推给子孙后代在他任上就要爆炸。
等债务把美元砸垮了，08年的危机相比之下就小巫见大巫。左呆们到时候
充分享受疤蟆的伟大。
【在 l*****9 的大作中提到】
: 他这类金融吸血鬼的本质是：搞掉别人10亿，自己得利一亿。美国人民还是有判断力的
: ，让鸭上台美国才真正完了。
: 08年金融危机，多亏奥巴马的政府干预政策，到现在这样，美国经济从全球来看还是不
: 错的。奥巴马的历史评价将会很高。
|
g******y
发帖数: 1101 | 8
说吧，罗该怎么做不用借债。别人问了他n遍，他也没回答，你有答案吗？
【在 N********n 的大作中提到】
:
: HOHO, 幼稚。疤蟆的经济就是举债在自己这一任花光，给子孙后代留一屁
: 股债去清理，爷卖崽田心不痛。这一招以前可以玩现在已经债务堆积如山
: 不用推给子孙后代在他任上就要爆炸。
: 等债务把美元砸垮了，08年的危机相比之下就小巫见大巫。左呆们到时候
: 充分享受疤蟆的伟大。
|
l*****9
发帖数: 9501 | 9 全世界都在印钱，美国算印得比较负责的
29年大萧条，很大的原因是政府不肯干预，直到罗斯福的新政
【在 N********n 的大作中提到】
:
: HOHO, 幼稚。疤蟆的经济就是举债在自己这一任花光，给子孙后代留一屁
: 股债去清理，爷卖崽田心不痛。这一招以前可以玩现在已经债务堆积如山
: 不用推给子孙后代在他任上就要爆炸。
: 等债务把美元砸垮了，08年的危机相比之下就小巫见大巫。左呆们到时候
: 充分享受疤蟆的伟大。
|
h*********r
发帖数: 10182 | 10 美国国债开始狂涨就是从里根开始的。
【在 N********n 的大作中提到】
:
: HOHO, 幼稚。疤蟆的经济就是举债在自己这一任花光，给子孙后代留一屁
: 股债去清理，爷卖崽田心不痛。这一招以前可以玩现在已经债务堆积如山
: 不用推给子孙后代在他任上就要爆炸。
: 等债务把美元砸垮了，08年的危机相比之下就小巫见大巫。左呆们到时候
: 充分享受疤蟆的伟大。
|
|
|
z******o
发帖数: 3073 | 11 mlgb,现在共和代表大资本家，民主代表穷懒，没人为中产阶级说话了！ |
N********n
发帖数: 8363 | 12
So what has Obama done to cut it down? Nothing. He simply out-spent
every past president to guarantee a Dollar crash.
【在 h*********r 的大作中提到】
: 美国国债开始狂涨就是从里根开始的。
|
g******y
发帖数: 1101 | 13
总统选完了，没完的指责也没用，你说说怎么做，共和党啥也没说
【在 N********n 的大作中提到】
:
: So what has Obama done to cut it down? Nothing. He simply out-spent
: every past president to guarantee a Dollar crash.
|
h*********r
发帖数: 10182 | 14 I would want some debt instead of recession and depression, especially the
debt is so cheap. Some even has negative interests.
dollar devalue increase the competence of us products, help bring back the
manufacturing jobs.
【在 N********n 的大作中提到】
:
: So what has Obama done to cut it down? Nothing. He simply out-spent
: every past president to guarantee a Dollar crash.
|
A*****a
发帖数: 52743 | 15 啥也没说的总统不是也做了四年么？四年前你怎么不问这个问题？
【在 g******y 的大作中提到】
:
: 总统选完了，没完的指责也没用，你说说怎么做，共和党啥也没说
|
g******y
发帖数: 1101 | 16 聋子听不见是正常的，不过即使是右派都听到奥巴马在说什么，虽然不赞同 |
A*****a
发帖数: 52743 | 17 how much debt do you think you can hold? What are the US producing?
【在 h*********r 的大作中提到】
: I would want some debt instead of recession and depression, especially the
: debt is so cheap. Some even has negative interests.
: dollar devalue increase the competence of us products, help bring back the
: manufacturing jobs.
|
B******e
发帖数: 16928 | 18 You just simply do not understand what private equity does. Some firms are
poorly managed. Now they get a better manager and the firm's performance
improved. Why cannot the better manager earn some fair share?
A lot of Chinese simply do not understand the importance of finance and
consulting in a highly developed capital market.
【在 l*****9 的大作中提到】
: 他这类金融吸血鬼的本质是：搞掉别人10亿，自己得利一亿。美国人民还是有判断力的
: ，让鸭上台美国才真正完了。
: 08年金融危机，多亏奥巴马的政府干预政策，到现在这样，美国经济从全球来看还是不
: 错的。奥巴马的历史评价将会很高。
|
h*********r
发帖数: 10182 | 19 he ended the iraq war, killed benladin, pass the healthcare reform, bring
country from worst financial crisis and recession since the great depression
, save the auto industry, economy is recovering.
he accomplished alot, people vote for it.
【在 A*****a 的大作中提到】
: 啥也没说的总统不是也做了四年么？四年前你怎么不问这个问题？
|
l*****9
发帖数: 9501 | 20 金融崩盘了，你要减少国债？
【在 N********n 的大作中提到】
:
: So what has Obama done to cut it down? Nothing. He simply out-spent
: every past president to guarantee a Dollar crash.
|
|
|
B******e
发帖数: 16928 | 21 He was impeding the recovery. Every deep recession is followed by a strong
recovery except for this one because of his stupid policy. Market forces are
always at work.Too many idiots who do not understand the economy vote for
him to suffer another 4 years of poor economy.
depression
【在 h*********r 的大作中提到】
: he ended the iraq war, killed benladin, pass the healthcare reform, bring
: country from worst financial crisis and recession since the great depression
: , save the auto industry, economy is recovering.
: he accomplished alot, people vote for it.
|
h*********r
发帖数: 10182 | 22 he is preventing another bubble. otherwise, a huge bubble is blowing up by
wallstreet every 6,7 years.
are
【在 B******e 的大作中提到】
: He was impeding the recovery. Every deep recession is followed by a strong
: recovery except for this one because of his stupid policy. Market forces are
: always at work.Too many idiots who do not understand the economy vote for
: him to suffer another 4 years of poor economy.
:
: depression
|
g******y
发帖数: 1101 | 23
你不用和他讲道理了，你也不可能让时光倒流，然后让他从美国滚蛋，这就是信仰，扭
不过来的。
【在 l*****9 的大作中提到】
: 金融崩盘了，你要减少国债？
|
B******e
发帖数: 16928 | 24 Obama is already creating the biggest bubble ever: the U.S. debt bubble.
【在 h*********r 的大作中提到】
: he is preventing another bubble. otherwise, a huge bubble is blowing up by
: wallstreet every 6,7 years.
:
: are
|
N********n
发帖数: 8363 | 25
When you over-spent in the past like US did for at least 3 decades,
you will have to spend less. That's the only outcome no matter how
painful it feels in the short-term.
You have to cut everything including social programs to get by.
Trying to avoid the pain by borrowing more to spend now will only
turn it into a bigger disaster. Once the currency collapses b/c
of all the debt it will make 2008 look like nothing.
【在 g******y 的大作中提到】
:
: 你不用和他讲道理了，你也不可能让时光倒流，然后让他从美国滚蛋，这就是信仰，扭
: 不过来的。
|
h*********r
发帖数: 10182 | 26 it is not a bubble. US debt is US dollar. devalue dollar, debt will become
much less.
【在 B******e 的大作中提到】
: Obama is already creating the biggest bubble ever: the U.S. debt bubble.
|
l*****9
发帖数: 9501 | 27 你要具体看BAINE是怎么运营的。比如公司甲运营不善，他们买通甲的管理层，举债10
亿收购公司甲，这10亿算公司甲的债务，然后他们变卖部分公司财产，并把生产线搬到
中国，扭亏为盈了，把甲卖20亿，几个大头分钱走人，再寻找下一个目标。美国多了几
千拿失业救济的，更高的失业保险转嫁给了甲的20亿买家。除了BAINE的投资人和公司
甲监守自盗的管理层，谁得利了？
【在 B******e 的大作中提到】
: You just simply do not understand what private equity does. Some firms are
: poorly managed. Now they get a better manager and the firm's performance
: improved. Why cannot the better manager earn some fair share?
: A lot of Chinese simply do not understand the importance of finance and
: consulting in a highly developed capital market.
|
h*********r
发帖数: 10182 | 28 I am all for spending less.
first cut from those huge defense budget.
no other country in the world spend that much amount of money in defense
budget.
【在 N********n 的大作中提到】
:
: When you over-spent in the past like US did for at least 3 decades,
: you will have to spend less. That's the only outcome no matter how
: painful it feels in the short-term.
: You have to cut everything including social programs to get by.
: Trying to avoid the pain by borrowing more to spend now will only
: turn it into a bigger disaster. Once the currency collapses b/c
: of all the debt it will make 2008 look like nothing.
|
B******e
发帖数: 16928 | 29 Once people lose confidence in the U.S. creditworthiness, the interest rate
will skyrocket and the U.S. government can do nothing but default. No
country has survived this by devaluing its own currency.
【在 h*********r 的大作中提到】
: it is not a bubble. US debt is US dollar. devalue dollar, debt will become
: much less.
|
h*********r
发帖数: 10182 | 30 对，这种private equity.
买个公司，借巨额债务，把钱当分红非给自己。再把公司拆拆，卖卖，
10
【在 l*****9 的大作中提到】
: 你要具体看BAINE是怎么运营的。比如公司甲运营不善，他们买通甲的管理层，举债10
: 亿收购公司甲，这10亿算公司甲的债务，然后他们变卖部分公司财产，并把生产线搬到
: 中国，扭亏为盈了，把甲卖20亿，几个大头分钱走人，再寻找下一个目标。美国多了几
: 千拿失业救济的，更高的失业保险转嫁给了甲的20亿买家。除了BAINE的投资人和公司
: 甲监守自盗的管理层，谁得利了？
|
|
|
h*********r
发帖数: 10182 | 31 other country is even worse. money has no where to go.
rate
【在 B******e 的大作中提到】
: Once people lose confidence in the U.S. creditworthiness, the interest rate
: will skyrocket and the U.S. government can do nothing but default. No
: country has survived this by devaluing its own currency.
|
B******e
发帖数: 16928 | 32 Without strong military U.S. creditworthiness will soon be in question.
【在 h*********r 的大作中提到】
: I am all for spending less.
: first cut from those huge defense budget.
: no other country in the world spend that much amount of money in defense
: budget.
|
N********n
发帖数: 8363 | 33
You are letting government - the most clueless and irresponsible
spender - waste money and you think it could prevent a recession?
When economy struggles you should cut losers off and keep the money
in the hand of productive people so they can create growth. If you
screw them instead like what Obama did you won't get a recovery.
【在 h*********r 的大作中提到】
: I would want some debt instead of recession and depression, especially the
: debt is so cheap. Some even has negative interests.
: dollar devalue increase the competence of us products, help bring back the
: manufacturing jobs.
|
s**********y
发帖数: 353 | 34 那你说这10亿债务怎么办？关门fire 掉所有人？
靠政府bailout?那我也注册个公司去银行借钱，亏了反正有政府兜着。
10
【在 l*****9 的大作中提到】
: 你要具体看BAINE是怎么运营的。比如公司甲运营不善，他们买通甲的管理层，举债10
: 亿收购公司甲，这10亿算公司甲的债务，然后他们变卖部分公司财产，并把生产线搬到
: 中国，扭亏为盈了，把甲卖20亿，几个大头分钱走人，再寻找下一个目标。美国多了几
: 千拿失业救济的，更高的失业保险转嫁给了甲的20亿买家。除了BAINE的投资人和公司
: 甲监守自盗的管理层，谁得利了？
|
h*********r
发帖数: 10182 | 35 how does obama screw the productive people?
do you mean that those wallstreet blood suckers earn less than they used to ?
【在 N********n 的大作中提到】
:
: You are letting government - the most clueless and irresponsible
: spender - waste money and you think it could prevent a recession?
: When economy struggles you should cut losers off and keep the money
: in the hand of productive people so they can create growth. If you
: screw them instead like what Obama did you won't get a recovery.
|
N********n
发帖数: 8363 | 36
So you'd prefer govt giving more money to the suckers that caused
金融崩盘 to produce a recovery?
【在 l*****9 的大作中提到】
: 金融崩盘了，你要减少国债？
|
s**********y
发帖数: 353 | 37 是没bubble了，马上又要recession了。
【在 h*********r 的大作中提到】
: he is preventing another bubble. otherwise, a huge bubble is blowing up by
: wallstreet every 6,7 years.
:
: are
|
B******e
发帖数: 16928 | 38 公司甲cannot survive even if it is not bought by private equity. Those
people who got laid off will eventually be laid off. At least the company
becomes a better performer as otherwise they would not be able to sell at
such a higher price. There is no way you can benefit both the employees in
the company and improve the performance of the company. Tough decisions have
to be made otherwise every company will be like the big three.
10
【在 l*****9 的大作中提到】
: 你要具体看BAINE是怎么运营的。比如公司甲运营不善，他们买通甲的管理层，举债10
: 亿收购公司甲，这10亿算公司甲的债务，然后他们变卖部分公司财产，并把生产线搬到
: 中国，扭亏为盈了，把甲卖20亿，几个大头分钱走人，再寻找下一个目标。美国多了几
: 千拿失业救济的，更高的失业保险转嫁给了甲的20亿买家。除了BAINE的投资人和公司
: 甲监守自盗的管理层，谁得利了？
|
h*********r
发帖数: 10182 | 39 when? where?
【在 s**********y 的大作中提到】
: 是没bubble了，马上又要recession了。
|
B******e
发帖数: 16928 | 40 Money has lots of places to go. It is just nobody is going to purchase the
shitty U.S. government debt, just like nobody is buying Greek debt now.
【在 h*********r 的大作中提到】
: other country is even worse. money has no where to go.
:
: rate
|
|
|
N********n
发帖数: 8363 | 41
The way to prevent bubbles is letting govt stay outta the regular
business so the market force could control the bubbles. Every big
recent bubbles were in fact caused by government policies.
【在 h*********r 的大作中提到】
: he is preventing another bubble. otherwise, a huge bubble is blowing up by
: wallstreet every 6,7 years.
:
: are
|
h*********r
发帖数: 10182 | 42 They brorrow $1B from bank to buy the company. Now they own the majority of
shares of company. they pay $800M as dividend to themselves. $200m for
working capital for the company.
The company can go bust, they still got $800M and bank loses $1b - some
equity left in the company.
have
【在 B******e 的大作中提到】
: 公司甲cannot survive even if it is not bought by private equity. Those
: people who got laid off will eventually be laid off. At least the company
: becomes a better performer as otherwise they would not be able to sell at
: such a higher price. There is no way you can benefit both the employees in
: the company and improve the performance of the company. Tough decisions have
: to be made otherwise every company will be like the big three.
:
: 10
|
l*****9
发帖数: 9501 | 43 政府投资挽救了汽车工业，只看投资本身，不考虑增加的就业，已经是划算的；
挽救了大多数银行，政府投资也赚了；
政府救AIG亏了，因为政府赔付得太痛快，应该100块还25块的
【在 N********n 的大作中提到】
:
: The way to prevent bubbles is letting govt stay outta the regular
: business so the market force could control the bubbles. Every big
: recent bubbles were in fact caused by government policies.
|
h*********r
发帖数: 10182 | 44 market force can never prevent bubble.
200 years of capital market proves that.
Greedy makes bubble, people are greedy and they will create bubble.
you need good regulation to prevent bubble.
【在 N********n 的大作中提到】
:
: The way to prevent bubbles is letting govt stay outta the regular
: business so the market force could control the bubbles. Every big
: recent bubbles were in fact caused by government policies.
|
B******e
发帖数: 16928 | 45 They sold the company for 2B because of improved performance. Did you see
that? Even of the firm goes bust,like all businesses, there could be bad
deals, just as banks always make bad loans, not only to private equity but
also to other industrial firms. If the bank is willing to make 1b, that is
the bank's choice, has nothing to do with private equity.
of
【在 h*********r 的大作中提到】
: They brorrow $1B from bank to buy the company. Now they own the majority of
: shares of company. they pay $800M as dividend to themselves. $200m for
: working capital for the company.
: The company can go bust, they still got $800M and bank loses $1b - some
: equity left in the company.
:
: have
|
N********n
发帖数: 8363 | 46
He screws the productive people by running huge debt that the
productive people will be taxed either openly or via inflation
to pay for.
Govt is not a business. They don't have own income. When they
over-spend they take it from taxpayers first and then waste it.
【在 h*********r 的大作中提到】
: how does obama screw the productive people?
: do you mean that those wallstreet blood suckers earn less than they used to ?
|
h*********r
发帖数: 10182 | 47 huge debt helps productive people, so they can get capital from market,
people has money to pay for the product so that economy can grow.
【在 N********n 的大作中提到】
:
: He screws the productive people by running huge debt that the
: productive people will be taxed either openly or via inflation
: to pay for.
: Govt is not a business. They don't have own income. When they
: over-spend they take it from taxpayers first and then waste it.
|
B******e
发帖数: 16928 | 48 Government need GM stock to reach 50 to break even. How can that be 划算?
GM and Chrysler will be bailed out again. For Chrysler it will be the third
time. Government not saved 汽车工业, but union's fat pensions. If you let
private equity handle this, all of those fat pensions will be gone.
【在 l*****9 的大作中提到】
: 政府投资挽救了汽车工业，只看投资本身，不考虑增加的就业，已经是划算的；
: 挽救了大多数银行，政府投资也赚了；
: 政府救AIG亏了，因为政府赔付得太痛快，应该100块还25块的
|
N********n
发帖数: 8363 | 49
Don't believe any of that nonsense that 政府投资挽救了汽车工业.
They only give it a life-line so that they could serve as their
voting base.
Detroit auto industry is doomed b/c it builds on the model that
Americans have endless money to spend on new cars, which is not
true. It only wastes money trying to bail a failed model out.
【在 l*****9 的大作中提到】
: 政府投资挽救了汽车工业，只看投资本身，不考虑增加的就业，已经是划算的；
: 挽救了大多数银行，政府投资也赚了；
: 政府救AIG亏了，因为政府赔付得太痛快，应该100块还25块的
|
s**********y
发帖数: 353 | 50 这到底怎么work的？他们没own公司之前就可在把公司抵押借钱？
of
【在 h*********r 的大作中提到】
: They brorrow $1B from bank to buy the company. Now they own the majority of
: shares of company. they pay $800M as dividend to themselves. $200m for
: working capital for the company.
: The company can go bust, they still got $800M and bank loses $1b - some
: equity left in the company.
:
: have
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h*********r
发帖数: 10182 | 51 the improved performance could be accounting trick. make one quarter looks
very bad so that next could look much better. spend alot to make revenue
grown better, to increase profit in a short term, but sacrifice the long
term by reducing R&D etc.
【在 B******e 的大作中提到】
: They sold the company for 2B because of improved performance. Did you see
: that? Even of the firm goes bust,like all businesses, there could be bad
: deals, just as banks always make bad loans, not only to private equity but
: also to other industrial firms. If the bank is willing to make 1b, that is
: the bank's choice, has nothing to do with private equity.
:
: of
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B******e
发帖数: 16928 | 52 Then there must be some stupid guy willing to pay 2 billion dollars for
accounting trick.
【在 h*********r 的大作中提到】
: the improved performance could be accounting trick. make one quarter looks
: very bad so that next could look much better. spend alot to make revenue
: grown better, to increase profit in a short term, but sacrifice the long
: term by reducing R&D etc.
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N********n
发帖数: 8363 | 53
Regulations? It's exactly govt regulation that encouraged banks to
give loans to unqualified borrowers that fueled the housing bubble.
Now you want these D.C. morons to regulate more?
【在 h*********r 的大作中提到】
: market force can never prevent bubble.
: 200 years of capital market proves that.
: Greedy makes bubble, people are greedy and they will create bubble.
: you need good regulation to prevent bubble.
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h*********r
发帖数: 10182 | 54 it is the removal of regulation.
yes. I want more regulation for banks and wall street.
【在 N********n 的大作中提到】
:
: Regulations? It's exactly govt regulation that encouraged banks to
: give loans to unqualified borrowers that fueled the housing bubble.
: Now you want these D.C. morons to regulate more?
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h*********r
发帖数: 10182 | 55 of course, wall street has so many tricks.
don't they bundle the subprime with prime to sell them as prime ?
【在 B******e 的大作中提到】
: Then there must be some stupid guy willing to pay 2 billion dollars for
: accounting trick.
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B******e
发帖数: 16928 | 56 More regulation means more cost, means less money to be loaned out to
creditworthy borrowers, means less investment banking advices for IPOs and M
&As, means the whole economy will suffer.
【在 h*********r 的大作中提到】
: it is the removal of regulation.
: yes. I want more regulation for banks and wall street.
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h*********r
发帖数: 10182 | 57 the CEO makes 10% less is enough to pay for this.
M
【在 B******e 的大作中提到】
: More regulation means more cost, means less money to be loaned out to
: creditworthy borrowers, means less investment banking advices for IPOs and M
: &As, means the whole economy will suffer.
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N********n
发帖数: 8363 | 58
You are kidding yourself. Huge debt misleads the market into a business
that has phantom growth, such as the housing market during Bush years.
When the market is fooled into such business you end up with losses
rather than profits, which hurts economy and loses jobs.
【在 h*********r 的大作中提到】
: huge debt helps productive people, so they can get capital from market,
: people has money to pay for the product so that economy can grow.
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h*********r
发帖数: 10182 | 59 it is subprime, not housing itself make the bubble.
【在 N********n 的大作中提到】
:
: You are kidding yourself. Huge debt misleads the market into a business
: that has phantom growth, such as the housing market during Bush years.
: When the market is fooled into such business you end up with losses
: rather than profits, which hurts economy and loses jobs.
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B******e
发帖数: 16928 | 60 Then it is the stupid buyer to take the responsibility.You overpaid for
something. Then you need to question your judgement.
【在 h*********r 的大作中提到】
: of course, wall street has so many tricks.
: don't they bundle the subprime with prime to sell them as prime ?
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h*********r
发帖数: 10182 | 61 oh you are smart pants, where were you when subprime was high.
so many smart guys fell for this.
【在 B******e 的大作中提到】
: Then it is the stupid buyer to take the responsibility.You overpaid for
: something. Then you need to question your judgement.
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N********n
发帖数: 8363 | 62
It is regulators such as FED, SEC and FDIC that gave banks all the
freedom to abuse people's savings on risky business. And you think
more of these regulators can help? You really don't know how things
really work b/t D.C. and Wall St.
【在 h*********r 的大作中提到】
: it is the removal of regulation.
: yes. I want more regulation for banks and wall street.
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B******e
发帖数: 16928 | 63 That is because they are not smart enough. You buy something from somebody
and you agreed on the price. If you overpay, you just do not have good
judgement.
【在 h*********r 的大作中提到】
: oh you are smart pants, where were you when subprime was high.
: so many smart guys fell for this.
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B******e
发帖数: 16928 | 64 You can ask CEO to make 10% less and you won't find any talented people to
manage your company. Everything is determined by the market.
【在 h*********r 的大作中提到】
: the CEO makes 10% less is enough to pay for this.
:
: M
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s**********y
发帖数: 353 | 65 这个其实街上的人当时都知道是bubble,只是在bet什么时候bubble破。只有sb政府看到
股市高涨还在傻乐。
【在 h*********r 的大作中提到】
: oh you are smart pants, where were you when subprime was high.
: so many smart guys fell for this.
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N********n
发帖数: 8363 | 66
And why was there a subprime crisis? B/c govt was running a cheap
debt policy so even unqualified people could take out a huge loan
to buy a house they couldn't afford, which shows the problem of
pumping huge debt into the economy.
【在 h*********r 的大作中提到】
: it is subprime, not housing itself make the bubble.
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B******e
发帖数: 16928 | 67 subprime is caused by government promoting everybody to buy a house, but a
lot of people do not have good enough credit quality. That is why we have
subprime.
【在 h*********r 的大作中提到】
: it is subprime, not housing itself make the bubble.
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I******5
发帖数: 92 | 68 就是这样的。
【在 l*****9 的大作中提到】
: 他这类金融吸血鬼的本质是：搞掉别人10亿，自己得利一亿。美国人民还是有判断力的
: ，让鸭上台美国才真正完了。
: 08年金融危机，多亏奥巴马的政府干预政策，到现在这样，美国经济从全球来看还是不
: 错的。奥巴马的历史评价将会很高。
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s**********y
发帖数: 353 | 69 我觉得房贷起因是一些2B政府政策，出于政治原因。花街是催化剂。没有花街那些金融
衍生品，估计bubble会迟一些暴。Regulation减少花街leverage是应该的，但尼玛要弄
得这么复杂吗，搞得花街 10% cost 花在legal上？搞得跟美国医疗似的？ |
s**********y
发帖数: 353 | 70 又来一个明白人。能够解释清楚一下吗？说的都跟讲故事一样。
【在 I******5 的大作中提到】
: 就是这样的。
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I******5
发帖数: 92 | 71 But the key is that, one should not lie to lure others to their downfall to
benefit when one is smarter.
Basically, a smarter guy helps themselves without intentionally hurting
others.
You are trying to justify mafia rule. That is not what civilization is about.
【在 B******e 的大作中提到】
: That is because they are not smart enough. You buy something from somebody
: and you agreed on the price. If you overpay, you just do not have good
: judgement.
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s**********y
发帖数: 353 | 72 卖东西不都是忽悠自己东西值多少多少，买的人自己也信房价会每年10% 20%的涨下去
吗。
to
about.
【在 I******5 的大作中提到】
: But the key is that, one should not lie to lure others to their downfall to
: benefit when one is smarter.
: Basically, a smarter guy helps themselves without intentionally hurting
: others.
: You are trying to justify mafia rule. That is not what civilization is about.
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s**u
发帖数: 1436 | 73 你先查查bain都投资了哪些公司再来扯。
10
【在 l*****9 的大作中提到】
: 你要具体看BAINE是怎么运营的。比如公司甲运营不善，他们买通甲的管理层，举债10
: 亿收购公司甲，这10亿算公司甲的债务，然后他们变卖部分公司财产，并把生产线搬到
: 中国，扭亏为盈了，把甲卖20亿，几个大头分钱走人，再寻找下一个目标。美国多了几
: 千拿失业救济的，更高的失业保险转嫁给了甲的20亿买家。除了BAINE的投资人和公司
: 甲监守自盗的管理层，谁得利了？
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k**o
发帖数: 15334 | 74 是的，这个没有问题，这就叫leveraged buy out，用你收购的目标作为抵押，
可以贷到钱去收购，当然Bain自己也得拿钱，银行也不是冤大头。
他说的有一点错误，就是借的债不是在收购的公司账目上，而是在Bain自己的
账目上。如果将来Bain不能以更高价将公司卖出，那么Bain就是亏损的。Bain
的收购也有不少是亏损的，但是Bain可以成功因为成功的收购更多，比如staples,
sports authority, sealy mattress, domino pizza, burger king, dunkin donuts,
toys r us。对于失败的公司，Bain确实是lay off workers, sell assets，因为
要recoup investment啊。
【在 s**********y 的大作中提到】
: 这到底怎么work的？他们没own公司之前就可在把公司抵押借钱？
:
: of
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s**u
发帖数: 1436 | 75 看看bain投资的历史，它要真是买了之后就outsource然后分拆变卖的模式，他干嘛搞
那么多retail store：
staples, toysrus, sports authority, donkin donuts, burger king, domino pizza
, gemobree...
【在 k**o 的大作中提到】
: 是的，这个没有问题，这就叫leveraged buy out，用你收购的目标作为抵押，
: 可以贷到钱去收购，当然Bain自己也得拿钱，银行也不是冤大头。
: 他说的有一点错误，就是借的债不是在收购的公司账目上，而是在Bain自己的
: 账目上。如果将来Bain不能以更高价将公司卖出，那么Bain就是亏损的。Bain
: 的收购也有不少是亏损的，但是Bain可以成功因为成功的收购更多，比如staples,
: sports authority, sealy mattress, domino pizza, burger king, dunkin donuts,
: toys r us。对于失败的公司，Bain确实是lay off workers, sell assets，因为
: 要recoup investment啊。
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N*******r
发帖数: 935 | 76 aglee
【在 l*****9 的大作中提到】
: 他这类金融吸血鬼的本质是：搞掉别人10亿，自己得利一亿。美国人民还是有判断力的
: ，让鸭上台美国才真正完了。
: 08年金融危机，多亏奥巴马的政府干预政策，到现在这样，美国经济从全球来看还是不
: 错的。奥巴马的历史评价将会很高。
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S*******T
发帖数: 5156 | 77 没错，金融资本家根本不创造任何社会财富，完全就是寄生虫和吸血鬼，是资本家里最
反动最邪恶的一类。
不过奥巴也不是好东西，就象所有喜欢不劳而获的黑鬼一样，嘴里只会叫change，
change。
米国，或者说整个人类社会的基石应该就是不劳动者不得食。只有创造物质和精神财富
的劳动者才能有投票权。
【在 l*****9 的大作中提到】
: 他这类金融吸血鬼的本质是：搞掉别人10亿，自己得利一亿。美国人民还是有判断力的
: ，让鸭上台美国才真正完了。
: 08年金融危机，多亏奥巴马的政府干预政策，到现在这样，美国经济从全球来看还是不
: 错的。奥巴马的历史评价将会很高。
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B******e
发帖数: 16928 | 78 Without financial sector you have no chance to create 物质和精神财富.
Financial sector is like the brain. Brain cannot complete any real task such
as lifting or walking, but can you say brain is not important?
【在 S*******T 的大作中提到】
: 没错，金融资本家根本不创造任何社会财富，完全就是寄生虫和吸血鬼，是资本家里最
: 反动最邪恶的一类。
: 不过奥巴也不是好东西，就象所有喜欢不劳而获的黑鬼一样，嘴里只会叫change，
: change。
: 米国，或者说整个人类社会的基石应该就是不劳动者不得食。只有创造物质和精神财富
: 的劳动者才能有投票权。
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y****i
发帖数: 12114 | 79 Financial sector is like the brain.
how to prove it? |
r***l
发帖数: 9084 | 80 so 奥巴马正在搞垮美国？or 他是例外？
obama也是律师出身的哦。
【在 g******y 的大作中提到】
: 呵呵，我不会因为他是，就否认事实，我从来不像右派那样走极端。
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c****n
发帖数: 21367 | 81 无论谁当总统，资本全球化的背景下，欧美这些资本主义发达国家都在垮
因为富贵出傻逼，生在发达国家的绝大部分人，都是懒人傻逼
不是人格意义上的懒人傻逼，而是 消费>生产 这个客观度量下的懒人傻逼
美国扫楼的清洁工，6w美元一年，不算福利
扫楼创造多少价值？有多少不可替代性？
现状是美国比欧洲稍好，因为
1. 移民传统，移民是生产远大于消费的
2. 外来投资，外来资本相信美国市场的有效性公平性和稳定的盈利前景
要美国不垮，必须社会制度框架性改变，驱逐不合格的旧居民，引进高素质移民
把美国打造成资本全球化背景下的精英帝国，这是唯一的可持续发展的道路。
【在 r***l 的大作中提到】
: so 奥巴马正在搞垮美国？or 他是例外？
:
: obama也是律师出身的哦。
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B******e
发帖数: 16928 | 82 Financial sector crash will result in an economy crashed, but not for other
sectors.
【在 y****i 的大作中提到】
: Financial sector is like the brain.
: how to prove it?
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B******e
发帖数: 16928 | 83 If you think you are fooled, go to sue them. Otherwise when you complete the
transaction you are already assuming the risk. Here, the smarter guy is
also trying to help a poor credit quality family to buy a house which is
mandated by stupid government policy.
to
about.
【在 I******5 的大作中提到】
: But the key is that, one should not lie to lure others to their downfall to
: benefit when one is smarter.
: Basically, a smarter guy helps themselves without intentionally hurting
: others.
: You are trying to justify mafia rule. That is not what civilization is about.
|
B******e
发帖数: 16928 | 84 Wage is determined by the market. If the market says 60K/yr, that is because
it is worth 60K. If you want, you can choose to do that as well. Let me
tell you, the reason that market pays them 60K/yr is because they have to
work during non-conventional hours and their working intensity is high.
Therefore not much people is willing to do that. There is no reason to look
down upon them, if you are willing to work during nights and intensively you
can choose to do that as well.
【在 c****n 的大作中提到】
: 无论谁当总统，资本全球化的背景下，欧美这些资本主义发达国家都在垮
: 因为富贵出傻逼，生在发达国家的绝大部分人，都是懒人傻逼
: 不是人格意义上的懒人傻逼，而是 消费>生产 这个客观度量下的懒人傻逼
: 美国扫楼的清洁工，6w美元一年，不算福利
: 扫楼创造多少价值？有多少不可替代性？
: 现状是美国比欧洲稍好，因为
: 1. 移民传统，移民是生产远大于消费的
: 2. 外来投资，外来资本相信美国市场的有效性公平性和稳定的盈利前景
: 要美国不垮，必须社会制度框架性改变，驱逐不合格的旧居民，引进高素质移民
: 把美国打造成资本全球化背景下的精英帝国，这是唯一的可持续发展的道路。
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