k********8
发帖数: 7948 | 1 ZH：对冲基金Bridgewater创始人Ray Dalio认为，四个因素主导了相对的经济增长水平
——竞争力、负债水平、文化和运气。Bridgewater过去实现了奇迹般的投资回报，
Dalio的思想肯定有一定道理。Dalio表示，对国家相对收入（和实力）影响最大的是1
）驱动人们工作、借贷和消费的心理，2）战争（这应该算是一个“运气”因素）。
Bridgewater：
纵观历史，Dalio认为，这两个影响因素已经改变了国家的竞争力和负债水平，进而引
起了相对财富和实力的变化。Dalio补充道，不同的经历会导致不同的心理倾向，而不
同的心理倾向又进一步导致不同的经历。这些普通的因果联系主导了一个国家经济增长
、实力和影响力的典型发展循环。
总而言之，我们认为国家通常会在发展循环中经历五个阶段：
1）第一个阶段，国家会很穷，连国家的人民都认为自己很穷。
在这个阶段，该国人民的收入会非常低，大部分人过着勉强维持生计的生活。他们不会
浪费任何的金钱，因为他们觉得金钱很宝贵。他们也不会谈论债务，因为储蓄紧缺，没
人希望借钱给其他人。这是未充分发展的状态。
2）第二个阶段，国家会快速富裕起来，... 阅读全帖 |
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g******t
发帖数: 18158 | 2 Ray Dalio 很强，而且对小散不错，前一阵子公开提醒做多黄金
你们去看看金价的变化，我买了，买晚了些，赚到一些
如果在 Ray Dalio 提醒的时候买，赚的还要多 |
|
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m**p
发帖数: 7 | 4 不知道Ray Dalio是何许人的，可以放狗查查。 |
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m**p
发帖数: 7 | 5 一龙厨子虽然个人财富多，但那点钱和
Dalio的投资规模比起来就是小儿科。 |
|
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g******t
发帖数: 18158 | 7 Ray Dalio says gold will be a top investment during upcoming ‘paradigm
shift’ for global markets
PUBLISHED WED, JUL 17 2019 11:06 AM EDTUPDATED WED, JUL 17 2019 3:28 PM
EDT |
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x**8
发帖数: 1939 | 8 大跌前两周，Ray Dalio还说2020 cash is trash,
结果马上遭打脸，
这些搞金融的都是自己不懂，瞎忽悠， |
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w*******s
发帖数: 285 | 9 Ray Dalio没有错，你再等一个月到两个月，形式马上会反过来，美元就是废纸。 |
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x**8
发帖数: 1939 | 10 Ray Dalio说的 cash is trash和你说的美元变废纸根本是俩意思， |
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x**8
发帖数: 1939 | 11 Bridgewater also said that its positions change often and are frequently
hedges for others and that reading too much into a single position “would
be a mistake.”
Ray Dalio, Bridgewater’s founder, wrote in a tweet Friday after the article
was published that the firm doesn’t have a “net bet that the stock market
will fall” and that “to convey us having a bearish view of the stock
market would be misleading.” A firm’s net bet refers to its overall
position, taking into account all trades, hedges an... 阅读全帖 |
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c**y
发帖数: 419 | 13 Yes, some investors are making money in this difficult market. Some are
making a lot of money.
Ray Dalio's Bridgewater Associates LP has scored gains of more than $3.5
billion, or about 5%, in its flagship hedge fund just in the past week,
according to investors. The $71 billion fund now is up more than 20% this
year, investors said, making it among the best performers in the hedge-fund
business. The gains are partly due to a spike in safe-haven investments,
such as gold, Treasury bonds and the ... 阅读全帖 |
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z**********3
发帖数: 11979 | 14 不得不说08年fed干得不错 上上次全球depression 30s搞出了纳粹和二战
你们看看bridgewater Ray Dalio的这片子
中文版
英文版 |
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N*****d
发帖数: 9872 | 15 Ray Dalio says market surge ahead: 'If you're holding cash, you're going to
feel pretty stupid'
人民日报：4000点才是A股牛市的开端
所谓的“老狗没有新把戏”？ |
|
发帖数: 1 | 16 Buffett: Stay calm and hold on to it for a long time
In the view of investor Warren Buffett, the best way for investors to deal
with volatile stock markets is to remain calm and stick to long-held
investment principles.
As an investor with a more than 50-year career, Buffett warned investors in
an interview in 2016 not to pay close attention to stock market performance
when the stock market falls. If an investor is worried about a stock market
decline and then wants to dump his or her stock when... 阅读全帖 |
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g******t
发帖数: 18158 | 17 Ray Dalio: ‘Now is the time’ to invest in China
Yahoo Finance August 7, 2019
https://finance.yahoo.com/news/ray-dalio-now-is-the-time-to-invest-in-china-
164637178.html
“Would you have not wanted to invest with the Dutch in the Dutch empire?
Would you have not wanted to invest in the industrial revolution and the
British Empire? Would you have not wanted to invest in the United States and
the United States empire? I think it's comparable,” said Dalio, adding
that he believes China’s rise today r... 阅读全帖 |
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g******t
发帖数: 18158 | 18 你是金融专业人士吗？你的水平比 Ray Dalio 怎么样？
我们金融小白该听你的，还是听 Ray Dalio 的？
Ray Dalio: I'm not concerned about a debt crisis in China
2:43 AM ET Fri, 23 Aug 2019
Ray Dalio of Bridgewater Associates says he's not worried about debt
defaults in China because of the "ability of monetary and fiscal policy."
https://www.cnbc.com/video/2019/08/23/ray-dalio-im-not-concerned-about-a-
debt-crisis-in-china.html |
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f******d
发帖数: 2394 | 19 这厮一贯指东打西。2018年一月股市冲高日跌千点前夕，他站出来说世界股市要大举突
破向上。事后证监会公布的材料表明桥水当时已经建了130亿美元的空仓做空欧洲股市
。而那正是欧股历史最高点。
: 你是金融专业人士吗？你的水平比 Ray Dalio 怎么样？
: 我们金融小白该听你的，还是听 Ray Dalio 的？
: Ray Dalio: I'm not concerned about a debt crisis in China
: 2:43 AM ET Fri, 23 Aug 2019
: Ray Dalio of Bridgewater Associates says he's not worried about debt
: defaults in China because of the "ability of monetary and fiscal
policy."
: https://www.cnbc.com/video/2019/08/23/ray-dalio-im-not-concerned-about
-a-... 阅读全帖 |
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l****u
发帖数: 3130 | 20 1. Raymond Dalio
Earned: $3.9 Billion
Firm: Bridgewater Associates
Hedge Fund AUM: $70 billion
Total AUM: $120 billion
Bridgewater Associates founder Raymond Dalio tops this year’s list with a $
3.9 billion payday for 2011. The Westport, Conn.-based Bridgewater is the
largest hedge fund in the world, and in the past two years, the 63-year-old
Dalio has earned $7 billion dollars.
According to reports, Bridgewater is betting on gold in 2012, figuring
several countries will intentionally inflate th... 阅读全帖 |
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d*****s
发帖数: 5610 | 21 你这种想法挺幼稚的，连Ray Dalio都在说他最担心是类似Hitler之类的上台。Ray
Dalio现在是最大的hedge fund的头，也是目前最successful的hedge fund manager了。
RAY DALIO: I don't know whether we're beyond the point of being able to
successfully manage this. And I worry then about—social disruption. I worry
about—another leg down in the economies—causing—social disruptions.
Because deleveraging—can be very painful, it depends how they're managed.
But when people—get at each other's throat, the rich and the poor and the
left and the right and so on,... 阅读全帖 |
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l****u
发帖数: 3130 | 22 【 以下文字转载自 Military 讨论区 】
发信人: laodou (别拿豆包不当干粮), 信区: Military
标 题: 对对冲基金经理来说，Mega million算个球
发信站: BBS 未名空间站 (Mon Apr 2 15:39:55 2012, 美东)
1. Raymond Dalio
Earned: $3.9 Billion
Firm: Bridgewater Associates
Hedge Fund AUM: $70 billion
Total AUM: $120 billion
Bridgewater Associates founder Raymond Dalio tops this year’s list with a $
3.9 billion payday for 2011. The Westport, Conn.-based Bridgewater is the
largest hedge fund in the world, and in the past two years, the 63-year-old
Dalio has earne... 阅读全帖 |
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X****i
发帖数: 1877 | 23
http://www.forbes.com/sites/nathanvardi/2014/03/03/the-worlds-h
There are now 46 billionaires in the world who have derived most of their
wealth from managing hedge funds. These hedge fund billionaires have made
their fortunes by trading everything from stocks to bonds, options,
currencies, mortgages and derivatives in financial markets. The money making
machines of these hedge fund billionaires, however, have also been fueled
by the rich fees they charge their investors.
There are six hedge fu... 阅读全帖 |
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W***n
发帖数: 11530 | 24 Hedge Fund Winners and Losers Emerge as Year Ends on Better Note
by Katia Porzecanski , Nishant Kumar , and Bei Hu
December 20, 2016, 12:00 AM CST December 20, 2016, 8:14 AM CST
Strategies focused on macro trends produced the worst returns
Who Were 2016's Hedge Fund Winners and Losers?
This was the year to ridicule hedge funds. Pension funds, politicians,
Warren Buffett, even hedge fund managers themselves -- they all had
something to say about the disappointing performance, high fees and market... 阅读全帖 |
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h******t
发帖数: 872 | 25 http://www.businessinsider.com/chinas-end-gamethe-dark-side-of-
1. The frustrated and aggressive central bank
If one wants to know how bad the health of China's economy has gone, look no
further than the PBOC's composure, which seems rather frustrated and
aggressive as of late. On 5th July, the central bank cut benchmark interest
rates for the 2nd time in less than a month. This happened right after the
fact that in December 2011, PBOC cut the reserve requirement ratio(RRR) by a
50 bp to 21%, it... 阅读全帖 |
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M*****8
发帖数: 17722 | 26
no
interest
a
50
后清犯贱，几十年听命于盗魔经信徒的墙街财阀，
心甘情愿被插管吸血后，终于被洋主子送进屠宰场。
http://bit.ly/O8AWzm
中国的灾难性去杠杆化已经开始
胡迪 ， 北京王府学校 | 七月 15，2012，4:29 PM | 34551 | 34
胡迪是在北京新世纪跨国公司研究所，一个公民的经济学家，常务理事和公民外交活动
家。
1。 沮丧和积极的央行
如果一个人想知道中国经济的健康已经多么糟糕，没有进一步看，比中国人民银行的镇
定，这似乎相当沮丧和后期的侵略。 7月5日，央行在不到一个月的时间内第二次削减
基准利率。 这之后发生的事实，在2011年12月，中国人民银行下调存款准备金率（RRR
）由50个基点至21％，与另外50个基点在二月和五月另外50个基点，至目前的20％。
上的所有降息，中国人民银行也取得了进入货币市场，在近半年最大的资金注入。 中
国人民银行在上周二和周五注入净225亿人民币（345亿元）通过反向回购操作（回购）
，在合并前四个星期注射后的291十亿人民币。
2。 债务融资的系统短路是为了
那么，为什么中国人民银行是... 阅读全帖 |
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t******g
发帖数: 4044 | 28 据说刘鹤是桥水ray dalio的粉丝。整个去杠杆思想就是读ray dalio来的，就差把人家
请回国供着了。 |
|
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b********n
发帖数: 38600 | 30 Ray Dalio Tells Investors 'Bet On China' As The Next Global Empire
Over the last 40 years, China’s rapid economic expansion has altered the
world’s geopolitical and economic landscape. Bridgewater’s Founder, Co-CIO
and co-Chairman Ray Dalio joins Bridgewater's Senior Portfolio Strategist
Jim Haskel to discuss the historical arc of this growth and why the
portfolio characteristics of China’s markets are attractive and
diversifying despite escalating global tensions.
https://www.youtube.com/watch?... 阅读全帖 |
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g******t
发帖数: 18158 | 31 我去查了一下，他真的在投资中国了，达叔忽悠我们小散干嘛呢
Ray Dalio's Top 6 Buys of the 2nd Quarter
GuruFocus.com August 13, 2019
Bridgewater Associates, the $165 billion hedge fund founded by Ray Dalio (
Trades, Portfolio), disclosed this week its top six buys for the second
quarter were iShares China Large-Cap Exchange-Traded Fund (FXI), iShares
MSCI China ETF (NASDAQ:MCHI), Stanley Black & Decker Inc. (NYSE:SWK), Bank
of New York Mellon Corp. (NYSE:BK), Schlumberger Ltd. (NYSE:SLB) and
BorgWarner Inc. (NYSE:BWA). |
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r***l
发帖数: 9084 | 32 呵呵，看来你也不否认bush/O8台上对于华人地位没有影响。
无论左派右派，其实最幼稚的就是，上来就一副专家样子，动不动就给对方扣上“这么
想是幼稚的”，“左/右派缺乏独立思考", 或者就是”脑残/脑子进水了才这么想". 然
后搬出"名人名言"来压人。华人在20-30年几乎100%支持民主党，这里的右派活在那个
时代也不可能支持gop,但时过境迁，几十年过去了，越来越多的华人开始支持gop, 现
在估计有3-4成，难道大家都是幼稚了？ 都是在傻乎乎的要选出一个希特勒了?
ray dalio就是个individual, 又不是神仙，说点话就奉为宝典，我能说这样很幼稚吗?
其实我从没有引用谁谁说什么之类的话，大部分这些言论blog都是biased的，他们的
立场已经决定了他们要说的话。多担忧些当然没坏处，从最坏处考虑当然什么都有可能
.
每个人都有自己的想法，ray dalio有他的担忧，这样的担忧也合理。但还有很多人的
担忧是社会主义会把美国毁了。 穷人移民担心选出个希特勒搞极端政策，富人中产担
忧有一天选出个列宁（委内瑞拉民选就出个查韦斯)，是不是一样合理呢？ 所以我的观
点，美国目前... 阅读全帖 |
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D*******o
发帖数: 3229 | 33 Can't agree more.不管在什么样的社会环境下,我们华人都要保持爱读书,爱劳动,自强
不息的优良传统，这是咱们的立身之本。我经常教育我的孩子: We are Asians.
Asians are usually smart and hard-working.相信随着华人人口的增多，我们会对美
国社会带来更多的正面的影响。
发信人: rival (sss), 信区: USANews
标 题: Re: 这里黄茶袋子真是脑残，华人从政治正确里得利远大于失益
发信站: BBS 未名空间站 (Mon Sep 24 11:36:52 2012, 美东)
呵呵，看来你也不否认bush/O8台上对于华人地位没有影响。
无论左派右派，其实最幼稚的就是，上来就一副专家样子，动不动就给对方扣上“这么
想是幼稚的”，“左/右派缺乏独立思考", 或者就是”脑残/脑子进水了才这么想". 然
后搬出"名人名言"来压人。华人在20-30年几乎100%支持民主党，这里的右派活在那个
时代也不可能支持gop,但时过境迁，几十年过去了，越来越多的华人开始支持gop, 现
在估计有3-4成，难道大家都是幼稚了？... 阅读全帖 |
|
s*******1
发帖数: 16479 | 34 看起来绝大部分花街还是站在希拉里背后的
The bigger gift among Paulson and his fellow hosts might have been attaching
their names to the event in the face of a generally souring view of Trump
— too erratic, too offensive — among the top ranks on Wall Street. At
least in the case of Paulson, there may have been a business motive for
supporting Trump: As of last July, the presumptive GOP nominee was an
investor in Paulson’s funds at a time when others were fleeing because of
poor performance. But whatever his reason, ... 阅读全帖 |
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b********n
发帖数: 38600 | 36 【 以下文字转载自 Military 讨论区 】
发信人: beijingren (to thine own self be true), 信区: Military
标 题: 雷达利奥告诉投资者, 对中国作为下一个全球帝国下赌注
发信站: BBS 未名空间站 (Thu Aug 8 00:16:03 2019, 美东)
Ray Dalio Tells Investors 'Bet On China' As The Next Global Empire
Over the last 40 years, China’s rapid economic expansion has altered the
world’s geopolitical and economic landscape. Bridgewater’s Founder, Co-CIO
and co-Chairman Ray Dalio joins Bridgewater's Senior Portfolio Strategist
Jim Haskel to discuss the historical arc of this ... 阅读全帖 |
|
j****y
发帖数: 1714 | 37 Trader Racks Up a Second Epic Gain
$5 Billion Profit for John Paulson
By GREGORY ZUCKERMAN
Hedge-fund manager John Paulson personally netted more than $5 billion
in profits in 2010—likely the largest one-year haul in investing
history, trumping the nearly $4 billion he made with his "short" bets
against subprime mortgages in 2007.
Mr. Paulson's take, described by investors and people close to
investment firm Paulson & Co., shows how profits continue to pile up for
elite hedge-fund managers. Appa... 阅读全帖 |
|
M*****8
发帖数: 17722 | 38 【 以下文字转载自 Military 讨论区 】
发信人: MB80528 (肥猫(Contrarian)[食MM而肥]), 信区: Military
标 题: Re: China's Catastrophic Deleveraging Has Begun
发信站: BBS 未名空间站 (Tue Jul 17 15:56:05 2012, 美东)
no
interest
a
50
后清犯贱，几十年听命于盗魔经信徒的墙街财阀，
心甘情愿被插管吸血后，终于被洋主子送进屠宰场。
http://bit.ly/O8AWzm
中国的灾难性去杠杆化已经开始
胡迪 ， 北京王府学校 | 七月 15，2012，4:29 PM | 34551 | 34
胡迪是在北京新世纪跨国公司研究所，一个公民的经济学家，常务理事和公民外交活动
家。
1。 沮丧和积极的央行
如果一个人想知道中国经济的健康已经多么糟糕，没有进一步看，比中国人民银行的镇
定，这似乎相当沮丧和后期的侵略。 7月5日，央行在不到一个月的时间内第二次削减
基准利率。 这之后发生的事实，在2011年12月，中国人民银行下调存款准备金率（RRR
）... 阅读全帖 |
|
c*****r
发帖数: 8227 | 39 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。 |
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m*********h
发帖数: 5449 | 40 Carl Richards has a post over at the New York Times' Bucks blog in which he
puzzles over the enduring appeal of hedge funds, despite the fact that they
have historically underperformed the S&P 500. Why, he asks, are people
paying exorbitant fees to hedge-fund managers who don't even make money for
them?
Richards takes a stab at the answer in a few ways. First, he implies that
there's an element of groupthink in Hedgistan, with investors all chasing
increasingly complex hedge-fund strategies beca... 阅读全帖 |
|
N*****d
发帖数: 9872 | 41 “We know that we are in the ‘late-cycle’ part of the short-term debt/
business cycle with the conditions I described at the beginning now existing
, but we don’t know precisely where we are,” Dalio wrote.
He added that he had thought the market had reached its top about ten days
ago. However, “recent spurts in stimulations, growth and wage numbers”
signaled to Dalio that the market is in a different position than he
initially thought. |
|
M*****8
发帖数: 17722 | 42 【 以下文字转载自 Military 讨论区 】
发信人: MB80528 (肥猫(Contrarian)[食MM而肥]), 信区: Military
标 题: Re: China's Catastrophic Deleveraging Has Begun
发信站: BBS 未名空间站 (Tue Jul 17 15:56:05 2012, 美东)
no
interest
a
50
后清犯贱，几十年听命于盗魔经信徒的墙街财阀，
心甘情愿被插管吸血后，终于被洋主子送进屠宰场。
http://bit.ly/O8AWzm
中国的灾难性去杠杆化已经开始
胡迪 ， 北京王府学校 | 七月 15，2012，4:29 PM | 34551 | 34
胡迪是在北京新世纪跨国公司研究所，一个公民的经济学家，常务理事和公民外交活动
家。
1。 沮丧和积极的央行
如果一个人想知道中国经济的健康已经多么糟糕，没有进一步看，比中国人民银行的镇
定，这似乎相当沮丧和后期的侵略。 7月5日，央行在不到一个月的时间内第二次削减
基准利率。 这之后发生的事实，在2011年12月，中国人民银行下调存款准备金率（RRR
）... 阅读全帖 |
|
a**i
发帖数: 608 | 43 Paulson Goes Short on German Bunds
Published: Wednesday, 18 Apr 2012 | 5:52 AM ET Text Size By: Sam Jones
John Paulson, the billionaire hedge fund manager who foresaw the collapse of
the US housing market, is shorting German government bonds in a wager that
the euro zone debt crisis will significantly deepen in the coming months.
Mr. Paulson told investors in a call on Monday that he was betting against
the creditworthiness of Germany, regarded in markets as among the safest
sovereign borrowe... 阅读全帖 |
|
B*D
发帖数: 5016 | 44 http://goo.gl/TXhT6E
New Yorker的专栏
HOW DO HEDGE FUNDS GET AWAY WITH IT? EIGHT THEORIES
The other day, I asked how hedge funds manage to bestow such great riches on
their managers despite the fact that, in many cases, their performance seem
s pretty ordinary. That got quite a reaction. The responses ranged from clai
ms that hedgies are remunerated perfectly appropriately to charges that they
are outright crooks who prey on gullible and greedy investors. Because the
industry has grown enormously i... 阅读全帖 |
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发帖数: 39120 | 45 英国《每日邮报》昨晚公布了一份“亿万富翁生物燃料俱乐部”名单，包括比尔·盖茨、扎克伯格，以及马云在内的多位科技大佬位列其中。
文章指出，“突破性能源联盟”是一个由全球28位私人投资者组成的非正式组织，其中包括多位亿万富翁，他们将一起为能源研究与发展投入资金。比尔·盖茨称在世界仍持续使用煤炭的情况下，能源领域亟需这样一笔资金。
在这张已曝光的名单中可以看到亚马逊创始人兼CEO杰夫·贝佐斯、惠普总裁兼CEO梅格·惠特曼、Facebook联合创始人马克·扎克伯格等人，成员涉及十个国家。四位中国企业家在列：阿里巴巴集团董事局主席马云、红杉资本创始合伙人沈南鹏、SOHO中国董事长潘石屹及夫人张欣。所有成员的集体财富超过上千亿美元。
文章称该组织将对拥有最佳机会以低廉的价格让每个人获得可靠的零碳能源的公司进行投资。盖茨称他已经从个人财产中拿出10亿美元用于清洁能源的推广。
该联盟创始成员的完整名单如下：
印度信实工业有限公司主席兼总经理穆克什·安巴尼（Mukesh Ambani）
美国劳拉和约翰·阿诺德基金会联合主席约翰·阿诺德（John Arnold）
美国Salesforce.com创始人、董... 阅读全帖 |
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发帖数: 38600 | 46 Ray Dalio: "If You Don't Own Gold, You Know Neither History Nor Economics" |
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发帖数: 7006 | 47 Bridgewater Associates没想到自己一句对中国的评论在全球市场激起千层浪，周四该
公司赶紧发表声明澄清了自己并未看空中国。
本周早些时候，全球最大对冲基金之一Bridgewater Associates在一份客户报告中
称，已改变对中国的看法，目前没有安全的投资领域。
Bridgewater创始人、亿万富翁达里奥(Raymond Dalio)可能并没想到这一观点随后
立即席卷了全球财经媒体的头条，于是本周四，Bridgewater推翻了这样的说法。
Bridgewater Associates完整声明：
Bridgewater给客户的报告一直是、未来也将是私密文件，雷·达里奥及
Bridgewater公司都认为其观点已经在外部传播的过程中变味，我们想在此澄清。
我们观察仅简单提到股价的下跌对投资者的财富和心理有负面效果。当一个传统的
股市泡沫（由大量不成熟的投资者借杠杆推高）破裂时，会对增长产生负面效果。在中
国正进行债务和经济重组之际，发生这样的事情很可能拖累经济增速，但也会让政府出
台更多刺激政策来对冲下行压力。
Bridgewater的观点是，中国面临债务和经济... 阅读全帖 |
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发帖数: 366 | 48 Ken Griffin 不是犹太人，他和Ray Dalio是对冲基金少数几个不是犹太人的。 |
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发帖数: 6361 | 49 很多人看到这个标题可能会说“不可能”。但事实上，把金钱从传统离岸避税天堂撤离
出来再转移至美国境内，这已经成为一门火爆的新生意。
最近几年，美国致力于打击那些帮助美国富人将其财产隐藏在海外的行为，而今，美国
自己却成为了避税和保护财富秘密的新目标。将财富放在美国某些地区不仅免税，还能
规避本国政府监管，因此，有些人将美国称为“新瑞士”。匪夷所思，对吗？
据彭博社，通过抵制新的全球披露标准，美国正在成为隐藏海外财富的靠谱地区。从伦
敦的律师，到瑞士的信托公司，每个人都都忙着帮助全球富人们把他们在巴哈马群岛（
Bahamas）、英属维京群岛（British Virgin Islands）之类的传统避税天堂的财产，
转移到美国的内华达州（Nevada）、怀俄明州（Wyoming）和南达科他州（South
Dakota）。
按照G20的要求，经合组织制定了税务自动交换金融账户信息的标准（AEOI 标准）。自
动信息交换旨在防止利用隐瞒离岸金融账户来逃税。全球58个地区将从2016年1月1日起
采用该标准，另外35个地区（包括瑞士、新加坡和香港）将在一年后开始自动交换信息。
然而，最关键的是，按... 阅读全帖 |
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发帖数: 1 | 50 根据Exante Data的估算，神州当局上周卖出了大约200亿美元外储资产以稳定人民币汇
率，直追1月份全球市场动荡时期抛售外汇储备的水平。
“在1月份第一周市场恐慌时期以来，我们从未见过外汇市场出现如此巨大的失衡
，”这家纽约研究公司的创始人、曾在野村担任外汇研究主管的Jens Nordvig在发给客
户的报告中称。
在截至2015年的5年中，Nordvig一直是《机构投资者》杂志排名第一的外汇策略师。
虽然人民币兑美元跌至6年低点，但人民币兑其他主要货币依然稳定。人民币远期
和期权的交易也没有多少异象。
Nordvig说，这种表面的稳定掩盖了资本外流的压力，是神州央行通过大规模抛售
美元才实现的。
“表面之下有显著裂痕，”Nordvig说。他也曾在高盛集团担任外汇策略师，并曾
在Ray Dalio麾下的Bridgewater Associates Inc。工作过。
悲观预期
这位42岁的丹麦经济学者预计，神州外汇储备10月份减少大约800亿美元，是9月份
减少规模的四倍多。他的预测比接受彭博调查的经济学家预期中值更为悲观，后者为预
期减少160亿美元。
截至9月底，神州外汇储备规... 阅读全帖 |
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