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x*******1
发帖数: 28835 | 2 The Big Short: Inside the Doomsday Machine by Michael Lewis (Kindle Edition
- May 12, 2010) - Kindle Book
9.9$ is cheap for the copyright. And quality is good.
Use this book to celebrate. |
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b***y
发帖数: 374 | 3 http://blog.creaders.net/fouyang/user_blog_diary.php?did=63086
关于做空，赌博与趁火打劫的随想 2010-06-09 20:52:56
在2007年前后的金融危机中，我常常想到的一个问题是，为什么华尔街那些“天才投资
家”们在房地
产泡沫面前会象成群涌向悬崖的自杀老鼠一样？为什么就没有人看出他们的错误，并从
中获益？如果
有了与这种群体行为“对冲”的机制，是否就能减轻或是消除这种泡沫的损害？
看来我的这种想法并非慧眼独具。不久之后，就出了两本专讲“趁火打劫”，逆向交易
而赚了大钱的故
事。一本是“大空头”（“The Big Short: Inside the Doomsday Machine” by
Michael
Lewis, March 2010）, 另一本是“当今最强交易”（“The Greatest Trade Ever:
The
Behind-the Scenes Story of How John Paulson Defined Wall Street and Made
Financi |
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v****e
发帖数: 19471 | 4 my god... since when cramer is a doomsday economist |
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v****e
发帖数: 19471 | 5 Eisman has been vocal all along. he has a hobby of going to an industry semi
nar and telling everyone what a timebomb they are sitting on and how they co
uld never escape the doomsday. that's just what he is -- a jerk :)) |
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l**1
发帖数: 219 | 6 你一定是在开玩笑：实行金本位期间爆发了两次世界大战
说起来金本位的金融制度和世界大战的爆发是有一定联系的。
当然，LZ这样的金虫巴不得世界大战，doomsday早点来临，呵呵 |
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m*****P
发帖数: 1331 | 7 总结了一下下文中提到的几个
做空的ETF
EPV 2倍杠杆 跟踪MSCI Europe Index 波动相对下面两个大
EUO DRR 也是两倍杠杆 两者趋势差不多 波动相对EPV小 因为跟踪的是currency
其他可以自己short的ETF 包括（文中提到的）
EUFN VGK 还有针对某个国家的 BUNL ITLY
还有楼下朋友nothintomind 提到的：
You could opt to short EWG (Germany), EWP (Spain), EWI (Italy), EWQ (
France)
==
做空欧洲的ETF：
http://www.indexuniverse.com/sections/blog/9911-shorting-europe
Related ETFs: EUFN / DRR / EUO / EPV / VGK / BUNL / ITLY
The European debt crisis is the financial story that refuses to go away, so
investors may as well figu... 阅读全帖 |
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j****d
发帖数: 123 | 8 Obama legacy:
1) Obamacare - nationalized medical care the Clintons tried wholeheartedly
in the 1990s but utterly defeated. Do you really want the USA to fall
behind the Middle Kingdom in terms of nationalized health care? It's a
matter of civilization, not just health, or money, or individual freedom.
2) Obama had a choice - let all the banks collapse, and let there be no US
economy, and best of all, blamed it all on the Bush'es, and Raegon, and all
the culprits responsible for the Doomsday o... 阅读全帖 |
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r*m
发帖数: 16380 | 9 any up now is a chance to add short!
1600 is the doomsday. |
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d*****n
发帖数: 3033 | 11 Doomsday investors betting on market crash
幸好今天是周五了
要是周一没准就crash了。 |
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v******r
发帖数: 1630 | 12 From: robert Carlson
Sent: Thursday, October 03, 2013 12:53 PM
To: Jerome Guillen
Subject: carlson 0389
Mr. Guillen,
Thanks for the support. I completely agree with the assessment to date. I
guess you can test for everything, but some other celestial bullet comes
along and challenges your design. I agree that the car performed very well
under such an extreme test. The batteries went through a controlled burn
which the internet images really exaggerates. Anyway, I am still a big fan
of your car a... 阅读全帖 |
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r*m
发帖数: 16380 | 13 It's not necessarily one or the other. Most likely it will be a compromise.
What I am saying is that, yes, there are problems in China, but taken
together, it's far from a doomsday crisis. |
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c*****t
发帖数: 10738 | 14 不知道你的doomsday怎么定义。至少现在的中国高利率，钱荒其实就是debt crisis，
而且远比美国上次次贷严重。而且中国的所有问题都是纠缠在一起，牵一发动全身，就
好象那些企业的互保，在一般性的危机面前，会更能挺，但是更容易出现无解的全面危
机。
compromise. |
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S*******n
发帖数: 10009 | 15 不是doomsday了，你说的钱荒会让银行印更多钱。 |
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a*******m
发帖数: 14194 | 17 不跌倒20刀， 高盛就是小狗，
谁怕谁？
有本事，请今天就跌到20刀一桶吧。 |
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发帖数: 1 | 18 本文只针对长线投资,短线trading的请绕道。本文内容只代表个人的观点和多年的投资
体会，不构成投资建议。
投资的根本就是用便宜的价钱买好的公司。那么我们如何找到好的公司呢？那就只有多
做研究，包括阅读公司的年报和季报以及与公司有关的新闻。要想很好的理解这些资料
的内容，就需要具备一些基本的财会和经济学知识，至少应该能通过公司的财务报表理
解公司的盈利能力和流动性等等，能够理解公司所在的行业特性以及公司在行业中所处
的位置，公司的核心竞争力等等。同时也要对公司的管理层有所了解，因为公司的战略
和运营都是由人来执行的，同一家公司由不同的人来运营，结果可能会截然不同。评估
一个公司的股票价格是低估还是高估有很多因素，可以参考的指标有P/E, ROA等等。
另外，投资时一定要切记分散投资，原因很简单，即使我们对要投资的公司进行过详细
的研究，我们也不可能了解公司的全部情况，为了降低风险，我们只有分散投资。
股票市场是一个资本主宰（big money controlled）的市场，因此我们在投资一只股票
的时候也要关注它的股本结构，也就是说要研究这支股票的机构持股情况，下面这个网
站可以看最... 阅读全帖 |
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c**l
发帖数: 9003 | 19 "In this movie we see the difference between the Chinese and us. Chinese don
't want to abandon their home. They have the traditional idea for thousands
of years. By moveing the earth to escape the solor system. Amazing!"
"The first doomsday movie tries to escape accompanied by our earth. Amazing
idea!"
"I just watched this Chinese sci-fi movie and I think a nine-star rating is
proper for the movie. I give 10 because I really love it.
Lets save the words of the scientific errors in the movie, be... 阅读全帖 |
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c******k
发帖数: 617 | 20 and likely new subcommittee chairperson of immigration.
Some people say doomsday is coming. |
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w***n
发帖数: 9040 | 21 让我想起了doomsday preppers。
不过有点基本的准备，还是有备无患的。 |
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b*****s
发帖数: 11267 | 22 ☆─────────────────────────────────────☆
dengdengdeng (dengdengdeng) 于 (Wed Dec 12 20:59:18 2012, 美东) 提到:
热烈祝贺illinois告别全美唯一没有CCW的州。
没枪的同学们，坏蛋抢你们的时候，你们打算：
A：苦苦哀求，不要伤害你和家人，然后盼望这个坏人是个盗亦有道的人。或者只要钱。
B：脱裤子献菊花。
C：献老婆孩子。
D：献了一切，坏蛋仍然要杀人。
E：拔枪保卫自己和家人。
如果你选择持枪，一定要去受训练，训练非常重要。全家都要接受训练。
安全意识要高。精神状态要稳定，幸福，呵呵。
☆─────────────────────────────────────☆
bamboox (bamboox) 于 (Wed Dec 12 21:16:17 2012, 美东) 提到:
其实就算有CCW也很不方便， 没什么机会带。 公司肯定不可以了， 那平时
上班就带不了。 school 也肯定不可以， 平时接送小孩又不可以带了。
电影院等大众娱乐场所， 多数不给， 那下班后又不... 阅读全帖 |
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g******4
发帖数: 6339 | 23 We all know the Federal Reserve (and every other central bank) has one last
Doomsday weapon to stop a meltdown in the global financial markets: creating
trillions of dollars out of thin air and using the cash to buy assets that
are in free-fall. This is known as "the nuclear option"--the direct
monetizing of stocks, Treasury bonds, commercial real estate mortgages,
student loans, corporate bonds, non-U.S. sovereign bonds, subprime auto
loans, defaulted bat guano securities, offshore loans denomi... 阅读全帖 |
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J******6
发帖数: 1401 | 25 When Hector Siliezar visited the ancient Mayan city of Chichen Itza with his
wife and kids in 2009, he snapped three iPhone photos of El Castillo, a
pyramid that once served as a sacred temple to the Mayan god Kukulkan. A
thunderstorm was brewing near the temple, and Siliezar was trying to capture
lightning crackling dramatically over the ruins.
In the first two images, dark clouds loom above the pyramid, but nothing is
amiss. However, in the third photo, a powerful beam of light appears to
shoo... 阅读全帖 |
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g*******e
发帖数: 1706 | 27 最近看了两本书：
The Big Short: Inside the Doomsday Machine, by Michael Lewis,
Too Big to Fail: The Inside Story of How Wall Street and Washington Fought
to Save the Financial System
结论：花街上的人个个道貌岸然，抢钱的时候披着＂金融产品＂的外衣绝对把别人往死
里头整．教养，那是ｂｂｓ上有闲人的话题：） |
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p********l
发帖数: 259 | 28 The Nibiru collision is a supposed encounter between the Earth and a large
planetary object (either a collision or a near-miss) which certain groups
believe will take place in the early 21st century. Believers in this
doomsday event usually refer to this object as Planet X or Nibiru.
The idea was first proposed in 1995 by Nancy Lieder, founder of the website
ZetaTalk. Lieder describes herself as a contactee with the ability to
receive messages from extra-terrestrials from the Zeta Reticuli star |
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p***e
发帖数: 1318 | 29 来自主题: SanFrancisco版 - 终于没忍住 Not really 山寨, but it is not the one often referred to in hot topics
lately. This one is called "2012 Doomsday", kind of an obscure movie. The
popular one is called, "2012". |
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a*****9
发帖数: 790 | 30 来自主题: SanFrancisco版 - 终于没忍住 you are right. It's 2012 Doomsday.
The |
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S*********g
发帖数: 24893 | 31 一个90岁的老头Harold Camping预言上礼拜六是世界末日，有几万人给他捐款，总金额1-2亿美金。老头周一接受采访，说世界末日推迟到今年10月21日。捐款一律不退。
历史上的最著名的世界末日有：
公元3世纪初，基督教历史上的第一个罗马对立主教（后来称对立教皇）
Hippolytus 以创世纪和“主看千年如一日”为基础，计算出耶和华创世是在公元前5500年，整个世界将存在 6000 年，因此教导自己的羔羊们：基督出生后500年，末日将要来临。
随后，一些基督教“先知”算出创世的那一个星期是在公元前5200年，于是决定世界末日是在“主后”800年。
公元10世纪，法国的基督教僧侣、当时欧洲最重要的数学家之一 Abbo de Fleury （940或945 – 1004）算出启示录所提到千年于979 年到期，末日将到。
992 年，因为预告耶稣诞生日与耶稣受难日是同一天，生与死重叠，末日高烧再次出现。
第一个法国人教皇西尔维斯特二世宣布，公元999年12月31日午夜，世界将毁灭。不过，公元1000年的第一天，世界还在。于是，教皇就声称，世界因为他的祷告而没有被毁灭。
11世纪，来自勃... 阅读全帖 |
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i*********e
发帖数: 1010 | 33 Not an expert. but IMHO, Intel needs high margin, mainly because it has its
own fab. It is a double-edge sword. It gave Intel advantage on chip
optimization and time to market. But it eats so much money to be renovated
to better process.
Intel probably needs to do something about its fab in order to get out of
this dilemma: "winning in mobile market, loosing on margin".
- producing some low margin chips in other non-intel fab
- using fab capacity to take some EXTERNAL high-end high-margin SoC or... 阅读全帖 |
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l*********1
发帖数: 936 | 34 handyman skill is not hard to acquire, it just needs practice.
and it is useful in many professions (such as engineers, programmers and
surgeons) and useful is doomsday scenario.
much better than playing pianos. |
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S*******h
发帖数: 7021 | 35 Yes, mass bird and fish deaths become global recently.
Doomsday 2012 is coming. |
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S*********g
发帖数: 24893 | 36 一个90岁的老头Harold Camping预言上礼拜六是世界末日，有几万人给他捐款，总金额1-2亿美金。老头周一接受采访，说世界末日推迟到今年10月21日。捐款一律不退。
历史上的最著名的世界末日有：
公元3世纪初，基督教历史上的第一个罗马对立主教（后来称对立教皇）
Hippolytus 以创世纪和“主看千年如一日”为基础，计算出耶和华创世是在公元前5500年，整个世界将存在 6000 年，因此教导自己的羔羊们：基督出生后500年，末日将要来临。
随后，一些基督教“先知”算出创世的那一个星期是在公元前5200年，于是决定世界末日是在“主后”800年。
公元10世纪，法国的基督教僧侣、当时欧洲最重要的数学家之一 Abbo de Fleury （940或945 – 1004）算出启示录所提到千年于979 年到期，末日将到。
992 年，因为预告耶稣诞生日与耶稣受难日是同一天，生与死重叠，末日高烧再次出现。
第一个法国人教皇西尔维斯特二世宣布，公元999年12月31日午夜，世界将毁灭。不过，公元1000年的第一天，世界还在。于是，教皇就声称，世界因为他的祷告而没有被毁灭。
11世纪，来自勃... 阅读全帖 |
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k*****a
发帖数: 1463 | 37 Boarding started in China. |
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G**********e
发帖数: 11693 | 38 happy doomsday！！！！！
希望明天的太阳继续升起～ |
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T*R
发帖数: 25894 | 39 Is your husband the famous one who build his house like a doomsday bunker
with 3 levels of basement from scratch? And the bottom level is completely
NBC prove with air filter and everything?
more
degrees
pumps |
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s****g
发帖数: 1028 | 40 I don't think so. It it is a dome, but not for doomsday, mainly to protect our family and some of our stuff.
The main reason we build this safe room is from an incident few years ago.
Long story short, our family was robbed at gun point.
I believe this was connected to some bad chinese people (although we did not
see their face), because they can prepared and knows what they want, they
have taken a lot antiques (mostly paintings and some china) that was in our
family for many generations. Luckil... 阅读全帖 |
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T*R
发帖数: 25894 | 41 来自主题: WashingtonDC版 - 這個值啊 have you ever heard of doomsday bunker? good business. |
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z***y
发帖数: 7151 | 43 给我邻居看了， 这个哥们是15+ month
他是 PHSC, 家里6杆枪，他LD 的枪法比一般女生都好。 我们两家share ammo. |
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C*******d
发帖数: 15836 | 47 I fully agree with you except the too old part.
Roosevelt died in his Presidency but led the US win the war. Bama is so
young but look what he has done. Ron Paul has been able to perform his
congressman responsibility very well and been doing well too in his campaign
. A younger bad president who can work 8 years will be far worse than an
older president who can work 4 years. Especially when Ron Paul has no fear
of his future like Bama, he would be much more bold and touch to address the
dauntin... 阅读全帖 |
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h*********2
发帖数: 2508 | 48 带到本版话题上，建议大家在其中一桶米里藏一把枪。。。
Doomsday Prepper里不是有个胖大姐在cookie jar里藏了把Glock么 |
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h*********2
发帖数: 2508 | 49 上次去靶场，旁边就是一个爹带着两个小孩，小的估计也就10岁左右，先打9mm Storm,
然后是个不认得的30-30, 当时第一个反应就是'preppers' |
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