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m****s
发帖数: 7397 | 2 Did Michael Lewis libel Wing Chau?
http://blogs.reuters.com/felix-salmon/2011/02/28/did-michael-le
Felix Salmon
A slice of lime in the soda
Feb 28, 2011 22:45 EST
Is this a case of reality copying satire? A couple of weeks ago, Michael
Lewis caricatured the dissenters from the FCIC report:
Financial Crisis Cause No. 3: The Chinese
And then today, in his defamation lawsuit against Lewis, Wing Chau seems to
imply that’s what Lewis actually thinks:
Wing Chau and his immediate family are Chinese imm... 阅读全帖 |
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w******u
发帖数: 486 | 3 文/饭统戴老板 私募从业人员 授权转载
次贷危机已经过去了9年，随着电影的《大空头》的热映，人们又开始重新讨论这个话
题。笔者很早就读完了原著，现在也跟风写一篇不是影评的影评，不谈电影中的情节和
表演，只谈那场决战中的人物、背景和故事，这不仅是在回顾过去，更重要的是在当下
扑朔迷离的宏观环境下，增强对大势的判断，避免落入从众的窠臼。
1. 究竟谁才是真正的大空头?
《大空头》电影中刻画了四路做空次贷的团队，分别是：① Scion Capital的基金经理
Michael Burry ② 德意志银行交易员Greg Lippmann，电影中改名叫Jared Vannett
③ FrontPoint Partners LLC的Steve Eisman，电影中改叫Mark Baum ④Cornwall
Capital的Jamie Mai、Charlie Ledley和Ben Hockett。
这四路人马最后的获益如何呢？Michael Burry的基金以6亿的规模在2007年为投资者赚
取了7.5亿美金；Greg Lippmann并非投资者，而是做空工具CDS的交易员和做市者，他
2007年... 阅读全帖 |
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c***c
发帖数: 21374 | 4 CLINTON BODY COUNT
By: Ether Zone Staff
Here is the latest body count that we have. All of these people have been
connected with the Clintons in some form or another. We have not included
any deaths that could not be verified or connected to the Clinton scandals.
All deaths are listed chronologically by date. This list is current and
accurate to the best of our knowledge as of January 13, 1999 August 1, 2000.
Susan Coleman: Rumors were circulating in Arkansas of an affair with Bill
Clinton. She ... 阅读全帖 |
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i*******6
发帖数: 234 | 7 Here are some references about milk consumption and fracture. You may also
go to the references listed in these papers if interested.
1. Am J Clin Nutr. 2003 Feb;77(2):504-11.
Calcium, vitamin D, milk consumption, and hip fractures: a prospective study
among postmenopausal women.
Feskanich D, Willett WC, Colditz GA.
Channing Laboratory, Department of Medicine, Brigham and Women's Hospital
and Harvard Medical School, Boston, MA 02115, USA. diane.feskanich@channing.
harvard.edu
2. Milk intake and ... 阅读全帖 |
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o******e
发帖数: 1001 | 8 96年以前一般房贷的利率是固定的，97年以后才固定前2，3年，之后浮动利率。
subprime其实到2004年一个叫Eisman的人开始做的，一开始很多人不信他，他的hedge
fund 拉不到启动资金。后来拉到50m的资金作成后，很多投行就跟着开始做。投行完全
知道这个所谓的finance创新最终一定不work的，所以他们一直在密切关注delingency
。一直到05年下半年，subprime loan都没有问题，但是后来的加息造成了subprime开
始滑坡。 |
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b********y
发帖数: 5829 | 9 原来是因为这个新闻，marketwatch 上的 |
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v****e
发帖数: 19471 | 11 together will go Deutchebank, Morgan Stanley and UBS. Because they all
basically learned to do the same thing in late 2006/early 2007, when hedge
fund managers like Paulson, Eisman and Burry accumulated billions of dollars
of credit default swap contracts underwritten by these banks. To create
these insurance contracts to the specific needs of these subprime bears, the
banks must "manufacture" the assets to be insured against and sell these
assets to the "fools on the other side", such as AIG an |
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v****e
发帖数: 19471 | 12 既然paulson, eisman他们在这个黑箱对赌里赚了百亿，那么对黑箱主人罚款的数额应
该也不会超过这个数量级。 |
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v****e
发帖数: 19471 | 13 我上礼拜刚看完。那个Steven Eisman真是一神人。但我比较奇怪他为何压根没有提到H
enry Paulson. |
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v****e
发帖数: 19471 | 14 做空中国当然是正确的，任何泡沫丰富的资产市场都需要空头来矫正价格。但是有几个
问题：
1，政府能够让资产价格在扭曲的高位支撑多久，谁也不知道
2，政府是否会通过行政干预的手段来制裁任何影响软着陆、令价格暴跌的做空行为，谁
也不知道。
3，做空的机制和介质缺乏。
Paulson，Eisman等做空美国房市，至少可以找到CDO这样四两拨千斤的得力工具，而中
国没有这个衍生品市场，所以怎么操作是个大问题。
some
markets
to |
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v****e
发帖数: 19471 | 15 that is good enough. GS is an investment bank and does a lot of business wit
h corporations and governments, which makes it politically sensitive for the
m to be a major bear. you look at the greatest bears in history, they are al
l some 体制外 high hands, such as livermore, soros, paulson, eisman... |
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v****e
发帖数: 19471 | 16 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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q********u
发帖数: 15519 | 17 那个著名对冲基金大王STEVE EISMAN大举做空私立教育大学股票？
私立教育股票大跌？
最近几天CECO/DV等教育股票都有反弹？
能反弹多少？
反弹到啥时候？
请大牛指教？
谢谢？ |
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g****d
发帖数: 3461 | 18
"In 2012, Eisman founded Emrys Partners with $23 million in seed capital. In
July of 2014 he announced that he was shutting down the fund, explaining
his decision by stating that "Making investment decisions by looking solely
at the fundamentals of individual companies is no longer a viable investment
philosophy." The fund controlled an estimated $185 million in assets at the
time of its dissolution."
电影中他叫Mark Baum |
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Y*********i
发帖数: 713 | 19 "I think over the next couple of years there will be more leverage, and this
will be a golden age of investing in financial stocks," added Eisman, whose
bet against the subprime mortgage market prior to the 2008 financial crisis
was depicted in the 2015 movie.
http://finance.yahoo.com/news/big-short-star-says-long-165954843.html
【 |
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n****i
发帖数: 1772 | 21 市场的预期是正负>12%, 接近50%的概率。你想拿多少钱赌？赌涨的话，你是和三个花
街老大对赌: Jim Chanos, David Einhorn, Steven Eisman.
不过现在市场很动荡，很难说。FB一直是花街重仓的第一大股，不是也摔了^_^ |
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n****i
发帖数: 1772 | 22 昨天今天跑的空头不多，从昨天到今天早上很明显的挤空，尤其是今天早上半个小时交
易了3%的股数，小规模的挤空。
空头里面应该有2-4百万股是债卷对冲，另外有2-4百万的quant技术空仓，剩下有25-28
百万股左右是做空特斯拉基本面的对冲基金。空仓的总量在过去一个月变化不大。ER前
两个相对大的空头反水(Andrew Left和Richard Pearson), 他们的空仓已经在过去一个
月清空同时建立多仓，另外一些相对‘傻’的对冲基金接了盘。
现在的问题就是有多少空头愿意和Jim Chanos/David Einhorn/Steve Eisman继续死扛
，有多少想像Andrew Left/Richard Pearson一样逃跑。
我个人觉得价格被迅速拉升到350以上的可能性非常大，华尔街上这么多鲨鱼，见了血
没有不扑上来的道理：看到有大规模空仓要逃，几乎肯定会有资金出手绞杀，先行买入
拉高价格再卖给空仓。 |
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a**********k
发帖数: 1953 | 23 Oppenheimer和Eisman听着都是德裔犹太人。Oppenheimer似乎是
犹太望族。
这本书的作者Michael Lewis倒是WASP， 怪不得花了九牛二虎才混进
金融界， 加入Salomon Brothers，也是犹太开的。
斗。 |
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G****n
发帖数: 145 | 24 But Andrei Shleifer, who won the clark medal is the real deal!
The law and economics of self-dealing[PDF] from uva.nl…, R La Porta, F
Lopez-de-Silanes, A Shleifer - 2005 - nber.org
... Andrei Shleifer Department of Economics Harvard University Littauer
Center M-9 Cambridge,
MA 02138 and NBER a*******[email protected] Page 3. 1 1. Introduction. Over the
last twenty
years, both academic and practical approaches to corporate ...
Cited by 462 - Related articles - Library Search - BL Direct - All 71
vers... 阅读全帖 |
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a***x
发帖数: 26368 | 25 没想到你消息嘎闭塞。
Lewis,
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first |
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