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全部话题 - 话题: leveraging
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M*****8
发帖数: 17722
1

...............
*** NOTE: PRICE TARGETS & CALCULATIONS ARE APPROXIMATE ***
(Minimum Cash Unit is $1000. Simply multiply for large sums.)
FORECAST FOR TICKER SYMBOL: PCLN AS OF 20111107 (YYYYMMDD)
CLOSING PRICE ON 20111107 was 517.5000
STOCK RATING: MODESTLY BEARISH
Short-Term Price Potential is DOWN:-15.9779 (-3.10%)
Short-Term Price Target: 501.5221
At Price Target, profit is 30.8752 on $1000 investment. (+3.09%)
Close out >= half of your short position at about 501.5221
There is a small chan... 阅读全帖
M*****8
发帖数: 17722
2

............................
*** NOTE: PRICE TARGETS & CALCULATIONS ARE APPROXIMATE ***
(Minimum Cash Unit is $1000. Simply multiply for large sums.)
FORECAST FOR TICKER SYMBOL: SAM AS OF 20111108 (YYYYMMDD)
CLOSING PRICE ON 20111108 was 99.7600
STOCK RATING: ESSENTIALLY NEUTRAL
Short-Term Price Potential is DOWN: -0.1523 (-0.20%)
Short-Term Price Target: 99.6077
At Price Target, profit is 1.5267 on $1000 investment. (+0.15%)
Close out >= half of your short position at about 99.6077
There ... 阅读全帖
M*****8
发帖数: 17722
3

...................
*** NOTE: PRICE TARGETS & CALCULATIONS ARE APPROXIMATE ***
(Minimum Cash Unit is $1000. Simply multiply for large sums.)
FORECAST FOR TICKER SYMBOL: MRVL AS OF 20111111 (YYYYMMDD)
CLOSING PRICE ON 20111111 was 14.9200
STOCK RATING: ESSENTIALLY NEUTRAL
Short-Term Price Potential is DOWN: -0.2317 (-1.60%)
Short-Term Price Target: 14.6883
At Price Target, profit is 15.5295 on $1000 investment. (+1.55%)
Close out >= half of your short position at about 14.6883
There is a sma... 阅读全帖
M*****8
发帖数: 17722
4

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提醒:目前MM对多数股票是打击, i.e. Bear Raid。
*** NOTE: PRICE TARGETS & CALCULATIONS ARE APPROXIMATE ***
(Minimum Cash Unit is $1000. Simply multiply for large sums.)
FORECAST FOR TICKER SYMBOL: BTU AS OF 20111122 (YYYYMMDD)
CLOSING PRICE ON 20111122 was 34.5900
STOCK RATING: MODESTLY BULLISH
Short-Term Price Potential is UP: 1.0917 ( 3.20%)
Short-Term Price Target: 35.6817
At Price Target, profit is 31.5611 on $1000 investment. (+3.16%)
Close out >= half of your long position at abou... 阅读全帖
p********n
发帖数: 2046
5
来自主题: Stock版 - 圣诞快乐
唉,坑王上任就不打假了,可惜鸟。
看板扯淡的声音甚嚣尘上。
有大盘看得大错特错,宣称通过交易手段反而大赚特赚的。你要跟了他呀,就算烧TZA
你也都腰斩了,所以人家加上了要减少LEVERAGE,你玩的就是方向性,不要leverage?
有狗屁不通的口交还不够出来胡扯的。
有各种野鸡数学家探讨股市定理的的。
新年要来了,扯这些鸡巴蛋有意义么?
蛋蛋年年有人扯,扯点儿有新意的好么?
新年到财神到:
等你到了能上古板当鸟扯淡的时候,LEVERAGE/margin是你的朋友。
所以鉴别傻X的一个很简单的方法就是他用不用/怎么用LEVERAGE.
这贴我不会再回,赞成与反对您心下有个想法儿就得!
s********i
发帖数: 17328
6
来自主题: Stock版 - 下周暴跌
你是共和党的么?这是啥逻辑?“If Rep had no leverage, the Dem would have
passed
the bill smoothly.” 难道不应该是共和党不满足民主党的要求又没有leverage,所
以民主党才不pass the bill么?现在民主党的要求很明确-提高debt ceiling by 10/17
(至少是short term)和重开政府。shutdown这件事上共和党已经输了(obamacare如期
开张),死赖着而已。奥巴马为啥不谈判,甚至共和党提出offer后都要reject,因为
你没有leverage。现在共和党就是要找台阶下,最新的说法是参院共和党会想办法给个
台阶,So Boehner不会太难堪。
共和党唯一的leverage就是default,那就是双输,而且共和党会比民主党输得更多,
而且会被载入史册。如果你经历过从2011年以来的历次drama你就知道了,nobody
dares to default debt,老老实实地提高上限,至于是提高6个星期还是一年半载,那
是可以讨论的。

passed
secure
tal... 阅读全帖
T**********g
发帖数: 35
7
leveraged etf表现差根本原因不在于time decay,而在于leverage的使用使得NAV增后
需要买入更多的asset来保持leverage ratio,而NAV减后需要卖出更多,于是乎低卖高
买导致decay。但这种decay只出现在side ways market中。如果是单边市场,
leveraged etf会追涨杀跌反而outperform
x*******g
发帖数: 123
8
来自主题: Stock版 - BABA ER
看这篇文章,Baba 的ER应该问题不大。
October 17, 2017
2017 CEO Letter to Shareholders
Dear Alibaba Shareholders,
Once again, I am delighted for this opportunity to report on Alibaba Group’
s progress over the past year, and share our strategic outlook and plans for
the future.
We enjoyed significant growth across our entire business this past year.
This was also the year that our investors gained appreciation for the
clarity of Alibaba’s vision, mission and strategic blueprint. I would like
to take this opport... 阅读全帖
B********e
发帖数: 1199
9
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abluecat (蓝色优怜猫) 于 (Thu Aug 25 00:09:02 2011, 美东) 提到:
如题,utc区域APT,在amazon花40块买了个室内天线。插上去,居然接收到了72个
台,近半是高清。
其中,十几个墨西哥台。四五个越南台。还有啥宗教台。
中文台只有一个,中旺电视,国语(台湾)。
值了。
附:
http://www.amazon.com/gp/product/B0007MXZB2
有更便宜的,但是这个的特点是带了个放大器
另一个影响接收效果的因素:电视机的型号
现在基本上美国台都是数字型号了,如果是老款电视机的话,就必须要加一个数字转模拟型号的机器,才能看,不然是看不了的。
☆─────────────────────────────────────☆
Walkonsnow (踏雪无痕) 于 (Thu Aug 25 00:21:47 2011, 美东) 提到:
求货号和Link, 谢谢。
☆──────────────────... 阅读全帖
d******1
发帖数: 349
10
Qualcomm CEO: 'We have to pivot the company'
Restructuring will better position company in markets like the Internet of
Things, wireless health
Mugshot of Mike FreemanBy Mike Freeman | 1:44 p.m. Sept. 2, 2015
"There are number of different markets that we think will leverage
mobile technology. And our job is to pivot the company to take advantage of
that over the next five years," said Qualcomm CEO Steve Mollenkopf in an
exclusive interview with the San Diego Union-Tribune.
"There ar... 阅读全帖
x*********n
发帖数: 28013
11
因为公司的management在几轮泡沫以后开始懂得如何handle,这些年传统企业不停地裁
员消息,其实是对cash flow的进一步理解。同理,不同大公司都有一定的投资公司,
开始对新的startup投资,一方面防止新型公司对市场的冲击,一方压制对手,强hedge。
反观房价,虽然是简单地需求,但是并没有过多的地方可以hedge。投资方这个概念一
直都有,稍微有钱的人,在美国,leverage买房更是家常便饭。很多人觉得这个buffer
很大,因为高工资可以support 10%,20%,其实这是一个错误的理解。
房价崩盘的唯一原因是leverage。
比如中国,我100% cash,一年高级小区1万人民币管理费,几乎没有maitenance。美国
虽然有property tax,HOA,但是像大家说的,engineer轻松可以cover这个buffer。
那么leverage有没有,在哪里?
要么20%的购房者,要么一人多套的投资者。
A前者几乎就是老实人,交房贷,有工资support,甚至可能会有国内父母或者这些年的
继续support,当有波动的时候,这些人是可以hold房子... 阅读全帖
b*****e
发帖数: 14299
12
来自主题: PhotoForum版 - [合集] 再讨论下黑白摄影吧。。。
☆─────────────────────────────────────☆
ifdef (ifdef) 于 (Thu May 20 14:49:24 2010, 美东) 提到:
还在继续揣摩中,大伙看看以下的论点对不,欢迎批判。
1. 黑白摄影适合初学者,因为黑白更能突出Pattern,form, shape, texture,这些都
是构图学的基本元素,便于初学者能更加专心的去分析理解。抛弃色彩去看事物,也是
一个值得锻炼的基本功。
2. 黑白胶片vs数字黑白,各有长短。数字黑白可以舍弃滤镜,后期余地大,入射光没
有滤镜带来的损耗,但是缺少胶片的个性。胶片的天然颗粒感是不容易被取代的,而且
即使很小很廉价的胶片机也可以产生高质量的片子,Film SLR的取景方式可以直接看到
有滤镜的效果。
3. 黑白摄影对有色盲的人也适用,彩色摄影对他们会是个很大的挑战。
4. 黑白摄影对White Balance以及Low light,high Contrast不敏感,所以适用性更广。
5. 黑白暗房,是普通人也可以享受到的一个乐趣。
6. 当今世界上最经济的摄影方式就是黑白Film... 阅读全帖
b*****e
发帖数: 14299
13
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skydive (跳跳~~修竹凝妆,垂杨驻马) 于 (Wed Aug 1 22:40:57 2012, 美东) 提到:
发信人: greendia (绿代), 信区: Investment
标 题: 我这种情况怎么理财?(请勿顶置,谢谢!!))
发信站: BBS 未名空间站 (Sun Jul 29 20:55:08 2012, 美东)
双职工分别毕业2年,1年。存款10万,绿。
两车,廉价condo学生时代已付清。没有小孩计划。
HSA 两年MAXOUT 1万6。
401K 0(公司没MATCH)
目前最大的开销是吃饭。
目前的钱存的是checking,0.8%左右的汇报。
关于这10万,请问怎么才算明智的选择:
1. 继续存house,争取现金付清(德州)
2. 在同一小区买一个condo出租,月租房价比例1.7%。
3. 买基金,炒股?(感觉不太有天赋)
请问哪个选择好些?感觉3对我们来说不太靠谱。
☆─────────────────────────────────────☆
sk... 阅读全帖
s******o
发帖数: 656
14
来自主题: Programming版 - python的问题,大拿帮忙看看
想用python提取文件里的信息,基本没有编程基础,学了两个星期不得其解,请大拿帮
忙看看我要完成的任务可行不?如果不可行,我就不接着往下学了。多谢!
我有大概两千多个文件,每个文件都是关于一个公司贷款的信息,文件结构大概都是下
边这样的,
Background
Credit amends and restates original credit dated 6/11/92.
It is extended in conjunction with a $27.5 million RC offered by
NationsBank of Florida; both lenders increased their original
lines by $5 million.

Pricing
RC: Prime, LIBOR, CD options. LIBOR spread tied to
leverage ratio; CD spread = LIBOR spread + CD Assessment Rate, 23
bps as of 6/21/93.
... 阅读全帖
l********a
发帖数: 1154
15
来自主题: Programming版 - python的问题,大拿帮忙看看
perl的语法看起来太混乱了
当初我决定从c++/java转到其他语言的时候
比较过perl和python,最后选择了python,优点很多,可以搜索搜索
你这个问题看下re模块,用正则,很快的
把你的内容复制了3次测试
有了s,写到什么文件就随便了
代码
=============
#! /usr/bin/env python
import re
fin = open('data.txt','r').read()
re_price = r'(Leverage Ratio.*?)Default Rate'
price_list = re.findall(re_price,fin,re.S)
s = ''
if len(price_list)>0:
for price in price_list:
for line in price.split('\n'):
s += '\t'.join([x for x in line.strip().split(' ') if len(x)>0][:3])
s += '\n'
... 阅读全帖
f*****c
发帖数: 3257
16
来自主题: Programming版 - 包子求助matlab编程问题
一直不熟悉matlab语言,特别是循环问题,最近终于碰到大麻烦了,10个包子求助!
我用如下的代码,对38个国家的货币回报分别跟10个跨国公司的季度回报做资产组合,
但是写完这个代码,matlab居然停不下来了,请问各位大神,这是怎么回事?
----------------------------------
for y=1:38
%currency equity return
eval(['su',num2str(y),'=r',num2str(y),'-cost']); % net currency return
eval(['rr',num2str(y),'=zeros(q,s)']); % construct the whole currency return
matrix for (s+1) leverage
for i=1:s
for j=1:q
eval(['rr',num2str(y),'(j,i)=(su',num2str(y),'(j)-(fai(j,i)*leverage
(i)))/(1-leverage(i))']);
... 阅读全帖
G****n
发帖数: 145
17
Papers of larry Lang above 100 citations
The separation of ownership and control in East Asian Corporations* 1[PDF]
from ccfr.org.cn…, S Djankov, LHP Lang - Journal of financial Economics,
2000 - Elsevier
We examine the separation of ownership and control for 2,980 corporations in
nine East Asian
countries. In all countries, voting rights frequently exceed cash-flow
rights via pyramid structures
and cross-holdings. The separation of ownership and control is most
pronounced among ...
Cited by 207... 阅读全帖
c*****a
发帖数: 1638
18
来自主题: Quant版 - PM的PnL分成
你上面说“不过相应的,如果我们出资的钱是一样的然后我赚钱了,那么我的cut会超
过50%。”
如果出资是一样的,这就是2倍leverage吧,然后你cut 50%?这怎么叫做更大的
leverage了?你觉得多大的leverage算大?这个情况下你最多能达到多少倍的leverage?
另外你怎么知道如果你的输光以后不会wipe out?到时候人家只要撤资就可以了,你的
book都在人家手上吧(如果对方提供broker和back office)。
就像上面几楼说的,如果是个senior的PM,有的desk要求PM放自己的钱进去共当风险,是有可能
的。
这个取决于是多少钱,我觉得如果少于大7位数,还是去broker那里开户上margin更合理些。我觉
得你要上来问,更可能对方是个骗局。

back
L********a
发帖数: 44
19
来自主题: Quant版 - The rise and fall of IB/quants
It all goes in cycle. with investors seeking for yields again, the leverage
will come back. Leverage comes in two forms. Balance sheet leverage (thru
repo ect.) and structured leverage (like tranche, HY ect.). CLO, CMBS are
back, non agency next ... ?
w********r
发帖数: 727
20
把HF return和S&P500比是OK,但是老拿这个说事真是很NC.
HF is sold for risk adjusted return. S&P500 is long only absolute return, it
is apple vs orange.
HF is based on leverage money. Low return is fine as long as you can keep
draw downs. Clients often obtain leverage from banks, e.g. borrowing money
from bank with Libor +1% and invest in HF. Actually a lot of Banks like RBC/
DB wealth management provide those kind of services, they can give you 4x 5x
leverage as well.So, even a 15% return will become 60% - 70% re... 阅读全帖
y***q
发帖数: 4147
21
来自主题: _pennystock版 - 财报分析简介 1 (转载)
【 以下文字转载自 Stock 讨论区 】
发信人: rueled (Wise investing), 信区: Stock
标 题: 财报分析简介 1
发信站: BBS 未名空间站 (Fri Jul 2 00:09:58 2010, 美东)
大多数人认为财报分析是个高技术活,有难度。但在我看来主要是力气活。为什么呢?
因为其实你不
用懂太多的会计就可以进行基本的分析。你只要愿意花些时间去读报表,找一本基本的
financial
accounting书就可以开始了。如果你真愿意在股市里长时间混的话我觉得学点基本的东
西会对你有
好处的而且凭你的毅力一定不会是难事。但要达到Buffett只看报表就能决定买不买公
司的水准还要
有年头的:)
本人最喜欢的分析方式就是financial ration analysis. 写点东西跟大家讨论。
首先让我们从最直接的一个ratio开始谈起:ROE—return on equity (Net income 除以
equity)。没学过会计的人可以把它当银行利率来考虑:你投到银行的钱到年底给你多
少回报?无非
就是你的年利息率。同样道理,投资人投给... 阅读全帖
t*******o
发帖数: 1464
22
来自主题: _pennystock版 - 财报分析简介 1 (转载)
【 以下文字转载自 Stock 讨论区 】
发信人: rueled (Wise investing), 信区: Stock
标 题: 财报分析简介 1
发信站: BBS 未名空间站 (Fri Jul 2 00:09:58 2010, 美东)
大多数人认为财报分析是个高技术活,有难度。但在我看来主要是力气活。为什么呢?
因为其实你不
用懂太多的会计就可以进行基本的分析。你只要愿意花些时间去读报表,找一本基本的
financial
accounting书就可以开始了。如果你真愿意在股市里长时间混的话我觉得学点基本的东
西会对你有
好处的而且凭你的毅力一定不会是难事。但要达到Buffett只看报表就能决定买不买公
司的水准还要
有年头的:)
本人最喜欢的分析方式就是financial ration analysis. 写点东西跟大家讨论。
首先让我们从最直接的一个ratio开始谈起:ROE—return on equity (Net income 除以
equity)。没学过会计的人可以把它当银行利率来考虑:你投到银行的钱到年底给你多
少回报?无非
就是你的年利息率。同样道理,投资人投给... 阅读全帖
y*******3
发帖数: 75
23
来自主题: _pennystock版 - 肯定挣钱。请认真读
Many writers at Seeking Alpha have detailed the perils of leveraged ETFs
such as TZA, TNA, FAS and FAZ. However, they can be a great way of leverage
if an investor is convinced of the direction of the market.
Take the case of two opposing ETFs, TZA and TNZ. TNA is 3x bullish on
Russell 2000, while TZA is 3 x bearish on the same. If an investor is a bear
, TZA is a great play. Similarly, if an investor is a bull, TNA is a great
play. However, they should not be held for long periods of time as th... 阅读全帖
c*w
发帖数: 4736
24
第一:换房。这个比例不少。很多人想换房,尤其那些住在老公房的(80年代或者之前
的老房子)。
老房子卖了再加上自己存款还凑不到30%新房款?
看来你是从仓州往北京换房了。
第二:投资。国内利息太低,股市不敢碰,除了楼市,老百姓没什么合适的投资渠道
你投资给你50%的leverage还不够?
想自己有100万一定要投资300万房子的更象投机
有钱没地方放全款直接买房甚至2倍leverage还是可行的。
第三:给孩子/父母准备房子。很多人孩子一考上大学就着手开始买房子;也有很多人
要把父母接到身边住,但是不在一个屋檐下。
租也可以吧?
一定买也可以用父母名义买。
你实在有钱一定要给父母两个城市都弄房子
全款或者半首负也行
为什么一定要这么大leverage买两套?
p******o
发帖数: 9007
25
你借钱和hedge fund借钱是一个概念吗?很多HF跟开户的prime broker之间都有协定,
能够
leverage到多少都是有约定的。在外汇和fixed income交易里,leverage的数量都非常
巨大,
2,30倍是家常便饭。LTCM的capital就是8B,常年都是几十倍leverage运转,类似的还
有稍小的
fund还有不少,只要有sure money,900亿算啥。而且不需要打这满满的900亿,只要港
府的钱越
打越少,跳进来喝血的鲨鱼会越来越多。
g****t
发帖数: 31659
26
谁给你弄来的sure money?
你所谓的sure money无非是说港币多发行了20%,这就是sure money? LoL

你借钱和hedge fund借钱是一个概念吗?很多HF跟开户的prime broker之间都有协定,
能够
leverage到多少都是有约定的。在外汇和fixed income交易里,leverage的数量都非常
巨大,
2,30倍是家常便饭。LTCM的capital就是8B,常年都是几十倍leverage运转,类似的还
有稍小的
fund还有不少,只要有sure money,900亿算啥。而且不需要打这满满的900亿,只要港
府的钱越
打越少,跳进来喝血的鲨鱼会越来越多。
t***h
发帖数: 5601
27
http://wikileaks.org/cable/2010/02/10SEOUL272.html
10SEOUL272 2010-02-22 09:32 SECRET Embassy Seoul
VZCZCXYZ0000
OO RUEHWEB
DE RUEHUL #0272/01 0530932
ZNY SSSSS ZZH
O 220932Z FEB 10
FM AMEMBASSY SEOUL
TO RUEHC/SECSTATE WASHDC IMMEDIATE 7125
INFO RUCNKOR/KOREA COLLECTIVE PRIORITY
RUEHBJ/AMEMBASSY BEIJING PRIORITY 7305
RUEHKO/AMEMBASSY TOKYO PRIORITY 7377
S E C R E T SEOUL 000272
SIPDIS
E.O. 12958: DECL: 02/22/2034
TAGS: PREL PGOV KNNP ECON SOCI KS KN JA CH
SUBJECT: VFM CHUN YOUNG-WOO ON SINO-NORT... 阅读全帖
W***n
发帖数: 11530
28
London's Hong Kong Blunder
How the United Kingdom lost the loyalty of the island city's people.
BY Marcus W. Brauchli
OCTOBER 2, 2014
Thirty years ago this autumn, the United Kingdom and China agreed to
negotiate the return of Hong Kong to Chinese sovereignty, after 142 years of
British control.
The news lifted Hong Kong's then-anxious stock and property markets and
renewed the city's profitable mandate as a primary gateway to China. The
colonial power and the future Communist Party-led sovereig... 阅读全帖
d**z
发帖数: 3577
29
来自主题: Military版 - SONY 2015年亏损63亿美元

-----------------------------------
米疣媒体长期追捧米疣,洗脑狗蝇膜拜。
结果老中各个都迷信米疣是金融天才。
后清国也争求米疣理财,但真相是残酷的。
(Wall Street Journal) – More “liquid alternative” mutual funds closed in
2015 than in any year on record, according to research firm Morningstar Inc.
, as inflows dwindled and performance weakened.
The results show that enthusiasm is fading for what had emerged in
recent years as one of the hottest products in asset management—funds that
combine hedge-fund strategies like shorting stock with the dai... 阅读全帖
G****r
发帖数: 5579
30
来自主题: Military版 - Breakthrough in 5nm Chip Technology (ZT)
Bradley McCredie
VIce President and IBM Fellow at IBM
Today, IBM's Research team announced the next breakthrough in semiconductor
innovation that will make significant contributions towards improved system
cost performance. The core of this breakthrough is a new device architecture
that will enable 5nm geometries.
While some industry watchers and pundits have predicted that 7nm may be our
last technology node this new technology provides a strong proof point we
will be advancing past 7nm techno... 阅读全帖
L*****d
发帖数: 5093
31
来自主题: Military版 - “saving face”
If a trade war were to escalate, the fragile balance in the Chinese economy
could be tipped, and we may very well experience a second Asian crisis
While the sell-off in currencies of emerging markets with insufficient
foreign exchange (forex) reserves and wide current account deficits — such
as the Argentine peso and the Turkish lira — is still picking up steam,
there is relative calm in China. The yuan is trading well off its recent
multi-year lows.
On the surface, the yuan has plenty of forex ... 阅读全帖
s**********s
发帖数: 23
32
http://www.alternet.org/news/148481/why_the_u.s._has_launched_a_new_financial_world_war_--_and_how_the_rest_of_the_world_will_fight_back_/?page=entire
CounterPunch / By Michael Hudson
Why the U.S. Has Launched a New Financial World War -- and How the Rest of
the World Will Fight Back
Finance is the new form of warfare -- without the expense of a military
overhead and an occupation against unwilling hosts.
October 12, 2010 |
What is to stop U.S. banks and their customers from creating $1 tril... 阅读全帖
S*******h
发帖数: 7021
33
CNN的Andy Copper 推荐过The Arts of the Deal 节录如下:
The following summary quotes from "The Art of The Deal" by Trump might shade
some light to his strategies on road to the candidacy:
*I am very high, and then and I just keep pushing and pushing to get what I
’m after. Sometimes I settle for less than I sought, but in most cases I
still end up with what I want.
*The best thing you can do is deal from strength, and leverage is the
biggest strength you can have. Don’t make a deal without it!
*Leverage i... 阅读全帖
s**********s
发帖数: 23
34
【 以下文字转载自 USANews 讨论区 】
发信人: sadenessless (were-human transforming), 信区: USANews
标 题: Why the U.S. Has Launched a New Financial World War
发信站: BBS 未名空间站 (Tue Oct 19 02:29:46 2010, 美东)
http://www.alternet.org/news/148481/why_the_u.s._has_launched_a_new_financial_world_war_--_and_how_the_rest_of_the_world_will_fight_back_/?page=entire
CounterPunch / By Michael Hudson
Why the U.S. Has Launched a New Financial World War -- and How the Rest of
the World Will Fight Back
Finance is the new form of wa... 阅读全帖
m*********a
发帖数: 3299
35
来自主题: Investment版 - Capital control coming (zz)
All your said are facts but I disagree your conclusion. Bubble is not
created by regulation. Precrisis, it was the market (greed, aka) that drove
leverage up to make more money. If there is no regulation, why not stop
leverage at 10/1. They wanted 100/1, 1000/1. As in last bubble, house price
never went down, why not using 10000/1 leverage to make more money. In great
depression, it was not the pubic work proposed by President Hoover and
later Roosevelt that caused the depression. It was the lev
r******o
发帖数: 1530
36
房子暴涨的时代根本就一去不复返,
房子根本不是luxury,而是necessity.
从来没听说过买房子能抗通货膨胀,要抗通货膨胀不如上大宗商品。
所谓买房子投资的根本原因其实是因为leverage,买房子本身有两个leverage,一是贷
款本身,二是利息抵税。前10年疯狂的上leverage的根本原因是0.5%的基准利率和松散
的放贷制度,现在基准利率比那时还低,都不能让房价回暖,马上inflation上来,不
得不上调,到时候放贷标准更高,利息更高,对房子不是利好。如果对房子的需求上不
来,房子可能不升反跌,所谓的inflation hedge搞不好还得赔钱。
bottom line:买房子的出发点,现在就不应该看是不是出于投资需求,再说一遍,房
子根本不是luxury,而是necessity。最主要的还是要看自己是不是想在这里settle
down,是不是要raise一个family。投资的话,比房子好的投资工具到处都是。
不要把中国的国情带到美国来,国内房价虚高的根本原因也是钱多的,而且投资渠道少
的可怜,美国的投资渠道太多了,为什么一定要套在房子里。
如果说现在想锁定一个比
p********a
发帖数: 6437
37
来自主题: Investment版 - 请问个人小额投资外币如何操作?
IB is apparently not for you. IB commission is high, it is for high volume,
large capital traders.
you should try GoMarkets(australia) or MigBank(swiss). especially MigBank,
they swiss don't report to IRS so that if you have profit, you don't have to
pay TAX to IRS.
DO NOT worry about using leverage. You have 1w USD, with 1:50 leverage, you
only invest 2% of your capital. if your direction (you bet USD will suck)
is right, that 2% will bring you back good return (that is well worth a try
ins... 阅读全帖
S**C
发帖数: 2964
38
来自主题: Investment版 - 请求推荐 dividend 高的 fund/bond/stock?
AGNC holds $85 BILLION in long term assets, floating on shareholder equity
of $11 BILLION....that's almost 7X leverage, but only distributes 15.2%? I
will go for leveraged CEFs with 6-8% distribution with 30-40% leverage, not
that I want to buy CEFs, just saying.
m*******l
发帖数: 621
39
来自主题: Investment版 - 股市债市投资经验小结 (转载)
【 以下文字转载自 Stock 讨论区 】
发信人: maizegirl (叮当), 信区: Stock
标 题: 股市债市投资经验小结
发信站: BBS 未名空间站 (Sat Jul 13 11:49:58 2013, 美东)
广告:请大家顺便支持一下我们第一篇发表的文章
http://seekingalpha.com/article/1526532-a-chinese-perspective-o
1. 为什么要写这篇文章
从2012年5月 开始重新进入美国股市、债市,到现在刚刚满一年。一直想写一点自
己投资的心里历程。一来感谢我的投资启蒙老师(M老师),二来也提供一些经验教训
给和我一样在投资路程上摸索的新手。
2. 复利效应和股场初试
我们对投资重新开始感兴趣,主要是两个原因。一是因为M老师一直以来将他的投
资理念蕴含在和我们闲聊的过程中。现在回头想想,真是辜负和浪费了许多M老师的投
资机会。尤其是听M老师聊在2008年金融危机时的经历,让我们对投资有了一个全新的
认识。原来投资还是有可能“有章可循”。
第二个原因,是对复利效应和追求经济独立... 阅读全帖
D*****t
发帖数: 558
40
来自主题: Investment版 - 关于401K 中使用MPT的思考
i stopped reading the brief introduction of the book on Amazon, when I saw
the words " By using leveraging when young...". I will give it the benefit
of the doubt and read it when I have a chance. But as some one who has
experienced the worst of the market twice, my advice would be keep your
emotion and intelligence away from investing. Don't try to outsmart the
market. One practical piece of advice: dont even think about leveraging. To
regular people, there is only one place we can use levera... 阅读全帖
d*********e
发帖数: 52
41
来自主题: Investment版 - 揭秘 WFG“世界金融集团”乱象
从大约三年前开始, 笔者偶尔听到“世界金融集团”world financial group的名字(
以下简称WFG),知道它是一家关于金融保险类别的企业, 走的是多层次市场的行销模
式。 但是由于很少身旁亲友和熟人是WFG客户, 所以也没有多加留意。
但是近一年来, WFG却如同井喷般发展, 笔者许许多多朋友, 热衷于参加各种各样金
融培训和执照培训。 详加追问, 都和WFG各个社区办事处举办的活动有关。 不少熟人
, 因为我是财经报道背景出身, 也常常咨询:“最近出了一个新公司的新产品,据说
很多功能, 退休养老保险基金全包, 您帮我们看看?”,递过来的企划书和文案,
赫然也是WFG标志。 让我感觉的这个组织的庞大和无处不在。
笔者作为经济新闻写手, 收到越来越多保险从业人士和消费人士的内部消息和抱怨。
对这个横空出世,总部位于亚特兰大郊区的JOHNS CREEK, 号称挂钩保险从业人员高达
15万人的“多层次市场推销”(multi-level marketing network)组织产生了浓厚的
兴趣和疑问。
疑问最主要集中以下几点:
1 如此庞大的金融机构, 从业人员超过美国的... 阅读全帖
a********e
发帖数: 547
42
来自主题: Investment版 - 想买TQQQ,被吓了一跳
我看到这个增长的非常好,5年翻了10倍,就想买,结果收到提示这样说:
Leveraged and inverse ETFs should only be considered by investors who (1)
understand the effects of leveraged risk; (2) don't intend to use leveraged
or inverse ETFs as part of a buy-and-hold investment strategy; and (3)
intend to take a very hands-on approach to managing their investments.
我不是很理解。买了放着等着它涨,还不行啊?啥意思?要经常买进卖出,不停倒腾吗
?谁帮着解释一下。多谢了。
a********e
发帖数: 547
43
来自主题: Investment版 - 想买TQQQ,被吓了一跳
感激涕零啊!
几个小时前我又开始打leveraged ETF 的主意,心想就是拼着所有投资归零也要试一试
,说不定就能发财呢!可是你发的文章说可能收入为负数。“Everyone understands
that using leverage in the form of a margin account is taking on a big risk,
the risk of losing more than your total investment.”
还有这样的事,如果我所有的钱都亏了,投资公司还会再来找我要钱不成?
不管怎样,以后leveraged 我是不会再碰了!
l********8
发帖数: 83
44
来自主题: JobHunting版 - Three job openings
Business Intelligence Architect
International Investment Bank seeks highly skilled Business Intelligence
Architect to work in mid-town New York City
If you are a BI/BW Architect with significant experience, please read on!
What you need for this position:
- 4 year degree in Computer Information Systems or similar, or equivalent
combination of education and experience of relational database schema
- Data warehouse management experience
- Experience with Structured Query Language
- 5 years of expe... 阅读全帖
j***y
发帖数: 2074
45
来自主题: JobHunting版 - 猎头公司(Aerotek)招聘码农广告
工作地点是Lexington, KY,公司是Lexmark,有兴趣的同学,可以直接将简历发给Marc
(m*****[email protected])。
PS&SD Network Application Embedded Firmware Development Position
Job Description:
Develops, evaluates, and documents embedded firmware security.
Job Duties
Develop, maintain and leverage embedded firmware network application
features for a variety of electronic hardware platforms. Embedded network
application features include TCP/IP (IPv4 & IPv6), Web Services, SNMP,
Embedded Web Server, and AppleTalk protocols. Leverage ... 阅读全帖
b***i
发帖数: 10018
46
来自主题: JobHunting版 - 三藩pre-ipo公司big data职位招聘
有两种职位,Data Engineer和Data Research Engineer。给办H1-b和绿卡。Junior也
欢迎。
有意者请把简历发到t*******[email protected]。谢谢。
Senior Data Engineer at Tapjoy in San Francisco, CA
Sr. Data Engineer
About Us:
Tapjoy is a mobile value exchange platform, driving personalized app
discovery for consumers, customer acquisition and engagement for app and
brand advertisers, and rich monetization for innovative developers. The
Tapjoy network spans over 20,000 apps and 800 million global consumers on
iOS, Android and Windows Phone. ... 阅读全帖
j***1
发帖数: 158
47
lol, hey bro...good to see you here..
马工致富, is about how to create your own cash machine, a machine that
creates passive incomes over long term and in a systematic way, day in and
day out.
real estate is just one of the many ways, and its low tech and can't
make you super rich; many can do it better by climb corp ladders, others can
do better by trading stocks. and remember investing in real estate, it is
not a hobby but need to treat is as real business, and you the CEO.
OPT, is to leverage ot... 阅读全帖
k******p
发帖数: 6
48
来自主题: JobHunting版 - [Amazon]亚麻选组求建议
小弟是fresh ms刚毕业,package都是标准配置,没有negotiate,跟HR聊过以后她发了
以下这些组给我选:
Ad Products
AWS Security
EC2 load balancing
IPC
DBS Redshift, Aurora, Console
AWS Bill Presentation
AWS Networking
以下是这些组的介绍:
Ad Products (1 spot open)
Advertising Products is innovating at the intersection of advertising and
eCommerce. Our team is seeking talented self-starters to invent & build
solutions in an expanding array of ad environments. Our teams include top
engineers designing in mobile, video, cost-per-click, Kindle with... 阅读全帖

发帖数: 1
49
来自主题: JobHunting版 - 内推 Twilio Data Scientist 职位
有兴趣的请发简历到: [email protected]/* */
Data Scientist
Data Science Team
About the Job:
We're looking for a great Data Scientist to join Twilio’s Data Science team
. Help us deepen our understanding of our customers’ needs, enhance
Internet-scale products and create fundamentally new kinds of systems, all
informed by your talents in software engineering, exploratory data analysis,
modeling and machine learning.
In this role, you will work with petascale data generated by thousands of
systems an... 阅读全帖
t*******z
发帖数: 606
50
good point.
考虑投资行为,问题在这里开始复杂。买房本身就是high leverage的一种投资行为,
可以说很难和
其他投资行为比较。我没有具体数据支持买房投资的回报率和其他投资种类的比较,所
以没法评价。前
面的讨论仅基于抗通胀。如果考虑投资房地产的回报,那首先要考虑的是这是high
leverage的投
资,回报应该比较客观;从税务上投资房地产可以抵个人收入税,且投资回报会很大程
度免税。而投资
bond,equity等金融产品通常要交很多税,要是搞high leverage的话风险貌似很高。
换句话说,即使你把钱拿来投资股市,每年收益一万,由于通货膨胀,你到手的钱也贬
值,简单的说就
是discount factor也放大了,那一万的present value其实也没那么可观。还不如及时
行乐,买
个舒服的房子住着先。

者相减实际收
益每年一万。付房子的地税和维修费刚够。
的mortgage,
除非房租随通货膨胀大涨,买房还是会亏。
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