h*****a
发帖数: 131 | 1 Vanguard Primary MM fund is fine. Zero direct exposure to EU government bond(whose holding exposed to PIIGS) , according to its statement.
Even pure federal treasury MM still have risk, mostly system risk. So
hedging strategy still required.
paid
worse |
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s********n
发帖数: 1962 | 2 You guys worry too much...
If a money market fund breaks $1, it's already close to the end
of the financial system. If you really lose say 10% in MM fund
due to systematic risk, I am sure at that time you will have
something else much more important to worry about.
bond(whose holding exposed to PIIGS) , according to its statement. |
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S**C
发帖数: 2964 | 3 So it is fine to have exposure to SocGen, hoping they are not Dexia?
bond(whose holding exposed to PIIGS) , according to its statement. |
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S**C
发帖数: 2964 | 4 While I am light on bond for several years now and especially light on US
treasury, but for the sake of counter-argument that interest will rise soon,
without checking, can you tell me the spread between US 10-year and Irish
10-year? Yes that Irish as in the PIIGS, the answer is 0.03%. Can you
believe it? Adding the recently unexpected very low yoy CPI reading in China
, the world may still falls victim of deflation. |
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N********n
发帖数: 8363 | 5 California is American PIIGS and going bust b/c of the debt crisis.
High salary earners will be hit by a string of tax hikes, which
will be stress on you and your employers. Keep that in mind. |
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p*****e
发帖数: 7299 | 6 破产银行发来贺电。欧洲piigs政府发来贺电。
就算熬不过银行和政府，熬过高价买房人生苦短的有钱人还是有可能的，呵呵 |
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h****3
发帖数: 187 | 7 Greece's debt crisis is officially "over" today! Greece gov't "forced" all
bondholders to swap $172,000,000,000 (that's in billion) old debt w/ new
debt at a steep discount--the so called "voluntary" exchange. financial mkt
all over the world celebrated on the news.
wonder if PIIGS members, Ireland, Portugal, Italy, & Spain would take Greece
as their role model... btw, this is similar to Obama government's
initiative of forcing big banks to write down mtg principals of home owners
whose prop a... 阅读全帖 |
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M********4
发帖数: 1272 | 8 世界各国政府试图运行它们的经济和调节其公民的互动。多数情况下人们有足够的智慧
或被迫对国家预期的结果反其道而行之。
我们有PIIGS欧洲联盟试图撇下所有的负担债务。谁可以支付他们的账单？他们怎么撇
下负担？年轻人可以收拾行囊并移动到另一个国家。这加剧了这一问题，因为这些人正
是国家所赖以支付未来税收的人。
在美国的学生，不能对高校贷款的申请破产。他们的工资都受扣押。即使死亡了，他们
的财产也将被用于解决这些未还清的学生贷款。显而易见的解决方案是收拾行囊移动到
另一个国家。我们的国家投资于他们的未来并且只给他们一个选择：移民和逃避困住你
的锁链。
国家提高他们的销售税率。现在，每个人到本地商店，触摸和感受到产品。然后，他们
去上网并购买它们。零售商很爱这个概念。
在过去的每一年，我和妻子习惯的2％的加薪，并没有发生在今年。我们的工资保持不
变，但几乎一切都在价格上涨。加州增加车辆登记费，所以我们卖掉我们几乎没有使用
过的第三辆赛车。有线电视公司提高了基本服务的价格，所以我们取消该服务。提高价
格或税收，并不能保证增加收入，您可以用更少的。在大萧条期间的州政府了解到这个
硬盘的方式。
我们... 阅读全帖 |
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N********n
发帖数: 8363 | 9
Marc Faber uses the term PIIGS, meaning Portugal, Italy, Ireland, Greece
and Spain. Those eastern European nations are in trouble, too. So it's red
flag all over Europe, which may give Dollar some boost in 2010. |
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N********n
发帖数: 8363 | 10
PIIGS nations plus UK, France, Eastern europe and Baltic nations are all
in trouble. The end of European socialism will start from this year. |
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d*****i
发帖数: 1078 | 11 是piigs。。italy和ireland都在里面 |
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N********n
发帖数: 8363 | 12
Euro's problem is beyond fixing. Besides PIIGS, Hungary, Baltic nations
and France are all in debt trouble. One Germany is not enough to bail
these many guys out. They will have to split Euros into two tiers, one
is the core tier headed by Germany basically functioning like old German
Marks, another tier for the rest fiscal disaster nations.
Also Dollar needs Euro & Yen to be weak, otherwise US Treasury be damned. |
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w****l
发帖数: 6122 | 13 人民币死皮赖脸的和美元挂钩，
政府以牺牲中国内需的代价，同美元一起实际贬值。
欧洲的经济承受不了高价欧元，和中国新兴经济重合最多的PIIGS率先承受不了，经济
被冲击。
欧元，日元会轮流贬值，让美元如坐针毡，除非人民币升值，才能缓解美元的压力。
美国会施压中国政府，让中国政府让出更多的利益，或者用贸易保护为借口，支撑美国
经济=====继续维持美国对中国的出口，但是打压中国出口美国的利润。 |
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N********n
发帖数: 8363 | 14
No painless solutions. The right one is to let PIIGS default on the debt
and their creditors take the loss. Losers lose, winners win. That's how
capitalism works.
The trouble is German and French banks have a lot of exposure in these
nations. They are hooked up w/ each other on derivatives. A big loss to
certain bank could trigger a Lehman moment. TBTF all over again. Like I
said, it's Fall 2008 European edition. |
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n******n
发帖数: 12088 | 15 本帖最后由 Cruiser 于 2010-2-23 20:34 编辑
随便说说
1、PIIGS的事情还没完，就跟08年银行的问题一样，熊熊不知什么时候就能拿出个重磅
武器来。虽然现在欧洲小国的债务危机对市场的影响应该还远不如 08年美国次贷严重
，但也够牛牛们喝一壶的。
2、除了政府的spending之外，总体上还没见到新的经济增长点。大公司不招人，小公
司还在裁;房价又开始跌了。而政府们一个接一个地开始收紧开支和货币政策了。
3、很多去年初抄底的已经或者将要满一年，可以卖了按长期投资交税了。继续涨的话
他们可能不动，一跌或者盘久了就会卖。而现在准备进场的资金恐怕不多。
这些因素决定市场近期内往下要比往上容易。最好的情况是1150双顶然后再跌，最坏的
恐怕要看到900-950了。 |
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N********n
发帖数: 8363 | 16 More EURO turmoil before the rest of PIIGS blow up for sure. |
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w*******o
发帖数: 6125 | 17 牛市 --> 忽略坏消息，放大好消息
熊市 --> 忽略好消息，放大坏消息
反过来也对
市场忽略坏消息，放大好消息 --> 牛市
市场忽略好消息，放大坏消息 --> 熊市
所以如果哪天发现风向变了，市场开始放大坏消息，忽略好消息
熊市(或者最起码: 大调整)就来了，比如今年1月中到2月初，
市场不断放大PIIGS坏消息
Master WuGui:News is just news, there is no good news or bad news
//What matter is not news itself, but how the market response to the news. |
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N********n
发帖数: 8363 | 18 And PIIGS wonder why they have budget problems. Pretty soon we will see
iPod, iPad, iFreeLunch, etc. also declared as human rights at this rate.
You think liberal socialists are un-f***ing-believably stupid enough, and
yet they can always come up with one more whopper. |
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N********n
发帖数: 8363 | 19
#1 Their mass welfare system generates huge budget deficit that can only
be financed via inflation.
#2 Their banks made bad loans to these PIIGS and other nations and cannot
get the money back. To avoid a banking system collapse, they decided to
print the money to cover the loss, again just like US, just cheat.
It's a currency depreciation in full spin, which is why we gotta invest
in gold to survive the coming global Weimar-ization. |
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s***s
发帖数: 4329 | 20 还是有意义的啊
日本的经济的确是停滞了１０几年啊
还有没有下地狱其中一个重要的原因就是融资的成本低啊
PIIGS的融资成本多高啊
债超过GDP的话
每年债的利息都把GDP的增长全都吃掉了
问题就非常非常严重了 |
|
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h********e
发帖数: 1972 | 22 等国会投票吧。。bailout是肯定要的，不然难道还要等PIIGS都倒了再谈？现在就看人
民是否答应了 |
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q********u
发帖数: 15519 | 23 Inflation?Inflation?Inflation?Only Inflation The Way Out?
Hu Qi Dog Thoughts?
American Fed is inflating everything through printing unlimited amount of
toilet paper called US Dollar? Actually the only American economical game is
zero interest rate inflation?
EU has no other choice than inflating the economy and assets?PIIGS countries
skyhigh debt has only one way ticket of inflating out?
Japan is still facing enormous deflating threats?The only Japanese way out
of the deep financial trouble is i |
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c*****r
发帖数: 8227 | 24 不可能。如果PIIGS真有个三长两短的，作为欧元区最大的债主，出口赚来的，不全是
肉包子打狗？ |
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l*******r
发帖数: 3799 | 25 有一个说法，说如果逼急了，德国可能比PIIGS更早退出欧元区，呵呵。
真的看不出这100B援助能够解决什么实际问题，5%的利息，10y bond yield 将近10%,
希腊怎么还？ |
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N********n
发帖数: 8363 | 26
PIIGS mess in perspective. |
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B****t
发帖数: 3129 | 27 那是做戏，做给O8政府看的。
什么希腊，什么PIIGS，那都是障眼法。搞垮EURO ZONE本来就是目的。没听Kudlow说漏
嘴了：Greece? who cares?
症结就在于：政府会不会对花街让步？不让？还有更狠的招。让了？立马形势一片大好
，歌舞升平。 |
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N********n
发帖数: 8363 | 28 Nah, Wall St. also has lots of exposure to the PIIGS so US is still on
hook. China has lots of exposure to treasury so China is on hook, too.
Politicians will print a truck load of money to clean up the debt, and
this thing marches straight towards a global Weimar Republic 2.0.
So how to survive? Invest in gold. Just fxxxing invest in gold!!! |
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z***o
发帖数: 1254 | 29 靠， 才10股， 割苍蝇肉？ 这commision都划不来啊。 IRE有个反弹就全割了吧， 什
么27那是纯忽悠。 我看他被打到under 1USD 都有可能。 那个AIB也是肯定奔1块去的
。 PIIGS的PG还远没有擦干净呢。 |
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l*******h
发帖数: 106 | 30 欧元区解散=/=PIIGS fail啊。LZ的原文中美帝只是要欧洲屈服吧。 |
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w*******o
发帖数: 6125 | 31 这个周末不知道欧洲那些老大还要搞什么
会不会因为拜仁输给国米，德国老大一生气，后果很严重
居然输给了PIIGS之一的意大利，这市还救不救了，哈哈。 |
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N********n
发帖数: 8363 | 32 It crashes b/c more and more investors have realized Uncle Sam wears no
cloth while having "Ultimate PIIGS" written all over his naked body, so
they collectively hit the sell button, then "BANG"!
Market is screaming now for a 2nd stimulus, 5-trillion at least or bust. |
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N********n
发帖数: 8363 | 33
It's the same debt crisis, and it's getting worse.
Taking on some debt itself is not necessarily bad as long as you can pay
it back. The situation of Greece and PIIGS have finally made people see
the inconvenient truth: Countries across western civilization carry too
much debt to pays off so they are on an inevitable path toward default
and bankruptcy, and US is no exception to it.
Only in socialist Keynesian economists' screwed up mind would anyone take
on more debt to clean, GASP, a debt prob |
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c********r
发帖数: 133 | 34 I asked somebody fluent in German to translate the original news in
www.spiegel.de for me. I think in short term, it might / might not cause
some delay / uncertainty in the rescue package. In the longer term, it is
not a problem, because it will be against Germany's own interest to crash
PIIGS. In the last part of the news, it said something like the boom in
Southern Europe was largely financed by foreign capital, and Germany's
private and public funds contributed most of those foreign capita |
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N********n
发帖数: 8363 | 35
iPhone cannot handle PIIGS. |
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N********n
发帖数: 8363 | 36
Wall St. has serious PIIGS exposure. |
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N********n
发帖数: 8363 | 37
They could care less about "reform" as it was pretty much written by Wall
St. lobbyists that makes sure Fed will continue to have unchecked power
to loot the Main St. for Wall St.
This PIIGS threat is real, and their lobbying power cannot handle it. |
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N********n
发帖数: 8363 | 38
PIIGS are set to implode again from September on. This next leg down will
wake lots perma-bools up about the true state of US economy. |
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N********n
发帖数: 8363 | 39
I think those PIIGS will be back and drag it down again. The European mess
is far from over. |
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N********n
发帖数: 8363 | 40
Were it not those PIIGS, US$ index is probably below 70 now. |
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N********n
发帖数: 8363 | 41
Small government is the way to go. If you cannot figure it out then just
look at where European big government has led those PIIGS to.
Americans are truly too selfish, but it's not those who pay tax that are
selfish. It's those who don't and yet want endless welfare are.
You gotta be brain dead to let government collect even more tax after they
already manage to run just about everything into bankruptcy from Social
Security to Medicaid, Medicare, F&F, FDIC, Pension fund and so on. |
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N********n
发帖数: 8363 | 42
Real heavy weight PIIGS are Spain and Italy. |
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N********n
发帖数: 8363 | 43 By Jim Willie
By the way, notice how Bank of America quietly is approaching the funeral
parlor. Word from my sources tell of Wall Street buying heavily the Credit
Default Swap contracts for Irish and Portuguese Govt debt, in order to lift
the bond yields enough to create a renewed crisis.
That accomplishes two goals. EU financial distress creates some selling
pressure for the Euro currency, thus supporting the USDollar. But a buoyed
buck did not soften the gold price!! Sabotage of PIIGS sovereig... 阅读全帖 |
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s*******e
发帖数: 83 | 44 YEAR RATE % SPREAD UNDER/OVER U.S. TREASURYS,
in basis points
2 4.273 368.0
5 6.311 434.2
10 6.982 363.5
好像比去年中期欧债危机前的GREECE国债利率还低很多， 葡萄牙经济规模在
PIIGS中算小的，估计和GREECE一样，最后德国买单，债务重组(=DEFAULT)
－ 德国人花钱买市场和维护地缘政治 |
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N********n
发帖数: 8363 | 45
Price actions tell me this rigging ain't done yet. Maybe they are setting
it up for sth bigger than a CRIMEX paper game, a PIIGS default perhaps?
They always front-assault the metals before things like that happen. |
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N********n
发帖数: 8363 | 46
Friggin' parasites live their life like those Greece PIIGS. If they do
not get the welfare they feel they so richly deserve they riot. |
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W***n
发帖数: 11530 | 47 DOW 200 pt gain and it's red
what a piig |
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W***n
发帖数: 11530 | 48 I have a small pos on this piig |
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N********n
发帖数: 8363 | 49 Dollar at pre-PIIGS low. |
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x******g
发帖数: 33885 | 50 The overwhelming conclusion is that of stocks remaining in a MULTI-YEAR BULL
MARKET that is being driven higher by a number of fundamental factors such
as corporate earnings OR Fed MONEY PRINTING (POMO). It does not matter which
is prevalent at a particular point in time as the market SPIRALS HIGHER in
reaction to waves of INFLATIONARY buying pressure, something that the dark
pools of capital recognised right at the birth of the Stocks Stealth Bull
Market in March 2009 (15 Mar 2009 - Stealth Bul... 阅读全帖 |
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