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全部话题 - 话题: unwinding
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P******l
发帖数: 1648
1
I had no idea...
any difference for repairing cost?
Torsion spring
When the door is raised, the springs unwind and the stored tension lifts the
door by turning the shaft, thus turning the cable drums, wrapping the
cables around the grooves on the cable drums. When the door is lowered, the
cables unwrap from the drums and the springs are rewound to full tension
extension spring
The springs lift the door through a system of pulleys and counterbalance
cables running from the bottom corner brackets ... 阅读全帖
a**i
发帖数: 608
2
Residential Housing Ready to Awaken?
After half a decade of withering sales and slumping prices, there are strong
and diverse signs that the single-family housing market is poised for a
rebound.
In some metropolitan areas, the market has bottomed, with both sales and
prices on the rise and foreclosures on the decline.
This contrarian — and largely overlooked — thesis flies in the face of the
persistent gloom that has nagged the industry since 2007, when the subprime
crisis flared.
Industry analy... 阅读全帖
k*****a
发帖数: 7389
3
来自主题: Living版 - sales is up recently
yes, those are the winners
and the banks don't really care about foreclosures in fact, because those
mortgages are still underlying derivatives which are too much to unwind,
even they already spent 4 years to unload the positions
k*****a
发帖数: 7389
4
this is reasonable
when most of the MBS/CDO finish unwinding, banks will start foreclose for
real
d*****s
发帖数: 5610
5
呵呵,当然了,当初美国妇女可是连投票权都没有了,现在还有30%的铁杆票人投票投
共和党,希望传统价值观。
1955年5月13号的housing keeping monthly杂志有一篇文章The Good Wife's Guide,
就讲到如何做个好的妻子,自己看看吧。
http://j-walk.com/other/goodwife/index.htm
Have dinner ready. Plan ahead, even the night before, to have a
delicious meal ready on time for his return. This is a way of letting him
know that you have be thinking about him and are concerned about his needs.
Most men are hungry when they get home and the prospect of a good meal is
part of the warm welcome need... 阅读全帖
h***9
发帖数: 518
j*******d
发帖数: 142
7
Postdoc Position Available
Position description:
A postdoctoral position is currently available for the study of DNA motor
proteins involved in DNA/RNA unwinding, DNA/RNA translocation, and chromatin
remodeling using biochemical, biophysical and mutational approaches.
Current work is focused on structure/function studies of chromatin
remodeling enzymes and other members of the SF2 superfamily of helicase
enzymes. Particular emphasis in the lab is on mechanistic studies of
enzymatic activity usin
p*******g
发帖数: 2976
8
【 以下文字转载自 Biology 讨论区 】
发信人: albertsmwk (.)(.), 信区: Biology
标 题: 第一批“青年千人计划”生物类@publication列表@
发信站: BBS 未名空间站 (Thu Aug 18 15:04:16 2011, 美东)
花了一个小时,深深的鄙视一下自己的无聊行径!!
125 蔡亮 男 1980年11月 复旦大学 生命
科学 2007年12月毕业于[美国]北卡大学 [美国]加州大学旧金山分校 博士后
Cai L, Mostov K. Polarity is destiny. Cell. 2009 Nov 13;139(4):660-2. PubMed
PMID: 19914162; PubMed Central PMCID: PMC2900917.
Cai L, Makhov AM, Schafer DA, Bear JE. Coronin 1B antagonizes cortactin and
remodels Arp2/3-containing actin branche... 阅读全帖

发帖数: 1
9
帮顶
[在 renomed (unwinding) 的大作中提到:]
:B2延期需要提供返程机票吗?
:如果需要的话,是提供最初的返程机票呢,还是,加上半年以后的呢?
:...........
l**t
发帖数: 6971
10
第一,就算缓过来,government要先拿走80%的ownership,大家分剩下的20%。这还只
是一开始的1 billion注资的代价。Paulson说了,股东要先承担further losses。除非
很快能缓过来,不再需要注资,否则即使周一不被wipe out,早晚也会被wipe out。
第二,现在F2手里有1.56 trillion的portfolio。这个rescue plan要求他们在2009年
底之前不能超过1.7 trillion,然后每年要减少10%,一直减少到0.5 trillion。也就
是说,F2的规模(我不是说market cap啊)eventually会变成现在的三分之一。
所以我认为,就算近期有bounce,或是先暴跌再bounce,也是让领导先走的伎俩。
Bond现在是保住了,应该会涨。中国政府前一阵减持了很多F2的bond,看来是吃亏上当
了。
房贷利率长期来看应该会涨,因为2010年开始F2就要开始unwind,不能起到大量提供低
息贷款支持房市的作用了。以后就全靠银行的portfolio loan了。
声明:我没有任何financial st
w****n
发帖数: 1737
11
来自主题: Stock版 - 爆点内部消息把
街上几大投行明天将会是不少人都要working in office,
大家都准备做好最坏打算, 能unwind的, 减少损失的, etc. etc.
俺今天接了几个电话, 已经有好多同事都work whole Sat. day, 明天俺也得去公司了,
个个部门的, FO Trader, MO bookrunner, IT , Ops. 明天也都到齐了, 有好戏看了,
都是被LEH害得, 损失了一个weekend吖,
N********n
发帖数: 8363
12

低息 is the biggest factor. War in Iraq pales in comparison. 低息 drives
people to speculate like crazy and take on insane amount of debt. The end
result is a devastating bubble when the speculation starts to unwind. We
have seen back to back to back housing bubbles in US, Dubai and China,
which were all caused by the same irresponsible 低息 policies.
g*****u
发帖数: 14294
13
来自主题: Stock版 - 大家有没有这种感觉
或许也没有投其他地方,就是个book unwind,钱还掉,降低杠杆。
市场liquidity下降啊。
跟金融改革有关系?
l*******r
发帖数: 3799
c*******a
发帖数: 653
15
可以解释一下么?俺看不懂:(谢谢:)
s*****e
发帖数: 531
16
It's hard to say. Dollar went strong from December, yet the market still
keep going up until Jan, putting a lot of pressure on me at that time,
while I was on the bear side.

short
(
of
l*******r
发帖数: 3799
17
There was a consolidation region of USD between 79 and 81 back in last Jun/
Jul. I guess many people initiated
their carry trade position since then. As USD index approaches to this
region (today's close 80.38). Many of
these position would be stopped out.
I guess that is why we see dollar appreciation is accelerating in last week.
l*******r
发帖数: 3799
18
Buying into dollar and sell equities...
k********8
发帖数: 7948
19
if dollar appreciation's accelerating, then it's near it's end.

week.
g*****u
发帖数: 14294
20
Any chance that GS is trying to unwind its positions in commodities?
g*****u
发帖数: 14294
21
坦白,用了杠杆,玩了奥普生。不过收盘前unwind的大部分。
l*******r
发帖数: 3799
22
unwind这个词用的很专业。。
e**********e
发帖数: 999
23
来自主题: Stock版 - 雷曼的LAMCO
unwind counterparties position like derivatives.
l*******r
发帖数: 3799
24
来自主题: Stock版 - A question
How to unwind a call spread before OE? Thanks.
c******a
发帖数: 158
25
来自主题: Stock版 - why is C falling?
Because Treasury said it plans to sell up to 1.5 billion shares of Citigroup stock recently. Just unwind the support it provided big banks during the financial crisis.
g*****u
发帖数: 14294
26
直到上周五发生逆转。这个情况是可靠的。也值得重视。
mean reversion (MR), loosely speaking就是在higly correlated股票里面,buy
losers, sell winners.
到上周五前,MR一段时间内表现差。俺看到两种可能的解释:
a. 市场传言的hedge fund unwind/de-leveraging.
b. loser恒弱,winner横强。
因此,上周五的扭转,对应a,b就是:
a1. hedge fund重新进场。
b1. 强势股遭比弱势股更大的抛售。这个可看作panic的证据。
s*y
发帖数: 124
27
来自主题: Stock版 - 杀Aussie dollar
AUD is fundamentally weak. It is partially due to some EUR/AUD short
unwinding, but still, I am looking for AUD/USD to go as low as 0.75.

cover
has
l*******r
发帖数: 3799
28
massive unwinding of carry trade of EURO/Gold.
y***r
发帖数: 16594
29
Meredith A. Whitney, the bank analyst who jumped from obscurity to celebrity
by correctly predicting that deteriorating finances would force Citigroup (
C)to cut its dividend in 2007, is having less success divining stock market
winners and losers. Since Whitney founded her own firm last year, about two-
thirds of her picks have fared worse than market indexes. Missed calls
include Visa (V), the payments network that fell 14 percent from May 4, when
Whitney named it her "single best buy," throug... 阅读全帖
s********u
发帖数: 1054
30
Federal Reserve Chairman Ben S. Bernanke said U.S. unemployment may take
five years to fall to a normal level and that Fed purchases of Treasury
securities beyond the $600 billion announced last month are possible.
“At the rate we’re going, it could be four, five years before we are back
to a more normal unemployment rate” of about 5 percent to 6 percent,
Bernanke said according to the transcript of an interview to air today on
CBS Corp.’s “60 Minutes” program.
The purchase of more bonds than pl... 阅读全帖
N********n
发帖数: 8363
31
来自主题: Stock版 - 金子银子基本玩完了!

Gold is naked shorted by a 1:40 Ponzi scheme. Just imagine where it will
be after the Ponzi unwinds. Don't get scared of a short term PET strike.
Think of the long term trend and buy on every dip. Save-guard you wealth
in real money, not US$ that can be QE-nuked anytime with a 600B bomb.
m*****i
发帖数: 4342
32
来自主题: Stock版 - About MTG/RDN/PMI
I missed this wave. I would unwinding position if I have any.
Simply, if they will grab more market share then they have to raise more
capital.
Housing is still very depressed in my area, lots of short sale/foreclosure.

?
G******n
发帖数: 316
33
History Lesson: Oil Price Spikes and Their Aftermath (转载)
http://seekingalpha.com/article/255980-history-lesson-oil-price
and-their-aftermath
We were greeted with the following friendly banner on the EIA webpage
this morning:
(Click to enlarge)
And we all know that the fuel price was caused by the 15% price spike
that occured in the crude oil markets last week:
So I thought it might be fun if we could go back and look at similar
occurrences, that is, price spikes of 15% within a 5-trading day pe... 阅读全帖
j*****7
发帖数: 4348
34
来自主题: Stock版 - meltdown coming
泥轰政府, 财团, 个人一起unwind他们的position了.
股, 金, 油全线下跌.
j*****7
发帖数: 4348
35
来自主题: Stock版 - meltdown coming
鬼子UNWIND!
c*****r
发帖数: 8227
36
来自主题: Stock版 - 为什么yen会升值?
"yen carry trade unwinding"
w*******o
发帖数: 6125
37
The Day The Yen Carry Trade Died
Submitted by Tyler Durden on 03/16/2011 17:59 -0400
While everyone is staring in disbelief at the USDJPY, the real carry action
is in the high yielding-YEN pairs, i.e., the development, high growing
countries. And it's a massacre: ZARJPY, NZDJPY, AUDJPY - all are plunging
far more than the USD. This is nothing short of a complete carry trade
unwind. The implications: the cheapest recurring source of funding for risk
assets - the Yen carry trade, is over. Those wh... 阅读全帖
a********h
发帖数: 819
38
don't worry, Jim Rogers is not good with short-term timing
short term, what matters is the nuclear crisis, if the crisis resloves soon,
silver may still test 40 with the help of re-establishment of Yen carry-
trade (the carry trade was unwinding this week), but if the crisis get worse
, silver may sell off
g*****u
发帖数: 14294
39
来自主题: Stock版 - 禁止黄金白银期货交易?
Frank-Dodd has been around for some time. It shouldn't be considered news.
If there has been unwinding of position, the volume spikes perhaps already
have happened.
r*m
发帖数: 16380
40
来自主题: Stock版 - 日元发飙
日元贬值--》有人卖出日元买入美元—-》美元拿来就要投资投机美国,包括债卷和股
票--》美股看牛
看熊时, 日元是避险资产, 所谓carry trade《--》carry trade unwinding。
请未眠股神指正
f********8
发帖数: 1417
41
【 以下文字转载自 Military 讨论区 】
发信人: fighter888 (fighter), 信区: Military
标 题: 华尔街日报无情嘲弄中国借钱给别人上瘾
发信站: BBS 未名空间站 (Tue Aug 9 00:10:18 2011, 美东)
The Chinese government and its media outlets are using Standard & Poor's U.S
. credit downgrade to give Washington a tongue lashing for its "debt
addiction." And it's no surprise that Beijing would take the chance to score
points domestically and rebuke the know-it-alls at the U.S. Treasury,
having been on the receiving end of their hectoring for so long.
On the... 阅读全帖
T**********e
发帖数: 29576
42
来自主题: Stock版 - Gold situation
See this news:
Daily ETF Update - SPDR HOLDINGS DROP 23.6-TONNES
大的funds积累了很多,股市稳住后估计会unwind一些,看图gold最近有点parabolic,
健康的情况可能会从1800回调 100-200 刀,届时央行的采购和大量金融需求会kickin
,毕竟Fed宣布到2113之前不会加息,ECB也要印钱买烂国的bond,gold的fundamental
还是可以的。
M*****8
发帖数: 17722
43
来自主题: Stock版 - Is It 1937 All Over Again?
Is It 1937 All Over Again?
Background:
Have global events begun to look and sound too familiar in 2011 to a
previous era in the 1930s? In 1937, economic conditions were surprisingly
similar to those at present. Commodity prices were rising, people worried
about inflation and deficits, and so they acted -- and paid the price. Many
who remember history ask: how does the recent stall in major economies
compare to 1937? At that time, the US economy had been growing rapidly for
three years, thanks in... 阅读全帖
g*****u
发帖数: 14294
44
来自主题: Stock版 - 观察
情况不对,应该先unwind.
B*******n
发帖数: 20645
45
来自主题: Stock版 - 关于operation twist (转载)

不就是指望carry trade unwind,然后海外资本涌回美国。这样就不用印钱了。
其实,现在是抄海外底的时候;美元是兔子尾巴长不了。
p********n
发帖数: 2046
46
来自主题: Stock版 - 真的回天无力了?
我的想法是大家目前多想想风报比,就会明朗些。
风险控制没问题,北上南下还是问题么?说是这么说,散户很难做。
UNWINDING,在被窝里数钱玩喽。
某MM工作纪律:
1. 不熟不做
2. 参见1
m*****i
发帖数: 4342
47
From CNBC
http://www.cnbc.com/id/44789949
I've been asked repeatedly why Real Estate Investment Trusts (REITs), which
are stock companies that own and manage real estate for investors, have been
so weak today. A couple of observations:
1) Mort Zuckerman, CEO of Boston Properties, spoke at a Boston Properties
Investor Conference this morning, and according to traders gave a somewhat
downbeat assessment of the U.S. economy, saying the economy has "made us
very, very cautious";
2) the main REIT ind... 阅读全帖
G*****S
发帖数: 303
48
俺的理解很迷糊,
option大牛给个summary就好了。
http://www.thestreet.com/story/11281149/1/aapl-options-earnings
As I look at the way Apple(AAPL_) options are trading today I can tell you a
few things:
1. There is not very much premium selling going on, especially in large
block orders. This implies that the market thinks that option prices as a
whole are too cheap.
2. There is a lot of buying in two main places, the straddle and upside
calls. The fact that the straddle IV is more expensive in volatility terms
th... 阅读全帖
p********n
发帖数: 2046
49
来自主题: Stock版 - 后庭依旧在,几度菊花红!
When you endure a trading loss, the voice you need to begin to hear is your
own inner voice of encouragement,not the one that admonishes you.
An overbearing parent or loved one may have inadvertently “coached” you
into holding on to limiting beliefs about what you can do and accomplish in
your life.
That voice needs to be replaced with your inner voice that understands that
when you are a professional trader, losses are part of the business.
In doing so, you can unwind the wiring that mother nat... 阅读全帖
s******a
发帖数: 13
50
来自主题: Stock版 - FNMA, FMCC
第一次发帖,请大牛们帮助分析一下FNMA 和FMCC。
似乎俩要合并?然后私有?
"U.S. Senator Bob Corker, a member of the Senate Banking Committee, said a
new strategic plan released by the Federal Housing Finance Agency for the
future of Fannie Mae and Freddie Mac "starts to move us in the right
direction" toward reform of the two mortgage finance agencies, adding
"now it's up to Congress to build off the momentum." In the plan presented
to Congress today, FHFA Acting Director Edward DeMarco proposed a risk-
sharing arrangeme... 阅读全帖
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