g****t
发帖数: 4493 | 1 以前大陆股市不准卖空。机构就没有太多的手段操纵市场。后来允许卖空股指期货。股
市就变得越来越容易操纵。屁民只有等着送钱的份儿。
花街的算盘是将金融市场弄得越来越复杂，发明越来越多的金融产品来赚屁民的钱。但
是迟早把自己都玩进去。说是增加市场的活力，增加流动性。全是放屁。你不想买就别
买。以前流动性差的时候根本就没有这么多危机。如果不能卖空，狗剩和Paulson能联
合做次贷卖给客户，再反手做空大赚吗？
以前卖空还有一个uptick规则。现在连这个都被花街的游说团给弄没了。许多小型股只
有被操纵的份儿。上回09年花街吓死了为了自保才暂时禁止卖空金融股。缓过气后更是
变本加厉盘剥屁民。还有naked shorting，左右手互博，pre-market的价格操纵。都应
该禁止。
如果奥巴马想经济有起色，想连任，只要禁止卖空所有有价证券。股市立马上涨，屁民
有钱了，401K长了，才会花钱。大家应该坚决支持正在进行的花街革命。坚决反对所谓
的精英对劳苦大众的残酷剥削。 |
m*t
发帖数: 7490 | |
e*******e
发帖数: 1357 | 3 +1
【在 m*t 的大作中提到】
: 得罪了花街怎么可能连任？
|
J******s
发帖数: 913 | 4 You are too naive. It is not just short selling.
WS control the mass media to paint a negative picture of world economy when
they want to create this downtrend, and HFT helps too. Just be patient and
smart in playing this game. They have to create a bull market next.
Their purpose is trick you to sell-low after buy-high. Pick good stocks, and
hold till a profit. Be patient. |
w*********7
发帖数: 2883 | |
k********8
发帖数: 7948 | 6 那样的话原来1年的熊市得2～3年才能走完。套牢牛牛死的更惨。
区别就是一刀捅死或者千刀万剐 |
g****t
发帖数: 4493 | 7 Morgan Stanley and Goldman Sachs credit default swap 猛涨。这回狗剩可能会自
断一直胳臂把MS弄倒，然后自己成为美国唯一的投资银行。呵呵 |
z***e
发帖数: 5600 | 8 禁空之后，缺少了其他避险和对冲工具，跌起来，多杀多无比惨烈
08年九一八禁空，之后两天，SPX在1250上，一两个月后禁空结束，SPX已成三位数
今年欧洲银行股再次禁空，现在都早早创了新低
【在 g****t 的大作中提到】
: 以前大陆股市不准卖空。机构就没有太多的手段操纵市场。后来允许卖空股指期货。股
: 市就变得越来越容易操纵。屁民只有等着送钱的份儿。
: 花街的算盘是将金融市场弄得越来越复杂，发明越来越多的金融产品来赚屁民的钱。但
: 是迟早把自己都玩进去。说是增加市场的活力，增加流动性。全是放屁。你不想买就别
: 买。以前流动性差的时候根本就没有这么多危机。如果不能卖空，狗剩和Paulson能联
: 合做次贷卖给客户，再反手做空大赚吗？
: 以前卖空还有一个uptick规则。现在连这个都被花街的游说团给弄没了。许多小型股只
: 有被操纵的份儿。上回09年花街吓死了为了自保才暂时禁止卖空金融股。缓过气后更是
: 变本加厉盘剥屁民。还有naked shorting，左右手互博，pre-market的价格操纵。都应
: 该禁止。
|
g****t
发帖数: 4493 | 9 Morgan Stanley and Goldman Sachs credit default swap 猛涨。这回狗剩可能会自
断一直胳臂把MS弄倒，然后自己成为美国唯一的投资银行。呵呵 |
g****t
发帖数: 4493 | 10 Morgan Stanly has roughly $39 billion in net exposure to the large French
banks
Morgan Stanley CDS Spreads Widen on Eurozone Worries
The cost of protecting against a default by Morgan Stanley in the CDS market
is rising this morning as investors once again scratch their heads about
the bank’s exposure to Europe.
Morgan Stanley’s 5-year CDS spread is up 3% to 455 basis points, according
to Markit data, the highest since March 2009.
Meanwhile, Bank of America’s spread is also up 3% this morning to 410 basis
points, a fresh record.
Morgan Stanley’s spread is wider than for troubled Italian banks UniCredit
and Intesa Sanpaolo, according to Joseph Brusuelas, senior economist at
Bloomberg, who writes:
First, Morgan Stanly has roughly $39 billion in net exposure to the large
French banks. It has an additional $1.6 billion in exposure to Italian Banks
and $8.9 billion to German banks. The exposure to the French banks alone
exceeds the market capitalization of the firm. The data can be found at this
link inside the U.S. Securities and Exchange Commission.
Second, this past weekend the US Office of the Comptroller of the Currency
issues its Quarterly Report on Bank Trading and Derivatives for the second
quarter of 2011. Inside the report it noted that Morgan Stanley has $1.793
trillion—yes trillion- in outstanding derivatives exposure.
However, unlike the five major banks with large credit derivative exposure—
JP Morgan, Bank of America, Citibank, Goldman Sachs and HSBC—that exposure
is not located in the relatively easy to hedge plain vanilla interest rate
swaps. Rather Morgan Stanley’s exposure is located in far more dangerous
and riskier foreign exchange derivative contracts. Roughly 98.3% of Morgan
Stanley’s exposure is located in FX contracts. The data on this can be
found here on table 3 of the OCC report mentioned above.
It is worth mentioning here the caveats about the CDS market raised by my
colleagues at the WSJ earlier this week: These things are thinly traded.
Morgan Stanly has roughly $39 billion in net exposure to the large French
banks |
d*********2
发帖数: 48111 | 11 别傻了， 禁空的下场就是A股。
多头和空头的平衡是反映市场的最佳手段。
大多数股票的跳空猛涨，动力就是short squeeze, 没有short， 哪来新高。
而且， 搞清楚股市里， 你的对手是谁， founders比你入的早买的低， investor比你
早， 股东比你早， ipo券商比你早， mm们比你早。
你在食物链最后一节， 除了跟同是散户的生死搏杀， 都是别人的菜。
凡是叫嚣股市需要禁空的， 还是越早getaway越好。
我是主力多头操作的， 没有空头， 我哪里来的合适的买点？ |
g****t
发帖数: 4493 | 12 2008-2009金融危机时禁止卖空金融股反而打击市场信心才导致股市大跌，并不是因为
禁空本身导致大跌。因为对银行股的做空主要来自金融机构，此举主要是为了对冲来自
合约方的风险，而非投机获利。从历史经验看，在2008年9月做空禁令实行后，欧洲银
行间融资几乎被冻结。
虽然卖空交易是一种有效的投资策略，但一旦和传播市场谣言结合起来就被明显滥用了
。期货刚出来时也是为了保护投资。但是现在已经被滥用了。所以在危机出现前就禁空
。大部分人股票投资在401K共同基金中，只有一部分人觉得自己牛逼跟庄家搏杀。就像
去赌场一样。但是共同基金不能卖空，在熊市时，只有被对冲基金宰杀的份。 |
