最新评论
一些朋友的留言没有回，请多见谅。不是因为傲慢，的确是太忙碌。这种时刻是一个基金经理或者害怕发抖或者梦寐以求的时刻，我不得不花费很多时间学习、思考与行动。
08-10-09 @ 16:22
Look at Blackstone (BX) and Morgan Stanly (MS), how smart the chinese investment really is.
I guess the 3% commission is lucrative for the corrupted chinese decision maker?
I guess the 3% commission is lucrative for the corrupted chinese decision maker?
08-10-09 @ 12:01
Most of the american asset are on housing and stocks, since there is a mortgage on house, i.e., leverage, house can be a destructive asset. Stocks are valued based on P/E, the future dream, this is not cash or T-bill.
Conclusion, The positive net assets presented in the charts are bogus.
Conclusion, The positive net assets presented in the charts are bogus.
08-10-09 @ 10:08
"投资银行使用了过高的杠杆率"不算“美国金融体系风险管理无方”？
至于“储蓄率”的争论，不知海影能否提供美国人的平均工资的历史数据来说明美国人的“净资产”确实是支撑了美国人现在的消费？
至于“储蓄率”的争论，不知海影能否提供美国人的平均工资的历史数据来说明美国人的“净资产”确实是支撑了美国人现在的消费？
08-10-09 @ 09:51
谢谢分享!
08-10-08 @ 20:35
谢谢海影分享好文！
08-10-08 @ 19:41
胆不大,炒股,害怕受损...
08-10-07 @ 16:31
Without short squeeze, US market will drift lower and lower every day like Shanghai stock market. Now it's American's turn to plunge 50% and more, up to 90%.
08-10-07 @ 13:08
