c*u
2 楼
稳住了军心.
p*a
3 楼
nonsense. It means that banks are in serious trouble, otherwise BAC will not
sign such a humiliating deal.
【在 v****e 的大作中提到】
: 老巴进驻之后，银行股的bear raid压力基本就没有了。
sign such a humiliating deal.
【在 v****e 的大作中提到】
: 老巴进驻之后，银行股的bear raid压力基本就没有了。
a*w
4 楼
That's a win-win deal.
not
【在 p****a 的大作中提到】
: nonsense. It means that banks are in serious trouble, otherwise BAC will not
: sign such a humiliating deal.
not
【在 p****a 的大作中提到】
: nonsense. It means that banks are in serious trouble, otherwise BAC will not
: sign such a humiliating deal.
c*t
5 楼
大牛，你还听Cramer的屁话，你在俺青蛙心目中的形象大跌呀！
Cramer从来就没有看空过，从来都是说buy, buy, buy!!!
这厮在Bears smear破产前一天还在那里喊买入呢。
巴菲在110多进入高盛，你可知道最后高盛跌倒了40多刀。
散户，就是散户，要摆正位置，赚点就跑。不是大牛，千万别冒充大牛。大牛的做法，
到了咱散户这里就不行了。
巴菲才拿出了他的钱的几分之一去买BAC? 我等青蛙能行吗？
【在 v****e 的大作中提到】
: 老巴进驻之后，银行股的bear raid压力基本就没有了。
Cramer从来就没有看空过，从来都是说buy, buy, buy!!!
这厮在Bears smear破产前一天还在那里喊买入呢。
巴菲在110多进入高盛，你可知道最后高盛跌倒了40多刀。
散户，就是散户，要摆正位置，赚点就跑。不是大牛，千万别冒充大牛。大牛的做法，
到了咱散户这里就不行了。
巴菲才拿出了他的钱的几分之一去买BAC? 我等青蛙能行吗？
【在 v****e 的大作中提到】
: 老巴进驻之后，银行股的bear raid压力基本就没有了。
v*e
6 楼
you are both right.
not
【在 p****a 的大作中提到】
: nonsense. It means that banks are in serious trouble, otherwise BAC will not
: sign such a humiliating deal.
not
【在 p****a 的大作中提到】
: nonsense. It means that banks are in serious trouble, otherwise BAC will not
: sign such a humiliating deal.
v*e
7 楼
he did not say buy BAC. he only says the buffet deal takes a lot of the bear
raid pressure off of the bank stocks, which I agree.
【在 c*********t 的大作中提到】
: 大牛，你还听Cramer的屁话，你在俺青蛙心目中的形象大跌呀！
: Cramer从来就没有看空过，从来都是说buy, buy, buy!!!
: 这厮在Bears smear破产前一天还在那里喊买入呢。
: 巴菲在110多进入高盛，你可知道最后高盛跌倒了40多刀。
: 散户，就是散户，要摆正位置，赚点就跑。不是大牛，千万别冒充大牛。大牛的做法，
: 到了咱散户这里就不行了。
: 巴菲才拿出了他的钱的几分之一去买BAC? 我等青蛙能行吗？
raid pressure off of the bank stocks, which I agree.
【在 c*********t 的大作中提到】
: 大牛，你还听Cramer的屁话，你在俺青蛙心目中的形象大跌呀！
: Cramer从来就没有看空过，从来都是说buy, buy, buy!!!
: 这厮在Bears smear破产前一天还在那里喊买入呢。
: 巴菲在110多进入高盛，你可知道最后高盛跌倒了40多刀。
: 散户，就是散户，要摆正位置，赚点就跑。不是大牛，千万别冒充大牛。大牛的做法，
: 到了咱散户这里就不行了。
: 巴菲才拿出了他的钱的几分之一去买BAC? 我等青蛙能行吗？
S*X
8 楼
not
去看我在你主贴的回复。 这个deal无关这区区50亿
【在 p****a 的大作中提到】
: nonsense. It means that banks are in serious trouble, otherwise BAC will not
: sign such a humiliating deal.
s*t
9 楼
我觉得是暂时造成金融股的short cover, 但是过了这阵还会回去的,
因为这是个bank being desperate的信号. 而且不仅是银行股,
整个股市都会遭到阻击, 因为明摆着经济不行了, 房事没希望了.
bear
【在 v****e 的大作中提到】
: he did not say buy BAC. he only says the buffet deal takes a lot of the bear
: raid pressure off of the bank stocks, which I agree.
因为这是个bank being desperate的信号. 而且不仅是银行股,
整个股市都会遭到阻击, 因为明摆着经济不行了, 房事没希望了.
bear
【在 v****e 的大作中提到】
: he did not say buy BAC. he only says the buffet deal takes a lot of the bear
: raid pressure off of the bank stocks, which I agree.
G*s
10 楼
GE和GS在老巴买了后都至少跌了30%，这次看不行可以在5块左右买BAC
【在 v****e 的大作中提到】
: 老巴进驻之后，银行股的bear raid压力基本就没有了。
【在 v****e 的大作中提到】
: 老巴进驻之后，银行股的bear raid压力基本就没有了。
v*e
11 楼
this is not 2008. yeah granted the mortgage assets stink, but again, this is
not 2008 where you had this credit crunch where lending basically stopped
and the nations largest banks run out of liquidity. this is not that.
【在 G*******s 的大作中提到】
: GE和GS在老巴买了后都至少跌了30%，这次看不行可以在5块左右买BAC
not 2008 where you had this credit crunch where lending basically stopped
and the nations largest banks run out of liquidity. this is not that.
【在 G*******s 的大作中提到】
: GE和GS在老巴买了后都至少跌了30%，这次看不行可以在5块左右买BAC
HQ
12 楼
不是2008，有没有可能胜过2008呢？
is
【在 v****e 的大作中提到】
: this is not 2008. yeah granted the mortgage assets stink, but again, this is
: not 2008 where you had this credit crunch where lending basically stopped
: and the nations largest banks run out of liquidity. this is not that.
is
【在 v****e 的大作中提到】
: this is not 2008. yeah granted the mortgage assets stink, but again, this is
: not 2008 where you had this credit crunch where lending basically stopped
: and the nations largest banks run out of liquidity. this is not that.
v*e
13 楼
不可能，private sector的各项指标都远远好于2008，consumer balance sheet也强壮
得多.
【在 HQ 的大作中提到】
: 不是2008，有没有可能胜过2008呢？
:
: is
得多.
【在 HQ 的大作中提到】
: 不是2008，有没有可能胜过2008呢？
:
: is
s*t
14 楼
but obviously boa runs out of liquidity,
hsbc runs out of liquidity...
they are selling everything they can to raise capital.
is
【在 v****e 的大作中提到】
: this is not 2008. yeah granted the mortgage assets stink, but again, this is
: not 2008 where you had this credit crunch where lending basically stopped
: and the nations largest banks run out of liquidity. this is not that.
hsbc runs out of liquidity...
they are selling everything they can to raise capital.
is
【在 v****e 的大作中提到】
: this is not 2008. yeah granted the mortgage assets stink, but again, this is
: not 2008 where you had this credit crunch where lending basically stopped
: and the nations largest banks run out of liquidity. this is not that.
HQ
15 楼
创造历史的时候，什么都有可能
在我来看，现在比2008糟糕的多。
统计数据也就是做个参考，没什么的了。
【在 v****e 的大作中提到】
: 不可能，private sector的各项指标都远远好于2008，consumer balance sheet也强壮
: 得多.
在我来看，现在比2008糟糕的多。
统计数据也就是做个参考，没什么的了。
【在 v****e 的大作中提到】
: 不可能，private sector的各项指标都远远好于2008，consumer balance sheet也强壮
: 得多.
s*t
16 楼
我觉得欧洲懒人的危机应该比美国2008的危机大.
全球化的结果就是美国的各大银行也深深卷入其中.
【在 HQ 的大作中提到】
: 不是2008，有没有可能胜过2008呢？
:
: is
全球化的结果就是美国的各大银行也深深卷入其中.
【在 HQ 的大作中提到】
: 不是2008，有没有可能胜过2008呢？
:
: is
s*t
17 楼
2007年其实公司业绩也都是 非常好的. 2008说不行就不行了.
现在也有点这意思. 各国政府消减开支, 各个跨国公司好不到哪里去,
除了aapl这种直接做consumer affordable fashion的公司会是个例外.
【在 HQ 的大作中提到】
: 创造历史的时候，什么都有可能
: 在我来看，现在比2008糟糕的多。
: 统计数据也就是做个参考，没什么的了。
现在也有点这意思. 各国政府消减开支, 各个跨国公司好不到哪里去,
除了aapl这种直接做consumer affordable fashion的公司会是个例外.
【在 HQ 的大作中提到】
: 创造历史的时候，什么都有可能
: 在我来看，现在比2008糟糕的多。
: 统计数据也就是做个参考，没什么的了。
v*e
18 楼
the challenge right now is double whammy from low rate environment combined
with higher capital requirements. this is not a credit crunch and the impact
won't be as systemic. I don't care if boa's equity gets diluted or wiped
out, as long as such event doesn't trigger a systemic crisis. I will not put
my money in finance sector, because they basically a housing play and
housing is no good. there're a million other places to put your money.
finance is the short board, and what I'm saying is the short board isn't
that short as we saw in 08.
【在 s******t 的大作中提到】
: but obviously boa runs out of liquidity,
: hsbc runs out of liquidity...
: they are selling everything they can to raise capital.
:
: is
with higher capital requirements. this is not a credit crunch and the impact
won't be as systemic. I don't care if boa's equity gets diluted or wiped
out, as long as such event doesn't trigger a systemic crisis. I will not put
my money in finance sector, because they basically a housing play and
housing is no good. there're a million other places to put your money.
finance is the short board, and what I'm saying is the short board isn't
that short as we saw in 08.
【在 s******t 的大作中提到】
: but obviously boa runs out of liquidity,
: hsbc runs out of liquidity...
: they are selling everything they can to raise capital.
:
: is
v*e
19 楼
sure. stay away from government spending dependent name such as Halliburton,
Lockheed, John Deere, Honeywell...
【在 s******t 的大作中提到】
: 2007年其实公司业绩也都是 非常好的. 2008说不行就不行了.
: 现在也有点这意思. 各国政府消减开支, 各个跨国公司好不到哪里去,
: 除了aapl这种直接做consumer affordable fashion的公司会是个例外.
Lockheed, John Deere, Honeywell...
【在 s******t 的大作中提到】
: 2007年其实公司业绩也都是 非常好的. 2008说不行就不行了.
: 现在也有点这意思. 各国政府消减开支, 各个跨国公司好不到哪里去,
: 除了aapl这种直接做consumer affordable fashion的公司会是个例外.
s*t
20 楼
你不知道大公司的balance sheets are going to be very ugly.
combined
impact
put
【在 v****e 的大作中提到】
: the challenge right now is double whammy from low rate environment combined
: with higher capital requirements. this is not a credit crunch and the impact
: won't be as systemic. I don't care if boa's equity gets diluted or wiped
: out, as long as such event doesn't trigger a systemic crisis. I will not put
: my money in finance sector, because they basically a housing play and
: housing is no good. there're a million other places to put your money.
: finance is the short board, and what I'm saying is the short board isn't
: that short as we saw in 08.
combined
impact
put
【在 v****e 的大作中提到】
: the challenge right now is double whammy from low rate environment combined
: with higher capital requirements. this is not a credit crunch and the impact
: won't be as systemic. I don't care if boa's equity gets diluted or wiped
: out, as long as such event doesn't trigger a systemic crisis. I will not put
: my money in finance sector, because they basically a housing play and
: housing is no good. there're a million other places to put your money.
: finance is the short board, and what I'm saying is the short board isn't
: that short as we saw in 08.
s*t
21 楼
靠government 生存的公司非常多的.
你可能把精力都放在新浪了. 忽略了很多重要的公司.
看看oracle, hpq, cat, mmm, ba, 等等.
只有aapl, walmart, mcd这类的公司不受影响.
什么是经济危机? 这就是.
Halliburton,
【在 v****e 的大作中提到】
: sure. stay away from government spending dependent name such as Halliburton,
: Lockheed, John Deere, Honeywell...
你可能把精力都放在新浪了. 忽略了很多重要的公司.
看看oracle, hpq, cat, mmm, ba, 等等.
只有aapl, walmart, mcd这类的公司不受影响.
什么是经济危机? 这就是.
Halliburton,
【在 v****e 的大作中提到】
: sure. stay away from government spending dependent name such as Halliburton,
: Lockheed, John Deere, Honeywell...
v*e
22 楼
I don't. you tell me.
【在 s******t 的大作中提到】
: 你不知道大公司的balance sheets are going to be very ugly.
:
: combined
: impact
: put
【在 s******t 的大作中提到】
: 你不知道大公司的balance sheets are going to be very ugly.
:
: combined
: impact
: put
v*e
23 楼
oh come on... I invest in SINA but that doesn't mean I don't follow econ and
business news on all these other firms. you have no idea how much time I
spend each day reading and listening to all this stuff. believe me, america
is a consumer-driven economy. government spending cuts will have its impact
but it won't be the deciding factor. Obama is going to announce something
major before Q4 and it will be very business friendly (think taxes and
overseas profit). we'll see.
【在 s******t 的大作中提到】
: 靠government 生存的公司非常多的.
: 你可能把精力都放在新浪了. 忽略了很多重要的公司.
: 看看oracle, hpq, cat, mmm, ba, 等等.
: 只有aapl, walmart, mcd这类的公司不受影响.
: 什么是经济危机? 这就是.
:
: Halliburton,
business news on all these other firms. you have no idea how much time I
spend each day reading and listening to all this stuff. believe me, america
is a consumer-driven economy. government spending cuts will have its impact
but it won't be the deciding factor. Obama is going to announce something
major before Q4 and it will be very business friendly (think taxes and
overseas profit). we'll see.
【在 s******t 的大作中提到】
: 靠government 生存的公司非常多的.
: 你可能把精力都放在新浪了. 忽略了很多重要的公司.
: 看看oracle, hpq, cat, mmm, ba, 等等.
: 只有aapl, walmart, mcd这类的公司不受影响.
: 什么是经济危机? 这就是.
:
: Halliburton,
T*n
24 楼
before Q4是什么时候？另外你觉得现在的情况总体讲怎么样？
呼唤大牛们写写前瞻分析的东西，百家争鸣。
and
america
impact
【在 v****e 的大作中提到】
: oh come on... I invest in SINA but that doesn't mean I don't follow econ and
: business news on all these other firms. you have no idea how much time I
: spend each day reading and listening to all this stuff. believe me, america
: is a consumer-driven economy. government spending cuts will have its impact
: but it won't be the deciding factor. Obama is going to announce something
: major before Q4 and it will be very business friendly (think taxes and
: overseas profit). we'll see.
呼唤大牛们写写前瞻分析的东西，百家争鸣。
and
america
impact
【在 v****e 的大作中提到】
: oh come on... I invest in SINA but that doesn't mean I don't follow econ and
: business news on all these other firms. you have no idea how much time I
: spend each day reading and listening to all this stuff. believe me, america
: is a consumer-driven economy. government spending cuts will have its impact
: but it won't be the deciding factor. Obama is going to announce something
: major before Q4 and it will be very business friendly (think taxes and
: overseas profit). we'll see.
l*1
25 楼
我发现vankie是板上罕见的明白人
呵呵。虽然sina这个pick有点。。。
combined
impact
put
【在 v****e 的大作中提到】
: the challenge right now is double whammy from low rate environment combined
: with higher capital requirements. this is not a credit crunch and the impact
: won't be as systemic. I don't care if boa's equity gets diluted or wiped
: out, as long as such event doesn't trigger a systemic crisis. I will not put
: my money in finance sector, because they basically a housing play and
: housing is no good. there're a million other places to put your money.
: finance is the short board, and what I'm saying is the short board isn't
: that short as we saw in 08.
呵呵。虽然sina这个pick有点。。。
combined
impact
put
【在 v****e 的大作中提到】
: the challenge right now is double whammy from low rate environment combined
: with higher capital requirements. this is not a credit crunch and the impact
: won't be as systemic. I don't care if boa's equity gets diluted or wiped
: out, as long as such event doesn't trigger a systemic crisis. I will not put
: my money in finance sector, because they basically a housing play and
: housing is no good. there're a million other places to put your money.
: finance is the short board, and what I'm saying is the short board isn't
: that short as we saw in 08.
j*e
26 楼
“这厮在Bears smear破产前一天还在那里喊买入呢”
哈哈，正解，那天cramer还跟simon为这事吵架呢
一般老巴抄底都是第一波，还有第二波呢。啥时候没人敢抄了，啥时就是底
【在 c*********t 的大作中提到】
: 大牛，你还听Cramer的屁话，你在俺青蛙心目中的形象大跌呀！
: Cramer从来就没有看空过，从来都是说buy, buy, buy!!!
: 这厮在Bears smear破产前一天还在那里喊买入呢。
: 巴菲在110多进入高盛，你可知道最后高盛跌倒了40多刀。
: 散户，就是散户，要摆正位置，赚点就跑。不是大牛，千万别冒充大牛。大牛的做法，
: 到了咱散户这里就不行了。
: 巴菲才拿出了他的钱的几分之一去买BAC? 我等青蛙能行吗？
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