现在大家都在猜JPM在IG9上到底有多少头寸。 - 未名空间MITBBS历史存档

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现在大家都在猜JPM在IG9上到底有多少头寸。

现在大家都在猜JPM在IG9上到底有多少头寸。# Stock

a*t2012-05-11 07:05

1 楼

如果整体有$100B，那$3B的loss显然是低估了。
如果整体有$30B，那$3B恐怕也低估了。
我猜（拍脑门儿地）全部的loss应该在$6B。JPM只不过是在一点点通过Mark to market
来宣布。
真正的盈亏4个月后见。拭目以待。

a*s2012-05-11 07:05

2 楼

I agree. If only 2B loss, they don't need to announce now. They must see a
bigger risk ahead.

market

【在 a********t 的大作中提到】

: 如果整体有$100B，那$3B的loss显然是低估了。
: 如果整体有$30B，那$3B恐怕也低估了。
: 我猜（拍脑门儿地）全部的loss应该在$6B。JPM只不过是在一点点通过Mark to market
: 来宣布。
: 真正的盈亏4个月后见。拭目以待。

a*t2012-05-11 07:05

3 楼

So far, I've posted on this board negative comments on ZNGA, GRPN, HIG,
SHLD, Coal, and BAC, and some not-so-negative comments on RENN and MCP.
I've also thrown in my doubts about the overall market and the tech
bubble.
I do, however, like dividend paying stocks. I like JPM. I would wait for
some entry points to come in the next three months.
I hope that you find my investing philosophy interesting and that it fits
your style, too.

seriously,