Wednesday, January 09, 2008

花旗大學的屎計

孫柏文喺花旗國讀大學時,察覺到一個怪現象。就係一個星期裏面,最多人去酒吧嘅一晚係禮拜四。可能因為周末比較多人,自己喺屋企搞party,所以酒吧最旺係禮拜四。因為酒吧唔同人哋屋企,唔會飲到冇,所以好多時禮拜四係一周七日中酒精攝取量最高嘅一日。

周五開班博人走堂

根據《華爾街日報》,某大學因為見到呢個情況,所以推行新措施。大幅提高星期五開班嘅數目。以我對花旗國大學文化嘅認識,呢個措施嘅唯一效果只會推高「走堂」人數。

今日,我想回應隔籬理財版《敏妮Talk》嘅溫敏妮。前日,溫敏妮寫咗篇題為「投機+風險=機會」嘅文章。文中,溫小姐話佢嘅朋友光頭仔,留意緊會令孫柏文唱歌嘅阿里巴巴(1688)。溫小姐估話,應該唔係因乜嘢基本因素,光頭仔只係體驗緊《信報》曹sir所講嘅「有智慧,不如趁勢」。為咗個「炒」字。

機會-風險=套戥

大家作為《金手指》嘅fan屎,都應該知道我對阿里巴巴嘅睇法。所以今日嘅回應唔係想講阿里巴巴。今日,我係想講篇文嘅重心,「投機+風險=機會」呢個方程式。大家都知我數口比較差,得小學程度。不過以小學嘅算術嚟睇,如果「投機+風險=機會」,即係「投機=機會-風險」。

不過我又諗,「機會-風險」即係一個冇風險嘅賺錢機會。冇風險嘅賺錢機會,唔係「套戥arbitrage」咩?點會係「投機」呢?

平時,我會盡量避免用我啲小學程度嘅數學,去糾正啲港女,特別係從事金融業嗰啲,分分鐘除隻高踭鞋去打爆你個頭。不過溫小姐就唔同,EQ高、人品好,永遠唔會破口大罵。如果所有喺工作上有下屬嘅港女,學到溫小姐嘅三成功力,「港女」呢個字,都唔咁負面。真係想約溫小姐去飲咖啡。

1 comment:

  1. Hi Andrew,

    I am not really your fans on appledaily, just knew u thru Money Cafe for awhile and quite happy on your performance.

    This e-mail not related to u at all, as I can't find any mistakes from your talk (probably cos I am same low level education as u do ...... smile), but it's funny how come your newspaper can hire a well educated pretty lady as your colleague (high EQ, good personality, etc... but without economy knowledge)?

    I don't know ELI at all on HSBC, but saw 17/1 & 18/1 column from HIGH EQ lady, I also want to buy her a coffee. I only know the concept on buy and sell, call & put options, I got headache on yesterday as why have to sell Call options to get the stocks (may be it's ELI? as too many tools and I cannot get familiar on it, cos of low education level and too stupid to learn new things)

    But today, she changed her investing action as Sell the Put options (I only know once u want to buy something in lower price, it means u predict the price wl going down, how can u sell the Put options which can make u lost big money???????)

    ReplyDelete