Monday, April 20, 2009

壓力測試結果外流?

聽聞有個之前爆過奧巴馬個Homeland Security Secretary,秘密咁話:「美國本土右翼組織,先係恐怖襲擊最大可能嘅源頭。(即唔係拉登)」嘅blog叫Turner Radio Network

啱啱走出來話,美國D銀行做壓力測試嘅結果外流。

咁個結果係點?非常差。

1)19間銀行,16間會肥佬被揭係「資不抵債」。

2)16間肥佬銀行中,冇一間可以頂得住還款率惡化。(孫柏文按:呢個有少少玩野。都已係資不抵債,當然頂唔住。)

3)任何兩間要國有化,FDIC美國聯邦存款保險公司即時冇錢。(孫柏文按:美國國會亦唔會再放錢)


仲有好多,包括HSBC USA會頂唔住嘅消息,自己去睇啦

亦解釋到點解美市(特別係銀行股)今晚係咁跌。

最新消息:花旗國財政部已否認,壓力測試有結果。不過你信唔信?

11 comments:

  1. 剛剛佢又 update 左,督爆美政府點講大話,"How can you be ordered not to release something you don't have?" ,來緊依期又有大戲睇,好野。

    ReplyDelete
  2. 能通過的話,就唔駛cap水救命啦.

    亞羊都信一句話.... 我都好天真......

    咩... 咩... 咩...

    ReplyDelete
  3. 題外話:
    老孫你都係快D準備出黎選立法會議員啦!
    睇到成班議員成個白痴咁乜都要抽下水真係眼火爆!
    金融中心都係要有金融底既議員幫下我地講下野!

    下届都唔知選邊個好!

    ReplyDelete
  4. 題外話:
    老孫你都係快D準備出黎選立法會議員啦!
    睇到成班議員成個白痴咁乜都要抽下水真係眼火爆!
    金融中心都係要有金融底既議員幫下我地講下野!

    下届都唔知選邊個好!

    ReplyDelete
  5. 正頭選特首

    等佢開睹,嫖.....

    睇下什麼全自全社會??
    定政治講???

    咩... 咩... 咩...

    ReplyDelete
  6. Just had a thought about the idea of food chain. Like the toxic substance that deep ocean fish ingest eventually ended up on our plate in the food chain. What about the toxic assets?

    ReplyDelete
  7. 選特首!!!
    yeah !! yeah!! yeah!!

    ReplyDelete
  8. 柏文, 想請問你undergrad的時候是什麼major:)?

    ReplyDelete
  9. thx for sharing the blog, absoultely amazing!

    ReplyDelete
  10. Yo anon,

    I have written a piece before about risk = pollutant

    When the idea is to spread around risk like pollutants (low dosage = no threat), and you keep dumping and dumping more into the ocean...

    Eventually the toxins will build up in the biggest animals...

    And the biggest animal in finance is the big banks. Thats why they are all PK.

    As for my University major... The most useless major - economics.

    ReplyDelete
  11. By: Reuters | 20 Apr 2009 | 12:31 PM ET

    The U.S. Treasury said Monday there was "no basis" for a report that said its "stress tests" on the health of the nation's 19 top banks showed several were "technically insolvent."

    A Treasury spokesman said the department has not yet received the results.

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    The Turner Radio Network, which describes itself as a "free speech" blog, said 16 of the 19 are "technically insolvent," citing what it said was a U.S. government report. Shares of several banks fell sharply on the report.

    "There is no basis for that report; we do not even have results yet," Treasury Spokesman Andrew Williams said.

    The Obama administration has said the results would be released on May 4.

    Bank stocks, already lower after Bank of America reported disappointing quarterly results and outlook, fell further. The Select Sector SPDR Financial ETF was down 5.4 percent after the blog post was widely disseminated by at least two third-party news services.

    After the market open the KBW Bank Index fell 9.3 percent.

    The site, http://turnerradionetwork.blogspot.com/2009/04/leaked-bank-stress-test-results.html, is not related to Turner Broadcasting.

    "It certainly did (move the market) for a while. It raised people's eyebrows. People had associated it with (Ted) Turner's broadcast network," said Lou Brien, market strategist with DRW Trading in Chicago.

    The blog said "Of the 16 banks that are already technically insolvent, not even one can withstand any disruption of cash flow at all or any further deterioration in nonpaying loans."

    "If any two of the 16 insolvent banks go under, they will totally wipe out all remaining FDIC insurance funding," the post added.

    The blog was picked up by some third-party news services and cited by another trader for the drop in bank shares.

    The Turner Radio Network is described by some monitoring groups as a white supremacist organization.

    ReplyDelete