Monday, April 20, 2009

美股short得

啲花旗國銀行喺上個禮拜陸續交第一季功課。成績唔錯,連全世界都睇死會繼續蝕錢嘅花旗銀行,都話有錢贏。

雖然由高盛開始,個個都話冇靠AIG贏錢,即係冇靠政府(原本想話「冇靠納稅人」,不過記得聯儲局已印鈔票買國債畀政府使,所以要話「冇靠政府」),孫柏文只可話:「你班友唔好玩啦!」

靚業績靠請槍

好似一個小朋友,近排功課成績好咗。你睇落唔知幾開心,仲要同人講話佢之前成績唔好嘅日子已過去。點知個小朋友成績好咗嘅原因,係因為功課唔係自己做,每日畀老師嘅其實係靠老竇、阿媽請槍。

再講,啲花旗國銀行第二、三季會好難捱。上個禮拜,聯儲局宣佈會買啲用商廈,例如商場、寫字樓租金做抵押嘅債券。人人都話係托市,其實又係救啲銀行,因為啲商廈依家好大鑊,銀行如果要硬食啲商廈債券嘅減值,又會資不抵債、即時執笠。所以又要超級垃圾缸聯儲局嚟接。

呢個美股反彈浪,越彈成交越低。上個禮拜啲垃圾股例如花旗銀行,都因淡倉被挾而上,反彈浪最後一擊。

美股上到呢啲位,short得。

8 comments:

  1. 咁港股係咪都 short 得?

    ReplyDelete
  2. 港女美麗都是靠化妝...

    世事如此?!

    咩... 咩... 咩...

    ReplyDelete
  3. If you could buy garbage that might worth a penny or more with money created from thin air, wouldn't you do the same? The only difference is we're not the fed.

    ReplyDelete
  4. One more thing, the so called 'money' is just like a placebo. It only works because you and everyone else think it does.

    ReplyDelete
  5. Yo Anon,

    A very interesting analogy...

    Like dot com buying other dot com with stocks...

    trading worthless pieces of paper for other worthless pieces of paper..

    ReplyDelete
  6. 玩下立此存照嘞,好唔好?

    四月二十日,美股指數收報:

    S&P 832
    Nasdaq 1,608

    另外,大概最最最請槍的銀行股:

    S&P BIX 87.40
    BKX 31.48

    美股short得,即是各指數會開始下滑啦?又睇下點……

    ReplyDelete
  7. 嘩!孫柏文係得嘅!講啲話比啲大行重有牙力!話short得,美股果然應聲暴跌!

    好,四月二十七日 — 即係一個禮拜後啦 — 美股指數收報:

    S&P 857
    Nasdaq 1,679

    S&P BIX 97.85
    BKX 32.86

    咦…??重高過「short得」以前成3%喔…!恁即係點呀??

    ReplyDelete
  8. 話下又兩個禮拜啦,經過一輪豬流感、壓力外洩後,五月四日美股指數收報:

    S&P 907
    Nasdaq 1,763

    S&P BIX 112.23(!!!)
    BKX 36.85(!!!)

    如果四月二十日「short得」時short咗,家陣睇住呢點分分鐘有成雙位數字百分比嘅升幅,唔知會唔有點成隻傻鴨(short咗嘅duck)嘅感覺呢?

    立此存照到此爲止啦,學似點鬼佬話哉:"Even a broken clock is right two times a day"吖嗎……

    ReplyDelete