公司業績好於預期限製美股向下回調空間就像近來的很多事情一樣，美國股市雖然出現了七周來的首次回調，但其力度也沒有達到市場預期。
股市自3月9日以來飆升29%已經令很多人因為沒有抓住機會而懊悔不已，如果此刻股市能夠像很多人預計的那樣出現回調，不僅能夠讓這輪迅猛的漲勢恢複一點可信度，還能因為撇去一些泡沫而讓後來入場的人也能從中分一杯羹。
市[閱讀全文]
子夜讀書心筆
寫日記的另一層妙用，就是一天辛苦下來，夜深人靜，借境調心，景與心會。有了這種時時靜悟的簡靜心態， 才有了對生活的敬重。
博文
(2009-04-28 01:34:14)
(2009-04-28 01:16:28)
Ongoingconcern:TheAsianCFO’sdebthangoverByStevenDewhurst|28April2009
Asiamaybefacinganoncomingcorporatedebtmaturitycrisis.WillCFOsbeheldresponsible?
"Materialadversechanges,whichraisesubstantialdoubtaboutitsabilitytocontinueasagoingconcern"isoneexampleofafairlyinnocuousphrasewhichcanhaveprofoundimplicationsforacorporation’ssurvival.Itisanauditor’sgoingconcernqualification–somethingchie...[閱讀全文]
(2009-04-28 00:44:30)
EricRosenfeldwasatraderandprincipalintheLong-TermCapitalManagementhedgefund,alandmarkWallStreetdisaster.PriortoLTCM,RosenfeldwasaninstructoratHarvardUniversity.AboutoneyearafterLTCM'srescue,in1999,hejoinedJohnMeriwetherasapartnerinJWMPartnersLLC,whichstartedoperationswithabout$250millionundermanagement.HeleftJWMPartnerstojoinPalomaPartners,aGreenwichfund-of-funds.In2007,RosenfeldfoundedQuantitativ...[閱讀全文]
(2009-04-28 00:39:16)
Honestlynothingreallynewbutgoodtoreadforthe1sttimewhatanoldwisemindthinks.Btw,hewasDr.DoombeforeRoubinibecamefamous:)InterestinglybotharesomehowconnectedwithNYUHowlibertariandogmaledtheFedastray
ByHenryKaufman
Published:April27200919:16|Lastupdated:April27200919:16
TheFederalReservehasbeenhobbledbyatleasttwomajorshortcomingsthatwereprimarilyresponsibleforthecurrentandseveralpreviouscre...[閱讀全文]
ByHenryKaufman
Published:April27200919:16|Lastupdated:April27200919:16
TheFederalReservehasbeenhobbledbyatleasttwomajorshortcomingsthatwereprimarilyresponsibleforthecurrentandseveralpreviouscre...[閱讀全文]
(2009-04-27 23:48:38)
FedPushesCiti,BofAtoIncreaseCapital
http://online.wsj.com/article/SB124088901025362487.html#mod=djemalertNEWS
RegulatorshavetoldBankofAmericaCorp.andCitigroupInc.thatthebanksmayneedtoraisemorecapitalbasedonearlyresultsofthegovernment'sso-calledstresstestsoflenders,accordingtopeoplefamiliarwiththesituation.ThecapitalshortfallamountstobillionsofdollarsatBankofAmerica,basedinCharlotte,N....[閱讀全文]
(2009-04-27 23:31:17)
GarthwaiteonSwineFluKeymessages:
1.Howbig?Dr.JohnMcCauley,virologistattheNationalInstituteforMedicalResearch,believestheestimateof120mnfatalitiesfromthecrisisis"notunreasonable"(NM:thatis~2%ofglobalpopulation,andgiventhatmortalityis~2%forswineflu,themathdoesnotaddup).Garthwaitehasnoestimate,buthighlightstheSpanishflupandemic
(1918-20)killed50mnpeople(2.5%ofworldpopulation)-couldhavebeenexa...[閱讀全文]
1.Howbig?Dr.JohnMcCauley,virologistattheNationalInstituteforMedicalResearch,believestheestimateof120mnfatalitiesfromthecrisisis"notunreasonable"(NM:thatis~2%ofglobalpopulation,andgiventhatmortalityis~2%forswineflu,themathdoesnotaddup).Garthwaitehasnoestimate,buthighlightstheSpanishflupandemic
(1918-20)killed50mnpeople(2.5%ofworldpopulation)-couldhavebeenexa...[閱讀全文]
(2009-04-27 23:23:44)
張召忠：曾有一套彈射器隨二手航母進入中國(組圖)新華網
核心提示：今天絕大多數的中國海軍軍人依舊沒有機會親眼見到航空母艦。原因很簡單，中國海軍還沒有這種戰艦，迄今為止也沒有任何一艘外國航母訪問過中國大陸。4月28日報道“墨爾本號”和航母夢的開始今天絕大多數的中國海軍軍人依舊沒有機會親眼見到航空母艦。原因很簡單，中國海軍還沒有這種戰艦，迄[閱讀全文]
(2009-04-27 02:16:12)
CommentsontheUSStressTestFrameworkThestresstestframework(otherwiseknownasSupervisoryCapitalAssessmentProgram)putoutbytheFedReservelastFridaywasbriefondetailswhilebaselineassumptionsarehardlystressful,inourview,withUSgrowthassumptionof-2.1%in2009and+2.1%in2010.Theadversecaseisforgrowthof-3.3%in2009and+0.5%in2010.Incontrast,intheIMF'sestimatesofwritedownsforbanks,thebasecaseassumesUSGDPbottomingouta...[閱讀全文]
(2009-04-27 00:06:35)
MarketOverview:CapexNotCollapsing,BondYieldsAreBouncing,EquitiesStillCheapbyCalafiaBeachPundit
CapexNotCollapsingThemostimportantthingaboutagrowinglistofthingsthathavebouncedfromyear-endlows(e.g.,commodityprices,industrialmetalsprices,oilprices,retailsales,containershipments,homebuilders'stockprices(+75%),junkbonds,emergingmarketdebt,Applestock,andnowcapitalgoodsorders)isthateconomicactivityis...[閱讀全文]
(2009-04-27 00:04:16)
ACloserLookatBankingStressTestMethodologybyLarryMacDonald
OnFriday,theFederalReserveissuedawhitepaperoutliningthemethodologybehindthestressteststhatexaminersusedtoassesstheabilityofthe19largestU.S.bankstocopewithbaselineand“worsecase”macroeconomicscenariosfor2009and2010.Theywillmakethefindingsofthestresstests,calledtheSupervisoryCapitalAssessmentProgram(SCAP),publiconMay4.Thefirstsentencegoe...[閱讀全文]
OnFriday,theFederalReserveissuedawhitepaperoutliningthemethodologybehindthestressteststhatexaminersusedtoassesstheabilityofthe19largestU.S.bankstocopewithbaselineand“worsecase”macroeconomicscenariosfor2009and2010.Theywillmakethefindingsofthestresstests,calledtheSupervisoryCapitalAssessmentProgram(SCAP),publiconMay4.Thefirstsentencegoe...[閱讀全文]
