博文
(2008-01-17 15:58:21)
(2008-01-17 13:03:36)
(2008-01-16 17:15:44)
Prudentinvestingsurelyrequiresacknowledgingthepossibilityofanextendedbearmarketandconstructingaportfoliothatcangrow,ifnecessary,nomatterwhat.Billsaccrueandliabilitiesgrowregardlessofwhatequityindicesaredoingunfortunately.Butgovernmentbondyieldsarefarbelowrequiredactuarialtargets.Worseistheduallydamagingimpactonportfoliosoflowerdiscountratesatthesametimeasthestockmarketfallsapart.
Manyinvestors...[閱讀全文]
Manyinvestors...[閱讀全文]
(2008-01-16 11:13:49)
orfeelbetterandexciting.[閱讀全文]
(2008-01-16 08:32:19)
AMD[閱讀全文]
(2008-01-15 20:09:28)
Bearswillbeingdisapppointeddearly.
Eachonemayreceive$500dollarTaxrebateverysoon.[閱讀全文]
Eachonemayreceive$500dollarTaxrebateverysoon.[閱讀全文]
(2008-01-15 15:50:02)
WithIntelfailingtoshine,eventhoughitcontrolsthehigh-grossmarginservermarketandeventhoughrivalAdvancedMicroDevicesisbarelyalive,therewouldappeartobeonesimpleconclusion:Thechipbusiness,awayfromtheboominthelate1990s,isreallyjustanothercyclicalindustrythatinvestorsclingtoisifitwerestillinitsgrowthheyday.
What’sacyclicalbusinessworth?Certainlynotapremiumtothemarket;theS&P500tradesatabout15.6timest...[閱讀全文]
What’sacyclicalbusinessworth?Certainlynotapremiumtothemarket;theS&P500tradesatabout15.6timest...[閱讀全文]
(2008-01-14 14:07:02)
(2008-01-14 13:30:10)
星期六的零晨我忽然醒來，發現LG不在臥房，像是躺在另一個房間悄悄打電話，行為詭秘。我好奇地拿起臥房電話兼聽，發現LG正在與中國一大四女孩調情，兩人一直聊了一個多小時，我了解到：倆人已有關係好幾年了，女孩獲得了LG資助到處旅遊，剩下的都是相思的甜言蜜語，(來美國)早去早回的話。女孩還警惕地問：“她(是指我)起來了嗎？”
聽完電話，我百感交集，[閱讀全文]
(2008-01-14 13:02:32)
2004-07-0812:53:58
隨勢操作適合你嗎？
【CBS.MW加州7月8日訊】Pimco的葛羅斯(BillGross)管理著超過3500億美元的債券基金，他非常希望聯儲能夠在十一月之前將利率調升到2%。這位債券投資大師為什麽會有這種想法？他已經在「商業周刊」作出了明確的回答：低利率很可能已經在住宅和抵押貸款領域造成了危險的泡沫。
「派對的狂歡已經失去了節製。」葛羅斯表示，「現在[閱讀全文]
