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Damn, If I was him,
I can buy tons of FAZ/SKF now, and then sell my bank stocks, and then sell all those FAZ/SKF.
That would double the profit
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约翰保尔森今年第2季以22亿美元购入1.68亿股美银,是他上季最大宗的美股股票交易,更使他成为美银第6大股东,占美银1.94%的股权,而美银股价于第2季已大幅上升94%。
除了美银外,他在上季亦购入其它金融银行股,200万股高盛、1700万股Capital One Financial、700万股摩根大通、500万股Fifth Third Bankcorp,70万股道富及150万股SunTrust Bank。虽然他增持银行股,但亦购入一只短仓ETF Ultrashort Financials ProShares来对冲风险 |
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