找回密码
 注册
搜索
楼主: yingying

[原创] 从stress test result为什么要被delay分析一下

[复制链接]
发表于 2009-5-3 09:32 PM | 显示全部楼层


very good point! thanks
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-5-3 09:38 PM | 显示全部楼层
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-5-3 09:44 PM | 显示全部楼层
改组银行, 弄清底细是测试的目的.

银行业最怕的资金短缺引起的恐慌. 既然O8/FED已经说最困难的时候已经过去了(恐慌), 就这个节骨眼上, 我相信不会因为测试再闹出什么银行破产, 飞妖蛾子出来.
ctcld 发表于 2009-5-3 21:11

回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-5-3 09:49 PM | 显示全部楼层
I don't think so.
A bull is coming. the reason the result is delayed is  they don't want the test result too good to be true, considering the Chrysler BK caused a little bit panic. They would reconcile a mildly good result to keep the people's confidence in high.  
can you  imagine they will release a bad result to ruin people 's faith in Economy, to deny what they have done in the past 2 months?
faith is more important than truth at this stage.
again, I do believe a blow-up bull is coming, led by financial industry. MM has been on the train, ready to ride!
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-5-3 10:05 PM | 显示全部楼层
thanks
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-5-3 10:09 PM | 显示全部楼层
I agree with starfish111. The original plan in Feburary was not to release individual results but genearl results (that makes sense because the goal of the test is to make sure the banks are able to survive to lend money out after the government's help, no bankruptcy possibilitites at all); BUt later on, they changed the mind and want to release details. Only one possibility: the result is positive!
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-5-3 10:52 PM | 显示全部楼层
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-5-3 11:03 PM | 显示全部楼层
有道理
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-5-3 11:14 PM | 显示全部楼层
i don't buy in that obama rescues the market for his vanity. I believe he is not that shallow :)

obama & wall street have good reason to cooperate. but i dont know whether they can succeed.
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-5-4 12:02 AM | 显示全部楼层
提示: 作者被禁止或删除 内容自动屏蔽
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-5-4 12:25 AM | 显示全部楼层
墙倒众人推呀树倒猢狲散呀
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-5-4 12:32 AM | 显示全部楼层
Ding
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-5-4 12:45 AM | 显示全部楼层
once the bull trigger had been pulled, the bull-bear balance around DJIA 8000 will be broken.
the shorts have to cover their positions to stop loss, which consequently push the market even higher.
on the other hand, what about the bear trigger? no way. the government will keep the market from freely falling. in the long run, the longs might be disappointed, but not now.
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-5-4 01:02 AM | 显示全部楼层
24# starfish111


totally agree.
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-5-4 02:10 AM | 显示全部楼层
STRESS TEST 出来后不管结果好不好银行股都会涨,大涨和小涨的区别.C建议别碰,其他的问题都不大,
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-5-4 02:53 AM | 显示全部楼层
本帖最后由 金瓶梅 于 2009-5-4 04:12 编辑

quite interesting !

如果早期传言是真的, CITI 和Bank of America 需要更多资金, 而且要在一定时
限凑集到, 这样MM 当然不要take the risk。 但是Geithner 的表述决对是天下太
平, 来骗PRIVATE INVESTOR 更多投入。
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-5-4 06:08 AM | 显示全部楼层
ding
回复 鲜花 鸡蛋

使用道具 举报

 楼主| 发表于 2009-5-5 01:13 PM | 显示全部楼层
1# yingying

pig day #2 today. Let's see if we will have pig #3 tomorrow. Then Thurs, either heaven or hell.
回复 鲜花 鸡蛋

使用道具 举报

您需要登录后才可以回帖 登录 | 注册

本版积分规则

手机版|小黑屋|www.hutong9.net

GMT-5, 2025-3-3 04:36 PM , Processed in 0.058901 second(s), 12 queries .

Powered by Discuz! X3.5

© 2001-2024 Discuz! Team.

快速回复 返回顶部 返回列表