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发表于 2010-4-16 02:13 PM
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Some comments I found about GS news. I think he's right. Bulls need to be careful
"I see a number of analysts are already out with reports defending Goldman Sachs but I believe they may be a bit hasty. The real issue here isn't the dollars at stake, or even Goldman's culpability, but whether this is the start of a politically driven campaign to find villains and scapegoats for the financial crisis.
Federal Reserve Bank of Kansas City President Thomas Hoenig was on the wires just now saying that something got "turned upside down," with Wall Street emerging from the financial crisis stronger than ever. That is a view shared by many in the Obama administration and it will play well as a campaign theme for Democrats looking for populist support.
The fact that these charges come just as Congress is considering a tougher financial regulatory scheme is very likely not a coincidence. Many believe Wall Street never paid a sufficient price for its role in the financial crisis, and there is going to be lots of pressure to go after other companies as well. Goldman's success and some of its deals, like those with American International Group , make it a very big, fat, juicy target, which won't cause many people any distress.
Since this rally began more than a year ago, small investors have failed to fully participate, which creates an even greater incentive for them to cheer an attack on the institutions that have been cleaning up, while those on Main Street suffered from high unemployment and falling housing prices.
Political and popular sentiment is going to make it difficult for the financial sector to shrug off a charge of fraud, even if it is without merit. The news media is likely to paint a pretty ugly picture of Wall Street this weekend. " |
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狗仔卡
yeah, 俺哥就是对，俺开始吹南风了