本帖最后由 多吉 于 2009-8-12 20:39 编辑
The philosophy of trading must not be focused on trying to guess where exactly the market is going to topping or bottoming，but rather trying to understand what the market is currently doing。。。 ...
多吉 发表于 2009-8-6 12:07 AM 
told you, told you, told you so。。。
多吉 发表于 2009-8-6 12:07 AM
“听说Paul Paulson本周还在大力买入公司债券和银行/保险股，他三月底就将其strategy
re-aligned with GS，但是市面上自认为smart money实际上却是dumb money的HF还有不少。。。”
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Breaking news: Investor John Paulson Buys 168 Million Shares BAC
(story developing)
August 12, 2009 at 6:31 pm
Paulson, Esteemed Bank Short Seller, Now Long Financials (BAC, COF, GS, JPM, FITB, FHN, MI, PBCT, SKF, RF, STT, STI)
Paulson & Co. Bought BAC In 2Q - Filing, Bank of America was listed as some $2.217474 billion stake via 167,990,464 shares.
NEW YORK (Dow Jones)--John Paulson's Paulson & Co. hedge-fund firm bought 168 million shares of Bank of American Corp. (BAC) and took big chunks in other banks during the second quarter, according to a regulatory filing. Paulson's end-of-second-quarter holdings report with the Securities and Exchange Commission, filed Wednesday, shows that it would be the fourth-largest shareholder of Bank of America if it still holds those shares today. At today's $15.93 closing price, the stake would be worth $2.7 billion. Bank of America shares were up in aftermarket trading. He also bought 14.9 million shares of Capital One Financial Corp. (COF), giving his firm 17 million shares of that bank. Paulson purchased 35 million shares of Regions Financial Corp (RF), and took smaller stakes in Fifth Third Bancorp (FITB) and Goldman Sachs Group Inc. (GS). Paulson scored collective profits of more than $17 billion in 2007 and 2008 by betting against subprime mortgages and financial shares. As expected, Paulson's filings also showed large investments in mining companies that deal with gold, and gold exchange-traded funds. John Paulson had previously stated he was bullish on gold, and announced other gold-related transactions. A Paulson spokesman was not immediately available to comment.
-By Joseph Checkler; Dow Jones Newswires; 212-416-2152
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狗仔卡
发表于 2009-8-11 02:29 PM
